Lenovo z trudem wychodzi z dołka
W III kw. Lenovo odnotowało zysk, choć problemy pozostały - spadki na rynku PC oraz straty w segmencie smartfonów i data center nadal ciągną w dół wyniki koncernu. Są jednak symptomy poprawy.

W minionym kwartale zysk netto Lenovo wyniósł 157 mln dol. wobec 714 mln dol. straty rok wcześniej, która była związana głównie z dużym odpisem na zapasy sprzętu przejętej w 2014 r. Motoroli Mobility oraz kosztami integracji i restrukturyzacji. Przychody korporacji spadły jednak o 8 proc., do 11,2 mld dol. (czyli o blisko 1 mld dol.), głównie z powodu topniejącego popytu na rynku PC. Wobec II kw. br. wzrost wyniósł 12 proc. Warto jednak zauważyć, że spadek sprzedaży komputerów Lenovo (-3,2 proc.) był niższy niż średnia na rynku (-4,8 proc.). Na komputerach i tabletach (grupa PC and Smart Devices) spółka wypracowała w sumie 7,8 mld dol. obrotu (70 proc. całkowitych przychodów). Marża zysku brutto wzrosła z 4,6 proc. do 5,2 proc.
Producent próbuje zrekompensować spadki biznesu PC m.in. większą koncentracją na smartfonach, ale nie jest to łatwe – na rynku jest duża konkurencja, a wzrost sprzedaży w światowej skali wyraźnie zwolnił. W efekcie dział mobilny ponownie nic nie zarobił w III kw., notując stratę operacyjną wielkości 156 mln dol., ale jest lepiej niż przed rokiem (217 mln dol. straty). Obroty spadły o 12 proc., do 2 mld dol. Zwiastunem poprawy jest rosnąca sprzedaż wobec II kw. br. – według producenta w przypadku marki Moto (dawna Motorola) wzrosła o 40 proc.
Dział data center (serwery, pamięci masowe, oprogramowanie i usługi) wygenerował 1,1 mld dol. obrotu, o 8 proc. mniej niż rok wcześniej. Ten biznes również zakończył kwartał na minusie – miał 141 mln dol. straty operacyjnej.
Firma zapowiada dążenie do poprawy wyników m.in. poprzez większe zaangażowanie w kanale sprzedaży, inwestycje w szkolenia oraz zmiany w strukturze sprzedaży w celu większego wsparcia klientów. Pomóc ma także partnerstwo z innymi firmami i rozwój komputerów nowej generacji.
W regionie EMEA spadek przychodów Lenovo wyniósł 14 proc., a kwartał zamknął się stratą operacyjną 65 mln dol., co firma tłumaczy mniejszą sprzedażą komputerów i smartfonów.
Lenovo informuje, że w krajach EMEA koncentrowało się na czyszczeniu zapasów, stąd spadek dostaw komputerów był większy (-5 proc.) niż średnia na rynku (-4 proc.).
W kolejnych kwartałach trudno spodziewać się wyraźnej poprawy. Szef Lenovo Yang Yuanqing przyznał, że warunki na rynku są trudne, ale w jego ocenie firma osiągnęła solidne wyniki. Najważniejsze cele Lenovo na kolejne kwartały to utrzymanie pozycji lidera na rynku PC (pod względem wielkości sprzedaży) oraz wzrost w segmencie smartfonów i centrów danych.
Poprawę mają przynieść też roszady personalne i wzmocnienie menedżmentu na najwyższym szczeblu. Kirk Skaugen dołączył do firmy jako wiceprezes wykonawczy i prezes Data Center Group (DCG). Pełnił on poprzednio funkcję starszego wiceprezesa grup Client Computing i Datacenter and Connected Systems w Intelu.
Laura Quatela obejmuje stanowiska dyrektora ds. prawnych i starszego wiceprezesa. Poprzednio była wiceprezesem wykonawczym ds. własności intelektualnej w Alcatel-Lucent oraz prezesem w Eastman Kodak.
Yong Rui został dyrektorem technicznym i starszym wiceprezesem. Poprzednio był dyrektorem zarządzającym w Microsoft Research w regionie Azji.
W związku ze zmianami Gerry Smith, dotychczas wiceprezes wykonawczy działu data center, przechodzi na stanowisko wiceprezesa wykonawczego i dyrektora operacyjnego działu komputerów i tabletów.
Xudong Chen zmieni stanowisko współprezesa i starszego wiceprezesa Mobile Business Group (MBG) w Chinach na starszego wiceprezesa Global Services.
Na poprzednim stanowisku zastąpi go Gina Qiao, która dotychczas pełniła funkcję starszego wiceprezesa ds. HR.
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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.