UBLENOV@EC2603A

Lenovo Group's Q3 AI Revenue Grew by 72%

Lenovo Group reports Q3 revenue of $22.2 billion

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Lenovo Group posts Q3 net income attributable $546 mln

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LENOVO GROUP

Lenovo Group posts Q3 net income attributable $546 mln

LNVGY

Lenovo Group Ltd reported a 21% drop in net income for Q3, totaling $546 million, despite an 18% increase in revenue to $22.20 billion. The company's earnings per share fell to 3.90 US cents from 5.35 US cents a year ago. Shares in Hong Kong traded 2% lower at HK$9.250 due to one-time charges affecting profits.

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Lenovo Group

Lenovo Group Q3 Profit Down, Revenues Climb; Stock Down - Update

Lenovo Group's Hong Kong stock fell more than 4% in the afternoon, after announcing a revenue of USD 22.2 billion for the third fiscal quarter

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Lenovo Group announced that its net profit for the last quarter fell 21% year-on-year to USD 546 million, with the stock price decline expanding to 3.18%, hitting a low of HKD 9.05. Despite an 18% increase in revenue to USD 22.2 billion, the gross profit margin decreased by 0.6 percentage points to 15.1%. Adjusted net profit rose 36% year-on-year to USD 589 million

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Lenovo Group's decline expanded to over 3%, with a 21% decrease in profit last season

Lenovo Group reported a third-quarter revenue of $22.20 billion, an 18% increase year-over-year, driven by strong device sales and AI server revenue. Net profit fell 21% to $546 million, surpassing analyst expectations. The adjusted net profit rose 36%. The digital infrastructure segment, including AI servers, saw a 31% revenue increase, with expectations of returning to profitability next fiscal year. Despite challenges from rising memory chip prices, Lenovo maintained its revenue momentum, benefiting from preemptive demand in the consumer electronics market.

Lenovo Maintains Revenue Momentum, Profit Tops Estimates

Lenovo Group Limited (HKSE: 992) (ADR: LNVGY) and its subsidiaries have announced their third-quarter fiscal year 2025/26 results, showing significant growth and success. The quarter achieved record revenues, with overall group revenue reaching $22.2 billion, marking an 18% increase compared to the previous year. All business groups within the company experienced double-digit year-on-year revenue growth. This quarter also saw accelerated profitability and the ongoing expansion of AI revenue for the Group.

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Lenovo reports record revenues of $22.2 billion in Q3 FY 2025/26, up 18% YoY, with all business groups seeing double-digit growth.

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Legend Holdings Corporation announced that its subsidiary, Lenovo Group Limited, reported strong revenue growth for FY2025/26. Lenovo's quarterly revenue rose to US$22.2 billion, up from US$18.8 billion, while nine-month revenue increased to US$61.5 billion from US$52.1 billion year-on-year. Despite a slight decline in gross margin and quarterly net profit, profit attributable to Lenovo's equity holders rose to US$1.39 billion. Lenovo's balance sheet strengthened, with total assets at US$52.6 billion. The current analyst rating for Legend Holdings stock is a Hold with a price target of HK$8.50.

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Legend Holdings Highlights Lenovo’s Strong Revenue Growth and Expanding Balance Sheet for FY2025/26

Lenovo's Fiscal Q3 Attributable Profit Slides 21% Despite Revenue Growth

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Lenovo's Fiscal Q3 Attributable Profit Slides 21% Despite Revenue Growth

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China's Lenovo Group reported a 21% decline in Q3 profit, totaling $546 million, yet surpassed analyst expectations due to strong revenue growth. Revenue increased by 18% year-on-year to $22.2 billion, driven by AI demand, exceeding forecasts of $20.6 billion. Adjusted net profit rose 36% to $589 million, reflecting resilience amid margin pressures.

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China's Lenovo Q3 profit falls 21%, beats estimates on strong revenue

Lenovo Group Limited reported record third-quarter revenues of US$22.2 billion for fiscal year 2025/26, an 18% increase year-on-year. Adjusted net income rose 36% to US$589 million, with AI-related revenue growing 72% to 32% of total revenue. The company undertook a strategic restructuring of its Infrastructure Solutions Group, incurring US$285 million in one-time charges, but expects annual savings of over US$200 million. Lenovo's Intelligent Devices Group saw a 14% revenue increase, while the Infrastructure Solutions Group achieved a 31% revenue growth, driven by strong demand for AI servers and solutions.

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Lenovo Group: Third Quarter Financial Results 2025/26 | LNVGY Stock News

Legend Holdings Corporation announced that its subsidiary, Lenovo Group Limited, has released its unaudited consolidated third quarter results for FY2025/26, covering the nine months ended December 31, 2025. The financial information is prepared under Hong Kong Financial Reporting Standards and is available on the Stock Exchange of Hong Kong's website. Shareholders and investors are advised to exercise caution when dealing in Legend Holdings Corporation's securities.

Lenovo Group Posts Unaudited FY2025/26 Q3 Results as Legend Holdings Subsidiary

Lenovo Group's revenue for the third fiscal quarter was USD 22.2 billion, estimated at USD 20.76 billion. The net profit for the third fiscal quarter was USD 545.5 million. The R&D expenditure for the third fiscal quarter was USD 637.7 million, estimated at USD 651.6 million. The gross margin for the third fiscal quarter was 15.1%, estimated at 15.4%

Nvidia’s new N1 and N1X chips will soon be out in consumer laptops from Dell and Lenovo, media report, noting the Arm-based chips with integrated Nvidia RTX-series (Blackwell) GPUs are made for Windows-on-Arm laptops. The chips are co-developed with Taiwan’s MediaTek and built using TSMC’s 3nm process. $NVIDIA(NVDA.US) $Microsoft(MSFT.US) $Arm(ARM.US) $Dell Tech(DELL.US) $Lenovo Group(LNVGY.US) #mediatek #lenovoSource: Dan Nystedt

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PC giants Lenovo, Dell and HP all warned the AI boom is using up memory chips, leading to tight global supplies next year, media report, citing Lenovo’s CFO saying the cost surge is “unprecedented” and confirming Lenovo is stockpiling memory chips, while Dell’s COO said he’s never seen memory costs “escalate at this pace” and HP’s CEO said the 2nd half of next year will be “particularly challenging” and HP will raise PC prices if necessary. The three PC giants all held quarterly earnings conferences recently. $Lenovo Group(LNVGY.US) $Dell Tech(DELL.US) $HP(HPQ.US) $HXSCL $SSNLF $Micron Tech(MU.US) #SKhynix #Samsung #SemiconductorsSource: Dan Nystedt

Today’s Key News Recap

1017 | Dolphin Research Focus: 🐬 Macro/Industry 1. Shares of two U.S. regional banks plummeted due to loan fraud and bad debt issues, with the regional bank index posting its worst performance since April. Risk aversion sentiment pushed up U.S. Treasury and gold prices. The event highlights potential risks in the credit market, and concerns about 'more risk points' will suppress sentiment in financial stocks, while reinforcing expectations for the Federal Reserve to maintain an accommodative stance. 🐬 Individual Stocks 1. $Micron Tech(MU.US) Micron Technology's U.S. stock fell in after-hours trading. According to reports, Micron will stop selling server chips to Chinese data centers...

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Micron to Stop Selling Server Chips to Chinese Data Centers; Meta Plans to Raise $30 Billion to Build Data Centers | Today's Important News Recap

$XTALPI(02228.HK) The data is as boring as the order book. But the intraday rebounds for two consecutive days still make &#34;Lenovo&#34; start to flutter. Just wait and see.

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UBLENOV@EC2603A(18989.HK)

Lenovo Group posts Q3 net income attributable $546 mln

Lenovo Group Q3 Profit Down, Revenues Climb; Stock Down - Update

Lenovo Group's Hong Kong stock fell more than 4% in the afternoon, after announcing a revenue of USD 22.2 billion for the third fiscal quarter

Lenovo Group's decline expanded to over 3%, with a 21% decrease in profit last season

Lenovo Maintains Revenue Momentum, Profit Tops Estimates