🐰💬 Lenovo lashed out at 36% profit, just retracing the customer on hand.

The tech market is now hot. The race is fierce.

New phones, new brands, new devices come out as fish balls.

Each brand's market share is starting to shrink.

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Lenovo clearly sees that running along a stream of devices alone is not the answer.

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Instead of competing with competitors about devices,

Lenovo chooses to look at customer behavior and study what it wants.

Analyze the customer's context before the customer says what they want.

Focusing on infrastructure and AI.

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1.Infrastructure Solutions Group or ISG

A group of businesses with a particular focus on infrastructure for the AI era.

This is because data centers have to carry a high-energy AI workload.

Lenovo uses Nept™ liquid-cooling technology.

Come in and solve the Data Center's "heat."

Ready to increase efficiency and reduce energy costs.

This is the strength that led Lenovo to become one of the leaders in AI Infrastructure.

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2.Solutions & Services Group or SSG

Another pillar of Lenovo that has become a "profit machine" (Profit Flywheel), SSG operates under the Lenovo Hybrid AI Advantage framework, providing DaaS (Device-as-a-Service) and industry-specific solutions, especially in China, that have won several big project contracts.

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SSG's services also integrate AI into core solutions, e.g.

Digital Workplace, Hybrid Cloud, Sustainability Solutions

All of these are connected as a continuous income-generating ecosystem.

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Lenovo uses "insights from its original customer base" to design solutions that answer real problems Instead of running mobile trends, the company chooses a focus on infrastructure and AI services, a point where it generates revenue and long-term competitive advantages.

Despite the high competition of the equipment industry, Lenovo can still "sustain and increase profit" because it understands customers and solves problems where customers really want.

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Conclusion: Lenovo shows that customer understanding + strategic problem solving + investing in the technology that answers the problem is the key to generating profit and advantage in the fierce market, and that Tai has to keep issuing new products all the time.

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Source: https://news.lenovo.com/pressroom/press-releases/q1-fy-2025-26/?utm

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