OK, DD is right. Good post by Turn to point out that ARs are growing substantially. That means sales are growing substantially. And, these growing ARs are with successful companies who pay their bills. I'd be more concerned if our "uncollectibles" were growing too fast. I think most are aware that sales are more than current demand and ad campaigns are necessary to stimulate demand.
I'll close by saying that none of us know the details enough to question the terms of our deals and certainly not enough to paint a negative picture associated with increased sales and ARs. I think most here would agree that the frustrations of 2018 often cause us to question everything and I include myself in that group.