This is changing rapidly. But ASPs have ambitious plans to match the ambitious market forecasts. But the ASP business model isn't just about ASPs making money. It's also about the value proposition the model offers an ASPs' customers. The ASP provides the Data Center, all hardware, and software.
Customers pay for what they use, typically on a monthly subscription basis.
This permits capital to be used for revenue generation, whether that's money for manpower, marketing, or product acquisition. Installing complex software can be expensive, can require skilled staff or contractors, and can include potential risks. In the ASP environment, software is already installed, ready on tap for immediate usage. Typically there is no implementation cost for generic applications. Another approach which many ASPs are using is to work with an early customer to make sure that the industry expertise is incorporated in the application.