In 2015, as Microsoft was preparing to release its Windows 10 operating system, a developer evangelist speaking at a technical session during a company event dropped an eyebrow-raising statement. “Windows 10 is the last version of Windows,” he said. But last week, Microsoft announced an online event to reveal “the next generation of Windows.”
The Apple threat.
Apple has posed a threat to the Windows ecosystem by introducing Mac computers that run its own Arm-based M1 chips, which boast more impressive battery life than Intel-based PCs. Microsoft and other PC makers have come out with Arm-based Windows 10 computers, but software compatibility issues have made the machines hard for reviewers to recommend. Microsoft could improve that situation. “If Microsoft and the PC OEM ecosystem is able to offer a nearly-identical user experience across Windows on x86 and Windows on Arm for the fat tail of productivity applications that really matter for users, plus longer battery life, performance per watt, and 5G (via Qualcomm) approaching that of the M1, we think it would be a big winner for Windows,” Rosenblatt Securities analyst John McPeake, who has a buy rating on Microsoft stock, wrote in a note distributed to analysts on Thursday.