FY11 Q2 - Windows and Windows Live Division Performance - Investor Relations - Microsoft
Browse Prior Earnings Releases:
Earnings Release FY11 Q2
Windows Division Performance
Windows 7 anniversary - Over 300M licenses sold to date
- WWLD revenue growth inline with the PC Market*
- Business PC refresh continues
- More than 20% of PCs running Windows 7
- 90% of enterprise companies have started their formal migration to Windows 7
- Next version of Windows will support system-on-a-chip architectures
Windows Division revenue decreased primarily due to the prior year launch of Windows 7, including recognition of approximately $1.7 billion of revenue in the prior year related to the Windows 7 Deferral. OEM revenue decreased $1.8 billion or 32%. This decrease was driven by the prior year launch of Windows 7, reflecting a decrease in inventory in our distribution channels, and lower Windows attach rates in China, partially offset by PC market growth. Other revenue decreased $314 million or 20%, driven primarily by the prior year launch of Windows 7. Considering the impact of the Windows 7 launch in the prior year, we estimate Windows Division revenue growth was in line with PC market growth. We estimate total worldwide PC shipments from all sources grew approximately 2% to 4%.
Windows Division operating income decreased primarily as a result of decreased revenue. In addition, sales and marketing expenses increased $22 million or 3% reflecting increased advertising of Windows and Windows Live.
Download Earnings Related Files
Earnings Release Pages
Related Information
FY11 Earnings Release Schedule
- Q3-Thursday, April 28
- Q4-Thursday, July 21