Assumptions Prognos och värdering Tillväxt: För innevarande år bör tillväxten landa på drygt 30%. Efter det räknar vi på 25% och sedan 20%, totalt något under bolagets mål om 25% tillväxt.Read more
Yubico is shifting from selling physical security keys to selling ongoing subscriptions and broader digital identity tools, which could make customer relationships stickier and results steadier over time. But the same trend toward built-in phone and computer logins, along with tougher competition and trade or currency pressures, could weaken demand for its hardware and squeeze profits.Read more
Yubico could benefit as companies rush to lock down logins under tighter rules and rising cyber threats, pushing more organizations to adopt hardware-based security keys. But with big tech baking similar features into devices and software, the key question is whether Yubico can stay essential as the market shifts.Read more
Built-in phone and laptop security is improving fast, and that could make dedicated security keys less necessary over time—putting Yubico’s core product under pressure. At the same time, a shift toward subscription-style sales and strong demand from large organizations could keep growth going, making the outlook less clear-cut than it seems.Read more
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Yubico AB provides authentication solutions for use in computers, networks, and online services. It provides YubiKey 5, YubiKey 5 FIPS, YubiKey Bio, and security key series hardware products. The company also offers YubiHSM, a hardware security module application for protection of cryptographic hardware security for applications, servers, and computing devices; Yubico authenticator, safest authenticator app experience on mobile and desktop; and software development kits. In addition, it provides YubiEnterprise delivery, a service that streamlines the distribution of YubiKeys to end users; and computer login tools. The company serves technology, financial services, cryptocurrency, retail and hospitality, pharmaceuticals, education, healthcare, federal government, state and local government, manufacturing, elections and political campaigns, energy and natural resources, telecommunications, defense, insurance organizations, and federal systems integrators. It operates in Sweden, the Americas, the Asia Pacific, rest of Europe, the Middle East, and Africa. Yubico AB was founded in 2007 and is headquartered in Stockholm, Sweden.
