Microsoft Corp Security Webcast Hosted By Morgan Stanley Transcript
Good afternoon. My name is Diana, and I will be your conference operator today. At this time, I would like to welcome everyone to discussion with Microsoft Security conference call. (Operator Instructions)
I would now like to turn the conference over to Mr. Keith Weiss, Head of U.S. Software Research, Morgan Stanley. You may begin.
Excellent. Thank you, and thank you to everyone joining us this afternoon for this conference call. We're very pleased to have with us today the opportunity to dive deep into the Microsoft Security business, a business that we think is bigger than a lot of investors appreciate, making Microsoft a more important leader in the security space than I think a lot of investors have really wrapped their head around. We wrote a report on this that we published late last week that gave our view into sort of where we see Microsoft playing, what they are leveraging within the installed base and their technology stack within that marketplace and our view on sort of how big
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