Microsoft Corporation (MSFT) Presents at Deutsche Bank’s 2025 Technology Conference Transcript


Microsoft Corporation (NASDAQ:MSFT) Deutsche Bank’s 2025 Technology Conference August 28, 2025 12:30 PM ET

Company Participants

Vasu Jakkal – Corporate Participant

Conference Call Participants

Brad Alan Zelnick – Deutsche Bank AG, Research Division

Brad Alan Zelnick

Okay. I think we’re live. Awesome. Welcome back, everybody. Once again, I’m Brad Zelnick with the Software Research team here at Deutsche Bank. For this session, we are very pleased to have none other than Microsoft specifically, Vasu Jakkal, do I have that right?

Vasu Jakkal

Right.

Brad Alan Zelnick

I always take a little bit of risk in pronouncing a last name, but who is Corporate Vice President of Microsoft Security, which for those that don’t realize is the most significant security business of all security businesses worldwide by a significant factor. But format of this presentation is going to be a fireside chat. I’ve got a bunch of prepared questions that I’m hoping we can get through, and we’re going to get a lot smarter on the topic of cybersecurity and why it’s so important to Microsoft. So with that, thank you so much for joining us today.

Vasu Jakkal

That’s a pleasure, Brad, and it’s nice to be in Dana Point with you.

Brad Alan Zelnick

Isn’t it lovely?

Vasu Jakkal

It’s beautiful. I might even take up golf now, but this…

Brad Alan Zelnick

[indiscernible] this would be a perfect time and a perfect place. Well, again, thanks so much for being here. Maybe for those that don’t know you and are less familiar with Microsoft Security business, can you just take a minute to explain your role at Microsoft and what your mandate is?

Question-and-Answer Session

Vasu Jakkal

Yes, absolutely. So Thank you, everyone, for joining. It’s great to be here with you all. I’ve been at Microsoft now for 5 years, and I’m responsible for



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