Google Acquiring HubSpot For $31B To 'Take Market Share From Microsoft,' Says Expert
Google Acquiring HubSpot For $31B To 'Take Market Share From Microsoft,' Says Expert
Google parent Alphabet Inc. (NASDAQ:GOOGL) is exploring the acquisition of HubSpot Inc. (NYSE:HUBS), a U.S. marketing software maker valued at $31 billion. The acquisition would significantly enhance Google's ability to compete with Microsoft Corp. (NASDAQ:MSFT) in the cloud-based applications market,
谷歌母公司Alphabet Inc.（納斯達克股票代碼：GOOGL）正在探索收購價值310億美元的美國營銷軟件製造商HubSpot Inc.（紐約證券交易所代碼：HUBS）。此次收購將大大增強谷歌在基於雲的應用程序市場上與微軟公司（納斯達克股票代碼：MSFT）競爭的能力，
What Happened: Analysts and investment bankers have noted that this would be Google's largest deal, expanding its business-oriented products and applications, Reuters reported on Thursday.
發生了什麼：路透社週四報道，分析師和投資銀行家指出，這將是谷歌最大的一筆交易，即擴展其以業務爲導向的產品和應用程序。
Google is already challenging Microsoft's Office platform with its Google Workspace offerings. Acquiring HubSpot would position Google as a competitor in the customer relationship management sector, where Microsoft offers Dynamics 365 products, according to Cowen analyst Derrick Wood.
谷歌已經在通過其谷歌工作空間產品挑戰微軟的Office平台。考恩分析師德里克·伍德表示，收購HubSpot將使谷歌成爲客戶關係管理領域的競爭對手，微軟在客戶關係管理領域提供Dynamics 365產品。
"It does appear that Google has aspirations to try to take market share from Microsoft in the productivity suite, and they can use HubSpot to bundle applications together for clients," Wood said.
伍德說：“看來谷歌確實希望嘗試在生產力套件中從微軟手中奪取市場份額，他們可以使用HubSpot爲客戶捆綁應用程序。”
HubSpot, which provides marketing software for small and medium-sized businesses, is seeking ways to sustain sales growth amid an economic slowdown. CEO Yamini Rangan mentioned weakened client demand due to high interest rates during the company's first-quarter earnings call.
爲中小型企業提供營銷軟件的HubSpot正在尋找在經濟放緩的情況下維持銷售增長的方法。首席執行官亞米尼·蘭根在公司第一季度業績電話會議上提到，由於高利率，客戶需求減弱。
Despite reporting a 23% rise in sales and a 15% operating margin in the first quarter, HubSpot's shares might have suffered without Google's acquisition interest. Analysts have lowered their price targets on HubSpot's stock, citing potential challenges for its niche market if economic conditions worsen.
儘管報告第一季度銷售額增長了23％，營業利潤率爲15％，但如果沒有谷歌的收購興趣，HubSpot的股票可能會受到影響。分析師下調了HubSpot股票的目標股價，理由是如果經濟狀況惡化，其利基市場將面臨潛在挑戰。
Acquiring HubSpot would offer Google valuable sales leads, especially as it plans to remove tracking cookies from its Chrome browser in late 2024, said Stifel analyst Parker Lane.
Stifel分析師帕克·萊恩表示，收購HubSpot將爲谷歌提供寶貴的銷售線索，尤其是谷歌計劃在2024年底從其Chrome瀏覽器中刪除跟蹤餅乾。
"Purging third-party cookies from Chrome ... places a greater emphasis on first-party data, which HubSpot bring an abundance of to the table," Lane said.
萊恩說：“從Chrome中清除第三方cookie... 更加重視第一方數據，HubSpot爲這些數據帶來了大量數據。”
Why It Matters: Alphabet has been in advanced talks with HubSpot. However, no definitive agreement has been reached, leaving room for potential changes or other interested buyers to emerge.
爲何重要：Alphabet一直在與HubSpot進行高級會談。但是，尚未達成最終協議，這爲潛在的變化或其他感興趣的買家留出了空間。
The potential acquisition of HubSpot by Google is not just a standalone event but part of a broader strategy to counter Microsoft's dominance in the cloud computing sector. Earlier this year, Google Cloud raised concerns about Microsoft's monopolistic practices in cloud computing, highlighting the competitive tension between the two tech giants.
谷歌可能收購HubSpot不僅是一個獨立事件，而且是對抗微軟在雲計算領域的主導地位的更廣泛戰略的一部分。今年早些時候，谷歌雲對微軟在雲計算領域的壟斷行爲表示擔憂，這凸顯了兩家科技巨頭之間的競爭緊張局勢。
Furthermore, the ongoing rivalry between Google and Microsoft has been intensifying. In December, Google and Amazon made allegations that could potentially reshape Microsoft's strategy in the cloud market. These moves underscore the high stakes involved in the cloud computing arena.
此外，谷歌和微軟之間持續的競爭一直在加劇。12月，谷歌和亞馬遜提出的指控有可能重塑微軟在雲市場的戰略。這些舉措凸顯了雲計算領域所涉及的高風險。
Price Action: On Thursday, Microsoft closed 0.34% higher at $430.52 while Hubspot closed at $612.82, 0.31% higher than its previous close, according to Benzinga Pro.
價格走勢：根據Benzinga Pro的數據，週四，微軟收盤上漲0.34％，至430.52美元，而Hubspot收於612.82美元，比之前的收盤價上漲0.31％。
Image via Shutterstock
圖片來自 Shutterstock
This story was generated using Benzinga Neuro and edited by Pooja Rajkumari
這個故事是使用 Benzinga Neuro 創作的，由 Pooja Rajkumari
譯文內容由第三人軟體翻譯。