PC sales Archives

Winsage

November 28, 2025

Is Windows 11 fighting a losing battle? Dell underlines how unpopular the OS is after support ended compared to Windows 10

Dell's Chief Operating Officer, Jeffrey Clarke, reported a 10% to 12% lag in the migration from Windows 10 to Windows 11 compared to previous adoption rates. Approximately 500 million PCs are incompatible with Windows 11 due to its stringent system requirements. Dell has seen an increase in PC sales for 2025 but anticipates flat sales in 2026 due to rising component costs and supply chain issues. The slow uptake of Windows 11 may lead consumers to retain their Windows 10 machines or consider alternatives like Linux or macOS. Microsoft is providing extended support for Windows 10 until October 2026, allowing users more time to decide on upgrades. The future pace of migration to Windows 11 may be influenced by Microsoft's integration of AI functionalities.

Winsage

November 27, 2025

Surprise surprise, people are still in no hurry to switch to Windows 11, Dell reveals

Dell's Q3 earnings call revealed a delay in the transition from Windows 10 to Windows 11, with COO Jeffrey Clarke stating that the upgrade is progressing slower than the previous shift to Windows 10. The adoption rate for Windows 11 is lagging behind Windows 10 by approximately 10 to 12 percentage points. Currently, around 1.5 billion PCs are installed, with about 500 million capable of running Windows 11 but not yet upgraded, and another 500 million requiring new hardware for the transition. Dell's server and networking segment reported .1 billion in revenue, a 37% year-over-year increase. Rising component prices may further complicate the transition to Windows 11.

Winsage

November 27, 2025

PC Sales Remain Flat Despite Windows 10 End of Life, Claims Dell

Microsoft's Windows 10 reached its end-of-life on October 14, leading to the introduction of Windows 11. Dell's COO, Jeffrey Clarke, indicated that the transition to Windows 11 is slower than expected, with a 10-12 point lag compared to the previous OS transition. Approximately 500 million PCs are unable to upgrade to Windows 11, and Microsoft has implemented Extended Security Updates (ESU) to support these devices temporarily. Dell noted that around 500 million additional PCs could transition to Windows 11 without hardware upgrades. Despite this, Dell reported record Q3 results of billion, primarily driven by AI servers and infrastructure rather than PC sales, which have shown mid-to-high single-digit growth in a flat overall market.

Winsage

November 26, 2025

Dell says PC sales flat despite slow Windows 11 transition

Dell's outlook for the upcoming year indicates steady PC sales, with COO Jeffrey Clarke noting challenges in completing the Windows 11 transition, lagging behind previous transitions by 10 to 12 percentage points, affecting around 500 million PCs. Despite this, Clarke expressed optimism for the PC market, predicting "roughly flat" sales after mid-to-high single-digit growth in the past year. Dell secured orders totaling .3 billion for AI servers and shipped products valued at .6 billion in the quarter ending October 31st, with server and networking revenue increasing by 37 percent year-over-year. There is growing interest in traditional servers, driven by the need for efficient configurations, but rising costs for RAM and NAND present challenges. Dell reported .6 billion in revenue for the latest quarter, an 11 percent year-over-year increase, and anticipates revenues of .5 billion in Q4 and .7 billion for FY 2026, with significant growth expected from server sales as many customers still use older server models.

AppWizard

October 27, 2025

Battlefield 6’s PC Sales “Among the Best Seen For a Premium Game” in the US

Battlefield 6 sold over seven million copies within three days of its release, with the PC version significantly contributing to this success. The game had nearly 750,000 peak concurrent players on Steam at launch. Steam accounted for 56.7 percent of sales, translating to over 3.5 million units sold. The PS5 version contributed 23.7 percent with over 1.5 million sales. Total sales were estimated to exceed 6.5 million in the first week. The game's first season is set to launch on October 28th.

Winsage

October 26, 2025

Microsoft’s decision to axe Windows 10 is driving Apple PC sales growth — users buy Macs instead of AI PCs despite Microsoft’s push for Copilot+ PCs

Microsoft ended support for Windows 10 on October 14, concluding nearly ten years of use. Lenovo saw a 17.4% increase in unit shipments in Q3 2025, while Apple’s Mac shipments grew by 14.9%. Asus and HP reported increases of 14% and 10%, respectively, while Dell's shipments declined by 0.9%, and other PC makers experienced a 3% decrease. The overall PC market grew by 8.1% year-over-year, driven by hardware upgrades for Windows 11 compatibility and inventory stocking due to import tariffs. Despite the introduction of AI PCs, consumer preference remains for traditional models. Intel is raising prices for its Raptor Lake chips in response to demand. Counterpoint predicts an increase in AI PC shipments by 2025, with enterprises investing in AI-capable PCs for future readiness.

Winsage

October 9, 2025

Hooray for the PC: Sales are up by nearly 10% on last year, but predictably things are quite a bit slower in the US

The global PC market is experiencing a resurgence, with sales increasing by 9.4% year-over-year in the third quarter of 2025, totaling 75.9 million units sold. The U.S. market grew by 1%, while Europe, the Middle East, Africa (EMEA), and Asia Pacific saw growth rates of 14% each. The end of support for Windows 10 on October 14 is driving consumers to upgrade their systems, and PCs marketed as AI-ready are influencing purchasing decisions. Lenovo sold 19.4 million units, HP 15 million, Dell 10.1 million, Apple 6.8 million, and Asus 5.9 million, with these five companies holding over 75% of the market share and achieving an average sales increase of over 10%.

Winsage

October 9, 2025

US PC shipments flat amid tariff shock and weak demand

The global PC market is experiencing a 9.4 percent increase in shipments during the third quarter of 2025, totaling 75.8 million units, driven by the upcoming end-of-life date for Windows 10 on October 14. The EMEA and Asia Pacific regions report a robust 14 percent growth, while the Americas see only a 1 percent increase due to tariff impacts and economic uncertainties. IDC's analysis indicates that PC shipments reflect systems dispatched from manufacturers, not direct consumer purchases, highlighting inventory challenges in the US. The first quarter of 2025 had a spike in shipments as manufacturers cleared stock before tariffs on Chinese imports. Despite cautious consumer spending, particularly on discretionary items, PC sales in the US have not drastically declined. IDC projects sustained demand for newer PCs as the deadline for Windows 11 approaches, with hundreds of millions of systems still on Windows 10. In terms of market share for Q3, Lenovo leads with over 25 percent, followed by HP with under 20 percent, Dell with approximately 13 percent, and Apple and Asus with 9 percent and 8 percent, respectively.

Winsage

October 9, 2025

Windows 11 tops AI as main driver for PC sales

The increase in personal computer sales with AI capabilities is primarily driven by the refresh of Windows 11, not a significant shift towards AI-focused hardware. The end of support for Windows 10 on October 14 is a key factor motivating hardware upgrades. Kieran Jessop from Omdia notes that while AI-enabled PCs are gaining traction, most consumers prioritize traditional performance metrics such as battery life and software compatibility. He predicts a modest growth rate of about 1.1% for global PC shipments over the next four years, with a continuing need for hardware refreshes as many users still operate on outdated systems. Approximately half of the global install base consists of devices over six years old that do not meet Windows 11 requirements, and rising costs for Extended Security Updates will likely push enterprises to invest in new devices.

Winsage

October 9, 2025

Windows 10 end of life driving sales

Hardware sales are increasing in both commercial and consumer markets as the end of support for Windows 10 approaches on October 14. Analyst reports indicate a notable rise in the European consumer PC market during the third quarter, driven by the need to upgrade before the deadline and the demand for AI-capable devices. Sales of laptops and desktops are expanding, with many devices featuring AI capabilities. Executives from Microsoft and Dell highlighted the end of life support and the rise of AI devices as key opportunities for channel partners to boost sales. Despite the impending deadline, many customers have not yet transitioned from Windows 10, presenting an opportunity for education on the importance of upgrading. The end of support poses risks such as increased cyber vulnerabilities and productivity disruptions for organizations with numerous devices. Experts suggest that businesses should focus on comprehensive technology upgrades that align with long-term goals, ensuring security, compliance, and agility.