Wiz退出与谷歌的230亿美元交易,将寻求IPO

币界网Publicado em 2024-07-23Última atualização em 2024-07-23

币界网报道:
Wiz已经放弃了谷歌将收购的230亿美元交易,这将是这家搜索巨头有史以来最大的交易,并告诉员工,它将按照最初的计划进行首次公开募股。Wiz联合创始人阿萨夫·拉帕波特在CNBC向该公司全球员工群提供的一份备忘录中表示:“对这种令人谦卑的提议说不很难。”。一位熟悉该公司想法的人士表示,反垄断和投资者担忧是决定退出的部分动机。Rappaport写道,该公司将专注于其下一个里程碑:首次公开募股和10亿美元的年度经常性收入,这两个目标在谈判报告之前就已经存在。这笔交易将使这家初创公司的估值从最近一轮融资中增加近一倍,达到120亿美元。Wiz成立于2020年,在Rappaport的领导下迅速发展,Rappaport在5月份就一直在考虑IPO。Wiz的云安全产品包括预防、主动检测和响应,这一系列产品吸引了大公司,并将有助于谷歌与也销售安全软件的微软竞争。在来自领先者微软和亚马逊的竞争中,Alphabet的云部门一直面临着增长的压力,而Wiz的交易本可以对此有所帮助。经过多年的巨额投资,该云部门于2023年实现盈利。虽然谷歌云近年来一直在增长,但该公司及其首席执行官托马斯·库里安(Thomas Kurian)面临着在人工智能繁荣时期继续努力获取业务的压力。谷歌没有立即回应置评请求。今年,技术退出的情况很少见,初创公司在上市前等待更容易接受的市场,而现金充裕的公司则担心自己无法获得交易的监管许可。该交易的失败将被Index Ventures、Insight Partners视为一种失望Lightspeed Venture Partners、红杉资本和其他持有Wiz股份的风险投资公司近年来筹集了数十亿美元的资金,目的是为他们的初创公司提供足够的资金来保证成功。PitchBook高级分析师Brendan Burke表示,达到数十亿美元的资金需要超过100亿美元的退出才能获得回报,而这些事件很少见。Intuit于2021年11月以120亿美元收购了Mailchimp。18个月后,Wiz的年度经常性收入达到1亿美元,2023年达到3.5亿美元。它得到了一系列蓝筹公司的支持,包括以色列风险投资家Cyberstarts、Index Ventures、Insight Partners和红杉资本。Wiz的创始人之前创建了安全初创公司Adallom,从红杉资本和Index筹集资金,并于2015年以3.2亿美元的价格将该初创公司出售给微软。红杉(Sequoia)前领导人道格·莱昂内(Doug Leone)称,在Wiz成立之初投资Wiz是“一个不头疼的问题”。成立后不久,新冠肺炎疫情开始蔓延,公司纷纷采用基于云的软件和基础设施来帮助员工远程工作。这一转变使Wiz受益,Wiz可以标记亚马逊、谷歌、微软和甲骨文公共云上的应用程序和数据的安全问题。这家初创公司诞生于2020年1月,11个月后,它宣布了一轮1亿美元的融资。Foundation Capital的投资者Sid Trivedi在接受CNBC采访时表示:“我认为Wiz早期的独特之处在于从一开始就筹集了大量资金。”。2022年,谷歌以54亿美元成功收购了网络安全公司Mandiant。谷歌最大的交易仍然是2012年以125亿美元收购硬件制造商摩托罗拉,最终于2014年以29亿美元的价格将其出售给联想。据报道,就在上周,谷歌终止了收购销售软件制造商HubSpot的谈判。去年在纽约证券交易所接受CNBC的Sara Eisen和Carl Quintanilla采访时艾森问拉帕波特是否想让这家初创公司上市。“是的,当然,”他说。他笑了。“这就是我们在这里的原因。”这是突发新闻。请稍后查看更新
立即观看视频4:5004:50 Wiz在Disruptor 50榜单上排名第五,最初是一家价值100亿美元的初创公司Squawk on the Street

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