Dell says PC sales flat despite slow Windows 11 transition
Dell’s AI server business drives revenue growth with $12.3 billion in orders despite flat PC sales due to slow Windows 11 adoption and higher memory costs.
- On the quarter ended October 31st, Dell Technologies projected PC sales will be roughly flat next year and booked $12.3 billion of AI-server orders, reflecting strong enterprise demand.
- Dell says the slow Windows 11 transition stems from Microsoft tightening hardware requirements, with 500 million PCs unable to run it and another 500 million capable machines yet to upgrade.
- Dell reported that servers and networking revenue reached $10.1 billion, up 37 percent year-over-year, and guided $111.7 billion for FY 2026, according to Clarke.
- Clarke said the company will reprice, reconfigure, and redirect products, using Dell supply-chain management practices to minimize impact while customers modernizing servers may need to revisit budgets.
- Dell's refresh cycle shows that 17th-generation machines replace three to seven older PCs with higher prices, while its enterprise AI hardware portfolio grows amid rising demand for denser servers.
11 Articles
11 Articles
Around 500 million PCs are holding off upgrading to Windows 11, says Dell
Windows users are transitioning to Windows 11 at a slower rate than the upgrade to Windows 10. Microsoft’s 10-year-old operating system, which just hit the end of support phase, is still proving popular among consumers and businesses. Dell revealed this week that around 500 million machines are…
Dell: about 1 billion PCs will not or cannot be upgraded to Windows 11 – OSnews
During a Dell earnings call, the company mentioned some staggering numbers regarding the amount of PCs that will not or cannot be upgraded to Windows 11. “We have about 500 million of them capable of running Windows 11 that haven’t been upgraded,” said Dell COO Jeffrey Clarke on a Q3 earnings call earlier this week, referring to the overall PC market, not just Dell’s slice of machines. “And we have another 500 million that are four years old th…
Around 500 million PCs are holding off upgrading to Windows 11, says Dell
Windows users are transitioning to Windows 11 at a slower rate than the upgrade to Windows 10. Microsoft’s 10-year-old operating system, which just hit the end of support phase, is still proving popular among consumers and businesses. Dell revealed this week that around 500 million machines are capable of upgrading to Windows 11, but are sticking with Windows 10 instead. “We have about 500 million of them capable of running Windows 11 that have…
Dell just put the words on what many assumed at the bottom. The transition to Windows 11 is not going as planned, and the PC market is more than lukewarm for next year.
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