The question is do businesses in a COVID-19 environment have the capital/resources or appetite to venture into new softwares that CI1 produce and what % of their products would see an increase in use vs what % would see a decline as a result of COVID-19.
I don't know the company so I don't have an answer to these questions but if I were to take a guess the impact on the company is likely more difficult to gauge compared to the likes of BNPL, KGN and TPW which directly benefit from the current situation.
AIMO
UK launch & Zip biz -Next Month, page-315
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