Moreover, with Microsoft's entry into Zscaler's traditional battlefield, management needs to demonstrate even more value as it looks to expand further, even as it reported a robust FQ3 release in early June. However, the dynamic cybersecurity landscape suggests that significant R&D and SG&A spending could still be necessary to thwart the advances of its arch-rivals. It has also helped the company nail down a narrow economic moat primarily built on switching costs and network effects. Zscaler's leadership and first-mover advantage as the zero-trust leader is well known. With Microsoft ready to take the game to its best-of-breed rivals, it suggests that CEO Satya Nadella & his team are ready to unlock a new growth driver. Accordingly, SSE "is potentially the largest and final major cybersecurity market that Microsoft has yet to enter." It demonstrated Microsoft's ability to expand into what Morgan Stanley ( MS) cautioned is the final piece in MSFT's security jigsaw puzzle. The King of SaaS also took direct aim against Zscaler ( NASDAQ: ZS), as Microsoft announced Microsoft Entra Internet Access and Entra Private Access. As Microsoft ( MSFT) heralded its entry into the secure service edge or SSE space, expensive pure-play cybersecurity stocks took a beating yesterday.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |