Out of 38 new clients last year 29 were in comms. Slide 7 of the review gives subscription revenues and "proforma" sub revenues.
This link is very rich in info, esp see the blogs : https://www.ir.com/products/transact
One contact in banking IT says that everything that can be moved to the cloud will be, and that it probably will be everything, so you would suspect that you would not go to the cloud and expect to run your supplier's servers etc. IRI should be telling us what they will still be monitoring, but seems obvious it will be less than on-premises. Also seems to me there is a cross-over point from monitoring security of your financial data to monitoring server resource availability that IRI probably will not cross, or at least not without an acquisition.
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