LONDON--(BUSINESS WIRE)--Mar 30, 2026--
The latest research from Omdia shows that US PC shipments (excluding tablets) grew 3% year-on-year in Q4 2025 to 18.2 million units, reversing two consecutive quarters of annual decline. The return to growth was driven by a combination of the peak of Windows 11 commercial refreshes, holiday-season demand, and vendor efforts to secure inventory ahead of anticipated memory and storage supply constraints in 2026. Full-year 2025 shipments reached 71.5 million units, up 3% from 2024, but 2026 shipments are now forecast to decline 13% year-on-year due to highly constrained supply of memory and storage products.
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“Q4 marked a meaningful inflection point for the US PC market,” said Kieren Jessop, Research Manager at Omdia. “After two quarters of year-on-year decline, the market returned to growth driven by solid performances across both the consumer and commercial segments. Consumer shipments rose 6% to 8.2 million units - the fourth consecutive quarter of annual growth - underpinned by holiday spending and a product mix shift to more affordable price ranges. The commercial segment grew 4% as enterprises continued their Windows 11 migration, particularly in the final stretch before the Windows 10 end-of-support deadline in October.”
Jessop continued, “The education segment remains a weak spot, declining 11% in Q4, although this was a notable improvement from the 29% drop in Q3 and the 16% decline in Q2. Reduced federal and state funding continues to weigh on school procurement, but we believe much of the inventory overhang that characterized the middle of the year has now been cleared. Government shipments edged up 1%, stabilizing after the sharp pullback earlier in 2025.”
“Looking ahead, the outlook for 2026 is significantly more cautious. Memory and storage costs have risen 40–70% since the start of 2025, and Omdia expects at least a further 60% increase in mainstream PC memory and storage costs in Q1 2026. These supply constraints are expected to have the greatest impact on the sub-$500 segment, which includes most education and entry-level consumer devices. As thinner margins and lower allocation priority constrain the low-end market, smaller vendors are especially at risk of being squeezed out of the market,” Jessop added.
Omdia forecasts US PC shipments to decline 13% in 2026 to approximately 61.9 million units before recovering modestly in 2027.
“Dell, which surged 22% year-on-year to claim the number two position in Q4 with a 25% market share had its strongest quarterly performance in the US in over two years. Its growth was concentrated in the commercial segment, where it benefited from large enterprise refresh deals and strong momentum in its premium lines. HP retained the top spot with 25% share despite more modest 1% growth, while Lenovo and Apple each recorded market share in the mid-teens.
For full-year 2025, however, the biggest story at the vendor level was Apple, which has been making market share gains in US businesses, reaching an 11% share in full year 2025: up 2.4 percentage points from 2024. This growth was driven by the MacBook Air, especially after doubling the M4 Air’s memory to 16GB while reducing the price by $100, bringing it back to the M1’s $999 price point. The $599 Neo extends that value trajectory and is expected to significantly disrupt the entry-level segment,” Jessop concluded.
ABOUT OMDIA
Omdia, part of TechTarget, Inc. d/b/a Informa TechTarget (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 PC estimates and forecasts by price band, 2025 vs 2026
US PC estimates and forecasts by segment, 2025-2030
WESTBROOK, Maine--(BUSINESS WIRE)--May 19, 2026--
IDEXX Laboratories, Inc. (NASDAQ: IDXX), a global leader in pet healthcare innovation, today announced that SDMA, a renal biomarker, will be built into Catalyst™ CLIPs, making complete kidney function evaluation part of the most common point-of-care chemistry profiles. Available beginning in June to customers in the United States and Canada, the integration expands access to advanced kidney assessment at scale, enabling veterinarians to identify kidney function loss earlier and act sooner, without disrupting familiar workflows.
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Supported by peer-reviewed studies using the IDEXX SDMA™ Test, SDMA is recognized by the International Renal Interest Society (IRIS) as a key biomarker for evaluating kidney function in pets. 1 Since introducing the IDEXX SDMA™ Test in 2015, IDEXX has performed approximately 119 million SDMA patient tests globally primarily through its reference laboratories and increasingly on the Catalyst platform, 2 underscoring the test’s clinical importance and broad adoption in kidney health evaluation. Results are seamlessly integrated into VetConnect™ PLUS, alongside other diagnostic data.
“SDMA is a clear example of how IDEXX innovates by developing clinically relevant diagnostics and then scaling their impact through platforms veterinarians already use every day,” said Mike Erickson, President and CEO of IDEXX. “Earlier insight enables earlier action, improving outcomes for pets, strengthening care experiences, and supporting durable, long-term growth for veterinary practices and IDEXX.”
Chronic kidney disease (CKD) is common in dogs and cats and frequently unrecognized, particularly early in the disease. Clinical evidence continues to show that including SDMA in routine diagnostic testing enables earlier detection of meaningful declines in kidney function that conventional markers alone may miss. 3–6 In addition, a study, published in the Journal of the American Veterinary Medical Association, found that cats with early-stage CKD treated with a renal diet experienced slower disease progression and improved survival. 7
“Kidney disease is common in both cats and dogs, so early evaluation is important,” said Dr. Christine Kirnos, VMD, The Cat Hospital of Media.* “Making SDMA easier to incorporate into routine in-clinic chemistry testing helps us assess kidney health more consistently and provides meaningful insight during the patient visit.”
For more information, please visit the Catalyst testing web page.
*Dr. Kirnos has received compensation for consulting services she has provided to IDEXX.
References
About IDEXX
IDEXX is a global leader in pet healthcare innovation. Our diagnostic and software products and services create clarity in the complex, constantly evolving world of veterinary medicine. We support longer, fuller lives for pets by delivering insights and solutions that help the veterinary community around the world make confident decisions—to advance medical care, improve efficiency, and build thriving practices. Our innovations also help ensure the safety of milk and water across the world and maintain the health and well-being of people and livestock. IDEXX Laboratories, Inc. is a member of the S&P 500™ Index. Headquartered in Maine, IDEXX employs approximately 11,000 people and offers solutions and products to customers in more than 175 countries and territories. For more information about IDEXX, visit: www.idexx.com.
Note Regarding Forward-Looking Statements
This news release contains or may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements can be identified by the use of words such as “expects,” “may,” “anticipates,” “intends,” “would,” “will,” “plans,” “believes,” “estimates,” “should,” “project,” and similar words and expressions. These forward-looking statements are intended to provide our current expectations or forecasts of future events; are based on current estimates, projections, beliefs, and assumptions; and are not guarantees of future performance. Actual events or results may differ materially from those described in the forward-looking statements. These statements are subject to risks, uncertainties, assumptions, and other important factors. Readers are cautioned not to put undue reliance on such forward-looking statements because actual results may vary materially from those expressed or implied. The reports filed by IDEXX pursuant to United States securities laws contain discussions of some of these risks and uncertainties. IDEXX assumes no obligation to, and expressly disclaims any obligation to, update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise. Readers are advised to review IDEXX’s filings with the United States Securities and Exchange Commission (which are available from the SEC’s EDGAR database at sec.gov and via IDEXX’s website at idexx.com).
Catalyst SDMA Testing
