FY12 Q3 - Windows Division Performance - Investor Relations - Microsoft
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Earnings Release FY12 Q3
Windows Division Performance
Revenue growth slightly outpaced PC market
- PC market grew 2% to 4%
- Business PCs grew 8% as business PC refresh continues; Consumer PCs grew 6% excluding netbooks
- Strength in the enterprise
- Double-digit volume licensing growth
- Approximately 40% of enterprise desktops worldwide on Windows 7
- OEM premium mix up 4ppts
- Business: 33%; Consumer: 41%
- Windows 8 Consumer Preview released
Windows Division revenue reflected relative performance in PC market segments. We estimate that sales of PCs to businesses grew approximately 8% and sales of PCs to consumers were flat. Excluding a decline in sales of netbooks, we estimate that sales of PCs to consumers grew approximately 6%. Taken together, the total PC market increased an estimated 2% to 4%. Windows Division revenue was positively impacted by a higher rate of Windows licensed on PCs shipped and growth in sales to businesses.
Windows Division operating income increased primarily due to revenue growth, offset in part by higher research and development expenses, which grew due mainly to an increase in headcount-related costs and product development costs associated with the next version of the Windows operating system.
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FY12 Earnings Release Schedule
- Q4-Thursday, July 19