A major outage at Google Meet underscored the risks of relying on a single digital communication platform. This event creates an investment opportunity focused on competing services and the essential infrastructure companies that ensure digital resilience and uptime.
Published on September 9
The Google Meet outage served as a stark reminder that even tech giants can fail. Companies are now scrambling to diversify their digital communication tools to avoid future disruptions.
Enterprises are accelerating investments in redundant systems and alternative vendors. This creates a powerful tailwind for companies providing resilient digital infrastructure solutions.
Companies that can quickly capture market share from disrupted competitors stand to benefit significantly. This group includes both direct alternatives and the backbone infrastructure providers.
The recent Google Meet outage affecting over 16,000 users highlighted critical vulnerabilities in our digital infrastructure. This event creates investment opportunities in companies providing alternative communication platforms and the essential infrastructure that ensures digital resilience and uptime.
This group focuses on diversified digital infrastructure solutions, from competing video conferencing platforms to content delivery networks and cloud services. These companies help businesses avoid the productivity losses that come from relying on a single communication provider.
These stocks were handpicked by professional analysts based on their role in the digital communication value chain. They represent both direct alternatives to major platforms and the foundational infrastructure companies that support a resilient digital ecosystem.
Market capitalisation breakdown for the Digital Resilience Stocks basket, showing total market cap and individual constituents.
ZM: $25.02B
NET: $74.22B
FSLY: $1.21B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
Disney is suing the FCC to block an early license review of its ABC stations, arguing the move is politically motivated retaliation against its news coverage. This unprecedented legal battle highlights the growing regulatory risks for traditional broadcasters and underscores the structural advantages of unregulated digital streaming platforms.
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
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On average, analysts expect assets in this group to grow 24.18% over the next year.
12 of 16 assets in this group are rated Buy by professional analysts.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+24.18%
