Lenovo’s new quarterly earnings report, as of June 30, 2016, revenue of US$10.1 billion, decreased by 6% year-on-year and increased by 10% from the previous quarter. Profit before tax rose by 297% to US$206 million on a year-on-year basis, and net profit rose 64% year-on-year to US$173 million. The report looked a lot better than the previous quarter, but the details were surprising. Lenovo’s $132 million gain actually came from the sale of office buildings and equipment in Beijing. Didn’t Lenovo sell computers to start selling?
Embrace the Internet, it is better to embrace real estate!
As early as February of this year, the "business personage" operated by Mr. Chieh-Chao’s team published an article entitled "Yang Yuanqing is a qualified Lenovo CEO?" After reading, personal opinion, Yang Yuanqing is a qualified CEO, just with the author after 80 do not know what 95 is thinking, we are "old".
This can be seen from Mr. Yang Yuanqing’s answer to the reporter’s interview at the association’s new financial year swearing-off meeting in 2015. When the reporter asked about the feelings of Yang Yuanqing’s opening of Weibo, he answered the reporter with a serious expression: “Not too early to use it. Weibo made competitors take advantage of the gap.†And Yang Yuanqing in his keynote speech talked about the transformation of the Internet and embraced Weibo and social media.
Really, as Yang Yuanqing thinks, is it the success of the Internet transformation to open up Weibo to focus on social media? Shouldn't we shield the gap in communication and face up to users' nuisance on products? Inspire the product team to develop the products that netizens really need? Mr. Yang knows that Weibo and WeChat users who have been handed over to the public relations company most of the time have reported something?
However, this does not mean that he is not a qualified CEO. I personally agree with Mr. Yang’s strategic vision. It is just that the Internet transformation is not pretty. Can only say that the middle level cannot stand up and say "no" to the leaders. What a terrible thing is this? Even if it is a saint, it can't be wrong. Think of what kind of company dare not say "No" to leaders.
After the new quarterly Lenovo financial report, it turns out that embracing the Internet did not make Lenovo's statements look better, but embracing real estate makes reports more beautiful! Let me think of the Qing government's cutting grounds, of course, do not want to go on line to equate two things. Lenovo may issue a statement stating that this is the correct decision. However, it can not help but remind people of Mr. Chi’s article and the slightest wavering caution.
Lenovo Mobile Group is still losing money, employees are not optimistic about MOTO Z!
Lenovo’s personal business and smart device group fell 7% year-on-year to US$7 billion. Profit before tax rose by 2.4% year-on-year to 3.7%, and profit before tax reached 5.3%, which was a year-on-year increase of 0.5%. This was a continuous loss for several quarters before it finally made a profit. Personal computers shipped 13.2 million units during the quarter, a decrease of 2.3% year-on-year, and 1.8% less than the 4.1% decline in the overall market. Among them, the overall profit of tablet computers is better than that of the market, and sales growth is also higher than the market.
After the controversy, the mobile business generated 11.2 million units of global shipments, a year-on-year decline of 31% and a 3% increase from the previous quarter. Lenovo’s mobile business revenue continued to fall by 6% to US$1.7 billion, and the loss before tax was US$2.06 billion.
Lenovo Group's stock market shots today (Time expires at 12:00 noon)
After Lenovo's financial report, the capital market did not look promising, and the opening of Hong Kong stocks made it clear.
Yang Yuanqing said in an interview with reporters that Lenovo will turn the Mobile Group into a profit, increase its marketing budget, and launch high-end mobile phones. Don't know "high-end mobile phone" refers to the MOTO Z that Lenovo will soon be listed? Its Lenovo employees said in public that buying a MOTO Z modular battery is better than buying a charging treasure, at least for a cheap price. Lenovo employees are so not optimistic about the module, why also launch? Buy mobile phone to send charging treasure, is not better?
Lenovo and Jingdong Sign Cooperation Agreement
Marketing budget, do not know if it refers to a picture that was very hot a while ago? Lenovo and JD.com signed a three-year target for a comprehensive combat cooperation agreement with a sales volume of 60 billion yuan. This is undoubtedly a potent agent such as "aphrodisiac." Online shipments create a trend that fills the table with joy and happiness.
Let's take a look at the sales volume of the top five mobile phone manufacturers in IDC's second-quarter ranking of China's smart phone shipments: Huawei 87%, Glory 53%, OPPO 96%, VIVO 97%, Apple 81%, Xiaomi 26 %. For the offline channel construction, OPPO and VIVO have already seen results. Look carefully, that Huawei + glory? ?
The author knows that some people will certainly ask, what is the relationship between marketing and strategic cooperation? 4P, 4C, 4R, 4I do you understand? Hey, maybe you don't understand it.
Massive press conferences, celebrity endorsements, fiery live broadcasts, and large-screen, high-enforced displays at the airport have not saved Lenovo’s performance reports from the current point of view. As a domestic manufacturer of NO.1 in the IT field, I deeply hope that Lenovo will get better and better. Does Lenovo think about it, should we never fall into the sky and go to the mortal world to taste the delicious food? Play a few nice turns?
Lenovo's acquisition of its own strong? Still playing dead?
Big groups generally make up for short boards in the form of mergers and acquisitions. Lenovo is no exception. However, after the acquisition of these companies, Lenovo Group's self-government, it is really hard to say that it is a strong one, or play dead others! ! !
The non-merger IBM PC division, which gives a thumbs-up, belongs to the company. In 2005, many media people used the word "snapping elephant" to describe Lenovo's acquisition of the IBM PC division. This acquisition made Lenovo the world's third-largest PC maker. In 2014, Lenovo acclaimed the global PC throne and handed in a satisfactory questionnaire. In the same year, Lenovo advocated the transformation of the Internet. However, from the current point of view, it is not difficult to doubt the failure and loss of Lenovo's transformation. When it comes to failure, is it really impossible to find it? How many companies have Lenovo acquired now? Does Lenovo really use these collected assets effectively?
1. The IBM PC division was renamed Lenovo Thinkpad. The writer just got out of the campus meeting and saw who used Thinkpad to work. No matter how worshipped it was, the million-dollar notebook in that era was the “god†in the business field. Not just a freshly-graded recruit could afford it. , And T with X series is a symbol of that era business notebook! This is why the Thinkpad was eventually sold by IBM. High quality equivalence is high cost and high price.
In order to make Thinkpad profitable, Lenovo launched several series of new products, S, E, etc., with more colorful colors, targeting low-end and mid-range people. This move will put Thinkpad under the business altar. Old black fans can't accept quality. New users don't want to comment too much on quality. Everyone can think of Thinkpad E, Baidu. Now these series are no longer mentioned. At the beginning of 2016, Thinkpad launched the X1 series of family products, finally felt Thinkpad wake up, and after a few months Thinkpad launched the gaming notebook S5. Yes, this S5 is the "S series" mold that was not mentioned before. I would like to say that you can't be so casual? Thinkpad, the once business “godâ€, has become a non-stop laptop brand for offline activities. PS: Offline activities with Intel LOGO, understand people understand.
2. Is Erazer forgotten? Yes, Lenovo's acquisition of Erazer in 2012 was a high-end game sub-brand that Lenovo most likely competed with aliens. Of course, Lenovo did not do so.
The Erazer had German game pedigree and was able to come up with stories, launch new game sub-brands, seize market share with aliens in the high-end gaming arena, and have a “smart little Y†firmly grasp the campus gaming notebook. market. Nowadays, the notebook market is sluggish. Has Lenovo gripped the game crowd already?
3. In 2014, Lenovo took over MOTO from the Valley singer and wanted to replicate the success of the IBM PC division acquired in 2005 in the mobile space. Two years later, we look at Lenovo's acquisition of MOTO. MOTO is like adopting a child. ZUK, an independent brand that is funded by many senior executives of Lenovo, has regained the title of Lenovo Mobile Group and became the main product of Lenovo Mobile Group. On the other hand, MOTO has not introduced several new products. At first, it was said that good MOTO played high-end, and Lenovo's products went to low-end strategies. How can you say that change has changed? PS: I don't want to mention Le Lemon.
The author is ignorant and shortsighted. Don't know if MOTO Z is going to develop the cloth soon? ? Author: Wow, I almost forgot. Are you talking about products that Lenovo doesn't enjoy? I do not know what courage Lenovo to take MOTO modular products to test, after all, in front of friends LG is there! As Lenovo’s insiders said, buying a modular battery is not as good as buying a charging treasure. Buying a camera module is better than buying a micro-sale. Buying a music module is better than buying a convenient audio system. Can you change a shell and call it a module?
In general, the Lenovo Group's independence, leading manufacturers with such a huge product line, is not so compelling enough to be praised. (This is the case when TVs and Clouds don't want to chat!) When every PC maker is looking for opportunities in the segmentation space, Lenovo has or had or may have owned it. However, Thinkpad is not just a business; Lenovo's game product line should have been legendary, and now it is only the amount of impression that hangs on the JD.com; Lenovo Mobile Group, the product does not speak first, because there is no need to say that brand promotion is mostly self-defeating. Please do not hesitate to "recharge for 5 minutes, use two hours." At least this will make people remember that mention Lenovo Mobile Group, I am afraid that people can only remember the loss.
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