Lenovo Group has delivered record-breaking quarterly results for Q2 FY2025/26, with revenue hitting an all-time high of $20.5 billion—up 15% year-on-year. Announced November 20, the results showcase the tech giant’s successful pivot to AI-powered products, with AI-related revenue now accounting for 30% of total revenue, up 13 percentage points year-on-year.
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Lenovo Q2 FY26 Financial Highlights
| Metric | Q2 FY25/26 | Q2 FY24/25 | Growth |
|---|---|---|---|
| Group Revenue | $20.5B | $17.9B | +15% |
| Adjusted Net Income | $512M | $409M | +25% |
| AI Revenue Mix | 30% | 17% | +13 pts |
| PC Market Share | 25.6% | — | Record high |
| Interim Dividend | 8.50 HK cents | — | Declared |
AI Powers Triple-Digit Growth
The standout story is Lenovo’s AI transformation. AI PCs now represent 33% of all Lenovo PC shipments, with the company holding #1 position globally in Windows AI PC segment at 31.1% market share. AI smartphones and AI services both posted triple-digit revenue growth, while AI servers achieved high double-digit gains.
Business Group Performance
The Intelligent Devices Group (IDG) grew nearly 12% to $15.1 billion, strengthening PC market leadership. Infrastructure Solutions Group (ISG) surged 24% to $4.1 billion, driven by cloud service providers and enterprise demand. Solutions and Services Group (SSG) marked its 18th consecutive quarter of growth at $2.6 billion, up 18% with operating margins exceeding 22%.
For more technology insights, visit TechnoSports and check Lenovo’s official announcements.
Personal AI Twin Coming January 2026
CEO Yuanqing Yang announced Lenovo’s Personal AI super agent will launch globally at Tech World on January 6, 2026. This “Personal AI Twin” will seamlessly orchestrate across wearable and ambient devices to perceive, learn, and act like its user—representing the next evolution in hyper-personalization.
With double-digit growth across all business groups and sales geographies, Lenovo’s hybrid AI strategy is delivering sustainable returns while making AI truly personalized for individuals and enterprises worldwide.
FAQs
What percentage of Lenovo’s revenue now comes from AI products?
AI-related products account for 30% of Lenovo’s total revenue in Q2 FY25/26.
When will Lenovo launch its Personal AI Twin?
Lenovo’s Personal AI super agent launches globally at Tech World on January 6, 2026.
