Kaydence Shum

Winston Cheng, CFO of Lenovo, says he expects continued heavy spending from companies and countries across the world, giving the AI cycle further room to run. He also says AI‑enabled PCs will likely go mainstream by 2027, crediting the company’s global manufacturing network and supply chain resilience for helping it navigate tariffs and shortages.

In a recent Bloomberg Tech interview, Lenovo CFO Winston Cheng discussed the company’s strong AI-driven performance following its report of an exceptional Q4 and the strongest year in Lenovo history. He emphasized that Lenovo has evolved beyond its PC roots into a full-stack technology provider spanning devices, infrastructure, and solutions and services, positioning the company to capture long-term AI growth.

Today, Lenovo reported fourth quarter and full year results for fiscal year 2025/26, marking an exceptional Q4 and the strongest year in the Group’s history. During the quarter, overall Group revenue reached an all-time fourth quarter high of US$21.6 billion, up 27% year-on-year, marking the highest year-on-year growth rate in five years, with adjusted net incomedoubling year-on-year to US$559 million.