Microsoft has reported a significant revenue of billion in its fiscal fourth-quarter report for 2026, exceeding Wall Street predictions, despite a 7% decline in Windows OEM and Devices revenue and a 5% drop in Windows OEM revenue. The company has extended support for Windows 10 until October 2027, acknowledging that many users are not ready to upgrade to Windows 11. Approximately 30% of HP's installed base remains on Windows 10, which HP views as an opportunity for growth. Dell has shifted its focus away from AI PCs to gaming and hardware quality due to the limitations of the AI PC narrative. Microsoft is facing challenges with sluggish Windows 11 adoption rates and is focusing on enhancing the platform's core functionalities.