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 ...

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 ...

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） ...

第三财季，联想AI相关营收同比增长72%，占集团总营收比重提升至32%。其中，AI PC营收实现高双 位数增长，AI智能手机营收实现三位数增长，AI服务器营收实现高双位数增长，AI服务营收实现了三 位数增长。 第三财季，联想AI相关营收同比增长72%，占集团总营收比重提升至32%。其中，AI PC营收实现高双 位数增长，AI智能手机营收实现三位数增长，AI服务器营收实现高双位数增长，AI服务营收实现了三 位数增长。 会上，联想集团董事长兼CEO杨元庆表示，将推进混合式人工智能战略，把握人工智能普及普惠增长机 遇。 他强调，在个人智能方面，联想向全球市场发布超级智能体联想Qira及系列智能终端设备。企业智能方 面，联想向本地/边缘部署AI推理能力，发布xIQ技术平台，构建Al云超级工厂。 他指出，"将发挥卓越运营基石作用，稳健应对市场周期波动，愈战愈强。" 责任编辑：何俊熹 新浪科技讯 2月12日下午消息，联想集团举行FY2025/26 Q3业绩发布会。 新浪科技讯 2月12日下午消息，联想集团举行FY2025/26 Q3业绩发布会。 会上，联想集团董事长兼CEO杨元庆表示，将推进混合式人工智能战略，把握人工智 ...

AI相关营收同比增长72%，占集团总营收比重提升至32%。 本文为IPO早知道原创 作者｜Stone Jin 更值得注意的是，第三财季人工智能相关营收同比增长72%，占集团总营收比重提升至32%。人工智能电脑、人工智 能手机、人工智能基础设施、人工智能服务都实现高双位数乃至三位数的增长，充分体现联想混合式人工智能战略的 优势。 这里不妨补充一点，联想集团于2023年正式提出混合式AI战略，覆盖终端、基础设施与解决方案，持续以产品、平台 与服务推进落地。 联想集团的混合式AI战略，以"个人智能"与"企业智能"双轮驱动。 个人智能方面，联想押注"个人AI双胞胎"，即天禧AI及联想Qira，以超级智能体构建差异化竞争壁垒。第三财季，联 想正式发布联想Qira，标志着构建跨平台、跨设备统一AI终端入口迈出关键一步，预计下个季度内嵌联想Qira的设备 将正式面市。在这个过程中，联想集团持续巩固AI PC全球领先地位，并扩展AI设备装机规模，为个人超级智能体构 建最广泛的入口基础。 微信公众号｜ipozaozhidao 据IPO早知道消息，全球AI生态链领先企业联想集团（HKSE：992）（ADR：LNVGY）于2月12 ...

联想集团上财季营收增长尽管好于预期，达到222亿美元，但净利润同比下降21%。 大华继显分析师在报告中指出："我们预计这种提前释放的需求将在第一季度持续，不过随着进货价格 较低的库存在第一季度耗尽，未来可能会出现更多涨价，并最终影响终端需求。" 得益于AI基建投资热潮，负责服务器和存储硬件的联想基础设施解决方案集团季度营收增长31%，达到 52亿美元，创下纪录新高。 责任编辑：王永生 联想集团上财季营收增长尽管好于预期，达到222亿美元，但净利润同比下降21%。 联想公布截至去年末的季度业绩后，股价一度下跌6.3%，凸显市场对存储芯片涨价令利润率承压的担 忧。 假日促销以及涨价预期推动的提前购机正在提振PC业。咨询公司IDC的数据显示，上季度整体个人电脑 （PC）市场出货量增长9.6%，联想、惠普和戴尔的出货量均录得两位数增长。AI热潮导致存储芯片等 消费电子零部件供应紧张。这种全球性供应短缺对利润率的影响预计将在未来几个月加剧。 联想公布截至去年末的季度业绩后，股价一度下跌6.3%，凸显市场对存储芯片涨价令利润率承压的担 忧。 假日促销以及涨价预期推动的提前购机正在提振PC业。咨询公司IDC的数据显示，上季 ...

Q3FY26 Earnings Announcement February 12, 2026 2026 Lenovo Internal. All rights reserved. 2026 Lenovo Internal. All rights reserved. Forward-Looking Statement This presentation contains "forward-looking statements", which are statements that refer to the expectations and plans for the future and include, without limitation, statements regarding Lenovo's future results of operations, financial condition or business prospects as well as other statements based on projections, estimates and assumptions. In some ...

Core Viewpoint - Lenovo Group reported record revenue and profit growth for the third quarter of the fiscal year 2025/26, driven by strong performance across its three main business segments and significant growth in AI-related revenue [1] Group Performance - Total revenue reached 157.5 billion RMB, marking an over 18% year-on-year increase [1] - Adjusted net profit grew by 36% compared to the previous year [1] Business Segment Growth - Intelligent Devices Group (IDG) revenue exceeded 110 billion RMB, with a year-on-year growth of 14.3% [1] - Infrastructure Solutions Group (ISG) revenue reached 36.7 billion RMB, showing a growth of over 31% year-on-year [1] - Solutions and Services Group (SSG) revenue increased by 18% year-on-year [1] AI Revenue Impact - AI-related revenue surged by 72% year-on-year, contributing to 32% of total revenue [1] Future Outlook - The CEO emphasized the commitment to leveraging AI to enhance growth and profitability, aiming to provide sustainable returns to shareholders [1]

Core Insights - Lenovo Group reported a revenue of 157.5 billion RMB for the third quarter of the fiscal year ending December 31, 2025, representing a year-on-year growth of over 18% and an adjusted net profit growth of 36%, doubling the revenue growth rate [1] Group Performance - All three major business segments of Lenovo achieved double-digit growth: - The IDG smart devices segment generated over 110 billion RMB in revenue, with a year-on-year increase of 14.3%, maintaining industry-leading profitability and achieving a historic high market share in personal computer sales for the fiscal year 2025 [1] - The ISG infrastructure solutions segment reached 36.7 billion RMB in revenue, growing over 31% year-on-year, marking a historic high and moving closer to profitability [1] - The SSG solutions and services segment saw an 18% year-on-year revenue growth, achieving double-digit growth for the nineteenth consecutive quarter, with an operating profit margin rising to 22.5%, supporting overall profitability [1] AI Business Growth - AI-related revenue became a significant growth driver for Lenovo, with a year-on-year increase of 72% in the third quarter, accounting for 32% of total revenue. This includes high double-digit growth in AI PCs, triple-digit growth in AI smartphones, high double-digit growth in AI servers, and triple-digit growth in AI services, indicating a shift towards high-value business structures [1] Industry Trends - Lenovo's leadership highlighted that the computing industry is undergoing unprecedented restructuring driven by AI, with deep integration of hardware and software becoming the main theme of industry development. The value distribution of technology is being reshaped as computing power is embedded in end devices and industry scenarios [2] - The CEO of Lenovo emphasized the commitment to promoting hybrid AI to seize opportunities brought by AI's integration into daily life and business operations, aiming for accelerated growth and improved profitability for sustainable returns to shareholders [2]