Eight months after Google unsuccessfully tried to acquire cloud security platform vendor Wiz with a $23 billion offer last July, Google announced that its latest $32 billion dollar cash offer had been accepted.
By buying Wiz, Google said it plans to integrate the cloud security platform into its Google Cloud offerings to bolster security for all customers. Wiz security services will also continue to be available to protect other cloud providers under the deal.
Thomas Kurian, the CEO of Google Cloud, wrote in a post on the Google Cloud Blog that the deal will allow his company to deliver a more comprehensive security platform that will better protect the IT environments used by a wide range of customers.
“As more organizations go digital, most deployments are now multi-cloud or hybrid – introducing complex management challenges,” wrote Kurian. “At the same time, software and AI platforms are becoming deeply embedded across products and operations, bringing new and evolving risks for private enterprises, governments, and other public sector organizations.”
Business customers today are struggling to keep up with the cybersecurity challenges that arise from these complex architectures, he wrote. “Organizations with modern IT environments need a cybersecurity solution that spans multiple clouds, as well as hybrid and on-premises environments; that can protect against threats to and from AI models; that can use AI to extend defenses; and that can fully integrate software development and operations into the security portfolio.”
To address these issues, Google Cloud is bringing in Wiz to add to Google’s existing security product line up, which includes Google Threat Intelligence, Google Security Operations, and Mandiant Consulting services, explained Kurian. Wiz and Google Cloud have already worked as partners to serve their customers.
The acquisition deal, which is expected to close in 2026, is subject to customary closing conditions, including regulatory approvals, according to the company.
How The Wiz Acquisition Will Affect MSPs: Analysts
Several industry analysts told ChannelE2E that the Google deal for Wiz will make it easier for enterprises to secure their cloud environments regardless of which cloud platforms they use.
“Security is often an afterthought for cloud users in the hyperscaler world, assuming that security is just there,” said Jack E. Gold, president and principal analyst with J.Gold Associates, LLC. “But that is not always the case, particularly for enterprises that use multiple clouds,” where tools and capabilities are not universal between them, he said.
“Google is acquiring Wiz to try and show that you can have a unified security infrastructure across all types of cloud and from different vendors,” Gold added. “Google has always been a security-first cloud, but now they are extending that to be cross-cloud security capable. This is a major step for them to be security-first focused, and beyond just their own products.”
This will help MSPs and MSSPs because “this will provide a unique sales opportunity for those that use Google cloud services, as it is ahead of the others in being a cross-platform security solution,” said Gold. “As AI becomes more used, security becomes much more critical and this is a move by Google in that direction.”
Shelly Kramer, founder and principal analyst at Kramer&Co., agreed, saying she is pleased with this deal.
“From a channel perspective, the more tools in an MSP's toolkit, the greater their competitive advantage and the more ability they have to innovate and grow,” said Kramer. “The integration of Wiz into Google Cloud Platform makes GCP a more alluring option than it might have otherwise and will be extremely beneficial to customers across the board.”
For Google, MSPs, and end users, a major upside in the deal is that Google will continue to make security products from Wiz available on all the major cloud platforms, including Azure, AWS, and Oracle, said Kramer. “Why does that matter? More revenue for Wiz equates now to more revenue for GCP,” she said.
Anurag Agrawal, founder and chief global analyst at Techaisle, told ChannelE2E that MSPs and other channel partners would benefit from new bundling opportunities with Google Cloud, particularly for multi-cloud security needs. “While Wiz's existing partner program faces potential evolution under Google, MSPs gain access to enhanced security capabilities,” said Agrawal. “The focus on unified remediation, stemming from Wiz's Dazz acquisition, also creates new service opportunities for MSPs in complex cloud environments.”
Notably, Google's acquisition of Wiz followed a convoluted path, marked by fluctuating valuations and strategic shifts, said Agrawal. “Initial talks valuing Wiz at $23 billion collapsed as Wiz aimed for an IPO [back in 2024], despite having recently secured $1 billion at a $12 billion valuation. The eventual $32 billion acquisition price, a $9 billion increase, reflects Wiz's rapid growth towards $1 billion in annual recurring revenue, the strategic importance of cloud security for Google's competitive edge, and the challenges of integrating a multi-cloud security platform.”
Another analyst, Zeus Kerravala, founder and principal analyst at ZK Research, told ChannelE2E that he was “a bit surprised” that Wiz accepted the $32 billion deal after turning down the previous $23 billion offer last year to instead pursue an IPO. “However, given that the capital markets are in a bit of a mess, an IPO any time soon is unlikely, so the massive premium Google is now paying was likely the best outcome for the shareholders. If you think about acquisitions that transform companies, no one ever remembers the purchase price so I am not surprised Google stayed at it.”
But at the same time, said Kerravala, the acquisition “could create a bit of a monkey wrench” for MSPs and channel partners. “Google right now has a partnership with Check Point. With the addition of Wiz, I would expect Google to pull back on Check Point, which could cause partners to pause. This might have some effect on a company like SentinelOne, which has been a rumored acquisition target, and now there could be some questions about their future.”
