Microsoft expects that the PC market's downturn will last

Microsoft expects that the PC market's downturn will last ...

The PC market's weakness is likely to last a long time, at least according to Microsoft's assertions that the 39% decline in Windows OEM revenue is related to major hardware manufacturers, such as HP, Lenovo, and Dell, that sell PCs with Windows installed.

The figure is concerning in the sense that the decline in Windows sales is evidently related to the decline in PCs, since there have been no major changes in the offer (no migration to Linux, for example).

Microsoft blamed the decline on "continued weakness in the PC market and a very strong prior year." However, market contraction is still an issue, which cannot be ignored.

Microsoft forecasts a 30% decrease in OEM Windows for the first quarter of 2023, although sales will likely return to pre-pandemic levels. We'll see.

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