Recently, Microsoft released the latest quarterly financial report. The speech of the company's CEO Nadella also made many people who care about the PC market see a glimmer of hope.
Nadella said that the PC market, which has been "falling and falling," has finally stabilized. Prior to this, market research firm IDC also optimistic about the performance of the PC market this year, they believe that after experiencing five consecutive falls, the PC market will stabilize and pick up.
In answering analyst questions, Nadella did not cite detailed sales figures, but he mentioned the huge driving power of gamers. This part of the user is the main reason for the rejuvenation of the high-end PC market. In addition, they will also promote the entire PC. The market is picking up.
In addition, Nadella also mentioned the enterprise market that is crucial to Microsoft. He said that more and more users have chosen to upgrade to Windows 10. "I think Windows 10's adoption cycle in the enterprise is better than any previous version of Windows," said Nadella.
Microsoft's personal computing business (including Windows 10) revenue of 11.8 billion US dollars, although slightly reduced by 5%, but has reached Microsoft's goal. The company CFO Amy Hood believes that the main reason for the decline in revenue is the inability of Microsoft's mobile phone business.
In addition, Nadella believes that Microsoft's Surface series of products to a demonstration of other manufacturers, the introduction of similar products, OEMs in the high-end market (above 900 US dollars) also began to occupy a place, and here is the original Apple Mac product line of territory. Data shows that in the last quarter, Microsoft authorized Windows 10 for OEMs grew by 5%.
Analysts believe that this trend will continue. With the gradual maturity of the VR market, users' demand for high-performance computers will gradually increase. Apple Mac simply can not provide such experience, so WindowsPC will once again become the heart of high-end users.
As for whether Mac sales have been greatly affected by the recovery of Windows PCs, we can only wait for Apple’s earnings report in the latest quarter.
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