Breaking Analysis: 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 - huh.Then there’s Bitcoin, which is seeing public companies use their balance sheet liquidity to invest in the cryptocurrency. Wow - what does that all mean? I’ll leave that for another day.

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