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Great news from Google’s GOOD’s 32 billion dollars to record a security start vision comes with a very large voter. Google says Wiz will be located as “MultiCloud” proposal, that is, Wizin will not be only a store.
The reality is that Google did not have any choice but to do so, and look closer to the reasons behind the decision, as well as emphasize weak spots in the opposite of Google.
Wiz brings a mass client list to Google. To date, the beginning has already reached $ 700 million in the annual income rate. The news was growing up to $ 1 billion for this before breaking on Tuesday.
“Before the news is without breaking,” it is operational expressions here. Google and Wiz, I hope to get a new funnel of customers and revenues, but first of all, both, and both must ensure that their existing customers keep their existing shopping for another security provider.
Many of these customers are already using hybrid cloud adjustment and Google Cloud can generally use. Some of the reasons for some reasons, one of the reasons first chose the Wiz, the ability to support many cloud platforms.
If Google cuts this ability, these users are alienated.
Therefore, the CEO of Wiz CEO ceived customers as usual in hours from the CEO Assa Rappaport and other high leaders to the deal.
When the news broke the last summer, he wanted to obtain a quick wiz, assumptions about the regulatory problems of such a large deal, such a large transaction. Google has been investigating an intensive antitrest in the regions, especially in areas such as search, mobile operating systems and advertising.
The regulatory climate has changed since. The President has not heard a major antitrust case in the leadership of Trump and has a mixture of how the management will approach great technology. Some believe that major technological companies will still face road obstacles; Others think that a large contract window is again open.
“It feels that Google is able to think again from the great M & A,” he said. “They think that there is Trump leadership on its own side?”
Meanwhile, the regulators in influence, but still in influential markets, the regulators recently took a more favorable position on a more congestion of a wider shopping framework to sign a signal to “Britain open for work. The so-called hyperscalers can see this as an opportunity to get out of shades a little more.
Although the regulatory climate remains difficult for large technology M & A, Google’s “Multicloud” position can be affordable. Cloud services and cyberspace, not two areas that Google is currently dominated, but this deal cannot only raise antitrest alarm calls.
If the regulators are have Exploring Google’s overall advantages, Wiz can help Google support Google supporting the competition, emphasizing the ability to work along different cloud platforms.
Google’s last reason was to accept a lot of mollum, very simple: Many customers do not use only Google Cloud. Q4 2024 Statesman The data shows that the share of AWS is a 30% share of the global cloud market, with 21% with Azure. Google Cloud paths are significantly behind them in 12% of them.
Why is Google left behind? Some say that in the field of AWS has started earlier. Some say that Microsoft has gave an edge, including the advantages of enterprise and strong ecosystem – including Openai partnership. Google has not both prefers.
A few years ago, they thought that the cloud could close the gaps, taking into account the victims.
“As Google Cloud comes to their position in the third place in the cloud infrastructure market,” When the former TC writer said to Ron Miller TC, it has always been a little secret. “They manage the largest cloud applications in the world, but this is difficult to translate into products for enterprise customers.”
He thinks that Google Cloud CEO has changed the CEO of Thomas Kurian. “There is more reliability with enterprise customers,” Miller says. “The last few years are growing rapidly and have a very important job, but in terms of income, Amazon and Microsoft are behind the income.”
During an investor call on Tuesday, Google said that Google was a lot of things because of the fact that MultiCloud’s wanted.
However, Kurian thinks that the EU can change the game.
AI architecture can cause large enterprises to a central cloud provider from more than one location. If this happens, MultiCloud protection may be less critical, but their centralized data will be security for centralized cache.
Until then, MultiCloud helps customers maintain, maintain, protect and defend the cyber threats in all major clouds and even in the room.
Now we will see if the regulators and end users are.