A report made available at the Software 2007 site is titled "State of the Software industry" it seems to be a joint study of Mckinsey and the Sandhill group. The full report is available here, Below are just the exhibits or charts that i found interesting:

Source: 1

Prashanth Rai

• Nasscom on China's IT Software Services Industry Evolution
• Progress Software Picks Up Apama in International Software M&A Deal
• Is Open-Source Software Wrecking Havoc on Software Industry?
• The Software Arms Race