Lenovo: pozytywna niespodzianka
Producent w zaskakującej skali zwiększył zysk. Przyczyniło się do tego kilka czynników.

Lenovo zwiększyło zysk netto w III kw. br. (II kw. finansowy spółki) przypadający akcjonariuszom o 20 proc., do 168 mln dol. Analitycy spodziewali się dużo niższego wyniku – średnio 118 mln dol. Zysk przed opodatkowaniem urósł 6-krotnie w ujęciu rok do roku, do 213 mln dol. Kwartalne przychody były najwyższe od prawie 5 lat (+ 14 proc., 13,4 mld dol.).
Yang Yuanqing, prezes i CEO Lenovo, przekonuje, że poprawa rentowności jest efektem realizacji strategii „inteligentnej transformacji”. Przewiduje jeszcze lepsze wyniki w kolejnych kwartałach. Wśród czynników wzrostu wymieniono dyscyplinę finansową, efektywność operacyjną i innowacje we wszystkich biznesach. Efekty miała przynieść także restrukturyzacja działów. Do poprawy rentowności wyraźnie przyczyniła się redukcja kosztów.
Zyski wyśrubował głównie popyt na komputery z wyższych półek cenowych i strategia koncentracji na wysokomarżowych produktach. Zysk przed opodatkowaniem działu komputerowego PCSD wzrósł o 42 proc. Producent korzystał z lepszej koniunktury w segmencie biznesowym. Jak zapewnia CEO, firma wykorzysta możliwości wzrostu związane z konsolidacją oraz w takich segmentach gaming, ultracienkie urządzenia i stacje robocze. Cały dział zwiększył obroty o o 18 proc.
Poprawił się także dział mobilny (MBG), choć nadal w ujęciu operacyjnym nie wyszedł na plus. Strata zmniejszyła się jednak do 146 mln dol., tj o 57 proc.
Producent zapewnia, że marka Motorola w 4 lata po przejęciu tego biznesu osiągnęła wreszcie zysk operacyjny. Został wypracowany w dużej mierze dzięki redukcji wydatków o 175 mln dol. Popyt na smartfony rósł zwłaszcza w Ameryce Płn. i Chinach.
Cała Intelligent Devices Group, czyli biznes PC i mobilny, zwiększyła przychody o 10 proc., do 11,84 mld dol. Z tego ponad 10 mld dol. przypadło na PCSD.
Dział Data Center (DCG) zwiększył zysk przed opodatkowaniem o 9,5 proc., a przychody – o 58 proc. Ten dział również wciąż jest na minusie w ujęciu operacyjnym, ale strata zmniejszyła się (-123 mln dol.).
Lenovo twierdzi, że partnerstwo z NetApp znacznie poprawiło pozycję rynkową firmy w segmencie pamięci masowej i zarządzania danymi. Trzycyfrowy wzrost osiągnięto w przypadku rozwiązań hiperskalowych, a w SDI – o 150 proc. (siódmy kwartał z rzędu wynik był ponad 100 proc. na plusie).
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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.