Companies/Microsoft/product line
launchedproduct line

Windows and devices

Reported inside More Personal Computing, which fell 4% in the June 2026 quarter. Windows OEM and Devices revenue fell 7%, and management expects a further high-teens decline for fiscal 2027.

MSFT market data

The numbers

Windows OEM and Devices revenue growth-7%Q4 FY26 (Apr-Jun 2026) · source ↗
More Personal Computing revenue$12,854 million, down 4% (down 5% in constant currency)Q4 FY26 · source ↗
More Personal Computing operating income$2,748 million (vs $3,190 million a year earlier)Q4 FY26 · source ↗

What it is

Windows OEM licensing, Surface devices and related hardware, sold through PC makers and retail.

Why it matters to the stock. PC demand and Windows OEM licensing drive this segment, which is the smallest of the three. Management attributed the decline to lower PC market demand.

News

Office 2021 and Windows 11 24H2 Home/Pro reach end of support on Oct. 13

Microsoft's lifecycle table lists October 13, 2026 as the end-of-support date for the Office 2021 family, including Publisher 2021 and Word 2021, and for Office LTSC 2021.

Product

Microsoft's RTX Spark Surface Laptop Ultra starts at $2,599 in October 2026 Windows event

Microsoft's Surface Laptop Ultra, built on NVIDIA's RTX Spark platform, is listed from $2,599 in a Windows Central roundup of RTX Spark laptops.

Product