Sales are down 14% as officially reported. I think this is due to Windows 8 offering nothing for the enterprise. How the big-wigs at Microsoft prioritised new business over guaranteed business remains a secret locked up in Redmond. The phrase "suicidal tendencies" seems apt.
It is no surprise that tablet usage is on the rise, this was predicted and guided the choices for Windows 8. My concern is that their new business model is going to lead them to failure, and am not sure if replacing Steven Sinofsky is a promotion or a poisoned chalice.
Personally, I think they need to keep pushing Metro and the new API's, but a failure to bring the desktop in on the action will mark the beginning of the end of Microsoft in the top 3 software companies.