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Lenovo Group Limited (LNVGY) Q4 2026 Earnings Call May 21, 2026 10:00 PM EDT
Company Participants
Lixi Yuan – Director of Investor Relations
Yang Yuanqing – Chairman & CEO
Shao-Min Cheng – Group Chief Financial Officer
Luca Rossi – Executive VP & President of Intelligent Devices Group
Ashley Gorakhpurwalla – Executive VP & President of the Infrastructure Solutions Group
Kin Hang Wong – Executive VP and President of Lenovo Solutions & Services Group
Presentation
Lixi Yuan
Director of Investor Relations
Good morning, good afternoon and good evening. Welcome to Lenovo’s Earnings Investor Webcast. This is LIxi Yuan, Director of Investor Relations at Lenovo. Thanks, everyone, for joining us.
Before we start, let me introduce our management team joining the call today. Yuanqing Yang, Lenovo’s Chairman and CEO; Winston Cheng, Group CFO; Luca Rossi, President of Intelligent Devices Group; Ashley Gorakhpurwalla, President of Infrastructure Solutions Group; Ken Wong, President of Solutions and Services Group; and Sergio Buniac, Senior VP of Mobile Business Group and President of Motorola. We will begin with earnings presentation. And after that, we’ll open the call for questions.
Now let me turn it over to Yuanqing. Yuanqing please?
Yang Yuanqing
Chairman & CEO
Hello, everyone, and thank you for joining our earnings call today. Our strategic foresight and from execution enabled us to deliver the best year in Lenovo’s history while navigating a complex and challenging external environment.
Last quarter, despite the supply shortages and rising component costs, we committed to sustaining growth and improving profitability, leveraging our operational excellence. We delivered and achieved a significant increase in group revenue and the net income both reaching the highest year-on-year growth in the last 2 quarters. We promised to maintain our PC revenue momentum despite a slowdown in PC shipment due to rising costs. We delivered. We shifted our mix towards premium to improve average unit revenue, and our PC shipment
