
Kamfanin Lenovo Group (00992) a yau (12 ga Satumba) ya sanar da sakamakon kwata na uku na shekarar kuɗi ta 2025/26. Kudaden shiga sun kai sabon matsayi a wannan kwata, riba ta karu, kuma kudaden shiga daga fasahar kere-kere (AI) sun ƙara ƙaruwa. A cikin kwata, jimillar kudaden shiga na ƙungiyar sun karya tarihin kwata na kasafin kuɗi, inda suka kai dala biliyan 22.2, wanda ya karu da kashi 18% idan aka kwatanta da shekara. Duk ƙungiyoyin kasuwanci sun sami ci gaba sau biyu a shekara.
Banda kayayyakin da ba na kuɗi ba da ba sa aiki da kuma ribar da aka samu sau ɗaya a kwata na uku na shekarar kuɗi ta 2024/25 da kuma kwata na uku na shekarar kuɗi ta 2025/26, ribar da aka daidaita (ribar da masu hannun jari ke samu - Ma'aunin Rahoton Kuɗi na Hong Kong ba) ta ƙaru da kashi 36% a shekara zuwa dala miliyan 589 na Amurka, kuma ribar da aka daidaita ta inganta zuwa kashi 2.7%.
Jajircewar Lenovo na cimma ci gaba mai lambobi biyu da kuma kiyaye riba ya nuna cikakken ikonta na haɓaka ci gaba ta hanyar kirkire-kirkire da kuma kewaya da zagayowar tattalin arziki tare da kyakkyawan aiki. Sakamakon buƙatar na'urorin AI, kayayyakin more rayuwa, ayyuka, da mafita, AI ta zama injin ci gaban ƙungiyar na dogon lokaci. A cikin kwata, kudaden shiga da suka shafi AI sun ƙaru da kashi 72% a shekara-shekara, wanda ya kai kusan kashi ɗaya bisa uku (32%) na jimillar kudaden shiga na Lenovo. Ƙungiyar ta sami ƙaruwar samun kuɗi mai ƙarfi a wannan kwata, godiya ga ci gaba da haɗa jagorancin kasuwa a cikin kwamfutocin tafi-da-gidanka da na'urori masu wayo, tallace-tallace da ƙaddamar da wayoyin komai da ruwanka masu yawa, da kuma ribar da ta samu mafi girma a cikin kasuwancin Infrastructure Solutions Group (ISG) da Solutions Services Group (SSG).
Domin ƙara samun fa'ida daga buƙatar horar da AI da kuma damar ci gaba na dogon lokaci a cikin nazarin AI a cikin shekaru masu zuwa, Ƙungiyar ta sake tsara kasuwancinta na ISG da dabarun sake fasalin, wanda ya haifar da kuɗin sake fasalin sau ɗaya na dala miliyan 285 a cikin kwata. Ta hanyar inganta tsarin farashi, daidaita haɗakar samfura, da ƙarfafa ƙungiyar tallace-tallace, Ƙungiyar tana sa ran cimma tanadin kuɗi sama da dala miliyan 200 kowace shekara a cikin shekaru uku masu zuwa, wanda ke shimfida hanya bayyananniya ga ISG don shiga cikin yanayin ci gaba na dogon lokaci, mai ɗorewa, da riba.
Shugaban Lenovo kuma babban jami'in gudanarwa, Yang Yuanqing, ya ce, "Yanzu bari mu duba daga matakin rukuni. A kwata na baya, mun cika alkawarinmu na cimma ci gaban lambobi biyu da kuma ci gaba da samun riba a rabin na biyu na shekara. Kudaden shiga na rukuni sun kai matsayi mafi girma na dala biliyan 22, karuwar shekara-shekara sama da kashi 18%, tare da dukkan sassan kasuwanci da suka cimma ci gaban lambobi biyu. Ribar da aka daidaita ta karu da kashi 36% a shekara-shekara, sau biyu na karuwar kudaden shiga. Fasahar kere-kere ta wucin gadi tana zama babbar hanyar ci gaban kungiyar, inda kudaden shiga da suka shafi AI ke karuwa da sama da kashi 70% a shekara-shekara, kuma yanzu tana wakiltar kusan kashi daya bisa uku na jimillar kudaden shiga na kungiyar."
"Rukunin Kayan Aikinmu na Wayo (IDG) ya ba da kyakkyawan aiki, inda kudaden shiga suka karu da kashi 14% a kowace shekara zuwa kusan dala biliyan 16, yayin da suke ci gaba da samun riba mafi girma a masana'antu. Duk da ƙalubalen da ake fuskanta na ƙarancin kayan aiki da hauhawar farashi a faɗin masana'antu, kasuwancinmu na PC da Smart Devices ya ƙara haɓaka gasa. Kudaden shiga sun ci gaba da ƙaruwa da kashi 17% cikin sauri, kuma tallace-tallacen PC sun zarce matsakaicin kasuwa a kwata na 10 a jere. Muna da burin samun babban rabo a kasuwar PC a shekarar 2025. A cikin kasuwancin wayar hannu, Motorola ya sami nasarar tallace-tallace da kunna abubuwa da yawa."
"Idan muka duba gaba, mun yi imani da yadda fasahar AI ke zama a ko'ina. Yayin da fasahar AI ke shiga cikin rayuwar yau da kullun ta mutum da ayyukan kasuwanci, ba wai kawai ci gaban fasaha ba ne, amma ci gaban fasaha ne wanda zai iya kawo ƙima ta gaske. Lenovo zai ci gaba da haɓaka haɓaka fasahar AI mai haɗaka, gami da fasahar AI ta mutum da fasahar AI ta kasuwanci, don amfani da manyan damarmakin ci gaba a wannan fanni. Wannan ba kawai magana ce ta banza ba; mun riga mun samar da sakamako mai mahimmanci ga abokan cinikinmu." (Mai rahoto Han Shang)