Microsoft said on October 28, 2026, that its Windows business will shrink faster in the December quarter than in the September quarter. Windows OEM and devices revenue fell 22%, and Windows OEM alone fell 27% (28% in constant currency), below expectations, which Amy Hood tied to tough comparisons with Windows 10 end-of-support demand, partner inventory drawdowns and weaker PC demand. For the December quarter, she guided Windows OEM and devices revenue to decline in the mid-30s and Devices and Consumer revenue to $15.9 billion to $16.4 billion. Partners had stocked up ahead of memory-driven price increases, and Counterpoint Research counted September-quarter PC shipments down 21% to 57 million, expecting a 27% drop in the December quarter. MSFT rose 2.90% to $546.39 after hours, after closing at $531.01.
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MSFTsemiconductorspersonal computersearnings
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Related tickers and likely impact
MSFT
▼ Likely negativeMicrosoft
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $3.9T |
| Close on 10/28/2026 | 531.01 |
| Change that session | -0.06% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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