Lenovo's operating data is released: **46%, a decrease of 10.800 million yuan, when will the haze dissipate?
As a global leader in personal computers, Lenovo's performance is highly regarded by the industry and consumers. However, with the recession in the consumer electronics industry, Lenovo's revenue and net profit have both declined in the past four quarters. Some time ago, Lenovo Group announced its operating data and handed over one again"Year-end answer sheet"I wonder how it will perform this year? Can the decline be stopped?
Since Lenovo Group announced its financial report, the situation is not very good, Lenovo Group's turnover and net profit, have shown negative growth, which is a very obvious downward trend! Lenovo Group's profits fell by 46%, which shows that Lenovo Group's profits have reached a very serious point: if a company cannot be profitable, does it mean that the company will not live long? The answer is obvious!
Lenovo Group CEO Yang Yuanqing is in"A letter to all employees"Lenovo Group's profit has increased for two consecutive quarters, and revenue has increased year-on-year. Why did Yang Yuanqing say"Decline", and not"Improvements"or"Growth"This?
Attentive netizens found that in Lenovo's official statement there are two strange indicators, namely annual turnover and quarterly profit, among which"Annual"It's turnover,"quarterly"It's profit, it must be"Cats and mice"！There must be one in this'Catty'。If annual profits are used instead of quarterly profits, Lenovo's performance will undoubtedly continue to decline. Especially after the release of the latest financial report, Lenovo's stock price is ** 9%, which is clear to the discerning person at a glance.
In addition, Lenovo has previously said that it will increase investment in the field of artificial intelligence in the next three years, with a target of 7 billion yuan, but it can be seen from the financial report that Lenovo's R&D spending in the three quarters decreased by 10$800 million.
Lenovo is experiencing a low ebb of underperformance in both businesses. Data released by IDC for the fourth quarter of 2023 shows that in addition to Lenovo, the global traditional PC market is also experiencing a cold winter, with shipments falling by 2% year-on-year7%, the industry as a whole is underperforming, and the industry's leading position is in jeopardy.
With the emergence of Huawei, Honor, Xiaomi, etc., it has brought a lot of pressure to Lenovo, although Lenovo has always wanted to invest more money in artificial intelligence, to regain its technological advantages, but although the cost of research and development has been reduced, it shows that Lenovo's investment in research and development is not very large, compared with Huawei, Xiaomi, these domestic technology companies, the advantage gap is still very large, shouting out of the throat, and it is just"Draw a pie"Nothing more. In addition, the future of AI PCs is still unknown, and it may take longer, can Lenovo afford to wait? Do you think Lenovo has a chance to regain control of the PC market? Feel free to leave a comment.