The $2 Trillion Security Product TAM would buy a lot of newspapers.

Microsoft’s security arm is now a $20-billion-per-year business (yahoo.com) is popular story right now (late January, 2023) so we thought it would be a great place to start the Senserva Gazette when matched with a project McKinsey security market Total Address Market of $2 trillion. Thats a lot of money (and newspapers), but how much is it really?

The first thing that popped out at me is "Microsoft, meanwhile, has seen its customer numbers explode from 400,000 organizations in 2021 to 860,000 in 2023." #Senserva started its Micrsoft security product focus about this time (2021), and from what we are seeing these #microsoftsecurity products are not yet scratching the surface of the overall market. We see some folks use some Microsoft security products, others use other Microsoft security products, we expect some people use all the products but we have not seen that, and of course some folks do not use any Microsoft security products. Lots of room to grow in these numbers.

While reading about Microsoft security we saw this New survey reveals $2 trillion market opportunity for cybersecurity technology and service providers | McKinsey article which makes us wonder how much the bad people are making in this market? How much over $2,000,000,000,000 (just had to write that number out) they make? This 2016 link from a quick Google says its $10B+ Cybercrime To Cost The World $10.5 Trillion Annually By 2025 (cybersecurityventures.com). This one says its $7B in 2021 Cybercrime Cost U.S. $6.9 Billion in 2021 | Digital Guardian according to the FBI so there are rough numbers, good enough to see its way more than what the total market for security products could be.

We also wondered how big a trillion is to a normal person or activity. So, we thought, OK, if we got paid $1000 to solve a 4-hour problem we would be pretty happy. If we could do two of those in an 8-hour day we would make $2000/day. A good number, not NFL good, but good.

The security market is possibly $2 trillion McKinsey says. If we take our model of $2000 being a good day for a security person and divide that into $2 trillion we get one billion security person days. And the FBI says the bad people are costing $10 trillion, 5 times as much.

Microsoft's $20 billion in security revenue, while large, is 10% or less of this market size.

It's a little strange to look at it this way, and massive data storage and rapid review cannot be done by a human so this is apples to oranges, but at the highest levels it shows the scale of what the industry is spending on computer security.

These numbers, along with the scale of Microsoft security products is why Senserva sees such a big opportunity in working with Microsoft Security.

We should also note that we see is people mastering one Microsoft security or two, possibly three instead of all the Microsoft security products: #microsoftdefender (s), #intune, #microsoftsentinel #azuread #microsoftpurview #microsoftentra #azurecloud security and the rest. (We put #intune to the Microsoft Azure security bucket because for us it belongs there). We do not see any one group or for sure one person or team being a master of all the Microsoft Security products, nor do we think this is possible. We all need to team together on this.

PS we picked this image for this article because in the old days paper carriers collected all the cash they made directly from subscribers. They bought the papers from the publisher, and got to keep what was left, if anything, because not everyone paid the carrier. The original Press Gazette always got paid or we did not get our next batch of papers. This is not directly about this article, but it is tied to paper carrier theme of the Senserva Gazette, and in any case the Senserva Gazette is 100% free, with delivery to your phone or desktop!