When asked for a comment on this story, a Microsoft spokesperson pointed CNBC to prior statements from Nadella, in which he focused on the company's"cross-cloud, cross-platform" products, which"integrate more than 50 different categories across security, compliance, identity, device management, and privacy."
"There is a very large sector which is growing in high single digits, possibly north of that," Palo Alto Networks CEO Nikesh Arora told Morgan Stanley analyst Hamza Fodderwala at a conference last month."There are not many players who are consolidators in that sector. It's still – I think that 3.5% was still the largest market share, depending on how you count Microsoft Security's revenue.
One thing the security ecosystem knows is that hackers have successfully exploited vulnerabilities in Microsoft'sMicrosoft's customers have been enduring"a crisis of trust," CrowdStrike CEO George Kurtz said on his company's earnings call in March 2021, after the initial revenue disclosure. Now Microsoft must find ways to be an even larger player in security. Moskowitz said the company might start more frequently releasing tidbits about security revenue or growth, but not each quarter. The regularity might be similar, he said, to announcements about usage of its Teams communication app. Nadella said in January that Teams had 270 million monthly active users in the fourth quarter after not giving a comparable number for six months.