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%.

What worked

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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