It has remarkable stickiness but the replacement for Excel isn't another spreadsheet, it's programming + databases. SAP and other custom business software are pretty big especially in large organizations. Word is pretty replaceable, as is the rest of MS Office, especially if you have a custom solution instead of relying on Excel. Self-hosting email is definitely a thing for massive corporations. And don't forget 2/3 of the big Linux vendors are European.
74% tracks. Lots do depend on MS and Google solutions, but enough don't.