British “Guardian” website published an article titled “In the case of PC sales decline, Microsoft is how to make Windows revenue growth? “Review articles, abstracts are as follows:

The first quarter of 2013, Microsoft Windows division revenue growth, significantly higher than the same period last year to $ 5.7 billion, $ 4.633 billion. Decline in PC sales, Microsoft is how to make Windows revenue growth? Microsoft CEO Steve – Ballmer (Steve Ballmer) invented the “anti-gravity”?

There is no doubt that Microsoft, Windows is still very important. The first quarter, Windows generates 27 percent of its revenue, 45% of the profits. But in the PC business is such a tragic case, Microsoft is how to behave so good?

Last June, Microsoft provides a program based on the program content, users only need to spend $ 15 to buy Windows 7 PC can be updated to Windows8, the program has been executed in December last year, to promote the growth of deferred revenue (Deferred Revenue) $ 1.1 billion. If this data is subtracted from the $ 5.7 billion in revenue in Microsoft’s Windows division, then the remaining $ 4.6 billion the same period last year this figure was $ 4.63 billion.

However, this still does not have any meaning in the context of PC shipments decline. Outgoing Microsoft CFO Peter – Klein (Peter Klein) agreed that traditional PC sales plunged in, when asked Microsoft how to treat shipments decline, he said: “In the PC market, I want to see some third party, such as IDC and Gartner, in the quarter, they believe PC sales decline in the range of 12-14%. ”

Microsoft’s head of investor relations – Chris Xu (Chris Suh) also agree with the view of Klein, when asked about the view, Xu said: “The PC industry is shrinking dramatically, but the Microsoft Windows operating income remained stable, with last year which, OEM revenue performance is consistent with the basic x86 PC market, due to the development of the PC market beyond the traditional PC, to touch and mobile devices, the x86 PC market continues to be challenged. ”

OEM revenue from before shipment Windows on the PC company, if this is in line with the underlying market, the PC will have fallen.

Microsoft Windows business first-quarter revenue last year how to do? Is also due to some other element — non-OEM revenue, such as people purchase an upgrade license, or purchase volume licensing.

- Chris Xu also said: “non-OEM revenue in the first quarter year-on-year growth of 40%, mainly due to Surface tablets and volume licensing business offset by volume licensing business showed double-digit growth. Companies continue to focus on Windows platform, Windows batch authorization is expected to achieve revenues of nearly $ 4 billion this year, nearly three-quarters of venture agreement we signed this year involve Windows. ”

Please note – Chris Xu Surface Tablet views. Surface only sold equipment estimated at 1M-1.5M (In fact, Microsoft did not give specific sales figures for the Surface), revenue (profit) will be assigned to the Windows division. This depends on the price, the sales data; view of the Surface RT price at around $ 900, but mainly through the Microsoft store sales, profit margins may be lower, but revenue growth, perhaps $ 1 billion, perhaps only $ 500 million.

Even so, these data are sufficient to play a significant role. Surface promote Windows revenue growth to $ 500 million, will boost overall revenue.

It is noteworthy that Klein and Xu were not from Windows OEM revenues were flat, they say that Windows revenue. However, even if Microsoft Surface contribution may reach $ 500 million, which also may be overestimated data the Matt Citeworld – Rosoff (Matt Rosoff) Surface contribution value of $ 420 million.

Why? Xu also said: “In addition, this quarter we found that the transition from Windows XP to Windows 7 continues to make progress, and now, two-thirds of the enterprise desktop running is Windows7.

Windows XP’s life cycle has entered the last year, Microsoft is encouraging enterprises to update as soon as possible, which also boosted the revenue of the non-OEM, As XU described above.

What is the conclusion? Despite the revenue growth, but the Windows business in fact, been hurt. Surface and does not contribute to a lot of traditional PC sales in decline, Surface Tablet PC competitors (Klein has clearly said, will soon be a smaller Surface competitors), the only way to really make everyone smiling is update enterprises in XP before the end of the acceleration.

Therefore, an analyst at investment company Stifel Nicolaus & Co’s Brad – ribbeck, (Brad Reback) to the Klein a faint worrying problem: “This time next year, the PC business will decline again it?” Klein replied: “upgrade cycle, especially for businesses in the coming year will be very interesting, I think in the longer term, it is more interesting is that we see the long-term evolution in the equipment market, I think this Compared with the upgrade cycle is a bigger driving force. “remark that Microsoft will shift to the tablet, Microsoft certainly hopes Surface Pro running Windows. He also said: “I think the tablet is the Windows 8 design in the first place, so I think more opportunities from new features, services and experience obtained by the user from the device, rather than just upgrade cycle.”

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