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SHARE Software-as-a-service companies have been some of the strongest performers during this COVID-19 era. They finally took a bit of a breather this month but remain generally well-positioned for the next several years with their predictable revenue models and cloud-based offerings. Meanwhile, the demise of on-premises data center 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 Corp., what some see as a cloud play. In this Breaking Analysis, we’ll pick out a few of the more recent themes from this month and share our thoughts on some major enterprise software players, the future of on-prem and a review of our take on cloud what cloud will look like in the 2020s. ....