2019 Investor Day

2019 Investor Day

Yuanqing Yang, Chairman & CEO | March 18, 2019

Thanks for the firm support over the years

Lenovo stock significantly outperformed the index over the past year

Hang Seng Index

Lenovo stock price

+65%

-8%

Lenovo stock price increased 65% in a year, while Hang Seng Index decreased by -8% (as of Mar 15th, 2019)

2 Source: Financial Times, Yahoo Finance

Two Integrations & Two Transformations

Integration

2 acquired businesses

Transformation

Product centric ?Customer centric Single business ? Multi-business

Persistent Execution of 3-Wave Strategy

Market and Profitability Leadership in PC+Tablet

Build Mobile & Data Center into New Growth Engines

Invest in SIoT+Cloud, and Infrastructure+Cloud

3-Wave Strategy

Global PC+Tablet Top 3 Market Share (%)

Lenovo

Apple

HP

17.1

16.0

14.5

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3

FY1617 FY1617 FY1718 FY1718 FY1718 FY1718 FY1819 FY1819 FY1819

Market and Profitability Leadership in PC+Tablet

Global PC Top 3 Market Share(%)

Lenovo

HP

Dell

24.6

23.6

16.5

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3

FY1617 FY1617 FY1718 FY1718 FY1718 FY1718 FY1819 FY1819 FY1819

? Undisputed #1

PC Revenue ($M) & PTI ($M)

Record

High

11000

800

? PC record market share of 24.6%

9000

700

600

? PC+Tablet market share 17%

7000

500

5000

400

? PC: record high revenue

3000

300 200

& profit

1000 100

-1000 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 0

Source: IDC, Internal Data

1415 1415 1516 1516 1516 1516 1617 1617 1617 1617 1718 1718 1718 1718 1819 1819 1819

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