Microsoft Reports 22% Decline in Windows OEM and Devices Revenue

The Memory Crunch Is Crushing Microsoft Windows PC Sales

The post The Memory Crunch Is Crushing Microsoft Windows PC Sales appeared first on 24/7 Wall St.. Microsoft (NASDAQ:MSFT) said on October 28, 2026, that its Windows business will shrink faster in the December quarter than in the September quarter it had just reported. The stock closed at $531.01 before the results. It then rose 2.90% to $546.39 in after-hours trading as of about 7:59 p.m. ET, because cloud strength offset the Windows warning. I…

Microsoft's Windows sales fell 22% as PC prices climb

Most people don’t buy Windows. They buy a laptop, and Windows comes with it. That’s why Microsoft’s Windows numbers are really a read on the PC market. When people buy computers, Microsoft gets paid by the companies that make them. For decades, that was the heart of the business. Today it’s a much…

Microsoft killed Windows 10 to push Windows 11, but Windows sales crashed 27% as holdouts still refuse to switch

Windows 10's end of support pushed PC shipments up 9.1% in 2025, but Microsoft now says that boom, OEM inventory drawdowns and weak demand cut Windows OEM revenue 27%. With Windows 10 still on over a quarter of PCs and memory prices rising, Microsoft expects things to get worse.

Microsoft Reports 22% Decline in Windows OEM and Devices Revenue

Microsoft reported strong Q3 2026 results with $92.3 billion in revenue. However, the company's earnings report also revealed that, despite overall revenue growing 19% year-over-year, the Windows OEM licensing business is struggling, with a 22% decline on a yearly basis. This quarter, revenue from Windows 11 OEM licensing and Surface PCs amounted to $3.6 billion, a significant drop from the $4.6 billion this segment generated last year. Several …