Lenovo: lepiej, ale biznes mobilny w dołku
Biznes PC i serwerowy poprawiły się, jednak w dział mobilny nadal jest pod kreską.

W IV kw. 2017 r. Lenovo odnotowało 12,94 mld dol. przychodów, o 6,3 proc. więcej niż rok wcześniej. To 3-letni rekord. Zysk przed opodatkowaniem wzrósł o 48 proc., do 150 mln dol. Producent zamknął kwartał stratą netto 289 mln dol., która jednak – podobnie jak w przypadku innych międzynarodowych koncernów – jest skutkiem reformy podatkowej w USA (zmniejszyła wynik netto firmy o ok. 400 mln dol.).
Spośród trzech głównych biznesów Lenovo niezły kwartał miała największa w firmie grupa komputerowa (PC and Smart Devices Group), która generuje ponad 70 proc. obrotów korporacji. Osiągnęła wzrost przychodów o 7,6 proc., do 9,3 mld dol., mimo utrzymania przez Lenovo podobnego poziomu w światowym rynku PC jak rok wcześniej (-0,2 proc.). To efekt większego popytu na urządzenia z wyższych półek cenowych, jak 2 w 1. Producent korzystając z tej koniunktury zamierza poszerzać ofertę komputerów high-end i inteligentnych urządzeń, jak zestawy VR. Zysk operacyjny grupy PC (416 mln dol.) był jednak trochę niższy niż rok wcześniej (431 mln dol.).
Pozostałe dwa biznesy nie wyszły na plus. Poprawę widać w grupie centrów danych, która zwiększyła obroty o 16,7 proc., do 1,2 mld dol., czyli najwyższego poziomu od 2 lat. Ponownie odnotowała stratę operacyjną – 56 mln dol., ale niższą niż rok wcześniej (-94 mln dol.) oraz mniejszą niż w III kw. 2017 r. (-100 mln dol.). Przychody wzrosły według firmy we wszystkich regionach i segmentach, zwłaszcza w przypadku wielkich centrów danych oraz SDI (infrastruktura definiowana programowo).
Silna konkurencja i wyższe koszty komponentów przyczyniły się do kolejnej z rzędu straty operacyjnej w grupie mobilnej. Tym razem wyniosła 92 mln dol. (rok wcześniej -112 mln dol.), a przychody spadły o 5 proc., do 2,1 mld dol. Lenovo zapewnia, że wynik jest zgodny z oczekiwaniami. Ponadto strata jest wyraźnie niższa niż w III kw. 2017 r. (-132 mln dol.). Tym niemniej kryzys w tym obszarze trwa kolejny rok po przejęciu w 2014 r. Motoroli Mobility kosztem 2,9 mld dol. "Będziemy zwiększać rentowność, ale break even prawdopodobnie nie nastąpi w kolejnym kwartale" – przyznaje CEO Lenovo, Yang Yuanqing. Firma odnotowuje umocnienie marki Moto w Europie Zachodniej, gdzie sprzedaż wzrosła o 23 proc.
Co ciekawe, Lenovo wchodzi w sprzedaż detaliczną w Chinach. Zamierza otworzyć ponad 1 tys. sklepów w ciągu najbliższych 3 lat.
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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.