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What would be interesting is if we have continued high interest rates whether the push for monthly subscriptions will subside. Recurring revenue brought back f
by somethoughts 3y ago
What would be interesting is if we have continued high interest rates whether the push for monthly subscriptions will subside.
Recurring revenue brought back for a DCF at an interest rate of 5-6% is very different from when an interest rate of 0-1% is used.
Also if the credit crunch gets worse with continued high interest rates, access to the upfront capital from the customer to fund expansion/R&D becomes a lot more interesting compared to when banks are throwing money at you.