http://www.gartner.com/it/page.jsp?id=1076912
Gartner Says Worldwide PC Shipments Declined 5 Per Cent in Second Quarter of 2009
Asia/Pacific and US Results Indicate Signs of a Gradual PC Market Recovery While EMEA Shows On-Going Weakness in the Region
STAMFORD, Conn., July 16, 2009 — Worldwide PC shipments totalled 68.1 million units in the second quarter of 2009, a 5 per cent decline from the second quarter of 2008, according to preliminary results from Gartner, Inc. The market performed better than Gartner had expected. In June, Gartner had forecast second quarter PC shipments to decline 9.8 per cent.
Second-quarter Windows revenue fell 29% year-on-year:
http://www.microsoft.com/msft/earnings/FY09/earn_rel_q4_09.mspx
Client
Three months ended June 30, Twelve Months Ended June 30,
(In millions, except percentages) 2009 2008 Percentage
Change 2009 2008 Percentage
Change
Revenue $3,108 $4,359 (29)% $14,712 $16,865 (13)%
Operating income $2,167 $3,250 (33)% $10,856 $13,105 (17)%
Client offerings consist of premium and standard edition Windows operating systems. Premium editions are those that include additional functionality and are sold at a price above our standard editions. Premium editions include Windows Vista Business, Windows Vista Home Premium, Windows Vista Ultimate, Windows Vista Enterprise, Windows XP Professional, Windows XP Media Center, and Windows XP Tablet PC. Standard editions include Windows Vista Home Basic and Windows XP Home. Client revenue growth is directly impacted by growth of PC purchases from original equipment manufacturers (“OEMs”) that pre-install versions of Windows operating systems because the OEM channel accounts for over 80% of total Client revenue. The differences between unit growth rates and revenue growth rates from year to year are affected primarily by changes in the mix of OEM Windows premium edition operating systems licensed as a percentage of total OEM Windows operating systems licensed (“OEM premium mix
”), changes in geographic mix, and changes in the channel mix of products sold by large, multi-national OEMs versus those sold by local and regional system builders.
Three months ended June 30, 2009 compared with three months ended June 30, 2008
Client revenue decreased primarily as a result of PC market weakness, especially PCs sold to businesses, and a 13 percentage point decline in the OEM premium mix to 59%. Revenue growth from Windows operating systems was also impacted by a $276 million deferral for the Windows 7 Upgrade Option program. OEM revenue decreased $1.1 billion or 31%, while OEM license units decreased 10%. Based on our estimates, total worldwide PC shipments from all sources declined approximately 5% to 7%, driven by decreased demand in emerging and developed markets.
Client operating income decreased primarily reflecting decreased revenue, partially offset by decreased research and development and other operating expenses. Research and development expenses decreased $91 million or 31%, primarily reflecting the capitalization of certain Windows 7 software development costs.
Twelve months ended June 30, 2009 compared with twelve months ended June 30, 2008
Client revenue decreased primarily as a result of PC market weakness, especially PCs sold to businesses, and a 10 percentage point decline in the OEM premium mix to 64%. OEM revenue decreased $2.3 billion or 16% while OEM license units declined 2%. Based on our estimates, total worldwide PC shipments from all sources changed approximately (1%) to 2%, driven by changes in demand in emerging and developed markets.
Client operating income decreased primarily reflecting decreased revenue and increased sales and marketing expenses. Sales and marketing expenses increased $122 million or 7%, primarily reflecting increased advertising and marketing.
Note also the changes from the first to the second quarter this year.
MS Client revenue went from $3.404 to $3.108 billion (-8.7%), while PC
shipments went from 67.2 to 68.1 million units (+1.3%):
http://www.gartner.com/it/page.jsp?id=939015
http://www.microsoft.com/msft/earnings/FY09/earn_rel_q3_09.mspx
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