Microsoft's Windows business appears to have just had its best quarter at least since Satya Nadella became CEO in 2014 and started refocusing the company on the cloud – and it's all thanks to the demise of its popular Windows 7 operating system.
Jonathan Neilson, a finance director in Microsoft investor relations, told Business Insider the end of Windows 7 created a lot of momentum for the business in the company's most recent quarter. Going forward, he said, Microsoft expects more modest – but consistent – growth in its OEM business, where it licenses Windows to PC manufacturers like Dell or HP.
Before Microsoft started using new business units including "More Personal Computing," Microsoft didn't break out total Windows revenue at all, rather revealing only glimpses. The company was sharing at least one relevant metric at the time Nadella became CEO – revenue from the Windows OEM business.
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