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Investment thesis

Our present investment thesis is:

  • Darktrace appears to be a great company, with a wide variety of hugely preferred cybersecurity solutions.
  • Demand for cybersecurity will continue to stay powerful in the coming years.
  • Income development is powerful, with the company’s trajectory seeking constructive.

Darktrace share value (Google Finance)

Darktrace financials (Tikr Terminal)

Clients (Darktrace)

Income profile (Darktrace)

ARR (Darktrace)

Rating (Gartner)

New consumer adds (Darktrace)

Upselling (Darktrace)

Churn (Darktrace)

Outlook (Darktrace)

Outlook (Tikr Terminal)

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