that might be true, but my experience is that generally, these kind of software deployments are really actually on-prem and aren't using AWS (or similar) under

that might be true, but my experience is that generally, these kind of software deployments are really actually on-prem and aren't using AWS (or similar) under the covers. This was the certainly the case for my last employer, that sold very similar software. My remark at the end, I should have added emphasis on "consulting". my point was not so much that they are successful, but rather, they seem to operate as a consulting company, whilst portraying themselves as a seller of software.