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Google's Wiz Acquisition Strengthens Cybersecurity Suite, Adds To 'Multicloud Value Proposition': Analyst

Google's Wiz Acquisition Strengthens Cybersecurity Suite, Adds To 'Multicloud Value Proposition': Analyst

谷歌收購Wiz增強了網絡安全概念套件,增加了『多雲價值主張』:分析師
Benzinga ·  03/18 21:01

Google parent Alphabet, Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) announced on Tuesday that it has signed an agreement to acquire cloud security platform Wiz for $32 billion. Experts weigh in on Google's largest acquisition ever.

谷歌母公司Alphabet公司(納斯達克:GOOG)(納斯達克:GOOGL)週二宣佈已簽署協議,以320億美元收購雲安防平台Wiz。專家們對谷歌有史以來最大的一筆收購發表看法。

Expert Ideas: J.P. Morgan analyst Doug Anmuth sees the Wiz acquisition as strengthening Google's cybersecurity suit and allowing for safer and more efficient multicloud operations.

專家觀點:摩根大通分析師Doug Anmuth認爲,收購Wiz將增強谷歌的網絡安全應用,並實現更安全、更高效的多雲操作。

"We believe the Wiz acquisition will further strengthen Google's multicloud value proposition & deepen its enterprise relationships as Wiz is used by over 50% of Fortune 100 companies," the analyst wrote.

分析師寫道:「我們相信,收購Wiz將進一步增強谷歌的多雲價值主張,並加深其企業關係,因爲Wiz被超過50%的財富100強公司使用。」

Anmuth noted the expected closing date for the deal is 2026 and believes the longer-than-usual closing reflects the regulatory scrutiny the acquisition will face. He sees the deal as a type of bellwether for the Trump administration's tolerance for large-scale mergers and acquisitions, which will have broader implications for other large-cap tech companies.

Anmuth指出,交易預計在2026年完成,並認爲,較長的關閉時間反映了收購面臨的監管審查。他認爲該交易是特朗普政府對大型合併與收購的容忍度的風向標,這對其他大盤科技公司將產生更廣泛的影響。

"This deal will get careful scrutiny," Michael Carrier, an antitrust law professor at Rutgers Law School, told Yahoo Finance.

羅格斯大學法學院的反壟斷法教授Michael Carrier對雅虎財經表示:「這筆交易將受到嚴格審查。」

"But at the end of the day, I believe it is likely to be approved given an anticipated less aggressive blocking of mergers and the AI angle," Carrier added.

Carrier補充道:「但最終,我相信鑑於對合並的阻礙預期不再如此激進,加上人工智能的因素,這筆交易可能會獲得批准。」

GOOG shares fell 2.34% on Tuesday following the announcement of the deal, which is Google's largest ever and also the largest ever in the cybersecurity sector.

在交易公告後,GOOG的股價週二下跌了2.34%,這是谷歌迄今爲止最大的一筆交易,也是網絡安全領域迄今爲止最大的一筆交易。

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Image: Shutterstock

圖片: Shutterstock

譯文內容由第三人軟體翻譯。


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