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published in(发表于) 2016/9/24 16:19:00
Twitter costs $ 30 billion? Buyers seem daunting,

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Twitter costs $ 30 billion? AWE buyers-Twitter, Twitter-IT information

Twitter is how big is the possibility of selling? This is a matter of serious concern in the industry. According to news sources, on Twitter and all of the potential buyers, this move is more of an "soft promotion" and internal adjustments, instead of a sale.

In any case, for some fiduciary responsibility, Twitter's Board must consider all possible scenarios, but they will do, although the sale rumors is not a real final message. Meanwhile, potential buyers must be carefully considered, because Twitter is one of the few interesting and powerful digital platforms. Twitter despite difficulties at present, but has not lost its capacity for action. Moreover, the large number of Twitter, mobile video advertising potential, containing opportunities as well as real-time information capacity were worthy of particular attention by the company.

Last week, the Recode came up with a long list of noted that companies that may buy Twitter, and analyzes the reason these companies are potential takeover of Twitter, and odds. Recode is listed in this list, because rumours have been rife about the Twitter might be sold.

At present, the Recode believes that although Twitter parties were denied, but it sure is actively preparing for a possible sale of the company, after all, has long been the company's growth has not been able to independently, and its new products to the continued practice of saving the company also delayed effects. Simply put, advertising users slow growth stalled and a fixed number of users means Twitter needs to seriously consider selling programmes.

On Friday, when CNBC's Dawei·fabuer (David Faber) reported that consultations with the Board of Directors to sell have a real upgrade and Salesforce and Google are among the potential buyers of the message, the voice once again aroused about Twitter or be sold.

For some time now, there has been such a declaration. Recently, Twitter co-founder Evan Williams (Evan Williams) openly indicated that directors should take into account the various programmes. Other than Salesforce and Google, Apple, Microsoft, Facebook, Disney and News Corp/Fox, media mogul and telecommunications giants such as Comcast and Twitter might become Twitter's potential buyers. In addition, some potential buyers may also include private-equity firms. Of course, all potential buyers to buy Twitter motives and reasons may vary.

However, Recode believe that Snapchat should not consider buying Twitter, because Snapchat needs and an independent broadcast platform for communication majors to do marriage. Snapchat CEO Aiwen·sipigeer (Evan Spiegel) and Twitter CEO Jack Dorsey (Jack Dorsey) has been known for a long time and had very close, although Snapchat still no decent business mergers and acquisitions.

In addition, the IBM acquisition of Twitter is also unlikely, after all, IBM's focus is on data services.

Since sold issues when it comes to Twitter, then placed in front of a Twitter question: what is the price?

While Microsoft and the LinkedIn reference for the recent selling price of us $ 18 billion, according to two sources, Twitter want to price a little higher. Specific figures will it become? Sources say, may need at least $ 30 billion. Such a price may deter many potential buyers.

In our view, the price might make Salesforce out first, although Salesforce has deliberately with 26 billion dollars of prices for LinkedIn. (Market value of Salesforce is currently less than US $ 50 billion, effects due to Twitter rumors of sale this Friday, the company's share price fell by 5%, this may mean that Wall Street believes that Salesforce is impossible to buy Twitter. )

By comparison, Google has a lot of money. However, the Alphabet's Chief Executive, Larry page (Larry Page) how large is the acquisition of interest in Twitter, is still unknown.

Of course, the possibility of Google acquiring Twitter's biggest, since this trade can benefit both sides. As Kurt (Kurt) wrote that, "Google's acquisition was so convincing, and Google buying Twitter would make more sense. Google has a lot of money on--Alphabet only first-quarter revenue increased to $ 21 billion, much more than the actual market value of Twitter. While Google has been trying to enter the social media business (we think Google+ has been poor performance), but Twitter will be able to give Google a legitimate social platform, so as to better cooperation with YouTube, YouTube, after all, is now facing a huge threat to Facebook and Snapchat, for Facebook and Snapchat business more social. Google can make use of Twitter's Vine and Periscope, business, and the opportunity to integrate so as to compete with Youtube, which also have concerns. Of course, anything can happen. ”

You know, before the Microsoft takeover of LinkedIn, Google also wants to bid for LinkedIn. Therefore, Google's acquisition of Twitter to make up their own social networking business, the industry is also understandable.

But some in the industry think, said recently that a former Executive of Twitter, "Twitter is the most expensive company, that nobody really wants to buy the company. "Of course, this is not the case. It is well known that Twitter recently a very weak quarter, which many in the industry expected, for now, Twitter's sale is inevitable, but price is an issue deserving of.


Twitter售价300亿美元?买家望而生畏 - Twitter,推特 - IT资讯

Twitter被出售的可能性到底有多大?这是一个值得业界认真关切的问题。据消息人士透露,对Twitter和所有潜在的买家而言,这种举措更像是一种“软推广”和内部调整,而非正式的出售。

无论如何,出于某种信托责任,Twitter的董事会必须对所有可能的方案进行考虑,而且他们也将这么做,尽管目前的销售传闻还不是真正的最终消息。与此同时,可能的买家也必须认真考虑,因为Twitter是为数不多的令人关注且有影响力的数字平台。Twitter尽管目前遇到了困难,但还没有彻底丧失行动能力。而且,Twitter的大量数量、广告潜力、蕴含的移动视频商机以及实时新闻能力都让该公司值得业界关注。

上周,Recode列出了一串长长的清单,指出了那些可能收购Twitter的公司,并分析了这些公司可能收购Twitter的原因和不利局面。Recode当时之所以列出这份清单,因为当时有关Twitter可能出售的传闻一直甚嚣尘上。

目前,Recode认为,尽管Twitter各方都在矢口否认,但该公司肯定是在积极准备可能的出售交易,毕竟长期以来该公司一直未能独立增长,而且其通过新产品来持续拯救公司的做法也迟迟未能产生效应。简单的说,广告用户数量缓慢增长以及固定用户数量的停滞不前都意味着Twitter的确需要认真考虑出售方案了。

周五,当CNBC的大卫·法布尔(David Faber)报道了与董事会的相关出售磋商已经真正升级以及Salesforce和谷歌也在潜在的买家之列的消息之后,有关Twitter或被出售的声音再度激起。

一段时间以来,这种声明一直存在。最近,Twitter联合创始人埃文·威廉姆斯(Evan Williams)甚至公开表明,董事们应当考虑各种方案。除了谷歌和Salesforce之外,苹果微软Facebook以及迪斯尼和新闻集团/福克斯等媒体大亨和康卡斯特与Twitter等电信巨头也可能会成为Twitter的潜在买家。另外,潜在的买家还可能包括一些私募资产公司。当然,各个潜在的买家拟收购Twitter的动机与原因可能都各不相同。

不过,Recode认为,Snapchat应当不会考虑收购Twitter,因为Snapchat需要与一家具有独立广播平台的通信巨头进行联姻。Snapchat首席执行官埃文·斯皮格尔(Evan Spiegel)和Twitter首席执行官杰克·多西(Jack Dorsey)已经认识很长时间,而且一度非常亲密,尽管Snapchat至今还没有开展过象样的业务并购。

另外,IBM收购Twitter的可能性也不大,毕竟IBM的关注重点是大数据业务。

既然说到Twitter的出售问题,那么摆在Twitter面前的一个问题就是:售价到底是多少呢?

尽管微软与LinkedIn近期的180亿美元的售价可以提供参考,但据两位消息人士透露,Twitter希望自己的售价更高一点。具体数字又是多少呢?消息人士透露,至少可能需要300亿美元。如此高价可能会让许多潜在的买家望而却步。

在我们看来,这一价格或许会让Salesforce首先出局,尽管此前Salesforce曾有意以260亿美元的高价收购LinkedIn。(Salesforce的市值目前不到500亿美元,本周五因Twitter出售传闻的影响,该公司股价又下跌了5%,这可能意味着华尔街认为Salesforce根本不可能收购Twitter。)

相比较而言,谷歌拥有大量的资金。不过,Alphabet首席执行官拉里·佩奇(Larry Page)对收购Twitter的兴趣到底有多大,目前仍不得而知。

当然,谷歌收购Twitter的可能最大,因为这一交易能够让双方受益。正如科特(Kurt)写的那样,“谷歌收购的理由很充分,而且谷歌收购Twitter也会更有意义。谷歌拥有大量的资金——Alphabet仅上一季度的营收就增加到210亿美元,大大超过了Twitter的实际市值。尽管谷歌此前一直在努力进军社交媒体业务(我们认为Google+一直表现欠佳),但是,Twitter将能够给谷歌提供一个合法的社交平台,从而与YouTube展开更好的合作,毕竟YouTube如今也面临着Facebook与Snapchat的巨大威胁,因为Facebook与Snapchat的业务更具有社交性。谷歌能否充分利用Twitter旗下的Vine和Periscope等业务,并有机地进行整合,从而与Youtube进行竞争,这也得值得关注的事。当然,一切皆有可能。”

要知道,在微软收购LinkedIn之前,谷歌也将想竞购LinkedIn。因此,谷歌收购Twitter来弥补自己的社交业务,业界也可以理解。

但业界一些人士认为,Twitter的一位前高管近期表示,“Twitter是最昂贵的公司,以致于无人敢真正地想买入这家公司。”当然,真正的情况并非如此。众所周知,Twitter最近一个季度的业绩又非常疲软,这一点也在业界诸多人士的预料之中,目前而言,Twitter的出售不可避免,但如何定价也是一个值得深思的问题。





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