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Google to buy Wiz for $32B

reuters.com

161–170 of 951 posts

Re: Google to buy Wiz for $32B

#161
post #103

Earlier quoted context omitted.

I don't think WhatsApp had the same kind of revenue that Wiz has, even normalised for 2014 numbers.

Revenue and profit are very different. Like, it's easy to pump revenue at a loss. I don't really see the benefits of this acquisition for Google, but congrats to the Wiz team!

> I don't really see the benefits of this acquisition for Google

At the very least it's a giant book of sales leads.

Re: Google to buy Wiz for $32B

#162
post #65

This is probably a dumb question, but what does all cash mean? Does it literally mean that they are putting $32bn in Wiz's bank account (or probably some kind of escrow, who knows) which then gets dispersed to their shareholders? What usually happens otherwise? Would they do partly google stock, etc? And each shareholder gets some kind of multiple? (you get your N amount of Wiz shares X .72 = your number of google sh…

It means if you were a shareholder of Wiz, you will have cash in your checking/savings account within few days and you will no longer have the shares.

Re: Google to buy Wiz for $32B

#163

Here's some context in what this means: Currently, Crowdstrike, Zscaler and other solutions compete in a similar space than Wiz. Google likely believes if can offer Wiz sec products bundled with Google Cloud. It isn't a terrible idea. But Wiz itself works on multiple clouds, so it seems that Google can also grow it on their own. Cloud security companies are growing a lot, and might be a growth lever for Alphabet, as…

Zscaler isn't a prominent player in the CNAPP space - they missed the ball on that, but they also didn't need to tbh.

ZS specializes in SSE/SASE - and does really well in that segment.

Re: Google to buy Wiz for $32B

#164

I'm marginally in the IT space... Is there anything to my reaction that at least in dollar terms this is a multiple of the dollar amount of what Whatsapp was acquired back in the day, which was a large consumer facing product that I could see was quite literally taking over messaging all over the world, and this is a... platform I've never heard of? I'm just trying to make sense of the numbers.

Valuation multiples for a free direct to consumer messaging company are very different to a paid-for b2b cybersecurity company. It doesn't really matter whether you've heard about Wiz, the important thing is every CISO has heard of it and many of them are prepared to pay actual money for the product.

Re: Google to buy Wiz for $32B

#165
post #108
post #102

I'm surprised this acquisition didn't happen sooner. The first time I used Wiz I knew a big cloud provider would be snatching them up at some point. Why? Because every enterprise that decides to use cloud providers then needs to find someone to keep that cloud environment safe. But also, and may more important, you get to see everyones cloud usage, across all providers, with a high level of permissions. Said differen…

If you'd be so kind for those of us that haven't touched cloud in 5/10 years, what is Wiz? from reading the google announcement: solving the supply chain hybrid cloud security issues? I could google I know but you seem to know what you are talking about, so if you'd be so kind. :)

thank you for asking on behalf of the many of us who are in the same boat.

Re: Google to buy Wiz for $32B

#166
post #123
post #108

Earlier quoted context omitted.

If you'd be so kind for those of us that haven't touched cloud in 5/10 years, what is Wiz? from reading the google announcement: solving the supply chain hybrid cloud security issues? I could google I know but you seem to know what you are talking about, so if you'd be so kind. :)

it's a linter for your yaml spaghetti

^ Poetry! If only we had linters for all the yaml spaghetti out there in ops land.

Re: Google to buy Wiz for $32B

#167
post #108

Earlier quoted context omitted.

If you'd be so kind for those of us that haven't touched cloud in 5/10 years, what is Wiz? from reading the google announcement: solving the supply chain hybrid cloud security issues? I could google I know but you seem to know what you are talking about, so if you'd be so kind. :)

When you use a cloud provider to setup a VM, what policies do you apply to it in order to ensure it’s secure? Wiz and other tools in the same space tell you and tracks compliance across your fleet. Idk if wiz does this, but their competitors have “compliance packs” which are preset compliance patterns, IE hipaa, finra, etc. That way you click a button and it tells you every change you need to make to be compliant Edi…

Figures. Crazy how badly I midsized this problem. When I was working on a cloud provider I suspected this would be a big problem space for building in, but I thought it was in the low billions, I was thinking (I guess stupidly) that the clouds and tools around them would be kind enough to create a lot of standardization so as at least this stuff wasn't junk. I get wanting to create a bit of friction, but thought "this is a bad place to make high friction". I guess it's pretty bad given the size of this acquisition? Or GCP just wants surface area data on other cloud providers (I presume this would aid in that, but I don't know)?

Re: Google to buy Wiz for $32B

#168

Earlier quoted context omitted.

How dare the founders be born in a country!

You are saying this as if the founder is a normal civilian. The guy served in unit 8200 and 81 around the beginning of the 2000s(Second Intifada, first g a z a war, if not more), and overstayed his mandatory service. This isn't a normal company, just like every Israeli security "startup" with founders coming from idf intelligence units. Even ignoring this, 32b for such a company just doesn't make sense.

[dead]

Re: Google to buy Wiz for $32B

#169
post #153

What the hell is "Wiz"? Some nobody company that was formed G might be the modern day IBM. You would think G would have the brain power to compete and provide out of the box security for their own platform. I guess the MBA losers at the top have been shaving too much from engineering to do this properly. The acquisition hiring in big tech is wild to me. And the consolidation of power into a few companies continues.

> What the hell is "Wiz"

Just because your ignorant about significant portions of the tech industry doesn't mean you need to be dismissive.

Re: Google to buy Wiz for $32B

#170

Earlier quoted context omitted.

Yes. The company’s previous biggest deal was its $12.5bn acquisition of Motorola Mobility in 2012, which it sold two years later for $2.9bn. [0] [0] https://www.theguardian.com/technology/2025/mar/18/google-pa...

The patents they received from Motorola effectively put an end to Apple's Android witch hunt. Prior to this acquisition, Apple was determined to sue Android out of existence. They were on a rage-fueled mission to end a product they viewed as a copycat, and they knew Google didn't hold any patents to defend themselves. When Google acquired Motorola's patents, the tables turned and it was Google that could end Apple or…

I definitely did not consider this earlier. Do you know of some other big examples where monetary loss was actually a win when considered in an overall context?
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