Security & space – Year’s Favourites 2022
How we chose our Year’s Favorites
Covid-19 has truly boosted global cloudification sending it on a path of sky-high growth. Additionally, vaccination campaigns and continuous climate change with ensuing catastrophes were expected to drive demand for mass notification.
- We decided to favor the security side of our theme, notably in People, Buildings, and Goods security and, for cybersecurity, in cloud and endpoint security.
- Our Year’s Favorites were thus Everbridge, Cloudflare, and Crowdstrike.
What did not work
Although mass notification services are highly used and demanded across multiple sectors, the pure-play leader of mass notification Everbridge disappointed investors in the second half of the year with lower-than-expected earnings growth and worrying newsflow about its CEO suddenly stepping down to lead a smaller cloud tech company, Boomi.
- Contribution to the Year’s Favorite performance: Everbridge -2.1%.
Cloudification continued its growth trajectory. The aftermath of Solarwinds, amplified by breaches at Colonial Pipeline and Microsoft Exchange, led to stronger than ever regulatory support materializing in stellar stock performance.
- Contribution to the Year’s Favorite performance: Cloudflare 4.3%, Crowdstrike 0.7%.
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