![]() He added that cybersecurity revenue for Microsoft topped $15 billion over the past 12 months, a 45% jump from the previous year. “Cybercrime is the number one threat facing every business today,” Nadella said during Microsoft’s most recent earnings call with analysts last month. So even if a Mandiant deal doesn’t happen, Microsoft will likely set its sights elsewhere in the same space. It also helps Microsoft attract more corporate customers for its other numerous, cloud-based subscription software offerings. Security is a lucrative business for Microsoft since it generates a large chunk of recurring annual subscription revenue. Last year, Microsoft bought several security startups, including CloudKnox Security, RiskIQ and CyberX. The cybersecurity business is a major area of focus for Nadella. Microsoft has about $130 billion, and would still have around $60 billion left over after the Activision deal closes…assuming it is approved by regulators. It should come as no surprise that Microsoft might be looking to use some of the massive amount of cash it has on its balance sheet to close some deals. Mandiant CEO Kevin Mandia said on the company’s earnings conference call with analysts last week that it won’t comment on rumors or speculation. Now there are reports Microsoft is looking to buy Mandiant, the cybersecurity software firm formerly known as FireEye that is currently valued at about $4.5 billion. Warren Buffett's Berkshire Hathaway perfectly timed an out-of-left-field investment Warren Buffett, chairman and CEO of Berkshire Hathaway, smiles as he plays bridge following the annual Berkshire Hathaway shareholders meeting on in Omaha, Nebraska.
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