Update: Sounds like Surface and enterprise volume licensing combined to make up for dropping PC sales.
During the analysts call, Chris Suh, general manager of investor relations at Microsoft, said that OEM revenue performance was in line with the underlying PC market, which he characterized as "challenged." He also said that inventory levels dropped as the channel waits for new Windows 8 models.
But he also said that non-OEM revenue was up 40 percent, boosted by sales of Surface tablets and double digit growth of volume licensing.
So despite all the negative buzz around Surface tablets, they seem to have helped keep the Windows division above water during the quarter.
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