Just back from breakfast with some old friends in the industry who has gone to management role.
Apparently some of the MNC top management are talking about moving to cloud. Their ultimate goal is to have the Analyst sit in NL or UK, and the application+infra is supported and maintained by someone else (currently india). don't be surprise 5 yrs later they announce closure of the india center and outsource everything back to SAP germany, to be hosted on the cloud. i am talking about 2 O&G company here (insider news so i cannot reveal much)