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.
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.