Unit sales of Windows PCs and tablets to consumers in the U.S. are down 21 percent since the Windows 8 launch a month ago, compared with the same period last year, according to new numbers released this morning by the NPD Group market research firm. NPD notes in a news release that Windows 8 tablet sales “have been almost non-existent, with unit sales representing less than 1 percent of all Windows 8 device sales to date.”

The PC market overall has been struggling this year, so the declines are a continuation of that trend and a sign that Windows 8 isn’t yet providing a lift to the U.S. consumer PC market.

One caveat: NPD’s numbers don’t include sales of Microsoft Surface. Microsoft is selling its new tablet exclusively in its own retail and online stores for now.

One bright spot, according to NPD analyst Stephen Baker: “The strong performance of Windows 8 notebooks with touchscreens, where Windows 8 truly shines, offers some reason for optimism. These products accounted for 6 percent of Windows 8 notebook sales at an average price of $867 helping to re-establish a premium segment to the Windows consumer notebook market.”

In the month since its launch, Windows 8 represented 58 percent of Windows device sales to consumers in the U.S., compared with 83 percent for Windows 7 during the comparable time period following its launch three years ago. A difficult back-to-school shopping season gets part of the blame, leaving lots of Windows 7 inventory for retailers to sell over the past month.

Earlier this week, Microsoft disclosed Windows 8 sales figures for the first month since the operating system’s debut, announcing that 40 million licenses had been sold to businesses and consumers worldwide. A report on Nov. 16 by longtime Microsoft watcher Paul Thurrott said Windows 8 sales were well below Microsoft’s internal projections, citing an anonymous source.

Here’s the full rundown from NPD.

Comments

  • Guest

    I have nothing but optimism in response to this report. With 40 million licenses of Windows 8 now in the marketplace, a population the size of Los Angeles is joining the Metro area every single day. By this time next year, we’ll be looking back at the doom and gloom of 2012 and laughing.

    I’ll start now: LOL!

    • Guest

      40 million licenses, not people!

      • Child Please

        But they are not selling people, they are sell software licenses

        • Guest

          Selling licenses to channels, HP, Dell, Lenovo, and other businesses doesn’t mean that people are actually using W8. So selling 40 million licenses does NOT add a population the size of Los Angeles every single day. That’s the problem with the statement above, and that’s the problem with MSFT’s PR spin.

  • Guest

    “NPD’s numbers don’t include sales of Microsoft Surface”

    So the pessimistic numbers are basically invalid because the MS Surface is clearly selling like crazy! (not really, I just wanted to see what it must feel like to be a MSFT astroturfer)

    • Guest

      Where do I apply for an MS job astroturfing?

    • Guest

      Qualifying a number doesn’t invalidate it. It just provides additional context. Surface sales are unlikely to have been a large factor in the sell though for W8 overall. They might however be enough to affect NPD’s “less than 1 percent” of total device sales.

  • Guest

    Well, this does sort of confirm the suspicion that MS was cooking the #’s with that whole 40m licenses claim.

    • Logic Challenged

      Cooking them by reporting them?

      • guest

        reporting them as licenses, which as we know were deferred from the previous quarter by most all of their enterprise customers.

        • Logic Challenged

          Licenses are what they sell and what they always report if they break out anything at all. And in case you hadn’t noticed people are still buying PCs, which likely explains >half that 40M.

  • Guest

    “Non-surface tablet sales non-existent”? Ouch.

    • guest

      There are very few W8 tablets available in retail yet. Appears to be related to Intel CT supply issues.

  • stevefi

    This is way more accurate gauge of interest than the 40 million licenses number talked about earlier in the week.

    Sounds like the road for MS is going to be a tough one for the next few years. Stock’s already down ~1.5% today when the market overall is up.

    Ouch.

    • Logic Challenged

      A US consumer number is a more accurate gauge than a worldwide business + consumer number?

      • guest

        Yup. Because it is A) an independent source and B) it’s all downhill from the US market. Whether we like it or not, in computing tech, US leads, ROW follows.

        • Logic Challenged

          Nope. The penalties for management making materially false statements about numbers are extensive. And PC growth has been in ROW for some time now. Also, much of ROW still doesn’t have extensive internet and wifi.

          • guest

            The real thing is that with Microsoft, business pay for upgrades upfront, often long before the product is released or even talked about. So that 40m number includes a bunch of pre-bought upgrades, so it doesn’t really show demand. The more of these long-term purchasing agreements MS signs, the bigger their upgrades are regardless of the demand for the product.

            The consumer number is a lot cleaner, and I think I can speak for anyone that cares about housing prices around Seattle when I say that I really wish it here a heck of a lot higher.

          • guest

            There is nothing “materially false” in how MS is treating deferred enterprise installed. HOWEVER, it does materially, and artificially, inflate their #’s relative to the trend against shrinking PC sales. As to ROW, perhaps you haven’t noticed, but tablet sales (both iOS and Android) are exploding in emerging markets. The chickens will come home to roost in a couple of months when OEMs have to report #’s, and then the pain will be apparent. There’s not a lot MS can do to whitewash that.

  • Richard A McAllister

    had a computer that work great then put windows 8 pro now most apps stop working now I have a 2000 paper weight

    • Mark

      Upgraded half a dozen machines. Haven’t hit anything except one app that was pre flagged by the advisor. What apps aren’t working?

  • Guest

    “A total of 81,029,861 shares of Microsoft Corp stock was sold by insiders, totaling $2,405,520,044. Over the same time 12 month time period, 33,500 shares of Microsoft Corp, for a total value of $994,162 were purchased by company insiders.”
    {CNN Money, Nov. 2012}

    • guest

      Nothing new there, troll. And is also true for many top tech companies. Seriously, get a life.

      • Guest

        Not a troll to me. I hadn’t seen that data and found it informative and interesting.

      • Guest

        How is it trolling, if one just quotes facts compiled by a financial news outlet? $2.5 billion(!) cashed by MSFT insiders? Yeah, nothing new there.

        • Guest

          It’s trolling when you introduce a number that hasn’t changed much for a decade into a story about PC growth declines, and try to pretend one is related to the other.

          • Guest

            What a load of cow dung! You’re in denial about MSFT, that’s all.

  • Worried

    It’s too early to tell if this is going to be the first of a series of bad numbers that show Win8 isn’t doing what it needs to (the start of the fall), or the last of a series of bad numbers that come before it does what it needs to do (the end of the decline before the comeback).

    But, if this IS the former, then the story that’s coming is a bad one and anyone in this region needs to be concerned.

    When giants stumble, they crush people on the ground around them.

  • guest

    And with that news and today’s drop in MSFT, Google is now more valuable again. Looks like that might stick this time. Congratulation to shareholders who elected Ballmer with >96% approval. You have no one to blame but yourselves.

  • guest

    Windows 8 is more of a mistake than Vista in my opinion. It sucks for PC’s. I just dont belive people are ready for that type of interface yet

  • http://www.politecs.com/ PoliTecs

    Total assault hit jobs on MS! You hatters are INSANE and making total assess out of yourselves. Down 21%!?
    Sold 40 million in ONE MONTH!
    Took W7 6+ months to sell 60 million
    You are fools attacking MS in nearly every story I see online, day after day since W8 was released. Do this at your own peril. Its a solid OS and keep an eye on your stupid apple, its about to get another bit taken out of it!

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