新年美國(guó)科技股IPO三大黑馬
????盡管眼下在硅谷,,大家都在談?wù)揊acebook的IPO。然而,,另外幾家同樣高速增長(zhǎng),、但吸引力可能遠(yuǎn)不如Facebook的企業(yè)科技公司同樣也在不動(dòng)聲色地覬覦著公開(kāi)市場(chǎng),。 ????誠(chéng)然,這些公司的IPO規(guī)??隙ㄒh(yuǎn)低于Facebook預(yù)計(jì)募集的1,000億美元。但它們依然值得關(guān)注,,因?yàn)槠髽I(yè)軟件是一個(gè)龐大的產(chǎn)業(yè),,目前正在經(jīng)歷重大轉(zhuǎn)型,。SAP、甲骨文(Oracle)和思科(Cisco)等巨頭都在積極改變,,試圖“脫胎換骨”,;與此同時(shí),隨著新的軟件開(kāi)發(fā)和分銷(xiāo)途徑出現(xiàn),中小企業(yè)也在奪取市場(chǎng)份額,。特別是軟件從本地部署向云計(jì)算的轉(zhuǎn)變,催生了前景看好的IPO角逐者,。這里僅列舉三家預(yù)計(jì)將于2012年遞交IPO申請(qǐng)的公司: ????ServiceNow:Facebook的IT人員不做白日夢(mèng),,憧憬著如何把股票套現(xiàn)后在加州洛斯阿爾托斯山小鎮(zhèn)買(mǎi)一套別墅的時(shí)候,他們?cè)谑褂肧erviceNow的云計(jì)算IT管理軟件,,追蹤問(wèn)題、管理成本甚至開(kāi)發(fā)應(yīng)用軟件,??偛课挥谑サ貋喐绲腟erviceNow已贏得很多大牌客戶——除了Facebook,還有競(jìng)爭(zhēng)對(duì)手谷歌(Google),、陽(yáng)獅集團(tuán)(Publicis Groupe)和REI等等,不一而足,。去年4月,,該公司請(qǐng)來(lái)資深行業(yè)人士弗蘭克?斯魯特曼擔(dān)任新的首席執(zhí)行官。(斯魯特曼的上一份工作是管理Data Domain,,這家公司2009年以24億美元出售給了EMC,。)ServiceNow去年的營(yíng)收是1.35億美元,,而且斯魯特曼正在大張旗鼓地招兵買(mǎi)馬。當(dāng)然,,專注于IT管理不會(huì)讓ServiceNow 成為下一個(gè)甲骨文。但公司正寄望于平臺(tái)式服務(wù)能幫助其拓展業(yè)務(wù),;IT人員可以用這個(gè)平臺(tái)開(kāi)發(fā)和發(fā)布云計(jì)算應(yīng)用程序,。 ????Workday:不管你信不信,人力資本管理工具(即人事部門(mén)用于管理員工福利,、設(shè)定員工預(yù)算和對(duì)新員工進(jìn)行追蹤管理的軟件)是一個(gè)競(jìng)爭(zhēng)激烈的市場(chǎng)。上個(gè)月,,SAP宣布以34億美元收購(gòu)總部位于加州圣馬特奧的SuccessFactors,。有傳言稱,Workday的聯(lián)席首席執(zhí)行官們【因仁科(PeopleSoft)而聲名鵲起的大衛(wèi)?杜菲爾德和阿尼爾?布哈斯里】拒絕了多項(xiàng)全盤(pán)收購(gòu)出價(jià),。有猜測(cè)稱,,該公司將于今年下半年進(jìn)行IPO,。據(jù)報(bào)道,去年該公司的訂單額比2010年的1.5億美元增加了一倍,。而且,,下面才是IPO即將進(jìn)行的最好暗示:本周早些時(shí)候,Workday的一位發(fā)言人告訴《財(cái)富》雜志(FORTUNE),,公司“不會(huì)再對(duì)任何IPO猜測(cè)發(fā)表評(píng)論”,。 ????Palo Alto Networks:雖然公司名稱有些不靠譜(公司總部位于圣克拉拉,,而不是帕洛阿爾托),但這家小型安全公司確實(shí)有很多可圈可點(diǎn)之處,。研究公司高德納(Gartner)最近稱其為行業(yè)領(lǐng)袖,,因?yàn)樵摴緦?duì)“防火墻市場(chǎng)有顛覆性的影響”,其下一代防火墻技術(shù)讓思科和瞻博網(wǎng)絡(luò)(Juniper Networks)忙于招架,。去年8月,Palo Alto Networks宣布,,其訂單已越過(guò)2億美元大關(guān),,并聲稱公司早已實(shí)現(xiàn)盈利。幾個(gè)月前,,該公司還請(qǐng)來(lái)了智能信息基礎(chǔ)設(shè)施服務(wù)提供商VeriSign前首席執(zhí)行官馬克?邁克勞林擔(dān)任公司首席執(zhí)行官,以帶領(lǐng)“公司走上新臺(tái)階”,。這話意味著什么,,相信大家都懂的。 |
????While everyone in Silicon Valley is talking about Facebook's imminent IPO, a handful of fast-growing yet far-less-sexy enterprise technology companies are quietly eyeing the public markets. ????True, their valuations are nowhere near the $100 billion Facebook is expected to drum up. But here's why you should care: Enterprise software is a huge business undergoing serious transition. Giants like SAP (SAP), Oracle (ORCL) and Cisco (CSCO) are trying to reinvent themselves, and in the meantime smaller players are gaining market share with new approaches to developing and distributing software. The move from on-premise to cloud-based software in particular is spawning promising IPO contenders. Here are a few of the enterprise companies expected to file for IPO in 2012: ????ServiceNow: When Facebook's IT workers aren't day-dreaming about cashing in and buying a mansion in Los Altos Hills, they're using ServiceNow's cloud-based IT management software to track problems, manage costs and even develop apps. San Diego-based ServiceNow has scored plenty of big customers -- not just Facebook but also rival Google (GOOG), Publicis Groupe and REI, to name a few. Last April the company brought in a new CEO, industry veteran Frank Slootman (his previous stint was running Data Domain, which sold to EMC (EMC) for $2.4 billion in 2009). Last year's revenue came in at $135 million, and Slootman has been on a hiring rampage. Of course, a focus on IT management won't make ServiceNow the next Oracle. But the company is betting its platform-as-a-service offering, which IT workers use to build and deliver cloud-based apps, will help broaden its business. ????Workday: Believe it or not, human capital management tools (industry-speak for the kind of software HR professionals use to manage employee benefits, set staffing budgets and track new hires) is a hotly-contested market. Last month SAP announced it was buying San Mateo, Calif.-based SuccessFactors for $3.4 billion. It's rumored Workday's co-CEOs (Dave Duffield and Aneel Bhusri of PeopleSoft fame) passed up multiple buyout bids, and there's been speculation that an IPO will take place in the second half of this year. The company reportedly doubled its bookings last year, up from $150 million in 2010. And here's the best indication that an IPO is imminent: Earlier this week a Workday spokesperson told FORTUNE the company is "no longer commenting on anything related to a potential IPO." ????Palo Alto Networks: Despite the lame name (it's offices are in Santa Clara, not Palo Alto), this smallish security company has plenty going for it. Research firm Gartner recently called it a leader for its "disruptive influence in the firewall market," and its next-generation firewall technology is giving Cisco and Juniper Networks (JNPR) a run for their money. Last August Palo Alto Networks announced its orders were above the $200 million mark, and the company has said it is already profitable. A few months ago it also brought in new chief executive Mark McLaughlin, the former CEO of VeriSign, to help "take the company to the next level." And we all know what that means. |