- Lenovo has made progress on multiple fronts, gaining share and improving its mix in PCs, improving share and profitability in mobile, and shrinking losses in Infrastructure.
- Infrastructure should soon go profitable, and the company's hyper-converged efforts seem to be gaining traction.
- More details on Solutions and Services would be nice, but this is a high-growth, high-margin business unit to watch.
- Low single-digit growth assumptions can support a meaningfully higher price, but sentiment appears to be Lenovo's biggest challenge in the near term.
For further details see:
Lenovo More Than Holding Its Own, And Built-In Expectations Seem Low