Alibaba Q1: Solid Numbers, Ove

Alibaba Q1: Solid Numbers, Overblown Reaction

Alibaba ($BABA) reported Q1 earnings that slightly missed expectations:

• Revenue: $32.6B, +7% YoY (vs. $33.3B est.)

• Adj. EPS: $1.73B, +23% YoY (vs. $1.78B est.)

The stock is down ~6% pre-market. But the underlying results are far from weak.

Every major business segment grew ~6% YoY. International Commerce and Cloud show early signs of benefiting from China’s stimulus. Margins remain intact.

$BABA remains a key proxy for China’s economy. The recovery is uneven—but clearly progressing.

Today’s drop? Likely positioning, not fundamentals.

The accumulation continues.

Apple and Alibaba’s AI Deal Under Fire: Will Alibaba Pay the Price?

Over the past few months, U.S. White House and congressional officials have been reviewing Apple’s AI partnership with Alibaba, as Apple plans to bring its Apple Intelligence to China, with Alibaba being one of its key partners. ------------------ Will this scrutiny hinder the launch of Apple AI in China? If so, will iPhone sales in China continue to struggle this year? And could Alibaba’s stock drop to $110 as a result?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

kookz
05-16
kookz
Solid fundamentals
BurnellStella
05-16
BurnellStella
Great analysis

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":435548541358080,"tweetId":"435548541358080","gmtCreate":1747353016460,"gmtModify":1747363523496,"author":{"id":4203762006918082,"idStr":"4203762006918082","authorId":4203762006918082,"authorIdStr":"4203762006918082","name":"DecodeMarkets","avatar":"https://community-static.tradeup.com/news/3bd02626cb6e20620dcada3535d32331","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[{"themeId":"4c89df842a6b4c64afc556ee743bab23","categoryId":"7cf744760f454845a1870a05ea4e151d","name":"Apple and Alibaba’s AI Deal Under Fire: Will Alibaba Pay the Price?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":4c89df842a6b4c64afc556ee743bab23}&rnconfig={\"headerBarHidden\": true}","description":"Over the past few months, U.S. White House and congressional officials have been reviewing Apple’s AI partnership with Alibaba, as Apple plans to bring its Apple Intelligence to China, with Alibaba being one of its key partners.\n------------------\nWill this scrutiny hinder the launch of Apple AI in China?\nIf so, will iPhone sales in China continue to struggle this year?\nAnd could Alibaba’s stock drop to $110 as a result?","image":"https://community-static.tradeup.com/news/e9ad9c10b235046303df5f710414918b"}],"images":[],"coverImages":[],"html":"<html><head></head><body>Alibaba Q1: Solid Numbers, Overblown Reaction\nAlibaba ($BABA) reported Q1 earnings that slightly missed expectations:\n• Revenue: $32.6B, +7% YoY (vs. $33.3B est.)\n• Adj. EPS: $1.73B, +23% YoY (vs. $1.78B est.)\nThe stock is down ~6% pre-market. But the underlying results are far from weak.\nEvery major business segment grew ~6% YoY. International Commerce and Cloud show early signs of benefiting from China’s stimulus. Margins remain intact.\n$BABA remains a key proxy for China’s economy. The recovery is uneven—but clearly progressing.\nToday’s drop? Likely positioning, not fundamentals.\nThe accumulation continues.</body></html>","htmlText":"<html><head></head><body>Alibaba Q1: Solid Numbers, Overblown Reaction\nAlibaba ($BABA) reported Q1 earnings that slightly missed expectations:\n• Revenue: $32.6B, +7% YoY (vs. $33.3B est.)\n• Adj. EPS: $1.73B, +23% YoY (vs. $1.78B est.)\nThe stock is down ~6% pre-market. But the underlying results are far from weak.\nEvery major business segment grew ~6% YoY. International Commerce and Cloud show early signs of benefiting from China’s stimulus. Margins remain intact.\n$BABA remains a key proxy for China’s economy. The recovery is uneven—but clearly progressing.\nToday’s drop? Likely positioning, not fundamentals.\nThe accumulation continues.</body></html>","text":"Alibaba Q1: Solid Numbers, Overblown Reaction Alibaba ($BABA) reported Q1 earnings that slightly missed expectations: • Revenue: $32.6B, +7% YoY (vs. $33.3B est.) • Adj. EPS: $1.73B, +23% YoY (vs. $1.78B est.) The stock is down ~6% pre-market. But the underlying results are far from weak. Every major business segment grew ~6% YoY. International Commerce and Cloud show early signs of benefiting from China’s stimulus. Margins remain intact. $BABA remains a key proxy for China’s economy. The recovery is uneven—but clearly progressing. Today’s drop? Likely positioning, not fundamentals. The accumulation continues.","highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/435548541358080","repostId":0,"isVote":1,"tweetType":1,"viewCount":596,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":527,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":435592955605336,"commentId":"435592955605336","gmtCreate":1747363834313,"gmtModify":1747394852944,"authorId":3479274818828509,"author":{"id":3479274818828509,"idStr":"3479274818828509","authorId":3479274818828509,"name":"kookz","avatar":"https://static.tigerbbs.com/a24bcc27dc29a6d8ea2018519aa88251","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":435548541358080,"objectIdStr":"435548541358080","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Solid fundamentals","text":"Solid fundamentals","html":"Solid fundamentals","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":435676968116400,"commentId":"435676968116400","gmtCreate":1747363833499,"gmtModify":1747394854565,"authorId":9000000000000665,"author":{"id":9000000000000665,"idStr":"9000000000000665","authorId":9000000000000665,"name":"BurnellStella","avatar":"https://static.tigerbbs.com/2c065267febaa7f90a2c347c9360e4b1","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":435548541358080,"objectIdStr":"435548541358080","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Great analysis","text":"Great analysis","html":"Great analysis","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/435548541358080"}