2013 cloud computing and big data knockout social media

According to foreign media reports, the U.S. website MarketWatch today published a signed Trisseux Politi (Therese poletti) article. Politi said in the article that the 2013 IPO of US technology companies remains a mystery, and there seems to be a tendency that social media companies ' IPOs will decline, in contrast to the rise in the IPO of cloud companies and big data companies.

MarketWatch's article reads as follows:

At the start of 2012, investors eagerly awaited the IPO of a large number of technology companies, especially Facebook-led companies. In the end, Facebook's share price has disappointed eagerly awaited investors, and investors have been battered by a flurry of social networking sites like Groupon and Zynga.

Now, the 2013 has begun, and as the environment changes, investors are no longer eager to look forward to the tech-industry IPO. Social-media companies are losing, while cloud computing and big-data companies are emerging, and the US New Securities Act will reduce public scrutiny (which is really exciting news for companies that want to go public).

In the past 2012 years, some technology companies have been successful in their IPOs, but the most successful IPOs have been in enterprise computing, such as workday, a cloud-based human resources software company, which the industry expects will continue this year. "Indeed, there is still a lot of successful IPOs after Facebook's IPO," said Scott Sweet, a senior operating partner at the IPO of boutique, the US initial public offering consultancy. The subjective thinking of some investors and analysts is not a disastrous blow to the tech industry. ”

Everyone started returning to work this week after 2013 years of New Year's holiday, and investors are looking ahead, but for now, it may still be difficult to see a large number of tech companies making IPOs. The U.S. presidential election last November and the industry's worries about the US fiscal cliff last year have cast a heavy shadow over the IPO sector at the end of 2012.

A more serious reason, however, is that the US "Start-up Business Promotion Act", which requires emerging companies to submit a secret registration statement to the Securities and Exchange Commission, has also led to a change in the overall IPO environment, which has led to a decline in the number of IPOs. "There are still a large number of companies ready to go public, and a large number of companies are still filing secret documents, but they are not in a hurry to show that attitude, mainly because of the impact of the start-up Lis Bouyeres," said Lise Buyer, head of Class V Group, an IPO consultancy. ”

In fact, Workday was one of the first technology companies to use the SEC's secret reporting system last fall. Workday's IPO was so successful that, as of Monday, the company's share price has risen 6.8% per cent from the closing prices of the IPO day.

"You don't want immature companies to go public, but that's not a good thing for listed companies," said Maha Ibrahim Maha, an analyst at Canaan, a market-research firm. "Companies that submit secret information will be able to test water." "These companies will therefore be able to get one to two quarters to understand their business and if so, they can choose whether to continue the listing," says the salmon. ”

It also makes it harder for investors to expect technology companies to make IPOs. Last October, for example, Bloomberg News reported that violin memory, an enterprise data center Flash Designer, had submitted an IPO application under the US Start-up Enterprise Push Act, which was valued at about $2 billion trillion. The company did not issue any complaints and declined to comment. Whether or when the violin memory company and US regulators are ready to go public, investors also need to study all the public documents.

Investors hoping to reach an agreement between the listed companies and the SEC will have to study some of the previous records, rather than focusing on the way the companies were before the IPO. Groupon's IPO is the best example.

Whether Groupon's listing is good or bad is still in dispute. "There is no doubt that investors have learned a lot about Groupon and the huge challenges the company faces in dealing with the SEC," Bouyeres said. It is absurd that investors will see these controversies again. ”

In the first half of 2013, the IPO market will remain rife with speculation that it will continue until a company actually submits its first listing document to the SEC. At present, the industry is widely believed that the most likely to be the first to submit the IPO documents will come from the corporate computing sector, like workday, and social media companies may have lost popularity.

While some predict Twitter may be on the market in 2013, others think it will not. For example, Anand Samval Anand Sanwal, co-founder and CEO of CB Insights, said: "I've heard that Twitter is likely to go public in 2014 years, and Twitter's advertising model may still have some problems, And Facebook has also cast a shadow over Twitter. Facebook has caused great damage, especially for social media companies. ”

"The potential IPO companies in 2013 will include some cloud computing companies, big data companies and data center technology companies such as mobile data storage company box, data analysis software company Palantir, and Dropbox, a cloud storage and sharing services company," Sanlier predicts. ”

Market analyst Colin Kline said he believes investors will start seeing some companies ' listing documents by the end of January this year.

(Responsible editor: The good of the Legacy)