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Omdia: US PC Shipments See 1% Annual Drop for a Second Consecutive Quarter

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Omdia: US PC Shipments See 1% Annual Drop for a Second Consecutive Quarter
News

News

Omdia: US PC Shipments See 1% Annual Drop for a Second Consecutive Quarter

2025-12-09 18:02 Last Updated At:18:10

LONDON--(BUSINESS WIRE)--Dec 9, 2025--

The latest research from Omdia shows that PC shipments (excluding tablets) to the United States fell 1% year-on-year in Q3 2025 to 17.7 million units, marking the second consecutive quarter of decline. Despite noticeable downward macroeconomic pressures, the consumer segment grew 8% in the quarter to 7.6 million units. The commercial segment was broadly stable, with shipments declining by just under 1%, while the education and government segments together saw a sharper 23% drop in Q3. Even with two consecutive quarters of overall decline, Omdia’s outlook for the holiday season remains positive and the US PC market is still expected to grow in 2025, with full-year shipments forecast to increase by 4%.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20251204173273/en/

“The education and government segments have both moved into a pattern of continual decline after a strong start to the year in Q1,” said Greg Davis, Analyst at Omdia. “There are a few drivers behind this. First, government funding for both schools and government agencies has been reduced. The United States has seen record layoffs in these areas in 2025, so it is not surprising that technology spending is also falling. Second, and less immediately visible, is the unwinding of elevated inventory levels that were built up earlier in the year to soften the impact of tariffs.” A recent Omdia quick poll indicates that commercial channel partners across all global regions now primarily expect inventory levels to decrease in Q4 2025.

Davis continued, “As these excess inventories are cleared, creating room for new shipments, we expect the rate of decline to begin to moderate, especially in the commercial segment where the contraction has been less severe. The ongoing transition from Windows 10 to Windows 11 should provide additional support to commercial demand and help this segment return to growth in Q4.

“The consumer segment has been a bright star for the US PC market in 2025, with growth recorded in each of the first three quarters,” Davis added. “Q3 delivered the strongest performance so far, with consumer shipments rising 8% year-on-year. However, recent reports show a sharp deterioration in US consumer sentiment. Tariffs and inflation continue to put upward pressure on prices, interest rates remain elevated, and unemployment, credit card debt, and loan delinquencies are all increasing.”

“In light of these macroeconomic trends, Omdia forecasts that the consumer PC segment will see an annual decline in Q4 2025. Even so, 2025 as a whole is still projected to be a growth year for the US PC market, and we expect it to finish the year in a stronger position than in the previous two quarters,” Davis concluded.

ABOUT OMDIA

Omdia, part of Informa TechTarget, Inc. (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets grounded in real conversations with industry leaders and hundreds of thousands of data points, make our market intelligence our clients’ strategic advantage. From R&D to ROI, we identify the greatest opportunities and move the industry forward.

US Consumer Sentiment Index continues to fall through Q3 2025

US Consumer Sentiment Index continues to fall through Q3 2025

US PC estimates and forecasts by segment, 2025 to 2029

US PC estimates and forecasts by segment, 2025 to 2029

RICHARDSON, Texas--(BUSINESS WIRE)--Dec 9, 2025--

FPT today announced its Smart Showroom Accelerator solution, which enables auto dealers to turn data into decisions that inform and accelerate sales-to-conversion in real-time while building customer loyalty.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20251209837418/en/

“The U.S. auto retail industry is facing unprecedented pressure. Technology shifts, rising tariffs, and an uneven economy are forcing dealerships to evolve—or risk irrelevance. In 2025, global events conspired to create a storm of disruption for dealers,” says Phuong Dang, FPT Software Senior Executive Vice President and FPT Americas Chief Executive Officer, FPT Corporation. “In October, inventory levels rose from a 73-day supply to a 77-day supply. Margins, especially on parts, are slim; the impact of tariffs and expiring EV credits has intensified the storm. We are addressing this with a single elegant solution.”

The solution lies in uniting existing tools and systems rather than shifting completely online or installing new platforms or tools.

“Dealers keep asking what’s possible right now, without replacing their core systems,” said Chuck Bratton, Vice President of Solutions at FPT Americas, FPT Corporation. “We stitched together today’s computer‑vision engines, VIN data services, and open CRM connectors to show a practical path forward—and we’re opening the conversation to anyone who wants to try it.”

The Accelerated Smart Showroom

The innovative showroom solution leverages an AI-driven Intelligence in Motion framework, powered by FPT’s AI-first FleziPT platform, that integrates computer vision and real-time data processing into a single seamless solution. When a prospect or customer drives onto the dealer's lot, cameras instantly capture the license plate to identify the make, model, and mileage. AI then cross-references that information with existing CRM data to reveal prior interactions, trade-in potential, and even the customer’s preferred salesperson. Before the visitor enters the showroom, sales executives receive a display that shows buying patterns and likelihood, purchase history, and more to make accurate recommendations. This real-time action frames the first 90 seconds of the sales interaction with confidence.

“The ultimate goal is to make technology invisible and move from an adversarial to an intelligence-driven collaborative buying experience,” said Kevin Tynan, Director of Research, The Presidio Group. “When customers feel as if they are known, understood, and respected, the dealership wins twice, once in the sale, and again in loyalty.”

Meet FPT at CES for a specialC Spaceevent and visit them atbooth# 6719

Who: Aurora Nguyen Dan Phuong, Global CMO of FPT Software, FPT Corporation, and
Oliver Boden, Partnership Sales Director of Chelsea Football Club (CFC).
When: January 7, 3 PM
Where: ARIA, Level 2, Mariposa Ballroom Theater-style lounge seating for 200.
What: Leaders will discuss their partnership to create a next-generation CFC website that will transform the way fans interact with the team and club.
You can schedule a meeting with FPT executives during CESHERE.

About FPT
FPT Corporation (FPT) is a globally leading technology and IT services provider headquartered in Vietnam and operates in three core sectors: Technology, Telecommunications, and Education. Over more than three decades, FPT has consistently delivered impactful solutions to millions of individuals and tens of thousands of organizations worldwide. As an AI-first company, FPT is committed to elevating Vietnam’s position on the global tech map and delivering world-class AI-enabled solutions for global enterprises. FPT focuses on three critical transformations: Digital Transformation, Intelligence Transformation, and Green Transformation. In 2024, FPT reported a total revenue of USD 2.47 billion and a workforce of over 54,000 employees across its core businesses. For more information about FPT's operations in the Americas, please visit https://fptsoftware.com/fpt-americas

FPT Drives the Accelerated Smart Showroom

FPT Drives the Accelerated Smart Showroom

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