Industry research
Software & Cloud market research
Define software and cloud opportunities by product, workload, customer, and billing basis. Adoption, workload activity, cloud consumption, and provider revenue should be compared separately.

Market definition
Set the boundary before comparing.
A technology user is not necessarily a paying software customer. Check the contract owner, workload, billable unit, and bundled services.
01Application software
Seats, contracts, or subscription revenue
Define product category, customer segment, deployment, and add-on treatment.
02Cloud infrastructure
Compute, storage, network, or consumption spend
Specify service layer, committed versus on-demand use, and provider or reseller revenue.
03AI and data platforms
Workloads, users, usage, or contracted spend
Separate model, platform, cloud, and integration costs, including internal use.
04Cybersecurity and services
Protected assets, seats, incidents, or service revenue
Distinguish software licenses from implementation, managed operations, and consulting.
Decision context
What shapes the opportunity?
Use these lenses to build a market view around the decision, customer, and time horizon that matter to you.
- 01
Adoption to paid usage
Trace pilot and production use to budget ownership, recurring consumption, and renewal.
- 02
Consumption and packaging
Compare seat, workload, data, and usage-based pricing alongside discounts and cloud commits.
- 03
Implementation and retention
Account for integration effort, data migration, security review, switching cost, and expansion revenue.
Buyer questions
Questions worth resolving.
Use these checks to test whether a report answers your decision or needs a narrower research brief.
- 01
What is counted as software revenue?
Separate subscriptions, licenses, cloud infrastructure, resale, advertising, and implementation services.
- 02
Is adoption tied to budget?
An organization using a tool may not procure a separate product or provider. Check paid accounts and workloads.
- 03
Which customer cohort is relevant?
Segment by company size, industry, region, deployment model, workload, and buying authority.
Definitions and evidence
Check what the measures represent.
Cloud infrastructure, platforms, and applications are different service layers. Define which layer is purchased, who pays, and whether a reseller reports gross revenue or a fee before combining provider disclosures into one market view.
- NIST: the definition of cloud computing
Defines cloud characteristics, deployment models, and the IaaS, PaaS, and SaaS service models.
- IFRS: principal versus agent for a software reseller
Explains a contract-specific control assessment; it does not classify every reseller in the same way.
A cloud-service definition does not establish current adoption, market size, or vendor share. Implementation, support, infrastructure, and software subscriptions need an explicit rule for overlaps and bundled contracts.
Reference sources checked .
Related analysis
Evidence for your next decision.
Explore the commercial questions behind this research coverage.
- Colocation Economics: Usable Power, Contract Start Dates and Service Revenue
Evaluate colocation facilities using commissioned capacity, customer commitments, billable service start, power terms and interconnection.
- Cybersecurity Spending: Which Controls Create a Vendor Opportunity?
Connect cybersecurity budgets to control gaps, external procurement, channel economics and renewal decisions using 2025 evidence.
- Enterprise AI in Europe: Where Integration Demand Takes Shape
Use the 2025 EU enterprise AI survey to identify integration buyers, distinguish deployment stages and test a services-demand model.
- Payroll Technology Demand: Employer Complexity, Contracts and Go-Live
Assess payroll technology opportunities through employer accounts, employee pricing, jurisdictional complexity, implementation and retention.
- SaaS Growth Analysis: Seats, Pricing and Customer Retention
Analyse SaaS growth using billable seats, contract pricing, usage and customer cohorts, with a worked subscription-revenue example.
Your next question
Define the workload and buyer.
Tell us what you need to compare, where, and for whom. We’ll confirm relevant report coverage or shape a custom study.
