One big component i see unmentioned is the machine learning angle. Right now, only a few big players are really known for AI powered products. However, AIs role in software is only going to expand over the next 5–10 years. The hallmark of an effective AI system is giant bodies data aggregated in the cloud. With this I think we generally can expect to see a ton more data being uploaded for this purpose, driving even more people to adopt subscription models.
That is, unless we are all ok with AI toping out at Siri levels.