ChinaZ.com November 20th, 2025: Lenovo Group has announced its financial results for the second fiscal quarter of the 2025/26 fiscal year, ending September 30, 2025. The data shows that Lenovo's revenue increased by 15% year-on-year to 146.4 billion yuan, setting a new record for the quarter; adjusted net profit increased by 25% to 3.66 billion yuan, demonstrating strong growth momentum.
Looking at the business segments, all of Lenovo's business groups achieved significant growth. Among them, the IDG Intelligent Devices Business Group generated revenue of 108.1 billion yuan, an increase of 12% year-on-year, showing particularly outstanding performance against the backdrop of the accelerating recovery of the global PC market. Notably, the revenue from AI terminal devices accounted for 36% of the total revenue of IDG, up 17 percentage points compared to the previous year, becoming an important engine driving the growth of this business group. The ISG Infrastructure Solutions Business Group achieved revenue of approximately 29.3 billion yuan, up 24% year-on-year; the SSG Solutions and Services Business Group saw nearly a 20% year-on-year increase in revenue. The coordinated development of all business segments has contributed to Lenovo's rising performance.
At the earnings conference, Yang Yuanqing, Chairman and CEO of Lenovo Group, revealed Lenovo's latest layout in the field of AI. He stated that on January 6 next year, Lenovo will launch a personal super intelligent agent at the Lenovo Innovation Technology Conference. This intelligent agent will not only coordinate various wearable and environmental sensing devices to "hear what you hear, see what you see, and remember what you remember," but also manage various portable devices. Through personalized algorithms and models, it will continuously learn user habits and predict intentions, ultimately becoming a personal intelligent twin for users, providing a more intelligent and convenient experience.
Regarding recent discussions in the market about the AI bubble, Yang Yuanqing also shared his views. He stated that overall, he does not believe the market will experience a bubble. The next stage will be the popularization of AI, which means AI technology will move from high-end applications to mass adoption, bringing value to more users. Lenovo will seize this opportunity, continue to promote the innovation and application of AI technology, and create more possibilities for users.