他强调，"困难方显英雄本色，这个情况下要看谁能拿到更多的供应和更好的成本，我们对此是有信心 的。" 责任编辑：何俊熹 新浪科技讯 2月12日下午消息，联想集团发布FY2025/26 Q3业绩，并举行了媒体沟通会。 会上，联想集团董事长兼CEO杨元庆表示，上季度对包括我们在内的硬件设备厂商带来了非常大的挑 战，尤其是存储价格的上涨，带来了很大压力。 他表示，"未来依然会有这样挑战，今年大概零部件成本价格都会上涨。但我们会充分利用供应链的能 力，再加上我们非常重视与供应商保持良好关系，所以我们相信能够保证客户和市场的需求，同时保证 竞争力。" 会上，联想集团董事长兼CEO杨元庆表示，上季度对包括我们在内的硬件设备厂商带来了非常大的挑 战，尤其是存储价格的上涨，带来了很大压力。 他表示，"未来依然会有这样挑战，今年大概零部件成本价格都会上涨。但我们会充分利用供应链的能 力，再加上我们非常重视与供应商保持良好关系，所以我们相信能够保证客户和市场的需求，同时保证 竞争力。" 他强调，"困难方显英雄本色，这个情况下要看谁能拿到更多的供应和更好的成本，我们对此是有信心 的。" 责任编辑：何俊熹 新浪科技讯 2月12日下午消 ...

杨元庆也强调，"但联想从来不怕这样的挑战，甚至总是把挑战变成机遇。去年年初，大家都在担心形 势的变化对会对我们有很大影响，但实际上我们充分利用全球运营能力，顺利度过了周期。" 责任编辑：何俊熹 新浪科技讯 2月12日下午消息，联想集团发布FY2025/26 Q3业绩，并举行了媒体沟通会。 会上，联想集团董事长兼CEO杨元庆表示，上季度对包括我们在内的硬件设备厂商带来了非常大的挑 战，尤其是存储价格的上涨，带来了很大压力。 他表示，"目前挑战还在继续，上季度比前一季度（存储价格）增长了40~50%，接下来可能更夸张， （存储价格）可能要翻倍（增长）。现在不仅是内存，包括SSD、甚至CPU都在涨价，给大家带来了很 大的不利。" 会上，联想集团董事长兼CEO杨元庆表示，上季度对包括我们在内的硬件设备厂商带来了非常大的挑 战，尤其是存储价格的上涨，带来了很大压力。 他表示，"目前挑战还在继续，上季度比前一季度（存储价格）增长了40~50%，接下来可能更夸张， （存储价格）可能要翻倍（增长）。现在不仅是内存，包括SSD、甚至CPU都在涨价，给大家带来了很 大的不利。" 杨元庆也强调，"但联想从来不怕这样的挑战，甚至总是 ...

Lenovo Group Ltd. expects the memory crunch to affect the global hardware industry for the rest of the year, Chief Executive Officer Yang Yuanqing said on Thursday. The company earlier reported a 21% decline in net income over the December quarter, pushing its shares down 4.7% and underscoring concern about the pressure on margins from rising memory costs that have hit every corner of the electronics industry. That overshadowed a better-than-expected rise in revenue to $22.2 billion. Most Read from Bloo ...

Core Insights - Lenovo Group reported strong performance in its ISG infrastructure solutions business, with revenue reaching 36.7 billion RMB, representing a year-on-year growth of over 31% [1] - The artificial intelligence infrastructure segment saw revenue growth of over 59% year-on-year, indicating robust demand and a strong order backlog [1] - The Neptune liquid cooling solution business experienced remarkable growth, with revenue increasing by over 300% year-on-year [1] - The company plans to leverage market trends and anticipates annual net cost savings of 1.4 billion RMB over the next three years, aiming to establish a sustainable growth trajectory [1]

Core Viewpoint - Lenovo Group reported strong growth in its ISG infrastructure solutions business during the FY2025/26 Q3 earnings release, highlighting significant revenue increases and a focus on sustainable profitability growth [1] Group 1: Financial Performance - The ISG infrastructure solutions business generated revenue of 36.7 billion RMB, representing a year-on-year growth of over 31% [1] - Revenue from artificial intelligence infrastructure grew by over 59% year-on-year, indicating strong demand and order reserves [1] - The Neptune liquid cooling solution saw revenue growth of over 300% year-on-year, showcasing its market acceptance and potential [1] Group 2: Future Outlook - The company plans to capitalize on market trends, projecting an annual net cost saving of 1.4 billion RMB over the next three years [1] - Lenovo aims to establish a sustainable path for profitable growth, reflecting its strategic focus on efficiency and market adaptation [1]

Core Insights - Lenovo Group reported Q3 FY2025/26 revenue of 157.5 billion RMB, representing a year-on-year growth of over 18% [1][2] - Adjusted net profit increased by 36% year-on-year, exceeding market expectations of 32% [1][2] Business Segment Performance - The IDG Intelligent Devices Group achieved revenue of 111.7 billion RMB, with a year-on-year growth of 14% [1][2] - Adjusted operating profit for the IDG segment grew by over 15% year-on-year [1][2] Product Highlights - Motorola's smartphone shipments reached a historical high, with a year-on-year growth of 9% [1][2] - The activation volume of Lenovo and Motorola AI devices also hit a historical peak, with PCs and smartphones each accounting for approximately half of the global activations [1][2]

Lenovo Group (SEHK:00992) Q3 2026 Earnings call February 12, 2026 02:00 AM ET Company ParticipantsAshley Gorakhpurwalla - President of Infrastructure Solutions GroupKen Wong - President of Solutions and Services GroupLixi Yuan - Director of Investor RelationsLuca Rossi - President of Intelligent Devices GroupSergio Buniac - SVP of Mobile Business Group and President of MotorolaWinston Cheng - CFOYuanqing Yang - Chairman and CEOLixi YuanGood morning, good afternoon, and good evening. Welcome to Lenovo's Earn ...

Financial Data and Key Metrics Changes - Lenovo achieved record global revenue of $22 billion, growing over 18% year-over-year, with adjusted net income expanding 36% year-over-year, doubling the pace of revenue growth [2][10] - Adjusted operating income was $903 million, an increase of 28% year-over-year, with adjusted net margin expanding to 2.7% [10][11] - AI-related revenue surged more than 70% year-on-year, now representing nearly one-third of total group revenue [3][10] Business Line Data and Key Metrics Changes - The Intelligent Devices Group (IDG) reported revenue growth of 14% year-on-year to almost $16 billion, maintaining industry-leading profitability [3][11] - The Infrastructure Solutions Group (ISG) delivered record revenue of $5.2 billion, up more than 30% year-on-year, moving closer to profitable growth [4][15] - The Solutions and Services Group (SSG) achieved over 22% operating margin with 18% year-on-year revenue growth, marking the nineteenth consecutive quarter of double-digit growth [5][18] Market Data and Key Metrics Changes - Lenovo's global PC market share reached 25.3%, up one percentage point year-on-year, marking the highest in history [11][12] - The mobile business achieved record volume and activations, with above-market growth across major sales geographies [3][12] - The overall PC revenue market is expected to grow year-over-year despite high material costs, driven by a shift to premium segments [35][40] Company Strategy and Development Direction - Lenovo is focusing on hybrid AI, integrating personal AI and enterprise AI to capture growth opportunities [5][29] - A strategic restructure in ISG aims to optimize cost structure and enhance competitiveness, targeting over $200 million in annualized savings over the next three years [4][49] - The company is committed to driving innovation and operational excellence to navigate market cycles and enhance profitability [8][23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating supply shortages and rising costs, leveraging operational excellence and a resilient supply chain [32][34] - The shift from AI training on public cloud to AI inferencing on-prem and at the edge is seen as a significant market opportunity [4][46] - The company anticipates continued revenue growth and profitability enhancement despite market challenges [8][23] Other Important Information - Lenovo showcased innovations at CES, including the AI super agent Lenovo Kira and new AI-native devices [6][14] - The company received a Global Lighthouse Network Award from the World Economic Forum for its sustainability efforts [22] Q&A Session Summary Question: What are the significant opportunities in AI for Lenovo? - Lenovo is strategically positioned to capture AI opportunities through its hybrid AI strategy, with AI-related revenue growing over 70% [25][30] Question: How is Lenovo preparing for rising component costs? - Lenovo is monitoring supply shortages and has implemented a diversified sourcing strategy to mitigate impacts, expecting to maintain double-digit growth [31][34] Question: What is the outlook for PC and smartphone markets in 2026? - The PC market is expected to see a mid-single-digit decline in units but offset by higher ASPs, while the smartphone market anticipates a high single-digit decline [36][43] Question: How is ISG restructuring to capture AI inference market growth? - The restructuring aims to enhance AI-related product offerings and improve operational efficiency, with expectations of sustainable growth in ISG [45][49]

Lenovo Group (SEHK:00992) Q3 2026 Earnings call February 12, 2026 02:00 AM ET Speaker2Good morning, good afternoon, and good evening. Welcome to Lenovo's Earnings Investor Webcast. This is Lisa Yuan, Director of Investor Relations at Lenovo. Thanks everyone for joining us. Before we start, let me introduce our management team joining the call today. Yuanqing Yang, Lenovo's Chairman and CEO. Winston Cheng, Group CFO. Luca Rossi, President of Intelligent Devices Group. Ashley Gorakhpurwalla, President of Infr ...

联想集团在港交所公告称，第三季度营收222亿美元，预估207.6亿美元；第三季度净利润5.455亿美元； 第三季度毛利率15.1%，预估15.4%。 来源：市场资讯 （来源：科创100ETF基金） ...