commercial demand Archives

Winsage

May 28, 2026

Three in ten HP customers still clinging to Windows 10

HP estimates that approximately 30% of its PC customers are still using Windows 10, which exited standard support in October. Ketan Patel, HP's president of personal systems, noted that the slow transition to Windows 11 is providing a financial tailwind for the company. HP's CFO, Karen Parkhill, mentioned that the Windows 11 refresh in EMEA and APJ markets is now on par with North America. Microsoft will end support for Windows 10 for business customers on October 14, 2025, but will offer security updates for those who pay for extended support. Gartner forecasts a modest 6.1% increase in device spending in 2026. Approximately 400 million systems cannot upgrade to Windows 11 due to hardware requirements. European campaigners have called for EU intervention regarding the Windows 11 upgrade, citing vendor-imposed software cutoffs. Microsoft is offering extended support for Windows 10 in the European Economic Area without conditions after the October deadline. HP's revenue grew by 9% year-on-year, reaching .41 billion in the second quarter of fiscal 2026, and net profit increased to million from million the previous year.

Winsage

September 18, 2025

Americans Put Off New PCs as Inflation Bites – Market Slips 2% in Q2

Groceries, gas, and rent are prioritized over new laptops in the US, impacting the PC market. Shipments declined by 1.4% year-on-year to 18.6 million units in Q2 2025. Inflation persists, with food prices up 3% and shelter costs at 4.3%, limiting discretionary spending. Many households are delaying PC purchases until their devices fail. In contrast, commercial demand grew by 4% as businesses upgrade systems in response to the Windows 10 end-of-support deadline and increasing AI adoption, which has more than doubled in the last two years. Apple achieved 15.5% year-on-year growth, while Lenovo grew by 5.1%. HP and Dell saw declines of 4.8% and 3.5%, respectively. Overall shipments in 2025 are projected to reach 71 million units, driven by commercial demand, while consumer demand is expected to shrink by nearly 4%. Government shipments are forecasted to grow by 9.9% this year, while education PCs are expected to remain flat in 2025 but surge nearly 10% in 2027. The market is projected to peak at 73.5 million units in 2026 before declining to approximately 70.8 million in 2027.