-But do the two numbers 350 m and 400 m - be together with their announcement tell us about the PC sales in the second quarter?
Actually, they suggest that they are not, go the swimmingly. Here is the reason.
In the second quarter of 2010, the research company Gartner and IDC say that about 80 m were sold Windows PCs (I've deducted sold for the quarter the number of Apple Macs). In the second quarter of 2009 was the figure of 66 m. (Sun, that was a pretty impressive previous year growth of about 20% between 2009 and 2010.)
So: 350 m from 22 April sold (the blog post actually says "greater than", but let down, round us, because that puts a better light on PC sales for this quarter.)
Two months (and a week) later Microsoft says that it has sold an additional 50 m licenses. Assuming that sales through the district are to go, implies, sales of only 75 m PCs in the second quarter - which would be one 6% dip. This is quite significant and if properly, according to a 2% of bath in the Windows-PC sales in the first quarter would come. Possible causes can financial squeezes on companies and the earthquake in Japan slows business in the far East included.
One of the factors that could cause of conscience: my calculation in April showed that 7 licenses Windows 67% of PC shipments in the first 18 months. (This is because you get an overlap with older systems, including XP and Vista.) If this is still the case, then, would be that 75 m 125 m. But as there has never ever been the slightest hint of the PC market meeting this size, we can as the wrong discount. The figure of 67% for the first 18 months will release due to its OS overlap occurred. but now you not XP - Microsoft stopped on October 22 - sales, making it now the way Windows 7.
Allow maybe some small mix of Vista licensing and/or "white boxes" without licenses delivered will and Windsor at Nomura are still looking to 0 (zero) or very small growth 2010 - perhaps a total 80 m. financial Snalysts such as Richard PC forecast total growth rate of only 3% in PC sales this year.
Yes, but what does it mean? It means less money for Microsoft. There were only 75 m in the second quarter Windows PC directly on the bottom line sold, translated.
Going to Microsoft's own financial results (numbers come from the fourth quarter until next week), three-year average sales per Windows PC sold is $56.47, and profit is $39.91.
Close the two scenarios and the following result for the Windows Division:
• 75 m PCs sold: revenues: $4. 23bn; Enjoy $2-. 99bn
• 80 m PCs sold: revenues: $4. 52bn; Profit: $3 billion.
Are still large numbers - but they are not showing the growth of the Steve Ballmer could have hoped for. (75 M is pretty pessimistic, level access to the first quarter, but if more sales have reduced NetBook would be 80 m then may be too large.) This Windows 8 tablets are not really early enough can.
Update: It is actually higher than 80 m is what could mean that the number of PCs sold an another confusing factor, but the Windows licenses are not for them: PC sales in China. The Wall Street Journal in May reported a speech in the Ballmer said that Microsoft just about gets 5% of the revenue from China, which receives from the West, due to the rampant piracy. For 2011, Wall Street Journal IDC announced "projects PC unit shipments in China are 12% to 71 million units, just shy of 75 million units in the United States where it expected sales that flat increase."
If these programmes accesses Windows licenses are not, could we see doesn't grow sales PC even during Microsoft's revenue from them. It's a way: we find out next week.
View the original article here
No comments:
Post a Comment