Lenovo kicked off fiscal year 2025/26 with solid double-digit revenue growth across all business groups. For the quarter ending June 30, 2025, the company reported a remarkable 22 percent year-over-year (YoY) revenue increase, reaching $18.8 billion. Even more striking is the net income surge of 108 percent YoY, totaling $505 million. These figures reflect Lenovo's market strength and commitment to innovation and operational excellence, providing a solid forecast for Lenovo 360 partners.
Three driving forces have played a pivotal role in achieving these record-breaking results for the quarter.
- Hybrid AI Vision: Lenovo is strategically positioning itself to tap into emerging hybrid AI opportunities, making this a key area of focus for Lenovo partners.
- Increased Investment in Innovation: The company raised R&D spending by over 10 percent YoY. This commitment to technological advancement is crucial for partners looking to offer cutting-edge AI solutions.
- Operational Excellence: Lenovo's unique ODM+ manufacturing model and balanced global sales approach are significant assets, giving partners the flexibility to serve their customers effectively.
Lenovo's three business groups remain committed to delivering breakthrough innovations for customers, generating higher returns for its shareholders, and creating lasting value for its stakeholders and communities worldwide.
Intelligent Devices Group (IDG) Leadership in AI Technology
The IDG business generated $13.5 billion in revenue, growing almost 18 percent YoY. Lenovo is emerging as the biggest winner so far of the 2025 PC refresh, reporting 19 percent revenue growth in the category, marking its biggest jump in PC sales in 15 quarters. With an impressive PC market share of 24.6 percent, Lenovo is leading the charge in AI PC penetration, where over 30 percent of shipments are now AI-enhanced.
Infrastructure Solutions Group (ISG) Strengthening Competitiveness
Lenovo's ISG business achieved a remarkable 36 percent revenue increase YoY, totaling $4.3 billion for the quarter. This growth is attributed to a strategic dual approach targeting cloud service providers and the Enterprise/SMB market. The burgeoning AI infrastructure business more than doubled its revenue, bolstered by increasing investments in cutting-edge AI solutions. This growth positions Lenovo as a long-term infrastructure solutions player in the tech landscape, promising lucrative opportunities for Lenovo partners.
Solutions and Services Group (SSG) Driving Profitability
The SSG business reported a record revenue growth of 20 percent YoY, reaching $2.3 billion. Operating margins improved significantly to over 22 percent, highlighting SSG as a crucial profit driver for the overall group. With demand surging for managed services and AI-driven solutions, SSG is leading the way by delivering premium services to customers while enhancing profitability for Lenovo partners.
As Lenovo continues this upward trend, the time has never been better to leverage Lenovo's full solutions portfolio and engage with customers. Learn more in this infographic and check out the full press release for additional details on Lenovo's impressive performance and strategy moving forward.