What software company will grow the most (% of rev) in the next 10 years?
Polling. Only including the biggest by revenue. Among these, which will have the most % growth over the next decade?
Msft
That means it has to accelerate significantly from 12% today, or everyone else stops growing as fastâŚ. As a % of revenue, MSFT is among the slowest growers on the list
Why only software? Donât forget the HW guys who will rule this decade - Nvidia, Broadcom
Why do you think hw will be more important here than it was during cloud computing? Doesnât hardware always get commoditized?
Platforms are evolving, and the hardware that will power the next decade of workloads will be very different than what is the case today. Hence, more innovation in this space seems to be coming. It will eventually get commoditized, but I do not see that at least 5-7yrs out. Think back to the 80s, 90s and how hardware/ Intel led the charge.
Seriously?? Who thinks it is easier for a 2.5T Microsoft to double rather than 0.7B adyen (already growing at ~30% yoy)
IONQ
Your company
â¤ď¸ easier to grow from a base of $2B though
You are right about the base. My Microsoft shares were purchased at $20-28 and I am obviously happy with the return. The stock should break $400 in the next year.