asp uplift

  1. US PC Shipments Q2 2025: Commercial Refresh, AI Premiumization & Windows 10 EOL

    US PC shipments cooled in Q2 2025 as channel inventories were worked through, but a steady commercial refresh — driven by the looming Windows 10 end‑of‑support and selective AI procurement — softened the blow and left OEM strategies, margins and channel execution in sharper focus. Background The...
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    • ai pcs ai premiumization asp uplift canalys canalys data channel inventory copilot+ sku enterprise refresh it procurement nearshoring pc market pc shipments pc shipments q2 2025 premium pcs q2 2025 supply chain tariffs windows 10 end of support
    • Replies: 0
    • Forum: Windows News

  2. HP AI PCs and Windows 11 Refresh Lift Margins as Printing Slows

    HP’s latest quarterly results confirm a simple — and lucrative — reality: AI PCs and the Windows 11 refresh are doing heavy lifting for the Personal Systems business, and that shift is materially improving margins even as printing revenues soften. Background / Overview HP reported fiscal...
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    • ai pcs asp uplift channel partners directml enterprise it hardware strategy hp inc it procurement margin expansion mix shift npu npu acceleration on-device ai personal systems printing decline software ecosystem supply chain windows 11 windows copilot runtime
    • Replies: 0
    • Forum: Windows News