GCP

Summary * In this two-part report, we gain a deep understanding of Microsoft's cloud business, which will then serve us in analyzing its cybersecurity business and its impact on the industry. * Part 1 dives into the competitive dynamics and Satya Nadella's leadership that led to Azure's success, which is critical because without Azure, Microsoft would have a much smaller security business. * Part 2 will discuss how Microsoft leveraged Azure to grow the largest cybersecurity business globally