구글이 320억 달러에 매입한 이스라엘 회사

[하토브.]

구글이 320억 달러에 매입한 이스라엘 회사

구글이 이스라엘의 클라우드 보안회사 위즈WIZ 를 320억 달러에 인수하기로 했는데 계약 종료 금액은 32억달러로 책정되었습니다. 아마 계약 이행을 하지 않는 경우에는 그 금액을 포기하는 것으로 보이는데 일종의 계약금으로 보입니다. WIZ 는 2015년에 MSN 에 아달롬이라는 회사를 판적이 있습니다. 이 금액은 근래에 보기드문 최대의 합병금액으로 보입니다. 구글은 작년말 현재 240억 달러가 현금으로 있었으므로, 아마 이 거래를 위해서는 금융이 필요할 것으로 보입니다.

구글로서는 MSN, AMAZON과 경쟁하기 위해 이 회사가 필요하다고 합니다.

그렇지만 이 거래는 미국의 수많은 정부 부처 규제를 통과해야만 합니다.

2025. 3. 25 하토브

https://www.timesofisrael.com/in-biggest-exit-in-israeli-history-google-buying-cyber-unicorn-wiz-for-32-billion/

• Summary

• Companies

• Hefty price represents big jump from $23 bln in 2024
• Deal to help Google better compete with Microsoft, Amazon
• Wiz to keep its products available on other cloud platforms
• Google shares down 4%

March 18 (Reuters) - Alphabet (GOOGL.O), opens new tab will buy fast-growing startup Wiz for about $32 billion in its biggest deal ever, the Google parent said Tuesday, as it doubles down on cybersecurity to sharpen its edge in the cloud-computing race against Amazon.com and Microsoft.

The blockbuster deal will make Wiz part of Google's cloud unit and strengthen the company's efforts in cybersecurity solutions that companies use to remove critical risks.

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Its high price and unusually big breakup fee suggest Alphabet is comfortable that the buy will pass muster with the White House, even as the Trump administration has inserted itself into major deals and promised heavy scrutiny of Big Tech.

Shares of Alphabet dipped nearly 3%. The stock was down 13% this year before Tuesday on worries over its hefty AI spending against the rise of China's lower-cost DeepSeek and a pullback in tech giants that led the market for the past two years.

To nail down the acquisition, Alphabet had to agree to a heavier price than last year's $23 billion bid for Wiz, which the Israeli startup had rejected.

It was valued at $12 billion in a private funding round last May, with more than $500 million in annual recurring revenue as of mid-2024.

Sources said the two parties have kept in contact even after Wiz's rejection last year, as Google Cloud CEO Thomas Kurian remained consistent in his pursuit.

The talks picked pace in the past two months after Donald Trump returned to the White House, sources said, requesting anonymity to discuss private matters.

Trump has said he would continue heavy scrutiny on Big Tech, which began during his first term, though Wall Street expects a shift in antitrust policies under the president, whose pick to lead the Federal Trade Commission, Andrew Ferguson, may dial back on big M&A regulation.

Wiz works with cloud providers such as Amazon Web Services, Microsoft's Azure as well as Google Cloud and counts Morgan Stanley (MS.N), opens new tab, BMW (BMWG.DE), opens new tab and LVMH (LVMH.PA), opens new tab among its customers.

Wiz's products will continue to be available across other major cloud services. Alphabet expects the deal to close in 2026, subject to regulatory approvals.

"There will likely be a microscope on the deal by investors, given Google's lackluster historical track record with its capital allocation plan, specifically around M&A," said Dave Wagner, portfolio manager at Aptus Capital Advisors.

Google's cloud unit generated more than $40 billion in revenue in 2024 and has outpaced growth in the company's search business in recent years.

D.A. Davidson analyst Gil Luria said the higher price is based on another year of exponential growth for Wiz.

"For Google to be able to compete with Microsoft Azure for enterprise customers, it needs to be able to offer a deeper suite of services, including security software," he said.

Wiz has agreed to a termination fee of more than $3.2 billion, a source told Reuters, one of the highest fees in M&A history.

Interest in the cybersecurity industry has risen since last year's global CrowdStrike (CRWD.O), opens new tab outage roiled operations across industries, prompting companies to spend more on safeguarding their online domains.

The latest deal is another sign that Israel's cybersecurity industry punches well above its weight.

Several security companies based in Israel or founded by Israelis have been acquired by Silicon Valley giants, including Siemplify, which was bought by Alphabet in 2022, and Own, which Salesforce acquired in 2024.

Back in 2015, Wiz's founders sold cloud security firm Adallom to Microsoft.

REGULATORY CONCERNS

Google has emphasized that Wiz would continue working with competing cloud platforms — potentially in a bid to head off regulatory concerns.

Interoperability has been a major theme in recent antitrust cases, including the U.S. Department of Justice's existing case over Google's ad tech. The FTC is pursuing an antitrust investigation into Microsoft's cloud computing business.

"Generally speaking, Google is not a leader in the cloud business, and Wiz will still be available on all other cloud services," said Elise Phillips, policy counsel at Public Knowledge, a public interest advocacy group.

"Any type of exclusivity agreement between the two of them down the line would give me cause for concern."

The DOJ is pushing for measures, including a sale of its Chrome browser, to address what a judge said was an illegal search monopoly.

"This (deal) will be a big test for pro-business advocates," said Aptus Capital's Wagner.

Google had $23.47 billion in cash and cash equivalents as of Dec. 31, implying it might have to seek financing for the deal.

Reporting by Deborah Sophia and Zaheer Kachwala in Bengaluru; Additional reporting by Krystal Hu in San Francisco, Raphael Satter in Washington and Jody Godoy in New York; Editing by Anil D'Silva and Arun Koyyur

Our Standards: 

The Thomson Reuters Trust Principles.

[하토브.]

이집트는 인구 1억 1천만명에 정부 총예산이 연간 600억 달러 정도입니다. 3조 이집트 파운드면 900억 달러가 넘었다고 하는데
스웨즈 운하 수입이 예멘 후티 반군의 해협 봉쇄로 격감하여 환율이 폭락했고 그 결과 현재 달러당 50.57 이집트 파운드로 거래되고 있습니다. 이 위즈의 매각 금액 320억 달러는 이집트 연간 총예산의 절반에 해당되는 것입니다. 이집트와 이스라엘의 개인 소득 격차는 약 20배 차이가 나는데 이스라엘은 전쟁중에도 경제 성장률이 높습니다.이스라엘의 1인당 GDP 52000 달러는 프랑스의 42,000 달러보다 높고 영국 독일과 대등합니다. 그런데 이 위즈사의 대표는 41세이고, LGBTQ 의 적극적 후원자로 알려졌습니다. 한국의 연간 총예산은 미화로 약 5000억 달러를 넘습니다. 이집트의 스웨즈 운하 수입은 연간 100억 달러가 감소되었다고 이집트 정부가 발표했습니다. 이것은 정부 재정의 10% 이상이 고갈된 것을 의미합니다. 환율에 따라 다르지만, 7% 에서 16% 까지 해당됩니다.