Bloomberg Intelligence Hackers Exploit Microsoft SharePoint as Firm Works to Patch
Jul 21, 2025
Join John Butler, a Senior Telecom Analyst with expertise in telecommunications and Verizon, alongside Michael Halen, a Senior Restaurant Analyst specializing in foodservice and Domino’s. They dive into pressing issues like cybercriminals exploiting vulnerabilities in Microsoft's SharePoint, the implications for major tech companies, and the rise in the cybersecurity sector. Additionally, they discuss Verizon's impressive earnings and how Domino's strategically adapts to consumer trends in the food industry. Tune in for insights on navigating these critical sectors!
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Microsoft SharePoint Security Risk
- Microsoft's SharePoint on-premise software is currently a cybersecurity target but the impact is limited to specific workloads.
- This incident might encourage more customers to migrate to Microsoft's cloud services for better security.
Cybersecurity Growth Unaffected by Macro
- Cybersecurity remains a growth sector regardless of the macro environment due to complex network security needs.
- There is abundant funding for cybersecurity companies providing endpoint security and analytics solutions.
Cyber Risk as Biggest Hidden Threat
- Cyber risk is the biggest hidden threat for technology companies and their customers.
- Such cyber incidents might accelerate migration from on-premise software to cloud platforms.