CISO Tribune

Vendor comparison · 2 companies

Bay vs Microsoft

Bay is an AI agent security platform that gives enterprises visibility into every agent across devices, browsers and cloud workloads, and control over what those agents do in real time. Microsoft Defender offers threat prevention, detection and response capabilities. CISO Tribune files both under Endpoint management and application control. This page sets the two records side by side: what each sells, where it is based, who owns and funds it, the customers it names and its recent news, each fact numbered to its source.

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  • Bay
  • Microsoft
Bay vs Microsoft: Products, Customers and Funding Compared
BayBay is an AI agent security platform that gives enterprises visibility into every agent across devices, browsers and cloud workloads, and control over what those agents do in real time.bay.ioMicrosoftMicrosoft Defender offers threat prevention, detection and response capabilities.microsoft.com
What it sells
  • Bay[1][2][3][4][5][6][7][8][9]Bay is an AI agent security platform covering agents on devices, in browsers and in cloud workloads. Bay returns allow, ask, steer or block decisions on agent actions at runtime.
  • Lighthouse[6]Lighthouse is Bay's embedded agentic system that drafts policy from an organization's own agent activity.
  • Wave[3]Wave is the ephemeral binary Bay uses to deploy through an existing MDM or EDR.
  • Microsoft Defender[1][11][12][23][25]Threat protection that prevents, detects and responds to attacks across devices, identities, applications, email, data, workloads and cloud environments.
  • Microsoft Sentinel[1][23]A cloud-native SIEM built for AI.
  • Microsoft Purview[1][14][23][24][25]Unified information protection, governance and compliance products.
  • Microsoft Entra[1][15][23][25]Identity and access products that verify every identity and access request across clouds, platforms and devices.
  • Microsoft Intune[1][16][23][25]Endpoint management products for device security and hybrid work.
  • Microsoft Defender Suite[12]Threat protection and detection and response across endpoints, identities, email and SaaS apps.
  • Microsoft Entra Suite[15]An extension to Microsoft 365 E3 or E5 for secure workforce use of apps and AI.
  • Microsoft Purview Suite[14]A suite that provides advanced data security and compliance capabilities.
Categories
Headquarters
Not stated on its pagesRedmond, United States[3]
Founded
Not stated on its pages1975[2]
Ownership and funding
Not stated on its pagesPublic (NASDAQ: MSFT)[4][10][22]
Named customers
Not stated on its pages
  • Best Buy[5]
  • Danfoss[6]
  • Oregon State University[7]
Recent news
Not stated on its pages
  • July 29, 2026Microsoft reported revenue of $90.0 billion for the quarter ended June 30, 2026, up 18% year over year.[8]
  • July 27, 2026Microsoft introduced Project Perception, an agentic security system that uses AI to turn signals into real-time protections.[21]
  • May 1, 2026Microsoft announced general availability of Microsoft 365 E7 and Microsoft Agent 365 on May 1, 2026.[28]
  • April 29, 2026Microsoft reported revenue of $82.9 billion for the quarter ended March 31, 2026, up 18% from a year earlier.[9]
  • December 22, 2025Microsoft announced the Defender Experts suite, an expert-led security offering for resellers and scale solution providers, generally available from January 1, 2026.[20]
G2 and Gartner Peer Insights
  • G2: Not stated on its pages
  • Gartner Peer Insights: Not stated on its pages
  • G2: listed, seen November 10, 2026[10]
  • Gartner Peer Insights: Not stated on its pages
Who it fits
Not written yetFrom its own pages, Microsoft sells security products for businesses of any size. Microsoft 365 Business Premium is aimed at small and medium-sized businesses, and Microsoft Defender is designed to protect individuals, businesses and enterprises. Microsoft refers to enterprise and government cloud customers, and Providence Care, a healthcare organization, uses Microsoft 365 E5 for healthcare security.
Last verified
November 5, 2026November 2, 2026

Where they overlap

  • Bay and Microsoft are both filed under Endpoint management and application control.

Where they differ, field by field

  • Bay's primary category is AI model and agent security; Microsoft's is EDR and XDR.
  • Bay is also filed under Workforce AI usage security. Microsoft is also filed under SIEM and Workforce IAM and SSO.
  • Bay lists Bay, Lighthouse and Wave. Microsoft lists Microsoft Defender, Microsoft Sentinel, Microsoft Purview, Microsoft Entra, Microsoft Intune and 3 more.
  • Microsoft is headquartered in Redmond, United States.
  • Microsoft was founded in 1975.
  • Microsoft is a public company listed on NASDAQ as MSFT.
  • Microsoft publicly names Best Buy, Danfoss and Oregon State University.

What it sells: Bay

What Bay does[1][2][3][4][5][6][7][8][9]
Bay maps every agent, MCP server, extension, model and skill on devices on its first scan. Bay builds a contextual entity graph of the users, MCP servers, SaaS apps and access connected to each agent. Bay deploys with one script through an existing MDM and does not require a proxy. Bay keeps full transcripts of prompts, actions and MCP calls.
What Lighthouse does[6]
Lighthouse drafts policy from an organization's own agent activity. Users answer 7 questions about risk appetite, and Lighthouse recommends a setting for each question and builds the policy. Bay replays 30 days of agent history to show what a policy would do before enforcement.
What Wave does[3]
Bay is agentless and deploys through an existing MDM or EDR using Wave, an ephemeral binary. There is no persistent agent to maintain and no proxy in the path.

What it sells: Microsoft

What Microsoft Defender does[1][11][12][23][25]
Microsoft Defender is a threat protection solution designed to protect individuals, businesses and enterprises from malicious cyberthreats. Microsoft Defender coordinates protection across endpoints, identity, email, apps and cloud.
What Microsoft Purview does[1][14][23][24][25]
Microsoft Purview offers a unified approach to help organizations secure and govern data across their heterogenous data estate. Microsoft Purview covers on-premises, multicloud and SaaS environments, and structured and unstructured data. Microsoft Purview features are purchased through different licenses or on a pay-as-you-go basis.
What Microsoft Entra does[1][15][23][25]
Azure Active Directory (Azure AD) was renamed Microsoft Entra ID in 2023. Purchase starts with Microsoft Entra ID P1 or P2 license subscriptions, which can also be purchased as part of a Microsoft 365 E3 or E5 license.
What Microsoft Intune does[1][16][23][25]
Microsoft Intune offers advanced endpoint management and security capabilities available as standalone add-ons or as part of the Intune Suite. Microsoft Intune Plan 1 is the endpoint management solution included in most Microsoft 365 enterprise licenses. Plan 1 covers cross-platform device management, built-in security, mobile application management and endpoint analytics.
What Microsoft Defender Suite does[12]
Microsoft Defender Suite focuses on threat protection and detection and response across endpoints, identities, email and SaaS apps. The integrated security operations center (ISOC) is included in the Defender Suite.
What Microsoft Entra Suite does[15]
Microsoft Entra Suite extends Microsoft 365 E3 or E5 to enable secure workforce use of apps and AI with continuous, adaptive identity and network access controls across employees, apps and networks. Microsoft Entra Suite requires a subscription to Microsoft Entra ID P1 or a package that includes Microsoft Entra ID P1.

Questions about Bay and Microsoft

What do Bay and Microsoft sell?
Bay sells Bay, Lighthouse and Wave. Microsoft sells Microsoft Defender, Microsoft Sentinel, Microsoft Purview, Microsoft Entra, Microsoft Intune and 3 more.
Are Bay and Microsoft in the same category?
They share Endpoint management and application control. Bay's primary category is AI model and agent security and Microsoft's is EDR and XDR.
Where are Bay and Microsoft headquartered?
Microsoft is headquartered in Redmond, United States.
When were Bay and Microsoft founded?
Microsoft was founded in 1975.
Who owns Bay and Microsoft?
Microsoft is a public company listed on NASDAQ as MSFT.
Which customers do Bay and Microsoft name?
Microsoft publicly names Best Buy, Danfoss and Oregon State University.
Who are Bay and Microsoft sold to?
From its own pages, Microsoft sells security products for businesses of any size.
What have Bay and Microsoft announced recently?
July 29, 2026: Microsoft reported revenue of $90.0 billion for the quarter ended June 30, 2026, up 18% year over year.

About Bay

Bay is an AI agent security platform that gives enterprises visibility into every agent across devices, browsers and cloud workloads, and control over what those agents do in real time. Bay describes AI endpoint security as protection for the AI agents, coding assistants and MCP servers running on employee devices. Bay was founded by three engineers who spent their careers in endpoint and API security. Bay is a Series A stage company.[2][3]

Teams run agents like Claude Code, Codex, Gemini CLI and GitHub Copilot in clusters, cloud workspaces and hosted sessions.[5]

Bay finds and maps agents first. On the first scan, Bay maps every agent, MCP server, extension, model and skill on devices, including ones nobody approved. Bay finds every agent, extension, CLI tool, MCP server, skill and model on employee devices. Bay builds a contextual entity graph of how everything connects: the user behind each agent, the MCP servers and SaaS apps it touches, and the access it holds. Bay scans every agent, package, extension, MCP server and skill for malicious indicators before approval. In the browser, Bay brings shadow AI into view, covering chatbots, extensions and embedded SaaS agents. In cloud environments, Bay discovers agents across virtual machines, Kubernetes, Coder workspaces and hosted sessions.[1][3][5][6][7]

Lighthouse, Bay's embedded agentic system, drafts policy from an organization's own agent activity. Users answer 7 questions about risk appetite, and Lighthouse recommends a setting for each question and builds the policy. Policies can be scoped by IdP group, device or runtime, and can set which MCP servers can read or write. Before enforcement, Bay replays 30 days of agent history to show what a policy would do before any user is affected. Bay also lets teams run any policy in simulation mode to see what it would allow, ask or block. At runtime, Bay enforces guardrails inline with the agentic action and returns allow, ask, steer or block in milliseconds. Bay can also prevent prompt injection attempts at runtime.[6]

Bay keeps records of agent activity. Bay keeps full transcripts of prompts, actions and MCP calls, traceable to the person behind each session. A metadata-only mode in Bay keeps prompts on the device when they must not leave it. Bay ties every prompt and agent action to a real identity, corporate or personal. Bay logs every policy change and agent action with who approved it and whether a person or an agent took it. Every decision in Bay is logged against the policy behind it, ready for auditors. Bay connects to an identity provider, so every policy applies to the right people and groups.[5][6][7][8]

Bay also checks configuration. Bay checks how every agent and AI tool is set up, across devices and cloud workloads, so risky settings can be fixed before an agent puts them to use. Bay spots bypass-permissions mode, sandboxes switched off and unrestricted tool access, rates how serious each one is and shows how to fix it. Bay finds the credentials, tokens and secrets that agents and MCP servers can read.[9]

Bay deploys with one script through an existing MDM and does not require a proxy to route traffic through. Bay deploys through an existing MDM or EDR using Wave, an ephemeral binary, so there is no persistent agent to maintain. Bay tells corporate AI accounts from personal ones, including in personal Chrome profiles. Bay's enterprise customers include Micron Technology, Peloton and ClickUp.[1][2][3][6][7][8]

Bay on the record

Sources

Bay full record

  1. [1]bay.ioBay · bay.io · undated page, accessed November 5, 2026 · Tier A
  2. [2]Security Researcher — Careers at BayBay · undated page, accessed November 10, 2026 · Tier A
  3. [3]AI Endpoint Security — BayBay · undated page, accessed November 10, 2026 · Tier A
  4. [4]About — BayBay · undated page, accessed November 10, 2026 · Tier A
  5. [5]Cloud Workspaces — BayBay · undated page, accessed November 10, 2026 · Tier A
  6. [6]Platform — BayBay · undated page, accessed November 10, 2026 · Tier A
  7. [7]Browser — BayBay · undated page, accessed November 10, 2026 · Tier A
  8. [8]AI Governance & Compliance — BayBay · undated page, accessed November 10, 2026 · Tier A
  9. [9]AI Security Posture — BayBay · undated page, accessed November 10, 2026 · Tier A

Microsoft full record

  1. [1]Cloud Security Solutions | Microsoft SecurityMicrosoft · undated page, accessed September 27, 2026 · Tier A
  2. [2]AboutMicrosoft · news.microsoft.com · undated page, accessed September 27, 2026 · Tier A
  3. [3]Msft 20240630Microsoft Corporation via SEC EDGAR · sec.gov · undated page, accessed September 27, 2026 · Tier A
  4. [4]7c96b326 33bc 4b84 8abb 7afd7a517ea3Microsoft Corporation · microsoft.gcs-web.com · undated page, accessed September 27, 2026 · Tier A
  5. [5]25053 best buy microsoft sentinelMicrosoft · microsoft.com · published August 25, 2025 · Tier A
  6. [6]22786 danfoss microsoft sentinelMicrosoft · microsoft.com · published March 7, 2025 · Tier A
  7. [7]1747330384796486050 oregon state university microsoft security copilot higher education en united statesMicrosoft · microsoft.com · published March 14, 2024 · Tier A
  8. [8]Microsoft cloud and ai strength fuels fourth quarter results 4Microsoft · news.microsoft.com · published July 29, 2026 · Tier A
  9. [9]Microsoft cloud and ai strength fuels third quarter resultsMicrosoft · news.microsoft.com · published April 29, 2026 · Tier A
  10. [10]Microsoft 365 Reviews 2026: Details, Pricing, & Features - G2G2 · undated page, accessed October 26, 2026 · Tier C
  11. [11]Microsoft Defender—Cybersecurity Solutions | Microsoft SecurityMicrosoft · undated page, accessed November 3, 2026 · Tier A
  12. [12]Microsoft Defender Suite | Microsoft SecurityMicrosoft · undated page, accessed November 3, 2026 · Tier A
  13. [13]Microsoft Purview Suite | Microsoft SecurityMicrosoft · undated page, accessed November 3, 2026 · Tier A
  14. [14]Microsoft Purview Pricing | Microsoft SecurityMicrosoft · undated page, accessed November 3, 2026 · Tier A
  15. [15]Microsoft Entra Pricing | Microsoft SecurityMicrosoft · undated page, accessed November 3, 2026 · Tier A
  16. [16]Microsoft Intune Pricing | Microsoft SecurityMicrosoft · undated page, accessed November 3, 2026 · Tier A
  17. [17]Cybersecurity for small and medium business | Microsoft SecurityMicrosoft · undated page, accessed November 3, 2026 · Tier A
  18. [18]Security Copilot agents in Microsoft 365 E5 | Microsoft SecurityMicrosoft · undated page, accessed November 3, 2026 · Tier A
  19. [19]Microsoft Defender Pricing | Microsoft SecurityMicrosoft · undated page, accessed November 3, 2026 · Tier A
  20. [20]December 2025 announcements - Partner Center announcementsMicrosoft Learn · published December 22, 2025 · Tier A
  21. [21]Rethinking security for the age of AIThe Official Microsoft Blog · published July 27, 2026 · Tier A
  22. [22]Microsoft Reviews, Ratings & Features 2026 | Gartner Peer InsightsGartner Peer Insights · undated page, accessed November 3, 2026 · Tier C
  23. [23]Microsoft 365 Security Enterprise Plans| Microsoft SecurityMicrosoft · undated page, accessed November 10, 2026 · Tier A
  24. [24]Microsoft Purview: Data Security and Governance | Microsoft SecurityMicrosoft · undated page, accessed November 10, 2026 · Tier A
  25. [25]CybersecurityMicrosoft · undated page, accessed November 10, 2026 · Tier A
  26. [26]Microsoft Defender Suite for Microsoft 365 Business Premium | Microsoft SecurityMicrosoft · undated page, accessed November 10, 2026 · Tier A
  27. [27]Microsoft Mobile Phone Authenticator | Microsoft SecurityMicrosoft · undated page, accessed November 10, 2026 · Tier A
  28. [28]Leading Frontier Firm transformation with Microsoft 365 E7: The partner opportunityMicrosoft · published May 1, 2026 · Tier A

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