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.