Lenovo announces Q2 net income of $512 million, up from $409 million last year.

Written by Emily J. Thompson, Senior Investment Analyst

Updated: Nov 20 2025

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Q2 Revenue Growth: The company reported Q2 revenue of $20.45 billion, up from $17.85 billion last year, with double-digit growth across all business groups and sales geographies.
AI Revenue Contribution: AI-related revenue increased by 13 percentage points year-on-year, now accounting for 30% of total revenue, driven by significant growth in AI Servers, PCs, smartphones, and services.
Strategic Vision: The results reflect the company's strong strategy and operational excellence, emphasizing its commitment to leading in the AI era through innovation and a 'Global/Local' model.
Future Opportunities: As the AI landscape evolves towards personalization and enterprise-centric solutions, the company aims to expand its leadership in Personal AI and continue investing in its Hybrid AI strategy for sustainable long-term returns.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.