Many EU members impose regulatory requirements for software in some sectors. If you want to get certified you need to go through some of them and while they are arcane they are also required.

EU could easily force the hand - not in the next month or so but over a period of time. No need to discriminate against US companies but EU companies might be preferred and might have better access to EU services.

We already have customers asking for this. They are not the majority but given the recent events this could quickly become a valuable chunk of the business - perhaps even overnight. We as a business are already thinking about it. And it is not just about moving the data to an EU data center. This is of course acceptable in many cases but still subject to the CLOUD Act. We are talking about a clean cut situation.

It is true that good alternatives are not available, yet. But I would not underestimate EU tech companies either. There are plenty of great engineers and great companies in EU so strong competitors can spun up in short order. Now with AI coding assistants, it is even more doable then before.

It is also potentially a great opportunity especially now.

In Spain you need to be ENS-certified (esquema nacional de seguridad) in order to provide services to the goverment. Nowadays it is similar / aligned to NIS2 certification.

But you need to certify more than just apps. Processes are more important than apps.