Alphabet-Wiz Deal Now Off The Table, But Tech Bull Sees Consolidation In Cybersecurity Space: 'We Would Expect Microsoft To Potentially Go Down This Path'
Alphabet-Wiz Deal Now Off The Table, But Tech Bull Sees Consolidation In Cybersecurity Space: 'We Would Expect Microsoft To Potentially Go Down This Path'
Cloud security company Wiz, which was rumored to be in a $23 billion deal to be bought by Google parent Alphabet, Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG), has reportedly walked away and has instead chosen to take the initial public offering route. A bullish tech analyst on Tuesday commented on the development and its implications for the industry.
据报道,被传谷歌母公司Alphabet, Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG)将以230亿美元的价格收购的云安全公司Wiz,已经选择走上首次公开募股(IPO)之路,并由着名科技分析师于周二对此发表了看好态度及对行业的影响进行了评论。
What Happened: Antitrust issues, a run-in with the Federal Trade Commission and its commissioner Lina Khan, may have been one of the potential reasons for the deal falling out, said Wedbush's Daniel Ives in a note. Investors' concerns may also have impacted the decision, he added.
发生了什么事:华尔街分析机构Wedbush的丹尼尔·艾夫斯在一篇报告中表示,反垄断问题、与联邦贸易委员会及其委员雷娜·汗的争执可能是该交易破裂的潜在原因之一。他还补充说,投资者的担忧可能也影响了决策。
Wiz co-founder Assaf Rappaport said in an internal email to employees that the company will now focus on hitting its next milestones, namely an IPO and achieving an annual recurring revenue run-rate of $1 billion, CNBC reported.
据CNBC报道,Wiz的联合创始人Assaf Rappaport在一封内部邮件中表示,公司现在将专注于实现下一个里程碑,即IPO,并实现1亿美元的年度重复收入运营率。
Why It's Important: Wiz's decision comes in the aftermath of a recent massive outage in Microsoft systems and software triggered by an update by CrowdStrike Holdings, Inc. (NASDAQ:CRWD). The outage impacted the operations of airlines, media, and essential services, among others across the globe.
为什么这很重要:Wiz的决定是在微软系统和软件最近发生大规模故障,由CrowdStrike Holdings, Inc. (NASDAQ:CRWD)更新引起的。这场故障影响了全球航空公司、媒体和重要服务等行业的运营。
CrowdStrike stepped in to minimize the damage by applying a fix and even as things are returning to normal, fears regarding similar occurrences are at the forefront.
CrowdStrike采取措施最小化了损害,即使事情正在回归正常,人们仍然担心类似事件的发生。
What's Next: Ives said he sees ripple impacts of the failed deal across the sector. Google will still want to double down on cybersecurity and the cloud shift has only accelerated this potential strategic move, he said.
接下来会发生什么:艾夫斯表示,他看到了失败的交易对行业产生的连锁影响。他认为谷歌仍将加强网络安全,云转型只加速了这种潜在的战略举措。
"We also believe for Microsoft as well as Google and Amazon, Inc. (NASDAQ:AMZN), the CrowdStrike disaster outage since Friday has further highlighted the interconnected nature of cyber security software and the cloud ecosystem," he added.
他补充说:“我们也认为,对于微软、谷歌和亚马逊,自上周五以来的CrowdStrike大灾难故障进一步凸显了网络安全软件和云生态系统的相互联系。”
Ives sees the start of an M&A cycle in the space as large cloud and tech stalwarts look to acquire cybersecurity software within their broader product portfolio.
艾夫斯认为,随着大型云计算和技术巨头在其更广泛的产品组合中寻求收购网络安全软件,这标志着该领域的并购周期的开始。
"We believe consolidation is overdue in the cyber security sector and we would expect Microsoft to potentially go down this path and look to beef up its own cyber security platform over the coming 12 to 18 months along with Google looking for other candidates on both the public/private cyber security vendor front," he said.
他说:“我们认为,网络安全领域已经到达了一定程度的整合期,我们期待微软可能会沿着这条路走,并在未来12到18个月内加强其自己的网络安全平台,谷歌也会寻找公共/私人网络安全供应商的其他候选公司。”
Microsoft share rose 0.20% to $443.84 in early trading Tuesday, according to Benzinga Pro data, while Alphabet climbed 0.48% to $182.54.
根据Benzinga Pro数据,在周二早盘交易中,微软的股价上涨了0.20%,至443.84美元,谷歌的股价上涨了0.48%,至182.54美元。
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Microsoft Stock Has Further Room To Run, Says Analyst, As Software Giant Remains On Track To Hit $200B Cloud Revenue In 2 Years
Photo: Song_about_summer/Shutterstock
- 分析师表示,微软股票有进一步上涨的空间,因为这家软件巨头仍在保持达到2000亿美元云收入的目标。
图片:Song_about_summer/Shutterstock