May. 31 at 3:28 PM
Watching the long-term software profit landscape into 2028 and the gap is pretty clear when you line them up.
$ORCL leads the pack at ~47B expected profits, still sitting in that AI infrastructure + database backbone position.
$CRM follows around ~21B, steady enterprise cloud monetization but growth maturity is setting in.
$SAP near ~16B, quietly compounding through ERP dominance in Europe.
$ADBE around ~14B, subscription model holding but facing slower creative demand cycles.
This is not a short-term tape call, it’s about where institutional capital may rotate when forward cash flow visibility starts pricing in. Markets usually re-rate these names before the actual numbers show up. Watch positioning, not headlines.
