Defence Finance Monitor

Defence Finance Monitor

Yubico — Hardware-Backed Authentication and European Strategic Autonomy

A Publicly Listed Identity Security Supplier Assessed Under EU Sovereignty and Defence-Procurement Constraints

Feb 28, 2026
∙ Paid

Introduction

Hardware-backed authentication has moved from an enterprise best practice to a strategic control layer for critical systems. [1]
In that context, Yubico’s proposition is not “cybersecurity software”, but a physical root of trust for human and machine access. [2]
Its product family centres on security keys and small-form-factor hardware securit…

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