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Windows 10 to Land on 100 Million PCs by the End of September, Analyst Estimates

We expect Windows 10 adoption to skyrocket, he says

Sep 7, 2015 09:47 GMT  ·  By
Windows 10 was released on July 29 on PCs
   Windows 10 was released on July 29 on PCs

Windows 10’s market share has almost reached 7 percent in the first week of September, but the new operating system is still far from Microsoft’s goal of landing on 1 billion devices by 2017.

Analysts, however, predict a rapid growth for Windows 10 in the coming months, especially as Microsoft completes the rollout to Windows 7 and 8.1 computers eligible for the upgrade.

FBR analyst Daniel Ives has set an Outperform rating on Microsoft stock and has said in a note to investors that Windows 10 is very likely to arrive on 100 million PCs by the end of the month, explaining that the Redmond-based software giant is going in the right direction right now.

“We believe cloud momentum and a healthy Windows 10 uptake out of the gate is setting the stage for a transformational cloud transition for Satya Nadella and company over the next few years. With Windows 10 on pace to be installed on more than 100 million devices worldwide by the end of September based on our estimates, we believe the downloadable, free strategy and enhanced features around this next-generation platform are resonating with developers, consumers, and enterprises.”

Already running on 75 million PCs

Ives’ forecast is very likely to come true because Microsoft figures showed that Windows 10 was already running on 75 million computers across the world in early September, and if the rollout goes according to plan, the 100 million threshold might actually be reached before the end of the month.

Microsoft is rolling out the new OS in stages, so as it becomes available to more PCs that get the new bits, the market share of the product is growing, and so is the number of devices running it.

Windows 10 Mobile, which is the mobile sibling of the operating system, is also projected to arrive next month to support the 1 billion devices running Windows 10 goal, but it’s believed the smartphone platform would only have a small contribution, given the rather low market share of Windows Phone, but also the reduced market penetration of the company in the mobile industry.