{"id":138708,"date":"2022-04-26T13:02:43","date_gmt":"2022-04-26T18:02:43","guid":{"rendered":"https:\/\/lifeboat.com\/blog\/2022\/04\/microsofts-15-billion-cybersecurity-business-is-giving-investors-new-reason-for-optimism"},"modified":"2022-04-26T13:02:43","modified_gmt":"2022-04-26T18:02:43","slug":"microsofts-15-billion-cybersecurity-business-is-giving-investors-new-reason-for-optimism","status":"publish","type":"post","link":"https:\/\/lifeboat.com\/blog\/2022\/04\/microsofts-15-billion-cybersecurity-business-is-giving-investors-new-reason-for-optimism","title":{"rendered":"Microsoft\u2019s $15 billion cybersecurity business is giving investors new reason for optimism"},"content":{"rendered":"<p><a class=\"aligncenter blog-photo\" href=\"https:\/\/lifeboat.com\/blog.images\/microsofts-15-billion-cybersecurity-business-is-giving-investors-new-reason-for-optimism2.jpg\"><\/a><\/p>\n<p>Nadella told analysts on an earnings call that the operation had reached $10 billion in annual revenue and was \u201cup more than 40%\u201d year over year. In other words, it was outpacing every other major Microsoft product.<\/p>\n<p>The remarks were revelatory. Nadella was known for reviving Microsoft, overseeing a fivefold expansion in market cap by that point in his seven years at the helm. That growth was largely based on turning Microsoft\u2019s cloud business into a more serious threat to <a href=\"https:\/\/www.cnbc.com\/quotes\/AMZN\" target=\"_blank\">Amazon<\/a> Web Services in a giant market.<\/p>\n<p>By letting investors in on the enormity of Microsoft\u2019s security business, Nadella was casually uncovering a powerful growth engine. Total revenue across the company was up just 14% from the prior year. And by way of comparison, <a href=\"https:\/\/www.cnbc.com\/quotes\/PANW\" target=\"_blank\">Palo Alto Networks<\/a>, one of the largest pure-play security software companies, delivered 21% revenue growth over roughly the same period, on a base smaller than $4 billion.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Nadella told analysts on an earnings call that the operation had reached $10 billion in annual revenue and was \u201cup more than 40%\u201d year over year. In other words, it was outpacing every other major Microsoft product. The remarks were revelatory. Nadella was known for reviving Microsoft, overseeing a fivefold expansion in market cap by [\u2026]<\/p>\n","protected":false},"author":396,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[43,34],"tags":[],"class_list":["post-138708","post","type-post","status-publish","format-standard","hentry","category-business","category-cybercrime-malcode"],"_links":{"self":[{"href":"https:\/\/lifeboat.com\/blog\/wp-json\/wp\/v2\/posts\/138708","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/lifeboat.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/lifeboat.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/lifeboat.com\/blog\/wp-json\/wp\/v2\/users\/396"}],"replies":[{"embeddable":true,"href":"https:\/\/lifeboat.com\/blog\/wp-json\/wp\/v2\/comments?post=138708"}],"version-history":[{"count":0,"href":"https:\/\/lifeboat.com\/blog\/wp-json\/wp\/v2\/posts\/138708\/revisions"}],"wp:attachment":[{"href":"https:\/\/lifeboat.com\/blog\/wp-json\/wp\/v2\/media?parent=138708"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/lifeboat.com\/blog\/wp-json\/wp\/v2\/categories?post=138708"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/lifeboat.com\/blog\/wp-json\/wp\/v2\/tags?post=138708"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}