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Google Cloud and Recorded Future Begin New Year with Data Intelligence/Security Operations Acquisitions

Cybersecurity professionals are not looking for a silver bullet.  And even if the marketplace was under the delusion that there was such a thing as a cure-all for all of its woes, the level of threats, attacks, vulnerabilities, and incidents feel more like a zombie attack than that of a lone werewolf.

Market consolidation in the form of M&A is usually a precursor to the emergence of a suite of best-in-class architectures, platforms, and products in an IT vertical.  Such was the case with artificial intelligence in the 2014-2016 timeframe.  If MAMAA (Meta, Apple, Microsoft, Amazon, and Google’s parent company Alphabet) are circling above, you can definitely count on an active period of competitive merger and acquisition activity.  Are the final solutions sometimes a VHS v. Beta tradeoff, Word and Excel functionality scope creep, or some of the unintended security consequences of the open-source software movement?  Sure.  The market is efficient, not perfect.

Cybersecurity M&A activity got off to a big start yesterday, specifically in the cloud-based and enterprise security subsector.  Google Cloud announced the $500 million acquisition of Israeli-based Siemplify, a startup that specializes in end-to-end security services for enterprises, also known as security orchestration, automation, and response (SOAR) services. Siemplify will be part of the Google Cloud Platform by way of Google Chronicle, which was Google X’s oldest moonshot incubation effort that was ported over to Google Cloud in 2019.

Back in 2019, Recorded Future was the megadeal of the year when it was acquired in a $780M all-cash deal by private equity firm Insight Partners. Yesterday, Recorded Future also announced the $65 million acquisition of  Los Angeles-based SecurityTrails.  This M&A activity is on top of the company’s $20 million Intelligence Fund, designed for seed and Series A investments in cybersecurity startups, specifically data intelligence tools.

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Daniel Pereira

Daniel Pereira

Daniel Pereira is research director at OODA. He is a foresight strategist, creative technologist, and an information communication technology (ICT) and digital media researcher with 20+ years of experience directing public/private partnerships and strategic innovation initiatives.