Lenovo beats revenue estimates on AI server demand

Lenovo Group Ltd. has surpassed market expectations, posting stronger-than-anticipated quarterly revenue driven by soaring global demand for AI servers and a recovering PC market. On November 20, 2025, the company reported revenue of $20.5 billion for the quarter ended September 30, representing an approximately 15% year-over-year increase, surpassing estimates of around $20.1 billion. However, the company’s profit attributable to shareholders fell by around 5 % to $340 million, underscoring margin pressures amid its AI investment push. Lenovo reports impressive earnings despite facing challenges Regarding Lenovo’s accomplishment , sources familiar with the situation noted that a rise in memory chip prices is significantly impacting the operations of several firms and may lower the profits of PC manufacturers, despite this success. Additionally, shares of Lenovo and Dell decreased this week after Morgan Stanley analysts reduced their ratings on these tech firms. When reporters asked them why they adopted such a sudden decision,...

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