Lenovo Iberia has highlighted the company’s global results for the second quarter of its fiscal yearwith record revenue, within the framework of its annual Tech World Iberia 2025 event held at The Lenovo Garage. The event has also served to analyze all the company’s results at a global level, and consolidate its strategy and commitment to AI in Spain and Portugal.
The company earned $20.5 billion in the aforementioned period, a figure that reflects an increase of 15% year-on-year. Adjusted net income was also a record: $512 million, 25% more than during the same quarter of the previous fiscal year.
This growth has been reflected uniformly in all its business units, which have registered double-digit growth: Intelligent Devices Group (IDG), Infrastructure Solutions Group (ISG) and Solutions and Services Group (SSG).
Lenovo’s commitment to AI innovation has established itself as its main growth driver, with revenues related to this technology already reaching 30% of the group’s total turnover, 13% more than in the second quarter of the company’s last fiscal year.
The vision on which this commitment focuses, Smarter AI for All, is based on a hybrid strategy that ranges from personal devices to large business infrastructures. Along these lines, Lenovo is developing a Personal AI Twin, an AI super agent that will work between devices, operating systems and applications. Learn the user’s needs and preferences to anticipate their needs and act based on them.
In addition, Lenovo offers guidance focused on AI adoption for businesses through its AI Readiness method, which accompanies organizations from technology discovery and consulting to the deployment and management of large-scale AI solutions.
Lenovo Intelligent Devices Group (IDG), which includes PCs, tablets and smartphones; remains the core of the company’s business, with revenues of $15.1 billion, a figure that indicates a year-on-year increase of 12%. In addition, it has increased its leadership in the PC market until it has a 25.6% global share.
This dominance extends to all key categories: commercial (28.6% share), consumer (22.1%) and gaming (19.7%). Among them, the emerging market for PCs with AI with Copilot+ stands out, in which it has 31.1% of the market.
In Iberia, Lenovo is the manufacturer that occupies first place in sales for the professional market. It is leading in sectors such as education, SMEs and public administrations. In SMEs, it is also the reference partner for digitalization through the Digital Kit program, with a 43% share in the project. In Portugal, the brand has been in first position in sales for 8 quarters.
In consumption, the Yopga range has improved its sales by 273% year-on-year, and the gaming category, made up of the Legion and LOQ families, has grown another 23%. In this segment, there is also an increase in the average sales Price of Legion and premium of 10%. The company is also number one in sales of Android tablets in the region, with a market share of 42% in the third quarter of its fiscal year 2026.
Lenovo’s Infrastructure Business (ISG) has grown 24% in revenue to $4.1 billion, while the Solutions and Services Group (SSG) continues to grow for the 18th consecutive quarter, with revenue up 18% year-over-year to $2.6 billion, with an operating margin of 22%. Demand for solutions such as TruScale DaaS/IaaS and managed services continues to increase, and the mix of these services already reaches almost 60% of the division’s revenue.
Alberto Ruano, ED and GM of Lenovo Iberiahas highlighted from these data that they are «“very proud of the company’s recent results, which not only set a record, but also demonstrate that our diversification strategy and our vision of the future around AI are correct,” explains Alberto Ruano, ED and GM of Lenovo Iberia. “Capitalizing on the democratization of AI and our operational excellence has allowed us to obtain a historic quarter. In this Tech World we want to highlight how this global strength translates into greater commitment and better solutions for Spain and Portugal«.
