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.

I suppose they'd add this to the GCP family of products, same as Apigee.

The proportion of their revenue that comes from segments other than advertising is growing. I would imagine like most companies, Google/Alphabet wants to diversify their source of revenue/profit over time.

https://www.statista.com/statistics/1093781/distribution-of-...

Maybe this was about advertising after all ;). I now know there is a company named Wiz.