The markets are optimistic for IPO possible and M&A in 2025, and technological infrastructure companies should be at the top of the public offers list. Digital infrastructure and it is where growth is, and investors want growth.
However, the road to IPO will not be easy, with markets resting in uncertainty every day. What is certain is that investing in him and digital infrastructure is blooming, and this is likely to be a trend for the next ten years. Exciting technology such as cubenetes, generating, unified security of Cloud and Cloud Hybrid are setting the phase for the next Uber technology cycle.
Futuriom has just completed its deep immersion in the main trends and private companies for cloud infrastructure and communications. In this article, we will review the main trends and candidates of IPO. In later articles they will dive slightly deeper into the tendencies we are watching, which include the infrastructure; Dispersed infrastructure of cloud and platform engineering; Observation, AOOP and Netdevops; Safety and unified SASE of Cloud; and management of the cost cloud and finops.
Within the main trends: from automation to safety
Infrastructure professionals in clouds and communications are seeking to build the most efficient, safe and economic infrastructure. They have numerous concerns to deal with, including data sovereignty, time, hackers, performance, client experiences and budget.
With this, there are additional and underwater considerations. Should you transfer from infrastructure to public cloud or build a private cloud? What are the fastest growing applications? Should we move on to cubenetes or platform engineering? How do we expect and provide data?
After surveying the latest users in the cloud infrastructure space and researching these issues throughout the year, here are the main trends we see for 2025:
Trend #1: Infrastructure of it: Supporting it and applications linked to training in conclusion.
Trend #2: Distributed Cloud infrastructure and platform engineering: distributed data management and cloud operations.
Trend #3: Observability, AIOP and Netdevops: New tools to promote infrastructure observation and automation.
Trend #4: The safety and unified SASE of Cloud: Integration of security and intelligence platforms – from cloud to the edge.
Trend #5: Managing Cloud Cost and Finops: Tools and Platforms to better manage Cloud Infrastructure Costs.
What is next for ipo and m & a
Wall Street experts have stated that the IPO technology market has been relatively slow since the last cycle of the 2021-2022 boom. Bar has grown for technology companies: in general, bankers and investors are looking for companies that are profitable or have a route to benefit and have at least $ 100m of annual income. Of course, there are exceptions, but these are the general instructions.
Estimates in the private market have been drawn back recently, and there seems to be more uncertainty in the public markets. The embrace of the new deregistration and M&A administration has escalated after the latest Hawkish messages for M&A, which disappointed Wall Street. The last face for the adoption of the HPE-Juniper union by the United States authorities is a key example.
However, under the surface, M&A must be strong, as many industries such as infrastructure, cloud security and networking are seeing strong tendencies in consolidation. Many of these categories have many warm players who can get into more powerful companies.
Our annual list recently issued Futuriom 50 traces the leading private companies in the AI, Cloud and Communications Infrastructure. The F50 list has a record of success, with many companies reaching exit through M&A or IPO. Some past IPOs include DarkTrace (April 2021 IPO with a rating of $ 2.3 billion); Couchbase (IPO in July 2021 with a rating of $ 1.2 billion); Cohesion (presented for IPO in December 2021 but later withdrew those plans). In M&A, Auth0 (earned in March 2021 for $ 6.5 billion from October).
The largest outflow of F50 of 2024 was rubric (IPO in April 2024 with a $ 5.6 billion rating). Extra outputs included WIB and Kubecost: WIB was bought by F5 in February 2024 (undetected amount), and Kubecost was purchased by IBM in September 2024 (undiscovered amount).
So what else is in 2025? Based on Futuriom analysis, the following companies are likely to be ready for IPO or high M&A activity, given the potential income and profit (listed by possible readiness for IPO):
Tier One (Ready for IPO): Cato networks, coreweave, databricks, Wasabi
Within these companies, the Cato Networks is driving the wave of security needs in the cloud; Coreweave is one of the leaders in the GPU-as-a-service; Databricks has a world -class data platform; And Wasab is growing quickly with a competitive offer for keeping clouds against the biggest Cloud providers like Amazon.
Tier two (maybe ready for IPO soon, or the big M&A ELSEA candidate): Aryaka networks, Aviatrix, Bokroach, Fiveran laboratories, Versa Networks, WIZ
Within this group, Aryaka Networks has a unified imposition of SASE as-a-Serbian; Aviatrix offers a platform for connecting different cloud networks; Buburric laboratories offer a cloud -based SQL database; Fiveran provides cloud data integration; Versa Networks provides a unified network security platform; And WIZ is a security leader in the cloud.
The rest of the F50 (M&A Objectives or future IPO candidates): The rest of our list Futuriom 50 is packed with promising companies at different levels of maturity. These candidates will be high targets of M&A or IPO possible if they mature further. Companies to see include: Alkira, Arcee, Arrcus, Aviz Networks, Cast AI, Chronosphere, Clearblade, Drivenets, Eclipsium, ELITY, ENFABRICA, Engflow, Fortanix, Graphian, Engines Index, IT, IENTTAL, KONNTIC, KONG. Lagda Labs, Minio, Netriis, Netskope, Nile, Pinecone, Prosperops, Pulum, Dumo, Render, Selector, Spacelift, Stellar Cyber, Teleport, Tigera, Vantage, Vastr, Jugabyte and Zededa.
In the near future, we will break down these companies into different groups among our tendencies. Look for our infrastructure update it next week.