Mastercard's Cybersecurity Expansion: Analysts Highlight Synergies And Positive Revenue Impact By 2025
Mastercard's Cybersecurity Expansion: Analysts Highlight Synergies And Positive Revenue Impact By 2025
Mastercard Incorporated (NYSE:MA) shares are trading higher today. On Thursday, the company announced that it would acquire Recorded Future for $2.65 billion, enhancing cybersecurity services with real-time threat intelligence.
萬事達國際股份有限公司（紐交所:MA）的股票今天上漲。上週四，該公司宣佈將以26.5億美元收購Recorded Future，增強實時威脅情報的網絡安全服務。
This acquisition enhances Mastercard's cybersecurity services, strengthening the insights and intelligence crucial for securing the digital economy, including the payments ecosystem.
這次收購將增強萬事達的網絡安全服務，加強對數字經濟的洞察力和情報，包括支付生態系統。
J.P.Morgan analyst Tien-tsin Huang writes that they see the acquisition as a positive development and note the price paid is reasonable for a high-quality asset advanced in AI for threat intelligence.
J.P.摩根分析師黃天信表示，他們認爲這次收購是一個積極的發展，並指出支付的價格對於高質量的人工智能進階威脅情報來說是合理的。
The analyst writes that Recorded Future excels in data ingestion and analysis, delivering actionable threat insights to clients.
該分析師寫道，Recorded Future在數據攝取和分析方面表現出色，向客戶提供可操作的威脅洞察。
Huang sees strong synergies with Mastercard, leveraging its extensive consumer and transactional dataset and enhancing growth through Mastercard's deep partnerships with financial institutions, merchants, and other partners.
黃天信認爲，萬事達可以與Recorded Future實現強大的協同效應，利用其廣泛的消費者和交易數據集，並通過與金融機構、商戶和其他合作伙伴的深度合作增強增長。
The analyst projects that Recorded Future could boost FY25 revenue by approximately 1ppt, or 3ppts within VAS&S, and is likely to be accretive to VAS&S revenue growth.
該分析師預測，Recorded Future可能提升2025財年的營業收入約1個百分點，或在增值服務和解決方案的情況下提升3個百分點，並可能增加增值服務和解決方案的營業收入增長。
Investors can gain exposure to the stock via iShares U.S. Financial Services ETF (NYSE:IYG) and BlackRock Long-Term U.S. Equity ETF (NASDAQ:BELT).
投資者可以通過iShares安碩美國金融服務ETF（紐交所：IYG）和貝萊德長期美國股權ETF（納斯達克：BELT）獲得該股票的暴露。
Also Read: Alibaba and Mastercard Team Up To Offer New Perks for US Business Owners
還閱讀：阿里巴巴與萬事達合作，爲美國商家提供新福利
Price Action: MA shares are up 0.54% at $494.75 at the last check Friday.
價格走勢：萬事達股票在上週五最後一次檢查時上漲了0.54%，定格在494.75美元。
Image: Unsplash/ CardMapr.nl
圖片：Unsplash/ CardMapr.nl
- Oracle Analysts Praise 'Resilient, Sticky' Revenue Stream, AI Growth After CloudWorld Conference
- 甲骨文分析師在CloudWorld大會後讚揚"具韌性和粘性"的營業收入流和人工智能增長。
譯文內容由第三人軟體翻譯。