Lenovo: nowy rekord i ostrzeżenie przed problemem z dostawami
Zysk Lenovo wzrósł o 78 proc. Jednak koncern ostrzega przed problemami w łańcuchu dostaw wskutek lockdownu w Chinach.

Wzrosła zwłaszcza sprzedaż komputerów premium – wynika z danych Lenovo. Marża biznesu IDG sięgnęła 7,6 proc.
W roku finansowym 2021/2022, zakończonym 31 marca br., Lenovo po raz kolejny osiągnęło duży wzrost sprzedaży i zysku. Przychody poprawiły się o 10 mld dol. już drugi rok z rzędu – zwiększyły się o 18 proc., do 71,6 mld dol., a zysk netto o 72 proc., do 2 mld dol.
Co istotne, wszystkie główne biznesy Lenovo są teraz rentowne (dotychczas przez ładnych kilka lat biznes infrastrukturalny miał stratę).
Jednak w ostatnim kwartale roku obrotowego (I kw. 2022 r.) dynamika już nieco siadła – sprzedaż była wyższa o 7 proc. r/r (blisko 17 mld dol.), a zysk o 58 proc. (412 mln dol.).

Przestoje wpłyną na dostawy praktycznie wszędzie
Pomimo kolejnego bardzo dobrego roku Lenovo ostrzega, że branżę czeka słabszy okres – dostawy spowolnią, ponieważ blokady związane z Covid-19 w Chinach w marcu i kwietniu mocno poszarpały i tak już nadwyrężony łańcuch dostaw.
„Szczególnie w tym kwartale przestoje w produkcji wpłyną na liczbę wysyłek praktycznie wszędzie, zwłaszcza w Chinach” – uprzedza Luca Rossi, wiceprezes Lenovo.
Jak dodaje, niedobór ma duże znaczenie w krótkim terminie.
Transformacja oparta na usługach. 22 proc. marży
Prezes i dyrektor generalny Lenovo Yuanqing Yang zapowiada podwojenie inwestycji w badania i rozwój oraz dalszą transformację opartą na usługach. W całym roku nakłady na R&D poszybowały o 43 proc., do 2 mld dol.
Wśród liderów wzrostu jest grupa rozwiązań i usług (SSG), która wykorzystuje popyt na hybrydowe rozwiązania do pracy. Jej przychody zwiększyły się w roku finansowym o 30 proc. do 5,4 mld dol.
Zysk operacyjny SSG wzrósł o 40 proc., do 1,2 mld dol., co daje 22 proc. marży. To najwyższa rentowność w głównych grupach biznesowych Lenovo.
Ponad 90 proc. szefów IT rozważy as-as-service
Firma wskazuje na duże możliwości w biznesie usługowym.
Lenovo podaje, że ponad 90 proc. dyrektorów IT jest gotowych rozważyć przyjęcie oferty as-a-service.
W przypadku hybrydowego modelu pracy oczekuje się, że do 2025 r. popyt na cyfrowe usługi w miejscu pracy osiągnie 93 mld dol.
Wreszcie zyski na infrastrukturze
Grupa infrastrukturalna (ISG) osiągnęła rekordowe przychody w wysokości 7 mld dol., co oznacza wzrost o 13 proc. rok do roku. Historycznym osiągnięciem jest zysk w bilansie całego roku.
Zysk operacyjny wyniósł 7 mln dol. (co daje 0,1 proc. marży operacyjnej) wobec 130 mln dol. straty przed rokiem (-2,1 proc. marży).
Rekordowe przychody przyniosły segmenty takie jak storage, oprogramowanie, usługi i HPC.
ISG zapowiada dalsze inwestycje we własne projekty i możliwości produkcyjne oraz ekspansję na szybko rosnące obszary, takie jak usługi brzegowe i chmurowe.
Popyt na PC może spowolnić
Grupa Intelligent Devices (IDG), obejmująca m.in. komputery, smartfony i tablety, odnotowała wzrost przychodów o 18 proc. r/r, osiągając ponad 60 mld dol. sprzedaży.
Zysk IDG wzrósł o 27 proc., do 4,74 mld dol., co oznacza 7,6 proc. marży operacyjnej wobec 7,1 proc. w ub.r.
Widać zapotrzebowanie zwłaszcza na komputery premium – te segmenty przyniosły wzrost przychodów o ponad 30 proc. rok do roku.
Lenovo ocenia, że popyt na komputery może spowolnić w krótkim okresie, tym niemniej zapotrzebowanie w biznesie pozostaje silne.
Nieźle idzie Lenovo także sprzedaż smartfonów. Zysk operacyjny na smartfonach podwoił się do ponad 360 mln dol., co jest rekordem od czasu przejęcia Motoroli Mobility.
Wyjść poza PC
Koncern w biznesie IDG realizuje także strategię ekspansji poza biznesem komputerowym – jak podaje, obecnie ponad 18 proc. przychodów grupy pochodzi z innych inteligentnych urządzeń, wbudowanych systemów obliczeniowych/IoT i innych urządzeń.
Firma zamierza korzystać z rozwoju rynku internetu rzeczy – przewiduje się, że dostawy punktów końcowych IoT osiągną wartość 2,3 mld dol. w 2025 r.
Rozwiązania oparte na scenariuszach
Lenovo zakłada ponadto dalszą ekspansję w biznesie smartfonów, tabletów, komputerów wbudowanych/IoT oraz rozwiązań opartych na scenariuszach, takich jak: Smart Collaboration, Smart Home i Smart Office.
Podobne aktualności
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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.