Alibaba Group Holding Q1 Earnings Report

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09-01

Stock Track | Alibaba Shares Soar 14.95% on Strong Q1 Results and AI-Driven Cloud Growth

09-01

Stock Track | Alibaba Soars 13.47% as Q1 Results Show Strong AI+Cloud Growth and Strategic Focus

09-01

Stock Track | BABA-WR Soars 13.47% on Strong Q1 Results and AI+Cloud Investment Push

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8899Nar

08-30

BABA 𝗘𝗔𝗥𝗡𝗜𝗡𝗚𝗦 𝗥𝗘𝗖𝗔𝗣

$Alibaba(BABA)$ 𝗘𝗔𝗥𝗡𝗜𝗡𝗚𝗦 𝗥𝗘𝗖𝗔𝗣• Q2 Revenue up 2% Y/Y, 10% ADJ• Q2 EPS down 10% Y/YQ2 REVENUE GROWTH BY SEGMENT:🟡 China commerce: up 10% Y/Y, good but $PDD and $JD are growing faster. 🟡 International: up 19% Y/Y, solid growth but temu is doing better. 🟢 Cloud group: up 26% Y/Y, impressive result, we can dream +30% in Q3. 🟡 Other Businesses: down 28% Y/Y, disposal of Sun Art and Intime businessesQ2 ADJ EBITA MARGIN BY SEGMENT:🟠 China commerce: 38% --> 27%, instant delivery is strongly impacting the segment margin 🟢 International: -13% --> 0%, focus on profitability is paying off, 500M saved compared to last year 🟡 Cloud group 9% --> 9%, margins are not expanding because of high investments. 🟡 Other Businesses -1% --> -2%BUYBACKS PLAN:Q2

BABA 𝗘𝗔𝗥𝗡𝗜𝗡𝗚𝗦 𝗥𝗘𝗖𝗔𝗣

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27%, instant delivery is strongly impacting the segment margin 🟢 International: -13% --&gt; 0%, focus on profitability is paying off, 500M saved compared to last year 🟡 Cloud group 9% --&gt; 9%, margins are not expanding because of high investments. 🟡 Other Businesses -1% --&gt; -2%BUYBACKS PLAN:Q2","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> 𝗘𝗔𝗥𝗡𝗜𝗡𝗚𝗦 𝗥𝗘𝗖𝗔𝗣• Q2 Revenue up 2% Y/Y, 10% ADJ• Q2 EPS down 10% Y/YQ2 REVENUE GROWTH BY SEGMENT:🟡 China commerce: up 10% Y/Y, good but $PDD and $JD are growing faster. 🟡 International: up 19% Y/Y, solid growth but temu is doing better. 🟢 Cloud group: up 26% Y/Y, impressive result, we can dream +30% in Q3. 🟡 Other Businesses: down 28% Y/Y, disposal of Sun Art and Intime businessesQ2 ADJ EBITA MARGIN BY SEGMENT:🟠 China commerce: 38% --&gt; 27%, instant delivery is strongly impacting the segment margin 🟢 International: -13% --&gt; 0%, focus on profitability is paying off, 500M saved compared to last year 🟡 Cloud group 9% --&gt; 9%, margins are not expanding because of high investments. 🟡 Other Businesses -1% --&gt; -2%BUYBACKS PLAN:Q2","text":"$Alibaba(BABA)$ 𝗘𝗔𝗥𝗡𝗜𝗡𝗚𝗦 𝗥𝗘𝗖𝗔𝗣• Q2 Revenue up 2% Y/Y, 10% ADJ• Q2 EPS down 10% Y/YQ2 REVENUE GROWTH BY SEGMENT:🟡 China commerce: up 10% Y/Y, good but $PDD and $JD are growing faster. 🟡 International: up 19% Y/Y, solid growth but temu is doing better. 🟢 Cloud group: up 26% Y/Y, impressive result, we can dream +30% in Q3. 🟡 Other Businesses: down 28% Y/Y, disposal of Sun Art and Intime businessesQ2 ADJ EBITA MARGIN BY SEGMENT:🟠 China commerce: 38% --> 27%, instant delivery is strongly impacting the segment margin 🟢 International: -13% --> 0%, focus on profitability is paying off, 500M saved compared to last year 🟡 Cloud group 9% --> 9%, margins are not expanding because of high investments. 🟡 Other Businesses -1% --> -2%BUYBACKS PLAN:Q2","images":[{"img":"https://community-static.tradeup.com/news/012a4de29b3a91ff9a2b7520902a3687","width":"1600","height":"903"},{"img":"https://community-static.tradeup.com/news/216cd640fc711956f23be25cb35f1107","width":"2160","height":"1946"},{"img":"https://community-static.tradeup.com/news/381b104429792cae7f67dc1120e2458d","width":"1080","height":"1080"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/473108160389312","isVote":1,"tweetType":1,"viewCount":733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0}]}