Microsoft are investing $1 billion into security. This is a very good move. Microsoft are doing very well at present. The focus on cloud computing has been a marvellous strategy, and this investment will help it offer a robust and secure cloud and enterprise offering.
The company has also diversified into mobile with its own suite of mobile apps and premium hardware, with its own computers. Its mobile strategy has been paying off big time, but I still am a bit reticent to praise its hardware efforts. It still feels like a mistake to try to take on Apple and other companies in the hardware stakes, though if they get a little success it may be worth it.