Nomura Analyst Cut Windows 8 Sales Estimate, Blames Windows PC OEMs

Today, Nomura analyst Rick Sherlund cut his Windows 8 sales estimates saying that “Windows 8 is off to an awkward launch,”. He noted that several factors for such launch. First PC OEMs were slow to bring out tablets and ultrabooks based on Windows 8, a steep learning curve is required for consumers to use Windows 8 and the bad press due to confusion between Windows RT and Windows 8.

“In looking at Microsoft, we have assumed essentially no growth going forward in traditional PCs (or actually down about 6 [percent] if we exclude new ultrabooks) and the more relevant market growth of about [3 percent to 5 percent] if we include Windows-based tablet devices. We assume that many consumers will prefer an iPad to a Windows device, but that Office is still an anchor for enterprise and prosumers that may chose to upgrade notebooks to either ultrabook touch or tablet/hybrid devices for longer battery life, thin, light-weight and touch that addresses the desire for new form factors and new tablet based usage and apps. 2013 could be a good upgrade year for old notebooks,” Sherlund said.

Rick also trimmed his EPS forecast of Microsoft for the June 2013 fiscal year to $2.81 a share from $2.93; for FY 2014, he goes to $3.10, form $3.24.

via: CNET 

  • the person

    a day late dude…ms already announced license sales, on par with win 7 sales.
    You look like a stooge.

    • Bugbog

      True! Nor would I classify a 5 – 20 min tutorial as “steep”?!

    • SocalBrian

      Sales to OEMs for products that may well be sitting on the shelf, or volume licensees who will in fact install Windows 7 or even Windows XP are not the same thing as sales of Windows 8 to end users. Mary Jo Foley asked Microsoft for some clarification on the number they gave and Microsoft refused to break it down. There is no way we can compare this number with Windows 7 at this point.

      • the person

        no shit Sherlock. Microsoft can’t predict what people will do with their product once they buy it. They sold 400million copies. What those people do with them is up to them, not Microsoft. If the PC OEMs can’t move product then perhaps they have a crappy product, not the fault of Win8.

        • SocalBrian

          The thing is if OEMs can’t move Windows 8 PCs (it doesn’t really matter if it’s the fault of the OEM or the fault of Windows 8) this will negatively impact Microsoft with much lower orders in the future. You can also be very confident that Microsoft does have people working very hard to “predict” what is happening – rather than just sitting on their hands and waiting to be surprised.

  • deathdealer351

    I would say there is confusion esp at the lower price point. If you look at the comments about the w510 which was selling $399 over the bf weekend people were asking if they could run x86 on it. You don’t see that at the higher points

  • Ahmad Waleed

    See this. they have such a nasty start screen theme,

  • surilamin

    Some analysts had over-estimated the impact of Win8, I think this is just bringing it down to the level of Windows 7 and the analysts are seeing OEMs fucking up a lot.

  • freeiam

    This is the end of Windows