Lenovo: „minęliśmy punkt zwrotny”
Nastąpił przełom - przekonuje CEO koncernu. Jeden biznes szczególnie przyczynił się do poprawy wyników.

Chiński koncern miał udany początek roku finansowego. Po nienajlepszych minionych kwartałach firma znów notuje zyski, a główne biznesy Lenovo zwiększyły zarówno sprzedaż, jak i rentowność. CEO firmy przekonuje, że nastąpił przełom, po którym można spodziewać się dalszej poprawy.
W II kw. br., czyli w I kw. roku obrotowego, Lenovo osiągnęło zysk w wysokości 77 mln dol. wobec 72 mln dol. straty rok wcześniej. Przychody wzrosły o 19 proc., do 11,9 mld dol. Koncern wypracował wyższe marże w najważniejszych biznesach – PC (+0,8 pkt proc.), mobilnym (+4 pkt) oraz data center (+11 pkt).
Koncern informuje, że dobre wyniki zawdzięcza postępom w realizacji strategii oraz koncentracji na „inteligentnej transformacji”.
"Faza przyspieszenia"
"Minęliśmy punkt zwrotny i rozpoczęliśmy fazę przyspieszenia” — zapewnia Yang Yuanqing, prezes i dyrektor generalny Lenovo. „W przyszłości będziemy utrzymywać najwyższą w branży rentowność oraz większy wzrost w segmencie PC, przywrócimy dobrą kondycję działowi smartfonów, zmienimy dział centrów danych w fundament trwałego wzrostu i zysków, a także będziemy kontynuować inwestycje w inicjatywy „Smart IoT + Cloud” oraz „Infrastructure + Cloud”, które zapewnią nam stabilne zyski w dłuższej perspektywie” – zapowiada szef korporacji.
Szczególnie dobrze radził sobie biznes data center, czyli serwery, pamięci masowe i inne rozwiązania sieciowe. Sprzedaż w minionym kwartale osięgnęła rekordowy poziom 1,6 mld dol., o prawie 68 proc. więcej niż rok wcześniej. Hitem okazały się rozwiązania obejmujące infrastrukturę definiowaną programowo, HPC, sztuczną inteligencję oraz przeznaczone dla systemów hiperskalowych. Nowy bilans potwierdza także rosnący popyt na pamięć masową flash (+42 proc.).
Mimo solidnej poprawy rentowności, biznes data center po 4 latach od przejęcia działu serwerów x86 od IBM wciąż nie przynosi jednak zysków – wzrost marży o 11 pkt oznacza, że nadal jest ona ujemna. Wyniosła w minionym kwartale -3,9 proc. (co przekłada się na 63 mln dol. kwartalnej straty przed opodatkowaniem – ale trzeba podkreślić, że w ub.r. dołek był dużo większy – rok temu 144 mln dol. na minusie, a sprzedaż wyraźnie niższa – 971 mln dol.).
PC ciągnie bilans w górę, smartfony wciąż na minusie
Dział Intelligent Devices Group (IDG), również zwiększył sprzedaż w dwucyfrowej skali wobec ub.r. (+19 proc.). To nowa jednostka, która połączyła dział komputerowy z mobilnym (Personal Computer and Smart Devices Group oraz Mobile Business Group). Lepiej radził sobie zwłaszcza biznes PC (+14 proc.), zwiększając rentowność do 5 proc. (418 mln dol. zysków przed opodatkowaniem wobec 291 mln dol. rok wcześniej).
Lenovo podkreśla, że na rynku PC pod względem sprzedaży ilościowej najbardziej poprawiło wynik w Top 5 globalnych producentów. Koncern korzysta zwłaszcza na wymianie sprzętu w firmach. Trzeba jednak dodać, że bilans grupy PCSD poprawiło przejęcie działu PC Fujitsu, sfinalizowane w II kw. br.
Nastąpiła również dalsza poprawa w segmencie mobilnym, który także od kilku lat nie ma zysków (mimo wielu zapowiedzi w tej kwestii). W II kw. br. marża po ponad 4-punktowej poprawie osiągnęła poziom -5,9 proc. (97 mln dol. straty wobec 173 mln dol. na minusie rok wcześniej). Dążąc do rentowności MBG ściął koszty operacyjne o 105 mln dol. wobec ub.r., jednak do celu, jakim jest redukcja wydatków aż o 800 mln dol. w jeden rok, wciąż jest daleko. W poszukiwaniu zysków dział skoncentrował się na perspektywicznych w ocenie Lenovo rynkach. Są to głównie obie Ameryki.
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Wzrost sprzedaży Lenovo zatrzymany po 10 kwartałach. Zysk w górę
Topniejący popyt na PC widać w wynikach Lenovo. Rosły natomiast inne biznesy.
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Tablety: dwie marki są najbardziej odporne na spadki
Na idącym w dół rynku (-16 proc. w III kw. br.) kluczową umiejętnością dla producentów będzie pokonanie presji inflacyjnej.