Bending Spoons 完成上市后首次收购，以 13 亿美元价格收购 Airtable

Bending Spoons 完成上市后首次收购，以 13 亿美元价格收购 Airtable
Bending Spoons makes first post-IPO acquisition with $1.3B Airtable deal

原始链接: https://live.euronext.com/en/financial-news/bending-spoons-makes-first-post-ipo-acquisition-13-billion-airtable-deal

意大利科技公司 Bending Spoons 已同意以全现金方式收购美国软件公司 Airtable，交易价值约为 12.85 亿美元。Airtable 成立于 2013 年，提供一个结合了电子表格和数据库功能的无代码平台，旨在简化运营工作流程。此次收购是 Bending Spoons 上个月在纳斯达克上市以来的首笔重大收购，此前该公司今年已进行了一系列扩张，包括收购 AOL 和 Eventbrite。该交易在计入 Airtable 的净现金头寸后，其股权价值约为 22.5 亿美元。在获得监管部门批准后，交易预计将于今年年底前完成。Bending Spoons 正继续推行激进的增长战略，将其现有的技术运营与私募股权式的收购相结合。

Bending Spoons 以约 13 亿美元的价格收购了 Airtable，此举在 Hacker News 社区引发了广泛担忧。许多用户认为这是平台“恶化（enshittification）”的征兆，担心该公司会重蹈其收购 Meetup 和 Evernote 时的覆辙：大幅裁员、激进涨价，并将产品转入维护模式。评论者们讨论了这笔交易背后的财务逻辑，指出相对于 Airtable 的历史融资总额，这一估值似乎偏低。有观点推测，此次出售可能是由于增长停滞、企业收入受阻，或是投资者在 SaaS 市场遇冷之际急于退出。尽管有人认为 Bending Spoons 是一家冷酷但高效的“执行机器”，擅长清理臃肿且充满技术债的公司，但许多用户对长期软件产品沦为“僵尸”现金奶牛的趋势表示失望。 Airtable 的长期用户普遍持负面态度，许多人正积极讨论迁移至 Grist、Baserow 或自建解决方案等替代品。此次收购再次引发了关于当前软件商业模式可持续性，以及各类数字服务质量持续下滑的广泛讨论。

MILAN, Aug 4 (Reuters) - Bending Spoons has agreed to buy Airtable in an all-cash deal valuing the U.S. software firm at $1.285 billion, the companies said on Tuesday, marking the Italian technology company's first acquisition since its Nasdaq debut last month.

Founded in 2013, Airtable offers a software platform that combines spreadsheet and database capabilities, allowing companies to build applications and manage operational workflows without coding expertise.

Bending Spoons has built a reputation for acquiring and restructuring digital businesses, pursuing a strategy that blends technology operations with a private equity-style acquisition model.

Airtable becomes the company's first acquisition since its flotation and follows purchases this year of internet brand AOL and ticketing platform Eventbrite, continuing an aggressive expansion strategy.

Bending Spoons said Airtable's current net cash position implies an equity value of about $2.25 billion.

The transaction is expected to close by the end of the year, subject to regulatory approvals and closing conditions.

Bending Spoons shares closed at $36.22 on Monday, well above their IPO price of $29.

(Reporting by Elvira PollinaEditing by Keith Weir)

Bending Spoons 完成上市后首次收购，以 13 亿美元价格收购 Airtable Bending Spoons makes first post-IPO acquisition with $1.3B Airtable deal

Bending Spoons 完成上市后首次收购，以 13 亿美元价格收购 Airtable
Bending Spoons makes first post-IPO acquisition with $1.3B Airtable deal