Microsoft (MSFT) has seen a 6.5% year-over-year increase in global PC shipments in Q2 2025, totaling 68.4 million units, driven by the transition from Windows 10 to Windows 11 and pent-up demand from older devices, according to IDC data. Major PC vendors, including Lenovo (24.8% market share), HP (20.7%), and Dell (14.3%), rushed to increase shipments in the U.S. ahead of potential tariff increases.
Windows 11 commercial deployments have surged 75% year-over-year in Q3 2025 as enterprises prepare for Windows 10’s end of support in 2025. Microsoft projects its More Personal Computing segment revenues for Q4 2025 will range from $12.35 billion to $12.85 billion, compared to estimates of $12 billion, indicating a 1% growth year-over-year.
Microsoft’s stock has increased by 21.3% in 2023, outperforming the Zacks Computer – Software industry’s growth of 19.6%. The current Zacks Consensus Estimate for Microsoft’s fiscal 2025 earnings is $13.34 per share, reflecting a 13.05% year-over-year growth.
