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Windows OEM revenue (65% of division sales) is expected to show a "mid-teens" adjusted Y/Y drop...

Windows OEM revenue (65% of division sales) is expected to show a "mid-teens" adjusted Y/Y drop in FQ1, Microsoft (MSFT) states on its FQ4 CC. OEM sales fell 15% in FQ4, as a 20%+ drop in consumer sales and pricing "incentives" offset healthy enterprise demand. CFO Amy Hood says Microsoft is still looking at ways to adjust Windows pricing, including for smaller devices. Server & Tools is expected to grow in the high-single-digits again. The Office division's business sales (85% of total) are seen growing in the mid-single-digits; consumer sales will be soft. Entertainment & Devices is seen declining in the low-single-digits ahead of the Xbox One launch. Capex is expected to keep growing thanks to Azure investments. Shares -6.4% AH. (FQ4: I, II) (slides - .ppt) (prepared remarks - .doc)
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Comments (5)
  • Yokyok
    , contributor
    Comments (330) | Send Message
    the problem with windows 8 is not the price.


    the problem is metro and the delusion at top levels of management that metro is not the problem, but rather that it's stupid slow learning customers that are the problem.
    18 Jul 2013, 07:52 PM Reply Like
  • Leont68
    , contributor
    Comments (1390) | Send Message
    People by nature are resistant to change... but resistance is futile .....
    19 Jul 2013, 03:28 AM Reply Like
  • Sam Liu
    , contributor
    Comments (3861) | Send Message
    "stupid slow learning customers "


    Yeah after 4 windows laptops over 6 years and cost of operation > 1 Mac over 4 years.


    Win laptops utility < Mac.
    19 Jul 2013, 12:03 AM Reply Like
  • jakedanders
    , contributor
    Comments (12) | Send Message
    I've had 1 Macbook Pro for 2 years and a Wintel laptop for 5 years and the Macbook Pro has cost me $500+ in repairs v. $0 for the Wintel laptop. Just sayin'.
    19 Jul 2013, 09:23 AM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (2142) | Send Message
    My previous Win XP Thinkpad x60s lasted 6 years of daily heavy use, at $0 cost. Rock solid machine and OS.


    Now very happy w/ my W8 Thinkpad Twist hybrid.
    19 Jul 2013, 09:28 AM Reply Like
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