Adding a cloud security offering to your existing "cloud infrastructure" suite makes sense. Buying a strategic complement where you can multiply the company's

Adding a cloud security offering to your existing "cloud infrastructure" suite makes sense. Buying a strategic complement where you can multiply the company's ARR overnight by integrating with your own suite makes sense. Or commoditizing this complement by offering it for free as a differentiator to competitors (Azure, AWS) would also make sense. Plenty of options to choose from.