"We did see good growth in both EMEA and APJ this quarter. And some of that was driven by the expected tailwinds from Win 11.
And I would say, at this point, we have roughly 30% of the installed base still on Windows 10," Parkhill said.
>>> Cowes Week Opens Bicentennial Sailing Regatta on Isle of Wight
HP leadership views the remaining users as a key opportunity for future hardware upgrades.
Ketan Patel, President of HP's Personal Systems business, outlined the strategy for the coming months.
"One, still Windows 11, 30% of the installed base is still to be refreshed.
So, that's one tailwind, which we see as an opportunity in the short run," Patel said.
Conversely, other major manufacturers pivoted their strategies much earlier.
At CES 2026, Dell announced a return to core hardware performance, scaling back its dedicated focus on marketing local AI capabilities to consumers.
"We're getting back to our roots with a renewed focus on consumer and gaming," a Dell executive said at the event.
Dell previously renamed core product lineups around the AI narrative before reversing the decision.
Jeff Clarke, Vice Chairman and COO of Dell Technologies, addressed the strategic pivot during the event.
"It was obvious we needed to change," Clarke said.
During its Q3 2026 earnings call, Clarke disclosed that adoption rates for Windows 11 were lagging 10 to 12 percentage points behind Windows 10 over the same lifecycle period.
>>> EU Officials in Talks with OpenAI, Anthropic Over AI Hacks
Microsoft expects Windows OEM revenue declines to continue into the next fiscal period.
