)
Company Research7 May 2024
Companies That Had Their IPO in 1994: A Cautious Market
An overview of the year 1994 in the stock and IPO market, as the interest rates soared and the bond market collapsed.
Lenovo Group
Lenovo Group (992) investor relations material
Lenovo Group Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary12 Feb, 2026
Executive summary
Achieved record quarterly revenue of $22.2 billion, up 18% year-over-year, with all business groups delivering double-digit growth.
Adjusted net income rose 36% year-over-year to $589 million, outpacing revenue growth.
AI-related revenue surged 72% year-over-year, now representing 32% of total revenue.
Strategic focus on hybrid AI, with major product launches and partnerships, including the AI Cloud Gigafactory with NVIDIA and Lenovo Qira.
Operating cash flow for the quarter was $952 million, and free cash flow was $451 million.
Financial highlights
Gross profit increased 13% year-over-year to $3.35 billion; gross margin was 15.1%, down 0.6 percentage points year-over-year.
Adjusted operating income reached $903 million, up 28% year-over-year.
Operating profit increased 38% year-over-year to $948 million.
Adjusted net margin expanded to 2.7% for the quarter.
Net cash from operating activities nearly tripled to $952 million.
Outlook and guidance
Confident in sustaining double-digit growth in PC and infrastructure businesses in the coming quarters.
ISG transformation expected to deliver over $200 million in annualized savings over three years and reach profitability as early as next quarter.
Focused on driving hybrid AI strategy and democratizing AI through personal and enterprise solutions.
Leveraging operational resilience to navigate market volatility and strengthen competitiveness.
ISG restructuring impact on long-term growth
Qira's role in personal AI ecosystem
Sustainability of non-HKFRS profit adjustments
ISG restructuring impact on AI inference strategy?
Mitigate rising memory costs for IDG demand?
SSG's Agentic AI adoption and outcomes?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Lenovo Group earnings date
Q4 202629 May, 2026
Lenovo Group
Next Lenovo Group earnings date
Q4 202629 May, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Lenovo Group Limited is a multinational technology company from China, widely recognized for its extensive range of consumer electronics and IT equipment. The company specializes in the design, manufacture, and marketing of a diverse array of products, including personal computers, laptops, tablets, smartphones, servers, and workstations. The company is headquartered in Quarry Bay, Hong Kong, and its shares are listed on the Hong Kong Stock Exchange.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage