Last year CNBC's inaugural list of disruptive companies zeroed in on start-ups that found valuable new niches and threatened established market leaders. It didn't take long for the CNBC Disruptors to show their impact. One-fifth of the list—or 10 of the 2013 CNBC Disruptor 50—have already cashed in on their market disruptions through initial public offerings and acquisitions.
A total of $47 billion in market capital has been realized by the CNBC Disruptors that have "graduated."
The three disruptors that went public are worth a combined $25 billion in market cap today—they have been humbled a bit in trading since their opening days. The six disruptors that were acquired fetched $22 billion from corporate giants.
The class of 2013 also features some companies that, while still private, have dropped some jaws with recent valuations. Uber recently received an additional round of venture capital that valued the taxi industry's most formidable rival at $18 billion. Airbnb's most recent round valued the lodging industry threat at $10 billion.
CNBC will be unveiling the 2014 CNBC Disruptor list on Tuesday. In the meantime, here is a breakdown of all the wheeling and dealing involving the 10 graduates from last year's CNBC Disruptor 50 list. Expect more big paydays.
Twitter took a very different approach to its public offering than Facebook, announcing the news of its plans to raise $1 billion in a tweet and choosing to trade on the New York Stock Exchange rather than the Nasdaq.
On the first day of trading in November, shares soared far above the $26 offering price, to $44.90, for a market cap around $31 billion, but since then the stock has been on a roller coaster, peaking on December 26 near $75 before falling to a low of $29.51 in May. The main concern moving the stock, which has traded in the $30s over the past month, is whether the company can continue to grow its user base.
2. Castlight Health
The venture capital industry's most heavily funded health-care IT firm, Castlight Health's March IPO raised concerns about another dot-com bubble. After soaring 149 percent the first day of trading, the stock is now down more than 55 percent since its offering. The 6-year-old company aims to revolutionize health care with cloud-based price transparency tools. Its revenue tripled to $13 million last year, but investors are counting on serious revenue growth.
After raising nearly $116 million with shares priced at $19, utility industry energy-efficiency company Opower shares opened more than 30 percent above their offering price. On May 15, in its first earnings report as a public company, Opower reported a 50 percent increase in revenue but widening losses, which its CEO said was part of the plan as it focuses on growth. After rising to a peak of $26 in late April, the stock is now below its offering price, trading in a range between $16 and $18 over the past month.
4. Audax Health—Acquired by UnitedHealth Group
In February, Audax Health's 24-year-old CEO, Grant Verstanding, sold a majority stake in the company to UnitedHealth's Optum group. Terms of the deal weren't disclosed. Audax, which raised more than $55 million in funding, helps insurance companies and consumers create online health plans, and incentives to stick with them. It's a natural fit for the health insurance giant as it tries to improve technology and transparency.
5. MakerBot—Acquired by Stratasys
Together they're a 3-D printing behemoth. Stratasys, the leader in 3-D printing and manufacturing, paid $604 million for the leader in consumer and desktop printing, MakerBot. The June 2013 deal consisted of $403 million upfront in stock, plus incentives tied to MakerBot's performance in coming years.
6. Nest—Acquired by Google
For Google, thermostat maker Nest is the way into the connected home. In January it agreed to pay $3.2 billion for the company. Nest CEO Tony Fadell said the company will operate with some independence. There's no word yet on whether or when Google's software will be embedded into Nest devices. Nest did have one major snafu since the deal: Its new smoke alarm, Protect, had to be recalled for a fix when one of its signature features—motion recognition—was discovered capable of unintentionally disabling the device.
7. Tumblr—Acquired by Yahoo
Yahoo turned to Tumblr to snag a social platform, and the $1.1 billion deal last May raised concerns about overpaying for a company that had never turned a profit. Yahoo CEO Marissa Mayer said in her announcement of the deal: "We promise not to screw it up."
8. WhatsApp—Acquired by Facebook
How much is a text worth? A lot, judging from Facebook's biggest deal ever—$16 billion for the mobile messaging service. The February deal consists of $12 billion worth of Facebook shares and $4 billion in cash, plus an additional $3 billion in restricted stock units, which would vest over the next four years. The appeal? At the time of the deal, WhatsApp had 450 million users, and Facebook CEO Mark Zuckerberg said that number has the potential to grow to 1 billion.
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9. Waze—Acquired by Google
Google wants to win the mobile-mapping and navigation wars being waged against Apple and others, so it paid $1.1 billion for the crowd-sourced mobile mapping app, which uses input from its users—50 million at the time of the deal—to provide up-to-date traffic information. In purchasing Waze last June, Google eliminated a potential competitor and gained a leg up on Apple, as it attempts to improve its mobile mapping technology.
The online storage company filed on March 24, which made it eligible to start trading as early as April, but the company delayed its plans to go public when companies selling cloud software to business, as Box does, took a hit in the stock market. There's no word on exactly when Box plans to start trading, but it can't wait indefinitely, because it's burning through cash.