Videxio and Pexip to Merge … Finally

Do we like this deal?  Honestly, it’s hard not to …

The deal that we’ve pondered, mentioned, and hinted at for quite some time is finally a reality.  At least a pending reality.  And unless we’re missing something … it makes perfect sense.

To learn more about this merger, Recon Research had a 1 on 2 briefing with the CEO of Pexip (Odd Sverre Østlie) and the CEO of Videxio (Tom-Erik Lia) on the day of the announcement.

This brief note provides some background information, some interview commentary, and our thoughts on this pending consolidation.

So other than the obvious … why merge?  And why now?

Plans for the Future

Our Take on this Merger