Lenovo promotes hybrid AI to continue growing at double digits

The financial results of Lenovo in its last fiscal quarter, both globally and in Iberia, They couldn't be more enviable: record in billing and double-digit growth in all its business divisions. A strategy based for years on innovation and the development of hybrid AI, along with a product and solution diversification model, own production and geographically distributed at a key moment in the market.

The Iberian subsidiary of Lenovo has reunited its partners in Madrid, clients and media for the celebration of their now traditional Christmas event, Tech World Iberia 2025, in which Alberto Ruano, your ED and GM, and the heads of the different divisions in Spain and Portugal have taken stock of their second fiscal quarter, whose common denominator has been “record of global results”, which is accompanied by double digit growth in all his businesses and “the best billing in the history of the company”.

In the face of euphoria and “Lenovo's very good trend”, Ruano calls for caution “and let's see what happens with the market situation due to the shortage of semiconductors and components, something that creates uncertainty and nerves for those companies that have not adapted to the circumstances of manufacturing capillarity in different areas., as we have done in the company. We will see what happens over the next nine months., but we are prepared to meet the demand of the market and that it does not contract. In these moments production capacity is key”.

Diversified growth

Lenovo managers have reviewed the results of the second fiscal quarter Nivel Global, announced a few weeks ago, and that reflect the best billing in the history of the company in said period: 20.500 million dollars, which means a growth of 15% interannual.

Adjusted net profit also reached a record figure of 512 million dollars, and 25% more than the previous year. A growth that has been reflected uniformly in all its business units: Intelligent Devices Group (IDG), Infrastructure Solutions Group (ISG) y Solutions and Services Group (SSG), all with two-digit records.

“We are very proud of the company's recent results, that not only set a record, but they show that our diversification strategy and our vision for the future around AI are the right ones -Ruano emphasizes.. Capitalizing on the democratization of AI and our operational excellence has allowed us to achieve a historic quarter. This global strength translates into greater commitment and better solutions for Spain and Portugal”.

Hybrid AI strategy

The investment made in AI, what already represents the 30% of group income and has grown in the last fiscal year by 13%, consolidates the company's growth trend, focused on hybrid strategy Smarter AI for All, Ranging from personal devices to large enterprise infrastructures, to which is added the agreement with Nvidia for its continued development.

With this vision, The company is building a Personal AI Twin, an AI super agent that will operate between devices, operating systems and applications. A personal assistant that learns from the user's needs and preferences to anticipate their needs and act accordingly.

Level business, Lenovo offers a roadmap toward AI adoption through its methodology AI Readiness, security based, personas, technology and processes, to “accompany companies from consulting to the deployment and management of large-scale AI solutions. The future is hybrid AI”, explains Cristina Martinez, responsible for the solutions and services group (SSG), a division that has had an increase in income of 18% interannual, con 2.600 million dollars.

The core of Lenovo's business remains smart device group, which includes PC, tablets and smartphones, with global revenues of 15.100 million dollars (+12% interannual). In the case of the global PC market, The company holds the 25,6% of market share, a position that extends to all its categories: commercial (28,6%), consumption (22,1%), gaming (19,7%) y, prominently, on PC with AI Copilot + (31,1%).

The markets of public administrations, education and SMEs in Iberia They are also the domain of the company, which in the last segment has had exponential growth throughout the Kit Digital, with a quota of 43% in this project.

The division of Motorola Mobility, led in Iberia by Andrea Monleon, continues with a more than outstanding promotion, con nine consecutive quarters growing in market share globally and locally, after the opening of Portugal, and one bet on the B2B segment, which has increased by a 35% in the second fiscal quarter.

The infrastructure division (ISG) has also followed the company's growth path globally, which is located in the 24% and more than 4.100 million turnover, and that has been replicated in the Iberian subsidiary in AI infrastructure solutions. “Promote the AI strategy in companies through hybrid cloud It is one of the objectives of the infrastructure unit, where we want to be a trusted partner”, points out Alexandre Bento, general manager of the ISG division of Lenovo Iberia.

Goals for the next year

Growth opportunities for the fiscal year 26/27 They are optimistic, although “more moderate results are expected after the great growth we have had with the Digital Kit, and that next year it won't be there, which will affect the area of ​​SMEs - he points out Patricia Nuñez, responsible for the PC and Smart Devices business at Lenovo Iberia-, although in Public Administration and education we will have an increase that will compensate for it”.

In these company forecasts, AI PCs will be one of the great elements that will energize the market in the next fiscal year. In this sense, the key will be in innovation, “where Lenovo will continue betting on its investment in R&D, and we have ambition for the next year and room to grow”, Ruano assures.