【台灣 – 2024年3月19日】思科(NASDAQ: CSCO)今日宣布已完成收購Splunk,為提升企業整體數位足跡的卓越可見度和洞察力奠定基礎。
要在全新數位時代中蓬勃發展,企業必須連接和保護其一切活動。企業需連接支撐其業務的員工、地點、應用程式、數據及裝置,同時保護整個數位足跡免受網路安全威脅、故障和其他主要業務風險的影響。
思科將充分運用網路的強大功能,加上市場領先的安全和可視性解決方案,提供整體數位環境的即時統一視角,助團隊有效主動保護關鍵基礎建設,防止網路中斷並提升體驗。
思科董事長暨執行長Chuck Robbins表示:「我們非常歡迎 Splunk 正式加入思科。作為全球最大的軟體公司之一,我們將持續推動和保護人工智慧的改革創新,徹底改變客戶運用數據連接與保護組織各層面的方式。」
Splunk 執行副總裁暨總經理Gary Steele表示:「Splunk和思科的合併為我們全球的客戶創造巨大價值。思科與Splunk結合將為企業的整體數位足跡提供真正全面的可見度和洞察力,並透過市場上最廣泛且強大的安全和可視性產品組合為企業提供卓越韌性。」
思科將推動和保護人工智慧的改革創新
人工智慧的應用和影響,遠超過以往任何的技術創新。
有效地大規模運用準確的數據至關重要,有助實現人工智慧的實際效益和協助企業取得以往無法實現的成果。若要真正從人工智慧中獲益,企業需要基礎建設來推動、需要數據用作開發、需要一個安全平台進行保護,也需要可視性平台以即時監控和管理;而思科能同時完成以上四點。
IDC I&O、雲端營運和DevOps副總裁Stephen Elliot 表示:「思科和Splunk的結合帶來突破性變革,讓客戶能夠實現以往不可能完成的事情。隨著併購完成,思科將為市場上的網路、安全及營運團隊的高階管理層,創建一套獨特的解決方案。客戶將這套解決方案融入至其通路與人工智慧投資時,需意識到這能協助其進一步釋放更高的業務價值。」
埃森哲(Accenture)董事長暨執行長表示:「祝賀思科成功收購Splunk。我們與這兩家公司一直維持長期合作關係,並且期待彼此的合作在未來能為我們的客戶帶來更多機會。」
思科與Splunk攜手 為客戶、合作夥伴及開發人員帶來益處
思科與Splunk結合將為客戶帶來:
更優越的安全性。全面整合的網路安全解決方案,透過雲端、網路及端點流量,實現無可比擬的可視性,為所有規模的企業提供威脅預防、偵測、調查及響應。
更優越的可視性。全面整合的全端可視性解決方案,可在多雲端混合環境中提供優質的數位體驗。
更優越的網路。建立在具智慧、良好韌性及持續優化的網路架構上的領先安全網路解決方案。
更優越的人工智慧。思科的網路產品組合結合增強的安全性、全端可視性及全面的數據平台,助客戶在企業及應用程式中更安全地運用人工智慧的力量。
更優越的經濟效益。思科與Splunk的平台模式將協助客戶整合一系列端點產品,實現更好的業務成果,並降低成本。
思科和Splunk匯聚了全球的開發人員及合作夥伴社群,憑藉在擴展網路安全、可視性及數據平台功能方面的豐富經驗,為客戶提供預裝應用程式及解決方案。思科的合作夥伴生態系統能透過高價值的服務,以及部署創新應用程式及人工智慧解決方案,創造嶄新的可盈利收入來源。
未來數月,客戶可期待完成Splunk收購後的一系列嶄新的產品創新。如欲了解更多詳情,請按此瀏覽。部分創新將於2024年6月2至4日的Cisco Live及2024年6月11至14日的.conf24上展示。
交易詳情
根據協議條款,思科以每股157美元現金收購Splunk,股權價值約為$280億美元。預計交易將為思科2025年的財政年度帶來正現金流(不包括某些收購相關及其他項目)及非通用會計準則(Non-GAAP)毛利率增長,並在2026年財政年度帶來非通用會計準則的每股盈餘(EPS)增長。此外,該交易將加速思科的收入增長和非通用會計準則毛利率擴長。
思科和Splunk已通知NASDAQ完成收購事宜,並要求NASDAQ代表Splunk向美國證券交易委員會提交退市通知。Splunk的普通股在今天開盤前已停止在NASDAQ的交易。
補充資料
· Chuck Robbins和Gary Steele的影片
· 思科新聞中心
· 下載相關影片
· 媒體資料
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關於思科
思科(NASDAQ: CSCO)是領導全球的科技供應商,以安全連接一切,實現任何可能為目標。思科致力協助客戶重新構想其應用程式、支援混合工作、保護企業安全、基礎設施轉型,以及實現永續發展目標,藉此創造共融未來。如欲了解更多,請瀏覽思科新聞中心,或追蹤我們的X。
© 2023 Cisco和/或其附屬公司版權所有。保留一切權利。Cisco及Cisco標誌是Cisco及/或其附屬公司在美國及其他國家的商標或註冊商標。有關思科的商標名冊,可到 https://www.cisco.com/go/trademarks查閱。此文件提及的第三方商標是其各自所有者的財產,使用「合作夥伴」一詞並不暗示思科與任何其他公司之間存在夥伴關係。此文件為思科公開資訊。
前瞻性陳述
This press release may be deemed to contain forward-looking statements, which are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Any statements that are not statements of historical fact (including statements containing the words “will,” “believes,” “plans,” “anticipates,” “expects,” “estimates,” “strives,” “goal,” “intends,” “may,” “endeavors,” “continues,” “projects,” “seeks,” or “targets,” or the negative of these terms or other comparable terminology, as well as similar expressions) should be considered to be forward-looking statements, although not all forward-looking statements contain these identifying words. Readers should not place undue reliance on these forward-looking statements, as these statements are management’s beliefs and assumptions, many of which, by their nature, are inherently uncertain, and outside of management’s control. Forward-looking statements may include statements regarding the expected benefits to Cisco, Splunk and their respective customers from the completed transaction, the integration of Splunk’s and Cisco’s complementary capabilities to create an end-to-end platform designed to unlock greater digital resilience for customers, plans for future investment and capital allocation, and the expected financial performance of Cisco following the completed transaction. Statements regarding future events are based on the Cisco’s current expectations, estimates, and projections and are necessarily subject to associated risks related to, among other things, (i) the ability of Cisco to successfully integrate Splunk’s market opportunities, technology, personnel and operations and to achieve expected benefits, (ii) Cisco’s ability to implement its plans, forecasts and other expectations with respect to Splunk’s business and realize expected synergies, (iii) the outcome of any legal proceedings related to the transaction, (iv) the effects on the accounting relating to the acquisition of Splunk, (v) legislative, regulatory, and economic developments, (vi) general economic conditions, and (vii) the retention of key personnel. Therefore, actual results may differ materially and adversely from the anticipated results or outcomes indicated in any forward-looking statements. For information regarding other related risks, see the “Risk Factors” section of Cisco’s most recent report on Form 10-Q filed on February 20, 2024 and its most recent report on Form 10-K filed on September 7, 2023, as well as the “Risk Factors” section of Splunk’s most recent report on Form 10-Q filed with the SEC on November 28, 2023. The parties undertake no obligation to revise or update any forward-looking statements for any reason, except as required by law.
非通用會計準則資料
This press release includes future estimated cash flow, non-GAAP gross margin, and non-GAAP EPS information.
Positive or accretive cash flow is the Company’s incremental cash flow from operations anticipated to result from the transaction including cash flow from Splunk’s operations, expected synergies, and financing costs (including foregone interest income), and excluding certain transaction costs, cash payments related to the one-time conversion of Splunk employee equity awards, and cash retention awards.
Non-GAAP measures are not in accordance with, or an alternative for, measures prepared in accordance with generally accepted accounting principles (“GAAP”) and may be different from non-GAAP measures used by other companies. In addition, non-GAAP measures are not based on any comprehensive set of accounting rules or principles. Cisco believes that non-GAAP measures have limitations in that they do not reflect all of the amounts associated with Cisco’s results of operations as determined in accordance with GAAP and that these measures should only be used to evaluate Cisco’s results of operations in conjunction with the corresponding GAAP measures. Cisco believes that the presentation of non-GAAP measures provides useful information to investors and management regarding financial and business trends relating to its financial condition and its historical and projected results of operations. We have not reconciled future estimated cash flow, non-GAAP gross margin, or non-GAAP EPS information included in this press release to the most directly comparable GAAP measure because this cannot be done without unreasonable effort because we do not currently have sufficient data to accurately estimate the individual adjustments included in the most directly comparable GAAP measure that would be necessary for such reconciliations. We expect the variability of these items to have a potentially unpredictable, and a potentially significant, impact on our future GAAP financial results.