Software Maturity Wall - Apollo Academy

▤ Summary

Apollo's presentation warns the software sector faces a $40 billion debt maturity wall in 2028, concentrated in lower-rated B- credits. That concentration raises refinancing risk for software companies amid AI-driven disruption and a 'rates higher for longer' environment. The deck includes standard Apollo disclaimers that the material is forward-looking and not investment advice. Reviewers and investors should independently assess the risks because actual outcomes may differ from the projections.

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