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Windows 10 OEM revenue sees big gains, up 18 percent for FY20 Q2

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Microsoft's Windows OEM revenue grew 18 percent riding on Windows 7 support ending, but also due to more Intel chips being around.

What you need to know


Windows OEM revenue was up 18% overall.
Windows 10 Pro licenses were up 26 due to Windows 7 EOL.
Windows OEM non-Pro revenue was also up by 4 percent.


Microsoft's earnings report is out for the second quarter of its 2020 fiscal year, and the company raked in 36.9 billion beating most estimates.

Overall, Windows OEM growth grew 18 percent ahead of the PC market growth. Microsoft notes that "chip supply constraints" last year drove that discrepancy to be larger than it should be, and this is more of a correction. Intel was noted to have issues meeting the demand for its 14nm chipsets to OEMs, which in turn reduced sales of Windows licenses.

Windows 10 Pro had a massive quarter partially driven by Windows 7 support coming to an end as enterprise scrambles to upgrade to new hardware. That has resulted in a significant but expected...
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