SaaS Attack, On Prem Survival & What's a Cloud Company Look Like
SaaS companies have been some of the strongest performers in this COVID era. They finally took a bit of a breather this month but they remain generally well-positioned for the next several years with their predictable models and cloud platforms. Meanwhile, the demise of on-prem legacy players from COVID shock seems to have been overstated, in part because of the return of the laptop, and, in the case of Oracle, what some see as a cloud play