software PM market analysis — 2026-09-27
The software sector’s AI story is shifting from infrastructure to application. Goldman Sachs-related commentary cited by 24/7 Wall St. frames AI investment as spreading across data infrastructure, power, connectivity and software rather than concentrating in computing hardware alone. That broadens where value could accrue within the sector, beyond the chipmakers that have dominated the narrative.
Brian Solis argues the harder and more consequential question is whether enterprises redesign entire workflows around AI rather than bolting automation onto isolated tasks. Vendors able to demonstrate workflow-level integration, rather than standalone AI demonstrations, are the ones likely to capture durable enterprise budget.
Recurring-revenue infrastructure is a related thread. BillingPlatform’s commentary on subscription forecasting and revenue management, alongside the continued centrality of ERP systems in combining cloud and on-premises operations, points to monetisation and integration tooling as a quieter but persistent source of software demand. This is information only, not financial advice.
Worth Tracking
- Workflow-level AI adoptionWatch whether AI features get embedded across end-to-end enterprise processes rather than isolated pilots.
- Subscription revenue-management toolingGrowth in billing, forecasting and monetisation software tied to recurring-revenue models.
- AI spend reaching enterprise applicationsTrack whether AI investment broadens from infrastructure into vendors that connect AI to existing operational systems.
This analysis was generated automatically and is for information only — not financial advice.