dell earnings

Windows users are not rushing to the Windows 11 upgrade party, and the headline numbers driving that story come straight from an investor briefing that reframes the migration as a patchwork of technical limits, economic choices, and plain user inertia. Dell’s COO told investors that roughly 500...

Dell’s blunt admission on its latest earnings call — that the Windows 11 migration “has not completed” — is a concise way of saying the modern Windows upgrade cycle is slower, messier, and more commercially complicated than many expected. The company’s COO, Jeffrey Clarke, told investors that...

Dell’s blunt message in its latest earnings call — that the transition to Windows 11 is trailing the pace of past OS migrations — is more than a corporate talking point; it reframes the near-term outlook for PC demand, enterprise migration planning, and how OEMs and channel partners will...

Dell’s blunt numbers — spoken on a recent earnings call — pulled the curtain back on a messy reality: roughly 500 million PCs that technically meet Windows 11’s requirements are refusing to upgrade, and another 500 million machines are simply too old to run Microsoft’s current desktop OS. Those...

Dell’s own numbers make something plain: the Windows 11 migration is slower and messier than Microsoft hoped, and that slow pace is reshaping OEM planning, PC refresh timing, and the narratives Microsoft is using to sell the next generation of AI-capable machines. Background / Overview The crux...

Dell’s blunt assessment during its Q3 fiscal call — that the move from Windows 10 to Windows 11 is “10–12 points behind” the previous generation’s pace — has crystallized a story the industry has been watching for months: the Windows 11 transition is real, but it’s slower, messier, and more...

Dell’s blunt assessment during its latest earnings call that the transition to Windows 11 is “much slower” than the move from Windows 7 to Windows 10 crystallizes a problem that’s been visible for months: the operating system upgrade cycle that once helped refresh entire fleets of PCs now faces...