Microsoft has expanded its cybersecurity services with the launch of its European Security Program in Berlin, now serving 1.4 million security customers worldwide. The company reports a 21% year-over-year growth in its security customer base, with over 900,000 using four or more security workloads. This initiative positions Microsoft to establish itself as a trusted security partner for all 27 EU member states, providing free AI-based threat intelligence sharing.
Microsoft’s identity service Entra boasts over 900 million monthly active users, enabling substantial cross-selling of security services. In comparison, competitors like CrowdStrike and Palo Alto Networks serve 48% and 80,000 enterprise customers respectively. CrowdStrike’s AI-platform presents direct competition, while Palo Alto is also expanding its AI capabilities but lacks Microsoft’s integrated cloud advantages.
The Zacks Consensus Estimate predicts Microsoft’s fiscal 2025 revenues will reach $278.8 billion, a 13.47% increase, with earnings expected at $13.33 per share (+12.97%). The company’s stock valuation stands at 11.09 times forward sales, outperforming the industry average of 9.16 times. Year-to-date, Microsoft shares have gained 10.1%, significantly higher than the sector’s 0.4% growth.
