到2027年有100萬家軟件公司?我們需要一張更大的圖表

到2027年有100萬家軟件公司?我們需要一張更大的圖表

TWSEO觀點:

1,000,000 Software Companies

I love the channel software landscape graphic below produced by Forrester.” it accompanied by a fantastic article target=”_blank”>The Channel Software Stack – A Comprehensive (And Critical) Look At The Future Of The Industry that I highly recommend reading.

Channel Software Landscape

There’s a whole cottage industry of technology landscapes with little logos out there. (And who am I to throw stones?) Heck, there’s even a software solution for making logo landscapes of other software solutions — just a Google search away. While some might consider that a bizarre techno-fetish (logo-fetish?) cultural hiccup, I think it’s simply an artifact of

I estimate there are more than 100,000 software companies (ISVs) today around the world — up from 10,000 only 10 years ago.

I wouldn’t be surprised, with the level of hyperspecialization new buyers are demanding, to see that number grow to 1 million by 2027.

One million software companies.

That might sound astounding at first. But when you think about it, it’s actually pretty logical. In an ever-more-digital world — and I do believe that the digitalization of life as we know it is still in its earliest stages — a lot of companies are going to be software companies. Everything digital is run by software.

Apple from 1984 to 2024

And while there will certainly be giants, like the current Facebook, Google, and Microsoft — I’m skeptical that the world will condense down to half a dozen mega-corps and nothing else.

(Although the irony of Apple becoming its own a plethora of smaller start-ups and specialists. In fact, as an” article on techcrunch pushing back the supposed end of startup era>:

“If we define startup success as building cornerstone companies that will go down in history and be worth hundreds of billions of dollars, we may, in fact, be entering a lean period. If we define success as building an ever wider assortment of products, shipping them to tens of millions of users and earning hundreds of millions, or even billions of dollars in short time frames, the good times may just be getting started.”

In many ways, large “market makers” who offer stable platforms can catalyze the perfect environment for an ecosystem of entrepreneurs to thrive. (That’s one of the reasons I’m so passionate about

Entrepreneurs may have to settle for acquiring mere generational wealth, rather than becoming ‘pledge to cure all diseases’ wealthy, but the death of startups has been greatly exaggerated.

Which brings me back to Jay’s article on the channel software stack.

“Platform winners have now emerged across each [line of business],” he writes. “This has created the next battleground — competing within these ecosystems for horizontal and vertical technology opportunity. Firms are increasingly achieving business outcomes by stitching together several ISV solutions on top of the business application platform.”

Of course, there will be consolidation. The larger fish will eat smaller fish — this is a necessary dynamic for them to acquire the fruits of small-firm agility and innovation. But, as in nature, the population of small fish keeps rejuvenating.

This is exactly what happened with 5,000 marketing technologies from arising at the same time. Consolidation can actually be a phenomenal catalyst for entrepreneurship.

So hats off to both Jay and Joseph for looking beyond the headlines of the big acquisitions to recognize that all those little logos on all these crazy landscapes actually have important roles to play — and that narrative is arguably much more exciting and full of possibilities than the tired cry of “Consolidation!”

The cry “One Million!” is a much more future-forward outlook.

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