2023 Update on Cybersecurity Investment Trends and Considerations for Investors

R. Muru

Summary Bullets:

• Mergers and acquisitions (M&A) in cybersecurity continues to cause uncertainty in the investment community, but latest Q4 2022 projections show investments have picked up.

• Success for investors will entail investing in the right cybersecurity technology segments and ensuring investors back companies that are visionaries and have strong customer alignment.

Cybersecurity Revenues Remain High, but Investment Reservations Exist
GlobalData’s deals database highlights that in value, cybersecurity deal activity decreased previously by 98% in Q3 2022 compared to the Q3 2021 total of $7.7 billion. Similarly, deal volume also remained flat in Q3 2022, compared to Q3 2021, and was even lower by 33% in the same quarter in 2021. These trends indicate that although revenues among cybersecurity companies remain positive, there are still investment reservations in cybersecurity due to the unsettling economic climate and a possibility that cybersecurity stocks could follow in a similar fashion to tech stocks.

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MWC23: T-Mobile Touts Network Advancements, Developer Tools, and FWA Gateways at MWC

Kathryn Weldon – Research Director, Business Network and IT Services – Americas

Summary Bullets:

• US operators don’t generally make announcements at MWC, as it tends to be more of a European and international event. They often show up to meet analysts and potential customers, but rarely note new service launches. T-Mobile, however, made three key announcements.

• At MWC, T-Mobile further illustrated that it is increasingly aligned with Deutsche Telekom. Its announcements make clear it is taking every opportunity to showcase initiatives across developer, enterprise, and 5G network services.

T-Mobile made three announcements (so far) at Mobile World Congress (MWC) 2023. On Day 1, the ‘Un-Carrier’ announced that Cisco and T-Mobile will offer businesses Cisco Meraki’s first-ever 5G cellular gateways for fixed wireless access (FWA), the MG51 and MG51E. In addition, Deutsche Telekom and T-Mobile US introduced network application programming interfaces (APIs) and a joint developer platform in Germany and the US. On Day 3, T-Mobile announced higher speeds and Apple support for its 5G standalone (SA) network.

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