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Thesis: The COVID-19 crisis has shed new light on our understanding of "essential" products and services. As thousands of people have begun to work remotely for the first time, the importance of a well-functioning and secure internet ecosystem has been viscerally reinforced. In the near-term, we expect spending on cybersecurity to remain resilient as working remotely has become the lifeblood of many companies. Longer-term, we believe the critical importance of cybersecurity will spur continued investment by companies and government agencies seeking to avoid potential disruptions in the future.
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