Lenovo: zysk o 20 proc. w górę dzięki PC
Lenovo w III kw. br. zwiększyło zyski w dwucyfrowej skali. Dobry wynik to zasługa segmentu PC. Sprzedaż w grupie centrów danych i mobilnej spadła.

W III kw. br. (II kw. finansowy grupy) Lenovo zwiększyło sprzedaż 9 kwartał z rzędu. Tym razem o 1 proc., do 13,5 mld dol. Zysk przed opodatkowaniem wzrósł o 45 proc. r/r, do 310 mln dol., a zysk netto – o 20 proc., do 202 mln dol. To więcej, niż oczekiwali analitycy. Marża brutto zwiększyła się z 13,4 proc. do 16,1 proc. Zyski wzrosły przy wydatkach operacyjnych wyższych o 16 proc. r/r.
Jak zapewnia producent, sprzedaż pozostała stabilna w każdym regionie. W najważniejszych, m.in. EMEA, osiągnięto ponad 20 proc. poprawę.
Yang Yuanqing, prezes i CEO Lenovo, podkreśla, że korporacja osiągnęła solidne w jego ocenie wyniki "pomimo złożonych i niestabilnych warunków handlowych na świecie". Ponownie zwrócił jednak uwagę na niepewność dotyczącą kolejnych kwartałów, związaną z wojną handlową USA z Chinami.
Komputery ciągną grupę w górę
Przychody Lenovo zwiększyły się dzięki największej w korporacji grupie PCSD, która obejmuje głównie komputery. Jej wynik poprawił się o 4,1 proc., do 10,7 mld dol., a w przypadku PC – o 7,1 proc. Zysk przed opodatkowaniem wyniósł 612 mln dol., co oznacza wzrost o 97 mln dol. w ujęciu rok do roku. Marża zysku przed opodatkowaniem za 6 miesięcy roku finansowego (II i III kw. 2019 r.) wyniosła rekordowe 5,6 proc., o 0,6 pproc. więcej niż przed rokiem. Zatem, co istotne, Lenovo zwiększa zarówno sprzedaż komputerów, jak i zyski z tego biznesu.
Spadek sprzedaży smartfonów
Pozostałe główne biznesy producenta zamknęły jednak kwartał spadkami sprzedaży.
W grupie urządzeń mobilnych (MBG) dołek wyniósł 5,7 proc., co oznacza 1,5 mld dol. przychodów, ale zysk zwiększył się o 57 mln dol. w ujęciu rok do roku. Zwłaszcza w obu Amerykach odnotowano poprawę.
Jak informuje Lenovo, grupa koncentruje się na regionach, w których może liczyć na zyskowny wzrost oraz nadal m.in. na kontrolowaniu stanu zapasów i kosztach w celu zwiększenia marż. Zapowiada dalsze inwestycje w ofertę urządzeń mobilnych.
Centra danych wciąż ze stratą
W przypadku grupy data center (DCG) spadek sprzedaży wyniósł 13,8 proc. w III kw. br. Po kilku latach od przejęcia biznesu x86 od IBM grupa wciąż nie ma zysku, ale producent podkreśla, że DCG dziewiąty kwartał z rzędu zmniejszyła straty. Według Lenovo za wyjątkiem rozwiązań hiperskalowych sprzedaż wzrosła (w sumie o 13 proc.), aczkolwiek trzeba zauważyć, że bilans poprawił spory wzrost sprzedaży w Chinach (+47 proc.).
Dwucyfrowy wzrost sprzedaży w III kw. br. odnotowano w segmentach pamięci masowej, infrastruktury zdefiniowanej programowo (SDI) oraz HPC – zapewnia producent.
Lenovo zapowiada, że grupa zamierza kontynuować rozwój w segmentach niehiperskalowalnych, takich jak SDI i pamięć masowa. Będzie też inwestować w rozwiązania związane z brzegiem sieci, telekomunikacją i sztuczną inteligencją. Grono nabywców rozwiązań hiperskalowalnych ma rozszerzyć się w II poł. roku finansowego (czyli począwszy od października br.) – twierdzi producent.
Usługi mocno w górę
W segmencie usług i oprogramowania sprzedaż zwiększyła się o 35 proc., do 900 mln dol.
Urządzenia jako usługa (DaaS), pomoc techniczna klasy premium oraz usługi zarządzane znacznie przyczyniły się do wzrostu przychodów. Lenovo oczekuje, że wkrótce ten biznes zacznie przynosić obroty przekraczające 1 mld dol. kwartalnie.
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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.