Lenovo: poprawa na przekór trendowi
Lenovo IV kw. ub.r. zaliczy do udanych. Znacznie wzrósł zysk, a biznes mobilny po 4 latach strat wyszedł na plus. Dział data center nadal jest jednak pod kreską.

W IV kw. 2018 r. Lenovo wypracowało 233 mln dol. zysku netto, znacznie więcej niż oczekiwali analitycy (średnio 207 mln dol.). Rok wcześniej korporacja miała 289 mln dol. straty. Zysk przed opodatkowaniem zwiększył się o 133 proc., do rekordowej kwoty 350 mln dol. Przychody wzrosły o 8,5 proc., do 14,04 mld dol. i były najwyższe od 4 lat.
Szef Lenovo Yang Yuanqing twierdzi, że firma opiera się trendowi w branży – ostatnio niektóre światowe korporacje nie zachwyciły wynikami. Producentowi najwyraźniej nie zaszkodziły tak bardzo wojny handlowe i spowolnienie gospodarcze w Chinach. CEO przekonuje, że Lenovo jest dobrze przygotowane do zmieniającej się sytuacji geopolitycznej, ponieważ ma fabryki w różnych krajach. Obecnie więcej przychodów generuje w obu Amerykach niż w Chinach.
Wzrosły zyski z PC
Jeśli chodzi o wyniki największych działów, to PC and Smart Devices (głównie komputery i tablety), poprawił się o 23 proc., do 10,7 mld dol. przychodów. Na rynku PC producent zwiększył udziały w segmencie premium (stacje robocze, cienkie laptopy, modele gamingowe). Odnotował też duży wzrost obrotów z urządzeń jako usługi (DaaS). Zysk przed opodatkowaniem działu komputerowego był znacznie wyższy (584 mln dol.) niż rok temu (430 mln dol.), co przełożyło się na 5,4 proc. marży.
Lenovo wreszcie pokazało zysk działu mobilnego. Trzeba było na to czekać ponad 4 lata od przejęcia Motoroli Mobility w październiku 2014 r. za 2,9 mld dol. Wówczas zakładano, że biznes mobilny zacznie na siebie zarabiać w ciągu 1 – 1,5 roku. Teraz w końcu wyszedł na plus, jednak głównie dzięki cięciu kosztów, które ograniczono o blisko jedną czwartą wobec ub.r. Natomiast przychody zmniejszyły się o 20 proc., co firma wyjaśnia koncentracją na rentownych rynkach, m.in. w USA. Skutkiem jest 3 mln dol. zysku przed opodatkowaniem.
Już tylko dział centrów danych na minusie
Grupa centrów danych (DCG) po 4 latach od zakupu biznesu serwerów x86 od IBM za 2,3 mld dol., nadal jest pod kreską. Strata zmniejszyła się jednak kolejny kwartał z rzędu, tym razem z -86 mln dol. do -55 mln dol. Przychody wzrosły natomiast o 31 proc., do 1,6 mld dol. W tym rozwiązania definiowane programowo były prawie 70 proc. na plusie. Wartość sprzedaży macierzy flash zwiększyła się w trzycyfrowej skali 4 kwartał z rzędu. HPC osiągnął dwucyfrowy wzrost.
Koncern nie zapowiada już, kiedy DCG w końcu pokaże zysk. Według CEO impuls wzrostowy temu biznesowi powinno dać partnerstwo z NetApp, zawarte w ub.r.
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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.