Analyst Commentary

A revenue rebound in Lenovo's PC business in calendar 4Q16 was overshadowed by the company's ongoing challenges in smartphone and data center markets

Premium PCs are poised to strengthen Lenovo’s primary revenue and profit engine
Lenovo’s FY3Q17/CY4Q16 results show the degree to which the company’s Mobile and Data Center groups are out of sync with the dynamics of those markets, and how important its PC business — which accounted for 70.7% of Lenovo’s overall revenue in 4Q16 — is to the company’s overall financial health and future direction. While increased demand for premium notebook PCs lifted PC and Smart Device Group (PCSD) revenue and operating profit year-t...

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