PC sales

AppWizard
May 5, 2026
GTA 6 will launch exclusively on consoles, with a PC version expected later. Take-Two Interactive CEO Strauss Zelnick stated that this decision is to prioritize the core audience rather than due to a marketing deal with Sony. He emphasized that Rockstar traditionally releases on consoles first to serve its core consumers effectively. The significance of the PC market has increased, with PC sales for major titles now accounting for 45-50% of total revenue, compared to just 5% in the late 2000s. A leak suggests that the delay in the PC release may be influenced by the financial success of GTA Online, which generates 97% of its revenue from console players.
Tech Optimizer
April 18, 2026
Avast Antivirus offers a free version with features like real-time scanning, malware detection, a ransomware shield, and network security, appealing to budget-conscious users on multiple platforms. It has a lightweight design, regular updates, and community-driven threat intelligence. Gen Digital acquired Avast in 2022 and integrated it into its cybersecurity portfolio, focusing on transitioning users from free to premium services and emphasizing AI-driven threat detection. Avast faces competition from free alternatives like Windows Defender and premium solutions such as Bitdefender and Kaspersky, while regulatory scrutiny affects all providers. The demand for antivirus tools is driven by rising ransomware attacks and data breaches, with remote work increasing the need for endpoint protection. Risks for users include performance issues on older devices, false positives, data privacy concerns, and potential subscription traps. Future updates may incorporate more AI features, and partnerships with hardware manufacturers could expand Avast's market reach.
Winsage
April 1, 2026
In the fourth quarter of 2025, U.S. PC shipments increased by 3% year-on-year, totaling 18.2 million units. This growth was driven by seasonal holiday demand, the need to upgrade aging Windows 10 computers, and retailers securing inventory ahead of supply chain challenges due to a chip shortage. The overall PC market in 2025 also grew by 3%, reversing declines from the previous two quarters. Commercial sector shipments rose by 6% to 8.2 million units, supported by holiday spending and a shift to more affordable products, as enterprises migrated to Windows 11 before the end-of-support deadline for Windows 10. However, Omdia predicts a 13% contraction in PC shipments for 2026 due to rising RAM and storage costs, alongside CPU shortages from Intel and AMD. The entry-level PC market may face significant challenges, potentially diminishing by 2028. Despite declining shipment numbers, the market value is expected to rise due to price increases from supply constraints. Omdia forecasts a rebound in 2027, with shipments projected to grow by 7% to exceed 66 million units, still below the 71.5 million units recorded in 2025.
Winsage
February 23, 2026
Windows 11 was introduced amid concerns of user experience degradation, termed "enshittification," due to frequent updates and feature changes. Microsoft initially promised to shift from biannual to annual feature updates, but instead adopted a "continuous innovation" model, leading to monthly updates that compromised quality. The introduction of Copilot in early 2023 marked a significant change in strategy, but enterprise customers could delay updates, creating a conflict for Microsoft. In an unusual move, Microsoft released many features of Windows 11 version 23H2 early through a monthly security update, disregarding enterprise needs. The quality of updates declined as AI features were rushed, and the updates, initially called "Moments," became frustrating for users. Microsoft ensured all supported Windows 11 versions received the same features, allowing enterprises to stay on older versions while accessing new features. The Copilot+ PC initiative in mid-2024 aimed to boost hardware sales but created disparities in feature availability. The Recall feature faced backlash over privacy concerns, leading Microsoft to shift it to an opt-in feature. Partial solutions for managing AI features, like Win11Debloat, allow users to remove certain functionalities, including Copilot and Microsoft 365 Copilot, while others require more complex removal processes.
Winsage
November 28, 2025
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
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
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'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.
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