Aren’t contract expiration dates distributed over time? Why would now be a particularly vulnerable time? Granted, we’re coming up on the end of the calendar year, but 2025 doesn’t feel particularly special.
I also have to wonder how many customers actually signed a 10 year contract (which is extremely long for software of all things), unless I'm misunderstanding the comment.
Also, how does one come upon these kinds of bits of industry lore? Asking for a daytrader friend. Ahem