Ge Long Hui·2025-08-14 03:40Core Insights - Lenovo Group reported a strong performance for Q1 of the 2025/26 fiscal year, with revenue increasing by 22% year-on-year to 136.2 billion RMB, marking a historical high for the same period [1] - The company’s net profit also grew by 22% to 2.816 billion RMB, with all three main business groups achieving double-digit growth [1][2] - Lenovo's non-PC business now accounts for 47% of total revenue, indicating a diversified growth structure [1] Group Performance - The Intelligent Devices Group (IDG) generated revenue of 97.3 billion RMB, a year-on-year increase of 17.8%, with the PC business maintaining a 24.6% global market share and achieving over 20% year-on-year growth, the fastest in 15 quarters [2] - The Infrastructure Solutions Group (ISG) saw revenue surge by 36% year-on-year, driven by a dual-track strategy in cloud and enterprise infrastructure, with AI infrastructure revenue doubling [2] - The Solutions and Services Group (SSG) reported a revenue increase of 19.8% to 16.3 billion RMB, achieving a historical high with an operating profit margin of 22.2% [2] AI Strategy and Innovations - Lenovo is accelerating the transition of AI from concept to value realization, with AI PC shipments now accounting for over 30% of total PC shipments globally [3] - In the personal intelligence sector, Lenovo's AI PCs with five key AI features have reached 27% of total notebook shipments in China, while the "Tianxi" personal super intelligence product has an average weekly active user ratio of 40% [3] - The company has launched the "Lexiang" enterprise super intelligence in China and is building an AI model factory and intelligent platform to enhance its hybrid AI strategy [3] Upcoming Events - Lenovo will host the Tech World Innovation Conference at the Sphere venue in Las Vegas on January 6, 2026, showcasing its latest breakthroughs in AI PCs, enterprise-level intelligent systems, and AI infrastructure [4][5] - This event will serve as a platform to demonstrate Lenovo's global innovation capabilities and the effectiveness of its AI strategy [5]