A global technology leader approaching $42B in sales with 57,000 people, and customers in 160+ countries LENOVO. ALL RIGHTS RESERVED

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2 A global technology leader approaching $42B in sales with 57,000 people, and customers in 160+ countries. 2

3 Lenovo s Performance 18.5% Lenovo WW PC Market Share 13.1% % % % 2011 Lenovo Tablet and Smartphone Volume Exceeded PC Volume since Fiscal Q M 15.3 M / / /14 PC Tablet + Phone

4 The Swedish Performance PC Step-by-step approach 4

5 Our Unique Heritage * EFFECTIVE OCT 1, 2014 **EFFECTIVE NOV 1,

6 New era of opportunity and growth: Triple PLUS strategy SMART CONNECTED DEVICES TOTAL DEVICE PORTFOLIO 6

7 IBM x86 Server Business - - ALL IBM x86 LINES System x Flex System BladeCenter System Networking SKILLED RESOURCES Sales Force Product Development Service & Support (5 year agreement with IBM) 41 FACILITIES 34 R&D Labs & Offices 7 Manufacturing Plants STRATEGIC OEM RELATIONSHIP Storwize and Tape Storage Cloud and Cluster SW 7

8 A Winning Combination to Capitalize on Opportunities Leading x86 Innovation with Enterprise X-Architecture Workload Optimized Solutions in Cloud, Analytics, HPC Deep Technical X86 Skills Best-in-Class Service and Support Significant Presence in Large Enterprise Business Partner SUCCESS Scale in Channel, Operations and Supply Chain Ease of Doing Business Strong SMB & Channel Relationships Leader in PC & Smart Connected Devices Expanding ThinkServer Footprint STAY THE SAME: The Team Commercial Operations CHANGE: Portfolio Breadth Speed Ambition 8

9 The Leading x86 Portfolio High-end systems 4 socket+ enterprise-class x86 performance, resiliency, security Converged/Blade systems Integration across IBM assets in systems and SW for maximum client optimization and value BladeCenter Dense systems Optimize space-constrained data centers with extreme performance and energy efficiency idataplex 1P & 2P Rack & Tower systems Broad rack and tower portfolio to meet a wide range of client needs from infrastructure to technical computing Cloud SOLUTIONS Analytics System x Technical Computing 9

10 We are Committed to Current Products/Roadmaps Investments Continue 10

11 Lenovo ThinkServer Growth Rate is Accelerating Enterprise Investment Since 2012 Lenovo s Biggest Investment Area ThinkServer Organic Go Big Program EMC Deal & Strategic Partnership System x Acquisition +40% 5 Yr Growth Rate +70% YoY Growth Rate 2014E 2013 Return on Investment Since 2012 China #1 in Density & Towers 34% Density Share, 37% Tower Share 2012 Fastest-Growing Vendor in North America +400% Growth, Double Nearest Competitor

12 Enterprise Systems Represent Significant Opportunity WW Server Revenue ($56B) WW Storage HW Revenue ($28B) $54 9% 12% 3% $56 8% 12% 2% $57 8% 11% 2% $57 8% 11% 2% 27 29% 28 27% 30 26% 31 26% 76% 77% 78% 79% $43B X86 Server Opportunity 48% 49% 50% 51% 23% 23% 23% 24% $14B Storage Opportunity Source: IDC Server and Storage Forecast 12

13 A Dynamic IT Market IT teams face challenging realities driven by shifts in mobile, social, and big data and analytics. The amount of data is exploding. Customer connections reached new heights. Businesses planning big data implementations. 13

14 A Dynamic IT Market x86 trends are consistent with these realities 80% clients building new new apps apps for for cloud cloud 40% Converged systems growth % IT budget IT budget spend spend on on management management 63% Big data opportunity outside IT 57% ODM Revenue growth Innovation Workload Optimization Solutions Scale 14

15 Strategy GROWTH Drive INNOVATION Leverage SCALE PROTECT Client Base ATTACK Opportunities 15

16 Lenovo & EMC Strategic Partnership Partnership announced in August 2012 including: Joint venture with the Iomega NAS since 2013 OEM business in China since 2012 OEM Partnership now being taken into EMEA VSPEX reference architectures since 2013 We re excited to partner with Lenovo as we focus our combined energies serving a broader range of customers with industryleading storage and server solutions. Joe Tucci This exciting new partnership will be measured in the years to come not in millions but in billions Yuanquing Yang 16

17 Our Goal is Simple #1 x86 Leadership Attack Fastest Growing Segments - Hyperscale, HPC, Converged Systems Storage Solutions - Comprehensive portfolio leveraging key partners Expand in Growth Markets - Fast-growing countries Leverage Industry Ecosystem - Deep engagement with key ISVs, SIs and OEM partners Capitalize on Lenovo Channel and Client Base - Channel Integration, optimization and ease of doing business 30 YEARS x86 Innovation 17

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