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The second largest acquisition in Google's history was approved. What can this company bring to the embarrassing Google Cloud?

via:新浪科技     time:2022/8/1 13:01:22     readed:119

Reporter | Li Jingya

Google's acquisition of network security companies Mandiant's transactions have cleared the most critical obstacles.

Google announced at the second quarter of last week that the US Department of Justice has approved the acquisition of Google's $ 5.4 billion to the network security company Mandiant -this is the second largest acquisition in Google history, second only to 125 in 2011, 125 Million dollars acquired Motorola mobile phone department Mobility.

Google Management is expected to complete the transaction at the end of the year, and Mandiant will be included in the security combination of Google Cloud's business at that time.

The news of the acquisition was first released on March 8 this year. At that time, the two parties jointly announced that Google will acquire Mandiant for $ 5.4 billion and $ 23 per share. The median valuation in MANDIANT.

Google's current cash reserves and short -term investment are close to 170 billion US dollars. The purchase price of $ 5.4 billion is like a nine cattle for Google, and Mandiant has been losing money before. Google Cloud brows the dual value of technology and business?

Google Cloud has always been regarded as Google's second growth curve. Diane Green, the former head of the department, put forward a grand wish in 2017: AWS Cloud, the leader of the cloud computing market on July 31, 2022. As of press time, the target not only did not achieve it, but Diane Greene also resigned in 2018.

To this day, Google Cloud is still third in the industry, with a weak signs of turning over, and to some extent, there are still risks that will be marginalized by Amazon and Microsoft. According to Synergy's data, as of the second quarter, AWS has 34%of the global cloud infrastructure market share, more than Microsoft and Google's market share.

But Google Cloud has been chasing after, even if the capital expenditure of North American cloud manufacturers has slowed collectively this year. In the second quarter, Google Cloud's revenue growth rate reached 36%, exceeding 33%of AWS, second only to 40%of Microsoft Azure. Its growth rate in cloud capital also exceeded two competitors. In the second quarter, it increased by 24.2%year -on -year. Microsoft's year -on -year growth rate was only 6.5%, and AWS was 8.6%.

Some analysts pointed out that from the perspective of customer structure, a major advantage of Google Cloud is that the performance in the US TO G market is quite good. It has customers such as the US International Development Agency, the US Air Force Research Lab and the US Department of Agriculture, which is close to AWS. Microsoft, which has not been deeply cultivated in the government market, is too far away, but the biggest disadvantage is that the entry time is too late.

The acquisition of Mandiant helps Google Cloud to further leverage the G -end market in the United States. MANDIANT has a distinctive US military background. Its founder Kevin Mandia is from the US Department of Defense and many employees are also from the American intelligence community. MANDIANT & NBSP; After being acquired by the top Internet security company Fireeye in 2013, the penetration of the To G market was deepened. Because Fireeye mainly provides protection services for high -end network threats after the establishment, the United States has asked government agencies and large military industry groups to deploy Fireeye products.

In 2021, due to performance considerations, Fireeye sold its product business to STG for $ 1.2 billion, and later renamed it to Mandiant, becoming a listed company focusing on cyber accident response and network security testing. Google will put Mandiant into the pocket and may bring rich US government orders in the future. Some analysts have pointed out that the government and national defense fields have become the most intense zones in Microsoft Azure and AWS.

Not only that, the degree of matching of this acquisition in the technical level is even higher than the commercial level.

The era of high -speed growth in the global cloud computing industry has passed. For various cloud computing giants that have entered the hot competition, the security of the cloud platform is the key to determining the success or failure of the next stage. The ransomware represented by MAZE launched the first wave of representative attacks at the end of 2019. Since then, such incidents have increased quarterly year by year. By 2021, the network attack of the ransomware increased by 105%, a total of more than 623 million times the world, and the government's target attack increased by 1885%, ranking first in major fields.

MANDIANT currently provides real -time threat intelligence information and event alarm analysis by Mandiant Advantage based on SaaS -based XDR (extended detection and response) platform, and verify the effectiveness of security control products from various suppliers. The direction of security development coincides.

XDR is a new field of security segmentation, refers to a SaaS -based safety threat detection and event response tool that is bound to specific suppliers. Essence

In addition to XDR, Mandiant also has the industry's highest level of management defense services. In the future, it can be packed and sold to customers as an additional solution for Google Cloud IaaS services as part of the end -to -end solution. According to industry statistics, only XDR and management defense can open a new market with more than $ 45 billion for Google.

Before Google announced the acquisition of Mandiant, Microsoft had spent a lot of energy in contact with it, but finally gave up on the grounds that Mandiant was uncomfortable with his own technology. Xu Mingqiang, chief technology officer of Microsoft omni -channel business department, told the interface news that Microsoft had previously acquired Cloudknox, which valued the company's ability to improve the authority in the cloudy environment in a cloudy environment. In other words, Microsoft's idea of layout in the security field is to provide comprehensive and three -dimensional protection according to customer requirements.

Even if Manidant cannot help Google Cloud surpass Microsoft, it may largely reverse the current $ 858 million in operational losses and make it quickly become a profitable department. Google CEO Picchai has always said that Google's safety products are a powerful differentiation factor.

Mandiant's information security market is around $ 170.4 billion in 2022. Many participants still enter the game one after another, and the competitive situation is close to the Red Sea.

Rookie in the field of network security. Last year, Microsoft acquired a group of high -quality startups in the security field, including Cloudknox and digital threat management manufacturers Riskiq, which was engaged in cloudy management. Before Mandiant, Google acquired the Israeli network security startup SIEMPLIFY in January this year. Google's acquisition of Mandiant may be ranked in the top four in the field of Internet security.

Mandiant's founder Mandia also has also operated a founding venture capital institution in the field of network security in recent years, called Ballistic Ventures. As an investor, he has a unique vision and is known for its accuracy of the adaptation of the founder and the security business. In his opinion, 80%of the world's network security startups are superfluous today. But this time, he used investment vision to help him choose the most suitable owner.

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