[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioe28f88d8":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcioe28f88d8","Palo-Alto-Networks(PANW)积极寻求并购机会-曾尝试收购Datadog(DDOG)及Okta(OKTA)","\u002Fdoc\u002Fdcioe28f88d8","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，网络安全公司Palo Alto Networks(PANW)近年来一直在积极寻找大型并购机会。最新消息显示，公司首席执行官Nikesh Arora曾分别尝试收购云监控与安全平台Datadog(DDOG)以及身份认证公司Okta(OKTA)，但相关谈判最终均未能达成交易。与此同时，Palo Alto Networks目前仍在评估新的收购目标，并将AI安全等领域视为潜在扩张方向。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>据媒体周三援引知情人士报道，Arora在2024年底至2025年初期间曾与Okta首席执行官Todd McKinnon举行一系列会谈，讨论潜在收购交易。不过，双方最终在价格问题上未能达成一致，相关谈判随后终止。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如果交易当时能够推进，将意味着Palo Alto Networks进一步进入身份与访问管理市场。Okta主要向企业提供身份认证和访问管理解决方案，与Palo Alto Networks现有网络安全业务具有一定互补性。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>除了Okta之外，Palo Alto Networks还曾将Datadog列为潜在收购对象。报道称，Arora去年春季曾与Datadog首席执行官Olivier Pomel会面，并讨论潜在交易可能性。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>不过，Pomel对出售公司并没有兴趣，因此双方讨论并未进一步发展，Palo Alto Networks最终也没有向Datadog提出正式收购报价。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>消息公布后，Datadog股价周三上涨3%。Palo Alto Networks发言人对此表示，公司不会对“传闻或猜测”发表评论。Datadog和Okta方面则没有发表评论。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>尽管此前对Datadog和Okta的收购尝试均未取得结果，Palo Alto Networks的并购扩张战略并未停止。目前，Arora正在寻找能够与Chronosphere业务形成互补的产品和公司。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Palo Alto Networks此前通过收购Chronosphere进一步扩大其云原生可观测性业务。所谓可观测性，主要帮助企业实时监控复杂的软件、云计算和IT基础设施运行状态，并快速识别性能及安全问题。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>报道指出，目前可能符合这一战略方向的企业包括数据基础设施初创公司Cribl以及数据库公司ClickHouse。其中，Cribl估值约为35亿美元；ClickHouse在今年1月完成一轮融资后估值达到约150亿美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>不过，目前没有迹象表明Palo Alto Networks已经正式向上述公司提出收购报价，这些公司更多属于Arora正在关注的潜在交易方向。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>除了围绕Chronosphere扩展产品组合之外，Palo Alto Networks还在评估AI安全领域的潜在并购交易。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>随着企业快速部署生成式AI、AI Agent以及相关基础设施，AI应用带来的数据泄露、模型安全、身份认证以及访问权限等问题正在成为网络安全行业新的增长市场。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>对于Palo Alto Networks而言，通过并购补充相关技术，可以进一步扩大其安全平台覆盖范围。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>整体来看，Palo Alto Networks近年来正在通过积极寻找大型并购机会，加快从传统网络安全厂商向覆盖云安全、身份管理、可观测性以及AI安全的综合安全平台转型。 尽管此前收购Datadog和Okta的尝试均未成功，但公司目前仍在寻找新的交易机会，而与Chronosphere形成互补的技术以及AI安全正成为其下一阶段重点关注的方向。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]