Fund managers, page-1422

Interesting to see that the 2 software companies related to family security (Life360 and Qoria ex. Family Zone) had a strong rebound of their share price YTD and on 1 year.
In the case of Life360, we know that it is driven by the rebound of their results.
Regarding Qoria, it has more to do with a recent unsollicited take over bid by a private equity (rejected by the company, despite a high premium).

Both companies are global, with their 2 main markets being the US and the UK.

One of my questions for both companies is to try to understand how sticky their product may be for customers.
I suspect that we can see their business as a kind of insurance.
At this stage, I tend to think that Qoria product (cyber security for kids) may be more essential than Life360 product.