NEWS ANALYSIS: Microsoft generated a whopping $10 billion in security-related revenues in just the last 12 months and is now positioned as an enterprise cybersecurity powerhouse.
Microsoft’s decades-long transformation from an embarrassment to a legitimate powerhouse in cybersecurity is showing significant financial returns: more than $10 billion in security-related revenues in just the last 12 months.
The $10 billion figure, deliberately broken out during Microsoft CEO Satya Nadella’s last earnings call (transcript), comes from what Redmond describes as “advanced security and compliance offerings” sold to hundreds of thousands of corporate customers.
The products and services sold include Microsoft’s Azure Active Directory, Intune, Microsoft Defender for Endpoint, Office 365, Microsoft Cloud App Security, Microsoft Information and Governance, Azure Sentinel, Azure Monitoring, and Azure Information Protection.
Nadella was downright boastful about the company’s performance -- and ambition -- in the lucrative cybersecurity business. “This [$10 billion-a-year] milestone is a testament to the deep trust organizations place in us and we will continue to invest in new capabilities across all our products and services to protect our customers,” Nadella said.
For business analysts and industry watchers, the windfall is final confirmation that Microsoft has figured out its place as a prominent security vendor after multiple hits-and-misses over the years.
“Ten billion dollars in revenue with 400,000 customers cements the vendor as a cybersecurity behemoth, without a doubt,” Forrester analysts Jeff Pollard and Joseph Blankenship wrote in a research note.
“As more and more businesses move to cloud, the idea of rationalizing the number of vendors they work with and simplifying security continues to appeal to CISOs, CIOs, and CFOs alike. Fears of ..
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