Alibaba FY2025Q4 Results Conference Call

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05-15

Alibaba FY2025Q4 Earnings Call: AI Drives Cloud Growth, E-commerce Remains Strong

05-15

Alibaba Q4 Revenue Up 10%, Cloud Growth Accelerates on AI Demand

05-15

Alibaba Expands Instant Commerce, Investing 10B Yuan with Ele.me

User Discussion

Max87

05-16

+7% not 10...

Alibaba Q4 Revenue Up 10%, Cloud Growth Accelerates on AI Demand

沃伦老巴

05-16

0 25 usd for hk. They give in usd

Sorry, the original content has been removed

Quennie

05-15

How about HK dividend ?

Alibaba Q4: Strong Growth in Cloud and E-commerce, Announces $2 Dividend

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10...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/435552907629040","repostId":"1148815640","repostType":2,"repost":{"id":"1148815640","kind":"news","weMediaInfo":{"introduction":"real-time reporting","home_visible":1,"media_name":"Earnings Call","id":"1002722034","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1747313759,"share":"https://ttm.financial/m/news/1148815640?lang=en_US&edition=fundamental","pubTime":"2025-05-15 20:55","market":"hk","language":"en","title":"Alibaba Q4 Revenue Up 10%, Cloud Growth Accelerates on AI Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=1148815640","media":"Earnings Call","summary":"- Alibaba reported strong Q4 performance with total revenue excluding Sun Art and InTime growing 10% year-over-year and adjusted EBITA increasing 36% year-over-year.- Cloud revenue growth accelerated ","content":"<br>- Alibaba reported strong Q4 performance with total revenue excluding Sun Art and InTime growing 10% year-over-year and adjusted EBITA increasing 36% year-over-year.<br>- Cloud revenue growth accelerated to 18% in Q4, driven by strong AI-related demand. 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It does not constitute investment advice or commitments.","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Q4 Revenue Up 10%, Cloud Growth Accelerates on AI Demand</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Q4 Revenue Up 10%, Cloud Growth Accelerates on AI Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1002722034\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Earnings Call </p>\n<p class=\"h-time\">2025-05-15 20:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<br>- Alibaba reported strong Q4 performance with total revenue excluding Sun Art and InTime growing 10% year-over-year and adjusted EBITA increasing 36% year-over-year.<br>- Cloud revenue growth accelerated to 18% in Q4, driven by strong AI-related demand. AI-related product revenue maintained triple-digit growth for the 7th consecutive quarter.<br>- Taobao and Tmall customer management revenue increased 12% year-over-year, benefiting from the software service fee and increasing penetration of全站推 (pan-site recommendation).<br>- The company is increasing investments in AI infrastructure and technologies to strengthen its leadership position. <br>- Management expects AI to remain a key driver of accelerated revenue growth for Alibaba Cloud going forward.<br>- Alibaba plans to invest aggressively in instant retail/commerce through Taobao, seeing it as a natural extension with significant growth potential.<br>Disclaimer: This earnings call summary is generated by AI and is for informational purposes only. Due to technical limitations, inaccuracies may exist. It does not constitute investment advice or commitments.\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148815640","content_text":"- Alibaba reported strong Q4 performance with total revenue excluding Sun Art and InTime growing 10% year-over-year and adjusted EBITA increasing 36% year-over-year.- Cloud revenue growth accelerated to 18% in Q4, driven by strong AI-related demand. AI-related product revenue maintained triple-digit growth for the 7th consecutive quarter.- Taobao and Tmall customer management revenue increased 12% year-over-year, benefiting from the software service fee and increasing penetration of全站推 (pan-site recommendation).- The company is increasing investments in AI infrastructure and technologies to strengthen its leadership position. - Management expects AI to remain a key driver of accelerated revenue growth for Alibaba Cloud going forward.- Alibaba plans to invest aggressively in instant retail/commerce through Taobao, seeing it as a natural extension with significant growth potential.Disclaimer: This earnings call summary is generated by AI and is for informational purposes only. Due to technical limitations, inaccuracies may exist. It does not constitute investment advice or commitments.","news_type":1,"symbols_score_info":{"89988":1,"09988":1,"BABA":1}},"isVote":1,"tweetType":1,"viewCount":2044,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":435527187046976,"gmtCreate":1747347881351,"gmtModify":1747347885326,"author":{"id":"3576228432089506","authorId":"3576228432089506","name":"沃伦老巴","avatar":"https://community-static.tradeup.com/news/4a8eecd4f6c46ac8a71ce77ef5f8b93f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576228432089506","idStr":"3576228432089506"},"themes":[],"htmlText":"0 25 usd for hk. They give in usd&nbsp;","listText":"0 25 usd for hk. They give in usd&nbsp;","text":"0 25 usd for hk. They give in usd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/435527187046976","repostId":"1110525382","repostType":2,"isVote":1,"tweetType":1,"viewCount":1203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":435372481753280,"gmtCreate":1747310391596,"gmtModify":1747316812562,"author":{"id":"3583398878302384","authorId":"3583398878302384","name":"Quennie","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583398878302384","idStr":"3583398878302384"},"themes":[],"htmlText":"How about HK dividend ?&nbsp;","listText":"How about HK dividend ?&nbsp;","text":"How about HK dividend ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/435372481753280","repostId":"1128506865","repostType":2,"repost":{"id":"1128506865","kind":"news","weMediaInfo":{"introduction":"real-time reporting","home_visible":1,"media_name":"Earnings Call","id":"1002722034","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1747309912,"share":"https://ttm.financial/m/news/1128506865?lang=en_US&edition=fundamental","pubTime":"2025-05-15 19:51","market":"us","language":"en","title":"Alibaba Q4: Strong Growth in Cloud and E-commerce, Announces $2 Dividend","url":"https://stock-news.laohu8.com/highlight/detail?id=1128506865","media":"Earnings Call","summary":"Alibaba reported strong Q4 FY2025 results:1. Total revenue excluding Sun Art and InTime grew 10% YoY2. Adjusted EBITA increased 36% YoY3. Cloud Intelligence Group revenue grew 18%, with public cloud revenue growth accelerating4. AI-related product revenue maintained triple-digit YoY growth for 7th consecutive quarter5. Taobao and Tmall Group's customer management revenue increased 12% YoY6. AliExpress revenue grew 22% YoY, driven by cross-border businesses7. Board approved annual dividend of $1.","content":"<br>Alibaba reported strong Q4 FY2025 results:<br>1. Total revenue excluding Sun Art and InTime grew 10% YoY<br>2. Adjusted EBITA increased 36% YoY<br>3. Cloud Intelligence Group revenue grew 18%, with public cloud revenue growth accelerating<br>4. AI-related product revenue maintained triple-digit YoY growth for 7th consecutive quarter<br>5. Taobao and Tmall Group's customer management revenue increased 12% YoY<br>6. AliExpress revenue grew 22% YoY, driven by cross-border businesses<br>7. Board approved annual dividend of $1.05 per ADS and special dividend of $0.95 per ADS<br>8. Total cash return to shareholders for FY2025: $16.5 billion ($4.6B dividends, $11.9B share repurchases)<br>Disclaimer: This earnings call summary is generated by AI and is for informational purposes only. Due to technical limitations, inaccuracies may exist. It does not constitute investment advice or commitments.","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Q4: Strong Growth in Cloud and E-commerce, Announces $2 Dividend</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Q4: Strong Growth in Cloud and E-commerce, Announces $2 Dividend\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1002722034\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Earnings Call </p>\n<p class=\"h-time\">2025-05-15 19:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<br>Alibaba reported strong Q4 FY2025 results:<br>1. Total revenue excluding Sun Art and InTime grew 10% YoY<br>2. Adjusted EBITA increased 36% YoY<br>3. Cloud Intelligence Group revenue grew 18%, with public cloud revenue growth accelerating<br>4. AI-related product revenue maintained triple-digit YoY growth for 7th consecutive quarter<br>5. Taobao and Tmall Group's customer management revenue increased 12% YoY<br>6. AliExpress revenue grew 22% YoY, driven by cross-border businesses<br>7. Board approved annual dividend of $1.05 per ADS and special dividend of $0.95 per ADS<br>8. Total cash return to shareholders for FY2025: $16.5 billion ($4.6B dividends, $11.9B share repurchases)<br>Disclaimer: This earnings call summary is generated by AI and is for informational purposes only. Due to technical limitations, inaccuracies may exist. It does not constitute investment advice or commitments.\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128506865","content_text":"Alibaba reported strong Q4 FY2025 results:1. Total revenue excluding Sun Art and InTime grew 10% YoY2. Adjusted EBITA increased 36% YoY3. Cloud Intelligence Group revenue grew 18%, with public cloud revenue growth accelerating4. AI-related product revenue maintained triple-digit YoY growth for 7th consecutive quarter5. Taobao and Tmall Group's customer management revenue increased 12% YoY6. AliExpress revenue grew 22% YoY, driven by cross-border businesses7. Board approved annual dividend of $1.05 per ADS and special dividend of $0.95 per ADS8. Total cash return to shareholders for FY2025: $16.5 billion ($4.6B dividends, $11.9B share repurchases)Disclaimer: This earnings call summary is generated by AI and is for informational purposes only. Due to technical limitations, inaccuracies may exist. It does not constitute investment advice or commitments.","news_type":1,"symbols_score_info":{"89988":1,"BABA":1,"09988":1}},"isVote":1,"tweetType":1,"viewCount":1557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}