The growth of Windows has been benefiting other parts of Microsoft's business, too, such as consumer subscriptions to Office 365, search advertising, internet browser market share and gaming, she said. And it plays a great role in many jobs to be done.' 'We're continuing to see that even with hybrid. There are more PCs per households and more time being spent on PCs. And so the reality is, a large screen device over the past couple of years, we've all been reminded of the role it plays. 'The utility of that device and my inability to accurately explain it may in fact be the issue, people are just now realizing, 'Wow, she just figured it out, Windows matters.' No,' Hood continued, 'I just figured out how to talk about it. 'I should have been talking about Windows,' the Microsoft chief financial officer said.

On Tuesday, Morgan Stanley analyst Keith Weiss at the firm's Technology, Media & Telecom Conference asked Hood about her suddenly 'more positive tone' about PCs on recent earnings calls. Hood stresses that Windows' strength during Microsoft earnings calls, and during the last two has touted the faster-than-expected growth rates for sales to device makers, thanks to a strong PC market, especially for commercial devices that bring in more revenue per license. In the fourth quarter, Windows revenue expanded nearly 20%. In 2020, Microsoft said people were spending much more time on Windows 10, and the gains have persisted into 2022. Windows held almost 80% share of the market in 2021, compared to about 11% for Google -backed Chrome OS and 8% for Apple's MacOS, according to data from technology industry researcher IDC.Īfter Satya Nadella replaced Steve Ballmer as Microsoft's CEO in 2014, the company shifted its focus from Windows, opting to highlight its cross-platform services and cloud infrastructure.īut the story of Windows being a key revenue driver for the company took hold during the pandemic. Personal Loans for 670 Credit Score or Lowerīut Windows, which dates to 1985, still brings Microsoft tens of billions of dollars per year in highly profitable revenue, with over 1.4 billion devices running Windows 10 from 2015 or last year's Windows 11.

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