Lenovo's PC Business Surges To 15-Quarter High With AI Models Leading The Charge

BrianFagioli writes: Lenovo is starting its fiscal year with a major win, delivering record-breaking PC sales and claiming dominance in the AI PC space. For the first quarter of its 2025/26 fiscal year, the company reported $18.8 billion in revenue, which is 22 percent higher than the same period last year. Profit came in at $505 million, more than double the figure from a year ago.

The standout performer was Lenovo's PC and smart devices division. It posted its fastest growth in 15 quarters and secured a record 24.6 percent global market share. More than 30 percent of Lenovo's PCs shipped in the quarter were AI PCs, giving it the top position in the Windows AI PC segment with a 31 percent market share. This leadership is an important talking point for Lenovo as it continues to market AI features as a key reason for buyers to upgrade.

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