As expected, M$’s client division is doing poorly.
- Windows OEM Pro revenue declined 19%, as Pro mix returned to pre-Windows XP end-of-support levels and the business PC market declined
- Windows OEM non-Pro revenue declined 26%, primarily due to channel inventory drawdown and ongoing mix shift to opening price point devices
The drop was huge, though, meaning they’ve been diversifying sufficiently rapidly just to keep some growth on the bottom line. One wonders how bad it would have been if not for support from Android/Linux…
See? There’s a reason this is The Year Of GNU/Linux on the Desktop. That other OS has dropped out.
See 8-K Exhibit 99.1