ارتفعت الإيرادات بنسبة 12 في المائة ، وزاد صافي الدخل بنسبة 2 في المائة فقط. ولكن بينما ارتفعت الإيرادات ، شهدت Microsoft أن بعض أعمالها الأساسية ، بما في ذلك Windows و Xbox ، بدأت في التراجع.

The PC market had been thriving throughout the pandemic, but PC shipmentsI experienced a big decline in the recent quarter — nearly 13 percent according to Gartner. It’s the sharpest decline in nine years, thanks to geopolitical tensions, inflation, and continued supply chain challenges.

Microsoft’s Windows OEM revenue, the price PC manufactures pay Microsoft to put Windows on machines, fell 2 percent in Q4, driven by what Microsoft described as “production shutdowns and a deteriorating PC market.”

We did see the market weaken through the quarter, so that did impact our results,” says Kendra Goodenough, director of Microsoft investor relations, in a call with The Verge. Microsoft CEO Satya Nadella offered some more context on the PC market during an investors call today. “Despite a changing market for PCs during the quarter, we continue to see more PCs shipped than pre-pandemic, and are taking share,” says Nadella

Despite the weaker PC market, Surface is doing well on the commercial side. Surface revenue has increased 10 percent for Q4, despite no big Surface launches during the quarter. “Consumer side is definitely dropping off at a faster rate when it comes to overall demand environment right now, so when we think of the commercial strength on Surface that’s where we get a little bit more help on that Surface [revenue] number,” explains Goodenough.

Microsoft refreshed its compact Surface Laptop Go in June with 11th Gen Intel processor, but we’ll be waiting until the fall until we see a bigger refresh to the Surface lineup. 2022 marks 10 years of Surface, so expect the usual fall event for new devices.

All eyes are now on Intel’s planned price increases of its CPUs and chips, and how they might affect the PC market. Intel is planning price rises for its flagship CPUs and a wide range of other chips later this year, including Wi-Fi and other connectivity chips.

Over on the Xbox side, hardware revenue fell 11 percent, alongside a 6 percent dip in Xbox content and services revenue. Microsoft attributed the services declines to “lower engagement hours and monetization” across both first- and third-party titles. Overall gaming revenue at Microsoft declined 7 percent, year over year.

The decline you’re seeing in Xbox hardware is partly a reflection of the fact we had that launch... about two years ago, so with the supply constraints that we had seen over the last couple of years it has kind of extended out that period for consoles,” say Goodenough. “We’re still seeing strong demand, but coming off those highs that we saw in the last couple of years with the launch.”