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Microsoft’s $20B Cybersecurity Behemoth

softwareanalyst.substack.com · 4,045 words · saved by 1 readers

Today, we’re taking a deep dive into one of Microsoft's largest and under-discussed businesses, its $20B cybersecurity behemoth. Earlier in January 2023, on its Q4 2022 earnings, Microsoft announced it had surpassed $20B in revenue within its cybersecurity business, making up almost 10% of total revenues. This news came as a surprise to many, but it also wasn’t a surprise to many insiders who had seen Microsoft’s increasing footprints in security within recent years. There hasn’t been much written on this topic, so I thought I’d take on the challenge of putting together a piece with the little information we have about them in public. If you’re a SaaS or cybersecurity nerd, I have exciting news! Thomas Robb and I have been hard at work building a two-week software & cybersecurity bootcamp. The bootcamp is geared toward two audiences: Cybersecurity Deep Dive: If you’re a software investor or professional who wants to better understand the cybersecurity industry. The bootcamp will delve

Today, we’re taking a deep dive into one of Microsoft's largest and under-discussed businesses, its $20B cybersecurity behemoth. Earlier in January 2023, on its Q4 2022 earnings, Microsoft announced it had surpassed $20B in revenue within its cybersecurity business, making up almost 10% of total revenues. This news came as a surprise to many, but it also wasn’t a surprise to many insiders who had seen Microsoft’s increasing footprints in security within recent years. There hasn’t been much written on this topic, so I thought I’d take on the challenge of putting together a piece with the…

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