Microsoft announced its Windows business will shrink faster in the December quarter due to a global memory shortage impacting PC sales and raising data center costs. Windows OEM revenue, tied to PC maker sales, fell 27% in the September quarter and is expected to decline by the mid-30% range next quarter. PC makers stocked up on memory amid rising prices, leading to inventory sell-downs and weaker demand. Despite this, Microsoft's cloud business remains strong, supporting overall results. The outlook depends on memory prices easing and inventory normalizing to stabilize Windows revenue.
As of Oct 30, 2026 00:22 WIB, Microsoft shares on Pluang are priced at USD 524.29, down 1.27% for the day. Despite the challenges in the Windows PC segment due to memory shortages, the stock remains heavily traded with a volume of 25,128,542 and a market cap of $3.94 trillion. Investor sentiment shows a strong leaning towards selling, with 77% of Pluang orders being sell orders at this time.
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