[New] Dominant Component: Software is set to command 45% of the revenue share in 2026, while services are likely to grow the fastest through 2033, driven by increasing demand for integration, consulting, and managed solutions.
Persistence Market Research
[New] Enterprise software spending alone is projected to reach $1.39 trillion, while enterprise cloud services, the largest segment within IT services, are forecasted at $716.7 billion.
Demand Gen Report
[New] Looking toward the second half of 2026, the software sector is expected to undergo a period of intense consolidation.
FinancialContent
[New] Regulatory bodies in the US and EU are already signaling increased scrutiny over AI toll booths, fearing that the infrastructure layer is capturing too much of the value created by the software ecosystem.
FinancialContent
[New] Advanced AI capabilities in Anthropic's Mythos model are enabling hackers to uncover critical software vulnerabilities far faster than traditional methods, prompting warnings that it could have consequences comparable to the atomic bomb for global security.
Tech Startups - Tech News, Tech Trends & Startup Fundin
[New] By component, the software segment is expected to expand at the fastest CAGR of 24.6% from 2026 to 2035.
Precedence Research
[New] By 2026, an estimated 40% of enterprise software is expected to be built using natural language-driven vibe coding, where prompts guide AI to generate working logic.
Medium
[New] Software sector P/E multiples will remain below the S&P 500 average for at least 12 months.
Tech Insider
[New] Global corporate spending on generative AI-related software and services will exceed $300 billion for the first time in 2026, with over 60% used to transform existing workflows.
SoloSoft
[New] Agentic AI adoption is moving from experimentation to operational necessity - by 2028, 33% of enterprise software will include agentic capabilities.
AetherLink
[New] Software has come under pressure in 2026 on fears that agentic AI could make traditional software-as-a-service models obsolete, with the IGV more than 35% off its recent high, and 28% lower in 2026.
CNBC
[New] In 2026, AI-native applications and consumption-based billing will make software asset management more important than ever to stay ahead of volatile costs and ensure compliance.
Zylo
[New] By 2030, software, AI workflows, and intelligent field devices will capture the bulk of industry profit.
RCR Wireless
[New] Over the next 2-3 years, AI will move from prompt-based tools to autonomous, agentic systems (agentic AI vs AI agents), while software is increasingly designed AI-first, with RAG systems, vector databases, and LLM orchestration replacing traditional logic.
Apidots
[New] [43] By 2028, 33% of enterprise software applications will incorporate agentic AI capabilities, up from less than 1% in 2024.
AI Video Bootcamp
[New] Global software spending is projected to grow by 14.7% in 2026, surpassing $1.4 trillion.
Bac Ha Software Co., Ltd.
[New] If an enterprise's agents are less active during a downturn, the software provider's revenue will drop immediately - a sharp contrast to the sticky recurring revenue of the past decade.
FinancialContent
[New] Gartner and McKinsey expect cloud-to-vehicle data loops, safety governance, and semiconductor alignment to remain focal points, while OEMs such as Toyota and Volkswagen standardize on reusable software components.
BUSINESS 2.0 NEWS
The world's largest software maker said it will develop cloud and AI infrastructure alongside Sakura Internet and telecom operator SoftBank, with the two Japanese entities supplying graphics processing units and other computing resources.
ST
Last updated: 20 April 2026
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