Lenovo reported record revenue of US$20.5 billion for Q2 FY25/26, a 15% rise from last year. Adjusted net income grew 25% to US$512 million. The results reflect growth across all business groups and regions. AI related revenue made up 30% of total revenue, driven by strong demand for AI servers, AI PCs, AI smartphones and AI services.
Lenovo said the AI market is shifting from large model build out to a more user focused phase with higher demand for personalized and private AI. This shift supports Lenovo’s work in Personal AI and Enterprise AI. The company declared an interim dividend of 8.50 HK cents per share.
Personal AI developments include Lenovo’s One Personal AI, Multiple Devices approach which will be showcased at Tech World in January 2026. Intelligent Devices Group reported nearly 12% revenue growth and a 25.6% PC market share. AI PC penetration reached 33%.
Infrastructure Solutions Group reported 24% revenue growth and strong AI infrastructure demand. Solutions and Services Group continued its steady growth with higher margins and strong support service revenue.
Lenovo also reported progress in ESG, supply chain performance and global partnerships.
To Read the full report – https://news.lenovo.com/pressroom/press-releases/q2-fy-2025-26/
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