[New] Software is predicted to lead with a share of about 43.2% in 2026, as it acts as the intelligence layer of a generation management system.
Persistence Market Research
[New] The software segment is projected to register a significant CAGR of 19.1% during 2026-2034.
Polaris
[New] Software publishing revenue in the US is projected to reach $583.9 billion in 2026, a 4.2% compound annual growth rate since 2021.
Corporate Finance Associates
[New] Microsoft has attributed the recent growth in security updates in part to its increased use of AI-assisted vulnerability discovery across its software.
Netizen
[New] The intersection of AI and software development is accelerating quickly, and by 2026 it will fundamentally reshape how engineering teams design, build, and operate digital products.
EVOKEHUB
[New] By 2026, 80% of enterprise software interactions will involve agentic workflows, requiring a seamless bridge between SAP S/4HANA, Microsoft Fabric, and Salesforce.
Site Title
[New] High-memory accelerators and improving software support could narrow AMD's inference gap with NVIDIA.
Radical Data Science
[New] With worldwide spending on generative AI projected to surge significantly, the demand for skilled professionals across healthcare, marketing, and software sectors is growing rapidly.
Research.com
The software segment is anticipated to register the fastest growth, expanding at a CAGR of 14.2% between 2026 and 2033, supported by rising adoption of analytics platforms, digital twins, and subscription-based solutions.
Persistence Market Research
By 2026, about 80% of software engineering organizations will establish platform teams - Gartner.
Modern Data 101
There will be a 15.8% increase in software developer jobs from 2024 to 2034, with approximately 267,700 new jobs becoming available.
H2K Infosys Blog
Employment of software developers is projected to grow by 15.8% between 2024 and 2034, adding over 267,000 jobs, the largest increase of any computer-related occupation. / USA
Alcor Recruitment & EOR for Tech
Analysts expect a large share of enterprise software to include task-specific AI agents by the end of the year.
BrainBox Automations
A full 84.5% of respondents (n = 284) expect AI software, including copilots, to drive growth for their business in 2026, and 83.9% of respondents (n = 248) expect AI consulting to drive growth for their business in 2026.
Futurum
The enterprise software market's base-case trajectory, rising from $379 B in 2025 to $762 B in 2031 at a 12.2% CAGR, creates room for vertical specialists to grow without displacing horizontal incumbents.
Futurum
AI application software and AI infrastructure software are gaining momentum, projected to rise to 13% and 11% respectively in 2026, up from 8% and 6% in 2024.
BuildEZ
BLS expects to see strong growth in data science, software development and other computer-related jobs.
H2K Infosys Blog
Automakers unable to demonstrate compliant software update management systems risk losing type-approval in participating markets, creating a strong compliance-driven incentive that continues to push global manufacturers toward standardized, centrally managed software architectures.
Persistence Market Research
While there is a risk that AI can disrupt Salesforce and other software companies' business, the more likely scenario is that it will deploy AI successfully, capitalizing on its leadership position in customer relationship management.
investing.com
Services represent the fastest-growing offering segment, projected to expand at a CAGR of 29.4% between 2026 and 2033, driven by rising demand for managed cybersecurity monitoring, over-the-air platform management, and professional integration services supporting software-defined vehicle deployment.
Persistence Market Research
Last updated: 28 September 2026
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