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Microsoft10-Q: Bookings decline

Windows OEM and devices revenue dropped 22% due to weaker PC demand

Source: Autobound Signal API · 165 signals tracked for Microsoft · updated

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What happened

Windows OEM and devices revenue decreased by $1.0 billion or 22% in the quarter, driven by prior-year Windows 10 end of support comparisons, partner inventory drawdowns, and softer PC demand.

Source

SEC EDGAROct 28, 2026

Quarterly report (Form 10-Q)

Microsoft 10-Q for Quarter ended Sep 30, 2026

Filing excerpt

Windows OEM and devices revenue decreased $1.0 billion or 22% driven by the benefit from Windows 10 end of support demand in the prior-year, inventory drawdowns by OEM and channel partners, as well as weaker PC market demand.

sec.gov/Archives/edgar/data/789019/000119312526436133/msft-20260930.htmRead the full source

Other signals in this filing (5)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Bookings decline

What this signalsFilings often name leadership changes, deals and spending plans.

Period
Quarter ended Sep 30, 2026
Fiscal year end
09/30
Filed
Oct 28, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$1B (decrease in Windows OEM and devices revenue)
Percent
-22% (decrease in Windows OEM and devices revenue)

Details

CIK
789019
Accession number
0001193125-26-436133
Timeframe
Current quarter
Quarter
Q1
Filing year
2026
Fiscal year
2027
Period end date
Sep 30, 2026
Why it matters
Sales effectiveness tools
Signal category
Revenue

Topics and mentions

Technologies

  • Windows
  • Windows 10

Extraction

Confidence
High
Relevance
70%
Sentiment
Negative
Detected
Nov 3, 2026
signal_type
sec-10q
signal_subtype
bookingsDecline

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/e6fdf94a-3791-411d-bd52-9e9637c9d633 returns this record as JSON. POST /v1/companies/enrich returns every signal for microsoft.com.

{
  "signal_id": "e6fdf94a-3791-411d-bd52-9e9637c9d633",
  "signal_type": "sec-10q",
  "signal_subtype": "bookingsDecline",
  "detected_at": "2026-11-03T07:12:01.885+00:00",
  "company": {
    "name": "Microsoft",
    "domain": "microsoft.com"
  },
  "data": {
    "detail": "Windows OEM and devices revenue decreased by $1.0 billion or 22% in the quarter, driven by prior-year Windows 10 end of support comparisons, partner inventory drawdowns, and softer PC demand. B2B hardware and endpoint management vendors may face cautious purchasing cycles within the PC device ecosystem.",
    "metrics": {
      "pct": -0.22,
      "timeframe": "current_quarter",
      "pct_context": "decrease in Windows OEM and devices revenue",
      "dollar_context": "decrease in Windows OEM and devices revenue",
      "dollar_millions": 1000
    },
    "quarter": "Q1",
    "summary": "Windows OEM and devices revenue dropped 22% due to weaker PC demand",
    "excerpts": "Windows OEM and devices revenue decreased $1.0 billion or 22% driven by the benefit from Windows 10 end of support demand in the prior-year, inventory drawdowns by OEM and channel partners, as well as weaker PC market demand.",
    "relevance": 0.7,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/789019/000119312526436133/msft-20260930.htm",
    "filing_date": "2026-10-28",
    "filing_year": 2026,
    "fiscal_year": 2027,
    "fiscal_year_end": "09/30",
    "period_end_date": "2026-09-30",
    "sales_relevance": "Sales effectiveness tools",
    "signal_category": "revenue",
    "technologies_mentioned": [
      "Windows",
      "Windows 10"
    ]
  }
}

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