MSFT · 10-Q · 2026Q3 · Full report
PC Demand and Windows OEM
MICROSOFT CORP · 2026-10-28 · Importance 41 · Surprise 48
Windows OEM and devices revenue fell 22%, a $1.0 billion decrease, as the prior-year benefit from Windows 10 end-of-support demand did not recur. OEMs and channel partners drew down inventory, while weaker PC market demand also reduced sales. The metric includes Windows Pro and non-Pro licenses sold through the OEM channel, Surface devices, PC accessories, and related Windows offerings.