… AI-related revenue doubled year-on-year and accounted for 33% of group revenue for the full financial year, highlighting AI as the leading growth engine across Lenovo's businesses. …
… Amid rising demand across all process nodes from customers in the U.S. and China, the Business is targeting double-digit revenue growth. Additionally, the Business will deliver mid-to-long-term growth via advanced nodes and the expansion of AI and HPC design wins. …
… All business groups achieved double-digit year-on-year revenue growth, and the key growth engine of AI saw AI-related revenue growing 105% year-on-year to become 33% of Group revenue. …
… We have the best IP in the industry and talented studios around the world and believe we can bring these strengths together and expect to return the business to growth in fiscal 2027. …
… The profit story this quarter reflects the quality of our business transformation, our continued shift toward higher-margin products, ecosystem growth with our Stream Deck technology expanding to more product lines, and the operational discipline our teams have demonstrated across both segments. …
… Dell captured the lead with a 25.0% share, posting 1.1% growth despite overall market contraction, while Lenovo also achieved growth of 1.2% to reach 20.0% of the market. …
… Chairman and CEO quote - Yuanqing Yang: "Following Lenovo's best year in history, we have now delivered our strongest quarter ever - with growth accelerating, profitability further improving, and AI emerging as a clear growth engine across every business group. …
… End Market Summary Business Outlook for Fiscal First Quarter of 2027 Source: Sandisk
… "The second quarter delivered exceptional growth in revenue, gross margin, and operating margin—powered by our Embedded eMMC & UFS business, our Enterprise and Edge SSD controller business, and our rapidly growing storage solutions business focusing on Ferri for Automotive & Enterprise Boot Drives. …
… With the related refund process now materially complete, our focus remains on executing against the underlying operating priorities of the business as we continue to drive growth." Third Quarter and Updated Full Year 2026 Financial Outlook: For the third quarter of 2026, we expect: Net revenue to b… …