The first quarter results demonstrate the Group’s ability to translate its Hybrid AI strategy into tangible business performance, building on its leadership in PCs and smart devices while rapidly establishing Lenovo as a global leader in AI solutions and infrastructure. In particular, the record performance of the Infrastructure Solutions Group (ISG) demonstrated its clear role as a key engine of both growth and profitability for Lenovo. The quarter also saw Lenovo deliver AI solutions and services at scale for the FIFA World Cup 2026™, as FIFA’s Official Technology Partner. Spanning three countries, 16 cities, 48 teams, and 104 matches, Lenovo provided the devices, infrastructure, services, solutions and AI-powered innovation that helped support FIFA operations, global broadcasts, team analysis, officiating technology and fan experiences at massive scale. In addition, the partnership created a powerful platform for customer engagement, is accelerating commercial opportunities, and is elevating Lenovo’s global brand as an AI leader. The Group’s operational resilience was a key competitive advantage during the quarter. Lenovo’s scale, Global/Local supply chain, strong supplier relationships, and end-to-end operating model enabled it to anticipate and manage supply constraints and cost pressures effectively – turning industry-wide disruption into an opportunity to strengthen its competitive position.




