Microsoft · Barcelona · Copilot · The Register
Microsoft's AI PC push meets a wall of RAM prices, but Redmond is still beating the drum
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Customers are sweating assets amid tight budgets, yet that doesn't stop an exec from Redmond getting creative with the sales pitch.
Key facts
- Microsoft last week reported profit and loss accounts for Q1 of its fiscal 2027, ended September 30, and revenue in the Windows OEM and Devices division shrank 22 percent from last year to $3.55
- Market watcher IDC said calendar Q3 PC shipments sank to 62.7 million units, down 20.1 percent year-on-year, translating into 15.8 million fewer sales into distributors' warehouses
- Growth will continue to be impacted by elevated inventory levels, PC market demand and a prior year comparable that benefited from Windows 10 end of support," Microsoft CFO Amy Hood said
- Mark Linton, corporate veep for Windows and Device Sales, took to the stage to preach to a room he is hoping to convert
Summary
Microsoft wants enterprise customers to start thinking about PC refreshes using the same mindset, and line in the budget – as AI investments. In a call to arms, Microsoft became the headline sponsor of the Canalys Forum in Barcelona early last month for the first time ever. Mark Linton, corporate veep for Windows and Device Sales, took to the stage to preach to a room he is hoping to convert. "What we're seeing is the tokenomics of is getting challenging," he said.