Today, Lenovo Group announced its second fiscal quarter results ending September 30, 2025. Revenue increased by 15% year-on-year to RMB 146.4 billion, a record high for a fiscal quarter and significantly exceeding market expectations. Adjusted net profit reached RMB 3.66 billion, a year-on-year increase of 25%, far exceeding revenue growth. This performance is attributed to the recovery of the global PC market and the rapid rise of its AI business.
By business segment, the IDG Intelligent Devices Group achieved revenue of RMB 108.1 billion (a year-on-year increase of 12%), with its PC market share exceeding 25% for the first time in history; the ISG Infrastructure Solutions Group achieved revenue of RMB 29.3 billion, a year-on-year increase of 24%; and the SSG Solutions and Services Group achieved double-digit growth for the 18th consecutive quarter, with revenue increasing by nearly 20% year-on-year. Notably, AI-related revenue now accounts for 30% of total revenue, an increase of 13 percentage points year-on-year, becoming a core growth engine.
In terms of market position, Lenovo's AI PCs maintain their leading position in the global Windows AI PC market with a 31.1% share, and AI terminal devices account for 36% of IDG revenue (a year-on-year increase of 17 percentage points). The official statement indicated that the diversification of AI application scenarios is driving the transformation of the business structure towards higher value.
While specific product details were not mentioned, the Legion Y7000P and IRX9 devices mentioned in the financial report are likely important drivers of AI business growth. Lenovo emphasized that AI technology has evolved from a supporting role to a strategic focus, and the company will continue to strengthen its technological investment and ecosystem development in the future.
