Lenovo Group has delivered a stronger-than-expected performance in the first quarter of its financial year, achieving record revenue and more than doubling its net profit despite an uncertain global trade environment.
For the three months ending June, the technology giant reported a net profit of $505 million, significantly above analyst forecasts of $337 million and more than twice the $243 million recorded in the same period last year.
Total revenue reached $18.83 billion, a year-on-year rise of 22% and the highest first-quarter figure in the company’s history. This milestone surpasses the revenue peaks achieved during the pandemic years, signalling sustained demand and resilience in Lenovo’s core operations.
AI-Driven Momentum in Core Business
The company’s Intelligent Devices Group — covering personal computers, smartphones, and tablets — recorded an 18% revenue increase, driven largely by the growing adoption of artificial intelligence-powered PCs. This shift reflects Lenovo’s strategic push to integrate AI capabilities into everyday computing, strengthening its competitive edge in a maturing PC market.
Balanced Global Footprint
Lenovo highlighted steady growth across all geographic regions, with Asia Pacific, China, EMEA, and the Americaseach contributing between 20% and 33% of overall revenue. This balanced spread underscores the brand’s diversified customer base and its ability to navigate regional challenges, including shifting U.S. trade policies and wider geopolitical uncertainty.
Strategic Takeaway for the Industry
Lenovo’s performance reinforces two clear industry trends: AI integration is rapidly becoming a mainstream driver for consumer and enterprise hardware sales, and a diversified market presence remains critical for weathering political and economic headwinds. The results also indicate that while traditional PC sales cycles may be slowing globally, innovation-led upgrades — particularly those powered by AI — can reignite growth.
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