Lenovo Reports Strong Q1 FY2025/26 Financial Performance

Lenovo Group ( (LNVGY) ) has released its Q1 earnings. Here is a breakdown of the information Lenovo Group presented to its investors.

Lenovo Group Limited, a leading global technology company, specializes in designing, manufacturing, and marketing a wide range of technology products, including PCs, tablets, smartphones, and data center solutions, with a strong focus on innovation and AI-driven solutions.

In its first quarter of FY2025/26, Lenovo reported a remarkable financial performance with a 22% increase in revenue, reaching an all-time high of $18.8 billion. The company’s profit attributable to equity holders surged by 108% year-on-year, highlighting the strength of its core operations despite external challenges.

Key financial metrics revealed significant growth across all business segments. The Intelligent Devices Group (IDG) achieved an 18% revenue growth, driven by increased AI PC penetration and premium sales, while the Infrastructure Solutions Group (ISG) saw a 36% revenue increase, with AI server revenue more than doubling. The Solutions and Services Group (SSG) delivered a 20% revenue growth, supported by a robust portfolio of AI-driven solutions.

Lenovo’s strategic focus on AI and innovation is evident in its 10% increase in R&D spending, which supports its Hybrid AI strategy. The company continues to enhance its AI capabilities, aiming to capitalize on opportunities in the AI landscape and drive its vision of Smarter AI for all.

Looking ahead, Lenovo remains optimistic about its growth prospects, focusing on its ‘Upgrade 3S toward AI twins’ strategy to drive sustainable, profitable growth and maintain its industry leadership in the evolving AI-driven market.