1) We are about to find out if software contracts actually are "better than first lien debt." Regardless, the days of customers paying upfront are over and payment terms will lengthen significantly which will combine to have a significant impact on cash flow for software.
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Replying to @GavinSBaker
What happens when you call and ask for a deferral on software with near zero marginal cost... maybe it helps if you don’t have a phone number to call
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Replying to @Zero_Edged @GavinSBaker
One of our software providers was calling to ask if we were okay, haha. I should've said no.
2:29 PM - 20 Mar 2020
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