花旗：赛富时(CRM.US)收购Informatica(INFA.US)具有战略价值

智通财经04-15

智通财经APP获悉，云软件巨头赛富时(CRM.US)计划收购云端管理数据公司Informatica(INFA.US)。对此，花旗表示，该收购具有“战略价值”，尽管该行对这笔交易的估值和执行情况感到担忧。据悉，媒体援引知情人士消息报道称，赛富时首席执行官Marc Benioff正在推进一笔可能成为该公司有史以来最大规模的交易之一。这一次，Marc Benioff的目标是Informatica.，此举...

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Radke为首的花旗分析师在一份报告中表示：“尽管赛富时管理层在最近强调了数据云的成功，但我们的实地调查显示，该产品仍然相对不成熟。”“事实上，客户在赛富时产品环境中的数据集成是复杂的。赛富时云+数据模型运行在不同的代码库中;重要的数据/信息在赛富时平台之外蔓延，客户通常利用许多其他前台SaaS供应商。这限制了赛富时访问更高保真度/质量的数据，即使是传统的BI(商业智能)数据分析。随着生成式人工智能的普及，这一挑战只会变得更加困难。”分析师补充称：“随着企业数据资产的现代化以及生成式人工智能的发展，数据治理和数据质量的战略重要性也在上升。在该公司希望补充其数据云产品之际，将Informatica的数据管理资产与赛富时明显更大的组织结合起来，可以使赛富时在数据资产现代化的讨论中处于更有利的位置。”分析师还表示，如果该收购得以完成，对中小型数据分析公司来说将是好消息，包括包括Elastic(ESTC.US)，Teradata(TDC.US)，Confluent(CFLT.US)和MongoDB(MDB.US)。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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