智通财经网·2025-08-14 00:04Core Insights - Lenovo Group reported a strong performance for the first quarter of the fiscal year 2025/26, with revenue reaching $18.83 billion, a year-on-year increase of 22% [1] - The company achieved a gross profit of $2.774 billion, up 8% year-on-year, and a net profit attributable to equity holders of $505 million, marking a significant increase of 108% [1] - The earnings per share stood at 4.12 cents, reflecting the company's robust financial health [1] Business Segments Performance - All three business groups—Infrastructure Solutions Group, Solutions Services Group, and Intelligent Devices Group—experienced strong double-digit year-on-year revenue growth [1] - The Intelligent Devices Group saw its personal computer, tablet, and other smart device businesses achieve the fastest year-on-year revenue growth in the past 15 quarters, with a global PC market share of 24.6%, solidifying its leadership position [1] - The smartphone business recorded double-digit year-on-year revenue growth for seven consecutive quarters [1] Strategic Initiatives - The Infrastructure Solutions Group reported strong revenue growth driven by a dual strategy of resilient cloud infrastructure and enterprise infrastructure, with AI server revenue more than doubling year-on-year [1] - The Solutions Services Group's revenue increased by 20% year-on-year, benefiting from a comprehensive product portfolio driven by advanced services and AI solutions [1] - R&D investment grew by 10% year-on-year, enhancing the development of hybrid AI strategies and strengthening the company's AI capabilities [2] Market Position and Global Reach - Lenovo operates in 180 markets globally, achieving balanced growth across regions, with contributions to total revenue ranging from 20% to 33% from Asia-Pacific, China, Europe-Middle East-Africa, and the Americas [2] - The company has improved its profit margins due to an optimized product mix, enhanced service offerings, and increased operational efficiency, despite facing tariff changes [2] - Lenovo is well-positioned to address macroeconomic uncertainties and meet diverse global customer needs, thanks to its enhanced operational flexibility and balanced global footprint [2]