Milestone And Video Insight Takeover Offers - Good Or Bad?
The big news in VMS this fall are takeover offers. With the VMS market maturing, there's less and less greenfield and easy analog projects to convert, meaning less growth overall.
Video Insight has a $29 per channel takeover offer, which is a fraction of what most mid to high end VMSes charge for their software.
Now, Milestone is offering free VMS software to OnSSI customers on a support plan and radically reduced prices to any other OnSSI customer.
On the one hand, lower prices is good for customers immediately, as they pay less. On the other hand, less revenue and steep declines in profits makes it harder for VMSes to further development. However, given that Video Insight is a subsidiary of Panasonic and Milestone is a subsidiary of Canon, their cash needs and objectives are likely different.
What do you think?
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