As Memory Prices Squeeze Enterprise Buyers, Lenovo Laughs All the Way to the Bank
AI-related revenue doubled to 33% of group sales as Lenovo posted record full-year revenue and profit, and shares jumped more than 15%.
- Lenovo Group Limited reported record fiscal year 2025/26 revenue of $83.1 billion, up 20% year-on-year, marking the strongest year in the company's history.
- Lenovo's "Hybrid AI strategy" propelled the growth, with AI-related revenue doubling year-on-year to account for 38% of total revenue in the fourth quarter.
- The Intelligent Devices Group achieved 17% full-year revenue growth, while the Infrastructure Solutions Group posted record revenue of $19.2 billion, up 32% year-on-year.
- In the fourth quarter, Lenovo retained global personal computer market leadership with 24.4% share, while maintaining an operating margin of 6.9%.
- Chairman and CEO Yuanqing Yang stated the company aims to become a $100 billion revenue company within two years, with growth driven by AI investments.
20 Articles
20 Articles
As memory prices squeeze enterprise buyers, Lenovo laughs all the way to the bank
PC buyers may be wincing at memory price hikes, but Lenovo isn't. The China-based tech biz says it sidestepped much of the industry pain by switching to premium devices and the numbers back it up. For Q4 of its fiscal 2026 ended March 31, Lenovo's Intelligent Devices Group posted revenue of $14.6 billion, up from $11.9 billion a year earlier. It reported operating profit - net profit was not disclosed - of just over $1 billion, up 20.7 percent. …
Financial Post
01netLenovo Group: Q4 and Full Year Financial Results 2025/26
HONG KONG -- Lenovo Group Limited (HKSE: 992) (ADR: LNVGY), together with its subsidiaries (‘the Group’), today reported fourth quarter and full year results for fiscal year 2025/26, marking an exceptional Q4 and the strongest year in the Group’s history. During the quarter, overall Group revenue reached an all-time fourth quarter high of US$21.6 billion, up 27% year-on-year, marking the highest year-on-year growth rate in five years, with adjus…
Lenovo's Record Earnings Surge - PressReach
Lenovo’s recent financial report has sparked significant interest in the technology sector, as the company announced record earnings that have sent its stock price soaring. The key driver behind this impressive performance has been the substantial growth in Lenovo’s artificial intelligence (AI) segment, which has seen its revenue nearly double in the last quarter. The company’s strategic investments in AI have paid off handsomely, allowing Lenov…
Lenovo has presented the financial results of the last financial quarter and the company's fiscal year closing, highlighting an exceptional performance of the Iberia region with figures that consolidate the trend of sustained growth and close the most solid year in the Group's history.
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