Microsoft's Q3 FY2020 earnings: Windows OEM revenue flat YoY.
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Microsoft says that despite the COVID-19 crisis Windows OEM revenue was relatively unchanged year over year.
Microsoft says Windows OEM Pro revenue grew 5% driven by continued Windows 10 momentum with demand from remote work and learning scenarios. Growth was however offset by supply chain constraints in China.
Windows OEM non-Pro revenue declined 10% driven by continued pressure in the entry-level category and supply chain constraints in China.
Windows Commercial products and cloud services revenue grew 17% (up 18% CC) driven by increased demand for Microsoft 365, slightly offset by a slowdown in transactional licensing
Read the rest of Microsoft’s earnings here.
