The upside to our estimates come from the expected growth in storage software driven by cloud computing and the growth in security software driven by the Windows 8 release.
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In the last five years, Microsoft sales have risen at a 9.5% annual rate far below the applications software industry growth of 14.1%.
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The company reported 10% revenue growth in software, with 19% growth in hardware.
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The software division revenue growth was negatively impacted as IBM failed to close a number of deals in Q1.
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But now its strict focus on PC software has caused growth to lag.
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He says the company trades at a smaller premium versus other high growth software sector peers since 2009 on a price-to-revenue basis.
This attempt to monopolise both hardware and software has stymied the growth of firms that might have developed commercial agents.
In the March quarter, the company posted 26% growth in software, and a 20% rise in software and software-related services.
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On top of that, faster growth in software, services and peripherals related to Mac PCs could point towards even greater upside potential.
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But IDC expects solid growth in software to offset weakness in hardware.
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Pure cloud computing players like Salesforce.com have an advantage over SAP as it can benefit from the expected growth of software as a service (SaaS) market.
Dooley and his fellow researchers also predict that virtually all categories of cloud-based business software will experience substantial growth in adoption and use for the foreseeable future.
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This is the central growth challenge for software firms selling into the politics industry.
The need for this type of software is driven by the growth in sustainability regulations across the board.
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India's software firms have enjoyed robust growth over past few years, but more recently their growth rates have slowed.
Analysts blame the economic slowdown for slower growth in new software licenses for the first quarter ended Aug. 31 and expect the Redwood City, Calif.
To paraphrase Allison, if you build a house you employ people for just a time, whereas if you invest in a factory or new software, the investment feeds growth for years and years.
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In the past three years Intuit has made a priority of replacing the no-growth packaged-software business with faster-growing online versions of its big hits and with subscription services such as online and mobile banking software.
The surge in spending on software in recent years inflates American growth, but not Europe's.
Maritz also saw potential growth in building cloud software for financial and health care industries.
The longtime source of Microsoft's steady growth and profits, software, is ailing in a weak economy.
He said Microsoft can grow revenues at a double-digit rate for the '09 fiscal year--outpacing the growth of the worldwide software industry.
Oracle is not currently a major player in the cloud computing market and hence Salesforce.com could provide it with ample growth opportunities in applications software.
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"The dramatic growth of open source software development can now be seen in internet-based, always-connected mobile and consumer products, " said Tom Lantzsch, executive officer, Linaro.
Kaspersky has had considerable success in the retail internet security market in the US. That success has ultimately translated into growth into enterprise business software, especially in the small-to-media businesses, or SMB.
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Enterprise software in particular is poised for growth.
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The company also reiterated its previous full year guidance for 10%-15% growth in 2011 in software and software-related services, with non-IFRS (the equivalent of non-GAAP) operating profit of 4.45 to 4.65 billion Euros, up from 4.01 billion a year ago.
Imagine that a portfolio manager in 1999 told clients he thinks this small outfit called Microsoft could have a real growth spurt from core software sales as households and many small businesses were increasing their PC purchasing into the 1990s.
Imagine that a portfolio manager in 1999 told clients he thinks this small outfit called Microsoft (nasdaq: MSFT - news - people ) could have a real growth spurt from core software sales as households and many small businesses were increasing their PC purchasing into the 1990s.
Recent numbers from research firm Gartner indicate that IT spending will likely be hit by uncertainty in Europe in 2012, with growth in the enterprise software and IT services businesses to be hurt the most. (See Europe Will Drag on IT Spending in 2012) This is not a good sign for IBM.
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