It has been ugly in software. Everyone's throwing around the term SAS apocalypse. Every time AI does something or creates some new product, it hits a particular industry.Give us some color on the mood in software at the moment. >> Yeah, I get texted constantly from folks on the buy side just retrenching. I can't believe this is happening.Can it go lower. I keep saying that. It's the hundth time I've bought the dip.One of the things about software that's really fascinating is there's very few folks even on t ...

Transaction Overview - Volaris and Viva shareholders will combine their holding companies into Volaris' holding company through a merger of equals[15] - Equity holders in Viva will receive newly issued shares of Volaris, and each side will own 50% of the combined holding company on a fully diluted basis[15] - The transaction is expected to close in 2026, subject to shareholders' vote and applicable regulatory approvals[15] Combined Company Strength - The combined company will have a broad network with 86 destinations, 324 routes, and 991 daily flights[20] - As of 3Q'25, Volaris had 225 routes (128 domestic and 97 international) and Viva had 184 routes (140 domestic and 44 international)[16] - As of 3Q'25, Volaris transported 306 million passengers (226 million domestic and 80 million international) and Viva transported 296 million passengers (263 million domestic and 33 million international)[16] - As of 3Q'25, Volaris' revenue was $2991 million and Viva's revenue was $2365 million[16] - As of 3Q'25, Volaris' EBITDAR was $990 million with a 33% margin, and Viva's EBITDAR was $873 million with a 37% margin[16] - As of 3Q'25, Volaris' net debt was $3071 million and Viva's net debt was $1883 million[16] Market Opportunity - There are 39 million Mexican-origin individuals living in the US[22] - There are 101 million national tourists in the Mexican leisure market in 2024[22] - Mexico received $41 billion in foreign direct investment in 2025[22] - Mexico had 120 million air passengers in 2024[22]

Core Insights - Brazilian meatpacker JBS has signed a binding memorandum of understanding with the shareholders of Viva to combine their assets related to leather production and commercialization [1] Company Summary - JBS is actively expanding its operations in the leather sector through this strategic partnership with Viva [1] - The collaboration aims to enhance the efficiency and market reach of both companies in the leather industry [1] Industry Summary - The leather production and commercialization sector is witnessing consolidation as companies seek to leverage synergies and improve competitiveness [1] - This move reflects a broader trend in the industry towards strategic alliances to optimize resources and expand market presence [1]

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