• Enterprise technology spending continues to accelerate, with global IT expenditures projected to reach $6.3 trillion in 2026, up 13.5% year over year. Software is expected to be one of theScreenshot 2026 08 04 111704 fastest-growing categories, increasing 15.1% to more than $1.4 trillion as enterprises increasingly adopt platforms with embedded GenAI capabilities. (1)
  • Agentic AI is driving new software investment cycle: worldwide spending is forecasted to hit $2.6Screenshot 2026 08 04 111947 trillion in 2026, with purpose-built AI agent software the single fastest-growing segment – projected to reach$206.5 billion in 2026. (2)
  • Software M&A remains resilient and strategically driven. Strategic acquirors accounted for 76% of all software transactions in early 2026, with deal volume tracking toward the second-highest annual total on record at 2,644 transactions.

 

 

 

 

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