Zhou Hongyi clarified "scolding Microsoft plagiarism": not to bombard Microsoft, but to cherish each other

Economic Observation Network reporter Ren Xiaoning "Microsoft is now fulfilling the model of 360, so he soon became the most powerful security company in the United States." On July 30, Zhou Hongyi appeared at the Beijing National Convention Center, or the iconic of the body was After talking about more than 10 minutes, he contributed a hot search topic: Zhou Hongyi scolded Microsoft plagiarism.

In an interview with the Economic Observation Network, Zhou Hongyi clarified that he was not bombarding Microsoft, but he felt that Microsoft had made a good demonstration. Before, he was always said to be a security company to do to C to do well to do to do well to do to do well to do to do well to do to do well. B, but Microsoft proves that only a security company from C -end in the digital era can do a good job of safety.

Although he laughed at himself, he has rarely been traveling with DISS now, from "red artillery" to "uncle red". However, a mouthful is still familiar, and you can understand professional security technology and stories in the most popular vernacular. He couldn't help but have a bad business model of some security companies now, and believes that it should be fundamentally changed.

The 360 ​​company started to start a security. In the Internet era, it has shined with a free model. The highest peak has more than 1.5 billion end -of -the -end users and became the head Internet company. But in the era of mobile Internet, 360 gradually silent. Now, Zhou Hongyi told reporters that 360 must do the security services of To B, which has both commercial value and social value. "In the past, security was always regarded as a computer. Today we do security people to escort the transformation and upgrading of the national industry."

In the first quarter of this year, 360 revenue was 2.526 billion yuan, and the "security and other" revenue was 1.381 billion yuan, an increase of 70.91%year -on -year, and the gross profit margin was 67.26%. In the first quarter of the 360, the city's safety orders were collected for 547 million yuan, and the completion of the safety -related income was close to 40%in 2021. Zhou Hongyi was very pleased, "It turned out that security is 0 income, and after the development of the past few years, it has accounted for 20%of the total income." In the previous 20 years, 360 raised more than 2,000 security experts with Internet advertising models. Experts can use their services to make safe money directly, without having to "curve the country."

Market expansion

At present, the domestic To B security market is in a large but not strong state. Several listed companies are specializing in government and enterprise security services. The market value is up to 40 billion yuan, and the others are up to 10 billion yuan.

Previously, the government -enterprise company did not invest in security for security, and security was considered an informatization vassal. There are always people in the security industry to appeal to hope that government -enterprise companies will increase the proportion of security investment, from 1%to 5%or even 10%. Zhou Hongyi also appealed that he did not call him much later.

"I have received a lot of companies to feedback and say that I have invested a lot of money in network security in recent years, but the data should be lost. After being attacked, I do n’t know." Zhou Hongyi told reporters that some small and medium -sized enterprises bought firewalls, and I was annoyed by the police and turned it off. This is really useless to the company. If there are high -level safety experts found clues through subtle alarms, it is useful.

In the past year, the security industry has changed new. As large as the country, the small company was extorted, and more and more security issues were exposed.

"Some of the same peers mislead the government, mislead the society, and mislead the people. The security company that always says that to C cannot do to B. It is useless to say that our data is useless because they are jealous of us. The big data of the Internet, I can't see anything. "He felt that Microsoft's case proved that the security company that did a good TO C was better to do to B B.

Enterprise security risks have also increased in the past year. Last month, Zhou Hongyi communicated with some entrepreneurs at the Yabuli Forum. What they are most worried about now is the attack on data. Data is the oil of the digital age and the most important strategic asset of the enterprise, which directly leads to the extortion data attack becoming a new business model. It is as large as Samsung, Foxconn, and small supermarkets in Anhui. Essence

"Strange data is like kidnapping hostages, and many units can only pay ransom. Once the manufacturing and chip companies are extorted, they can only stop working. The central big data is not working, and the entire system can stop. The medicine can't be taken. "He described that the hacker who made safety risks in the past was a small thief. Now they have upgraded to a professional network criminal organization. Attacks, DDOS attacks, websites are familiar with the website attacks. In the future, the results of digital attacks are becoming more and more serious, and the entire world becomes more vulnerable.

Last year, the "Network Security Law" was introduced in China, and the "Data Security Law" was introduced. The company would be fined without paying attention to data security. Driven by policy promotion, Zhou Hongyi believes More than 10 times larger.

Change the business model

In the safe industry, the popular model of TO B is selling products, including firewalls, software, and boxes. Zhou Hongyi believes that if you only do this, you will make the security industry smaller.

"Now dreaming for users by selling one or two boxes of products, saying that with this, you can have a high pillow, and you are not afraid of other people's attacks. This logic is a complete lie." He told reporters that this approach is OK in the past. Now facing a high -level threat attack, it is a national opponent. The era of one or two products that can solve the problem once and for all. 360 has been safe for 20 years. Even so, it is constantly facing new problems. "As long as it is a person written, there are about 4 to 6 vulnerabilities every 1000 lines. You can never make all the vulnerabilities exhausted."

He believes that the real -time analysis of the big data of the entire network and full -dimensional dimension should be used to allow high -level experts to trace the source. By attacking and defense with the opponent's hacker team in real time, this problem can be truly positioned. At present, the government, companies, and cities do not need a product, but a set of operating service systems. In the future, network security should become a service industry and the operation service system, not blindly selling products for users.

The business model of the enterprise service industry is undergoing this transformation. In the early years, corporate software also sells product models, such as IBM and SAP. A set of enterprise -level software is less than millions of yuan, as many as tens of millions of yuan. Training and business system integration, so companies that be able to do digitalization are generally large companies.

Now, corporate service software is more popular SaaS model. The SaaS service charging model is charged on month and account. For example, the United States, many SaaS software collects $ 99 a month, or 199 US dollars a year, which is a few more than the price of one million or 10 million US dollars. Multi -medium -sized enterprises can use SaaS services to digitize. Under this trend, SaaS, which has a market value of tens of billions of dollars abroad.

Zhou Hongyi believes that this set of logic can also be used on security software. "You have installed my software, the service has just begun." This year, 360 security services that could have received 20,000 to 30,000 years made a SaaS version and launched a free basic version. Now there are 500,000 households. Enterprise registration. "The number of small and medium -sized enterprises is huge. There are always some willingness to pay for your value -added service. As long as 1 million people are willing to pay you 200 yuan a month, it will also be a good income."

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