LenovoはQ32025/26に2.2.2B収益,AIの需要と強いPC/スマトフォンの成長を駆り立てる. Lenovo hit record $22.2B revenue in Q3 2025/26, driven by AI demand and strong PC/smartphone growth.

レノボは2025/26年度に222億ドルの記録的な第3四半期売上を報告し,同比18%増加し,すべての事業部門は2桁の成長を示した. Lenovo reported record third-quarter revenue of $22.2 billion for fiscal 2025/26, an 18% year-on-year increase, with all business units growing double digits. 調整された純利益は,AIデバイスとインフラストラクチャの需要が強く,収益の32%を占め,同比72%増加したため,36%増加して5億8000万米ドルとなった. Adjusted net income rose 36% to $589 million, driven by strong demand for AI devices and infrastructure, which accounted for 32% of revenue and surged 72% year-on-year. グローバルPC市場シェアを10年以上にわたって維持し 25%以上のシェアを達成した. モトローラのスマートフォンとアクティベーションの量は記録を更新した. The company achieved its highest global PC market share in over a decade, maintaining over 25% share, while Motorola smartphone volumes and activations hit records. レノボはインフラソリューショングループを再編し,2億8,500万ドルの費用を負担したが,年間2億ドルの節約を予測した. Lenovo restructured its Infrastructure Solutions Group, incurring a $285 million charge but projecting $200 million in annual savings. CES 2026で,AI搭載の新製品を発表し,NVIDIAとLenovo AI Cloud Gigafactoryを立ち上げ,長期的な成長のためのハイブリッドAI戦略を強調した. At CES 2026, it unveiled new AI-powered products and launched the Lenovo AI Cloud Gigafactory with NVIDIA, emphasizing its Hybrid AI strategy for long-term growth.