NICE - Verint Merger Talks

By John Honovich, Published Jan 13, 2013, 07:00pm EST (Info+)

Israeli and US newspapers are reporting on talks of a mega merger between NICE and Verint that would result in a multi-billion dollar defense contractor. In this note, we examine the potential impact for the combined companies in the surveillance market.

Both have sizeable surveillance divisions. However, those divisions only contribute a fraction of each companies total revenue. As such, the deal may make sense overall regardless of the impact on the surveillance side.

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Bad *** ** ************

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** **** **** **** ** *******, we ****** ** ** ********** **** companies *************** ****** *** ***** ************ market.

******

***** *** ******* **** *******, *** to ***** ****, ***** **** **** no ********** ****** ** * ******.

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