Like clockwork, cloud services are the strong point of Microsoft’s revenue this quarter. Microsoft’s Surface Laptop. As a result, Windows OEM and devices revenue is up 3 percent year over year, driven by growth in Windows OEM revenue. Microsoft primarily makes money from Windows through OEM revenue, the price that manufacturers pay to license Windows for laptops and PCs. The January price increase to Microsoft 365 consumer plans has also contributed to 20 percent of growth in Microsoft 365 Consumer cloud revenue.