As Microsoft continues to make its strategic transition, Windows becomes a less important aspect of the company’s overall business even as Windows 10 gains importance regarding visibility and as a measure of the company’s success. Given the general PC market’s decline, it’s not surprising that the company’s Windows OEM revenues declined in Q2, albeit less than the PC market’s overall retreat.
Windows OEM Pro declined 6%, ahead of the commercial PC market with strong license buy-in
Windows OEM non-Pro declined 3%, outperforming the consumer PC market driven by higher premium and mid-range device mix
Windows volume licensing grew 3% CC with annuity revenue growth partially offset by transactional revenue declines
IP licensing revenue decreased due to lower units and a higher mix of low royalty devices
