After all: without altering the program (which is not allowed without a license)
Says who? If I own a copyrighted work, I'm entitled to do what I like with it, save for copying it. That includes modifying it. There is no difference here from me buying a book and scribbling all over it.
Depending on the software, you can also just extract the files without running the installer. Additionally, proving that you "agreed" to the licence needn't be nearly as simple; the user that uses the software isn't necessarily the person that installed it. I also have difficulty believing that EULAs are valid instruments; in disproving the false statements that only the EULA grants you permission to use the software, the EULA becomes extremely one-sided. EULAs that attempt to redefine the nature of a transaction that has already occured, from a sale to a grant of a licence, are particularly entertaining.
Simply put, a license is an agreement giving you the right to use the software.
This is simply false. If I make a piece of software, and distribute it for free online, I don't have to grant the users permission for their use of the software to be lawful. Copyright grants monopoly rights solely over the creation of copies; however, copies of computer programmes created that are technically necessary to the use of software in conjunction with a machine are permitted by law under USC 17-117.
A successful demonstration of this is the GPL:
You are not required to accept this License in order to receive or run a copy of the Program.