Overview
- On its Q3 2025 earnings call, Dell said about 500 million PCs that could upgrade to Windows 11 have not done so.
- Dell also estimated another roughly 500 million PCs are too old to meet Windows 11’s requirements, describing many as around four years old.
- The company said the Windows 11 transition is running 10–12 percentage points behind the prior Windows 10 migration at a comparable stage.
- Windows 10 has reached end of support yet remains widely used across consumer and commercial machines.
- Dell expects PC demand to stay relatively flat next year but views AI-capable systems with NPUs as a likely driver for future upgrades.