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Pastimes : Computer Building
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To: S. maltophilia who wrote (1374)1/11/2026 5:00:20 PM
From: nicewatch  Read Replies (1) of 1380
 
That upgrade cycle has mostly come and gone and there's still a large installed based of Win10 that won't be anxious to change, imo. The TPM 2.0 check for Win11 compatibility is mostly crap, there are ways to bypass that and run Win11 on older hardware. If you've been following here you know RAM prices are through the roof and now SSD prices are moving higher again on frenzied -proposed- AI data center building. Even the biggest system builders have announced price hikes of 10-20% now or very soon. Some think PC demand will decline 10% this year so will be interesting to see how much of that 10-20% price increase will impact consumers at least for several months out when current inventory channels are cleared out... and then if consumers postpone upgrades or simply walk away.

You probably know but 66% of MSFT revenue is now Server/cloud services, and 365 commercial and cloud services. Microsoft OS which includes more than just pure OS licensing is ~6% of revenue in latest fiscal year. If you look at the category below Windows and Devices to "Search and news advertising", notice the bump from 2024 to 2025. Would not be surprised if most of that is due to Win11 increased install base and increased revenue from its embedded spyware.

microsoft.com
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