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

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Max87

05-16

+7% not 10...

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

沃伦老巴

05-15

0 25 usd for hk. They give in usd

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

Quennie

05-15

How about HK dividend ?

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

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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},"isVote":1,"tweetType":1,"viewCount":347,"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":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576228432089506","authorIdStr":"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,"repost":{"id":"1110525382","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":1747313918,"share":"https://ttm.financial/m/news/1110525382?lang=&edition=full_marsco","pubTime":"2025-05-15 20:58","market":"hk","language":"en","title":"Alibaba FY2025Q4 Earnings Call: AI Drives Cloud Growth, E-commerce Remains Strong","url":"https://stock-news.laohu8.com/highlight/detail?id=1110525382","media":"Earnings Call","summary":"Q1: Update on AI-driven cloud growth and monetzation strategies for Taobao/TmallA1 (Eddie Wu, CEO):- Cloud revenue grew 18% year-over-year, primarily driven by AI-related demand.- AI-related product r","content":"<br><br>Q1: Update on AI-driven cloud growth and monetzation strategies for Taobao/Tmall<br><br>A1 (Eddie Wu, CEO):<br>- Cloud revenue grew 18% year-over-year, primarily driven by AI-related demand.<br>- AI-related product revenue has maintained triple-digit growth for 7 consecutive quarters.<br>- New AI customers span traditional industries like manufacturing and agriculture, not just tech sectors.<br>- Smaller AI models for edge devices still drive cloud usage as they often require cloud support.<br>- Larger models (32B+ parameters) are better suited for cloud deployment due to resource requirements.<br><br>A2 (Jiang Fan, CEO of Alibaba E-commerce):<br>- Long-term focus on stabilizing market share while improving monetization.<br>- Recent initiatives like Quanzhan Tui (全站推) and software service fees have increased monetization from previously under-monetized merchants.<br>- Expect continued monetization improvement in coming quarters.<br>- Aim to balance user experience, business efficiency, and monetization through AI and other innovations.<br><br>Q2: Plans for $10 billion investment in instant retail with Ele.me<br><br>A (Jiang Fan):<br>- Alibaba has been in instant retail for years through investments in Ele.me and Freshippo.<br>- Instant retail addresses a massive market (potentially 1 billion users in China).<br>- Taobao's large user base provides a natural foundation to expand into instant retail.<br>- Leveraging Ele.me's merchant network and mature logistics system.<br>- Initial \"Taobao Flash Sale\" trials exceeded expectations in scale and efficiency.<br>- Short-term focus on converting Taobao users to instant retail users.<br>- Aggressive investment planned to drive user adoption and integration with e-commerce.<br><br>Q3: 618 Shopping Festival strategy and synergies with instant retail<br><br>A (Jiang Fan):<br>- 618 campaign officially starts tomorrow with some changes in marketing and pacing.<br>- Aim to adapt to the new competitive environment while offering good consumer experiences.<br>- No intentional strong integration between instant retail and 618 promotions at this stage.<br>- Focus remains on growing the instant retail user base within Taobao.<br>- Full results of 618 campaign to be reported in the next quarterly call.<br><br>Q4: Drivers of Customer Management Revenue (CMR) growth and impact on profitability<br><br>A (Toby Xu, CFO):<br>- CMR growth driven by improvement in take rate.<br>- Take rate benefited from software service fee and increasing penetration of Quanzhan Tui (全站推).<br>- Expect continued positive impact on monetization in the new fiscal year.<br>- Investments in instant retail may put some pressure on Taobao/Tmall group's EBITA in coming quarters, but seen as strategic for long-term growth.<br><br>Key Takeaways:<br>1. AI continues to be a major growth driver for Alibaba Cloud, with expanding adoption across industries.<br>2. E-commerce monetization is improving through new initiatives, balancing user experience and business efficiency.<br>3. Significant investment planned in instant retail, leveraging Taobao's user base and Ele.me's capabilities.<br>4. 618 Shopping Festival adapting to competitive landscape, with full results to be shared next quarter.<br>5. Short-term profitability may face some pressure due to investments, but management views these as critical for long-term growth and competitiveness.<br><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 FY2025Q4 Earnings Call: AI Drives Cloud Growth, E-commerce Remains Strong</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; 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}\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 FY2025Q4 Earnings Call: AI Drives Cloud Growth, E-commerce Remains Strong\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 20:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<br><br>Q1: Update on AI-driven cloud growth and monetzation strategies for Taobao/Tmall<br><br>A1 (Eddie Wu, CEO):<br>- Cloud revenue grew 18% year-over-year, primarily driven by AI-related demand.<br>- AI-related product revenue has maintained triple-digit growth for 7 consecutive quarters.<br>- New AI customers span traditional industries like manufacturing and agriculture, not just tech sectors.<br>- Smaller AI models for edge devices still drive cloud usage as they often require cloud support.<br>- Larger models (32B+ parameters) are better suited for cloud deployment due to resource requirements.<br><br>A2 (Jiang Fan, CEO of Alibaba E-commerce):<br>- Long-term focus on stabilizing market share while improving monetization.<br>- Recent initiatives like Quanzhan Tui (全站推) and software service fees have increased monetization from previously under-monetized merchants.<br>- Expect continued monetization improvement in coming quarters.<br>- Aim to balance user experience, business efficiency, and monetization through AI and other innovations.<br><br>Q2: Plans for $10 billion investment in instant retail with Ele.me<br><br>A (Jiang Fan):<br>- Alibaba has been in instant retail for years through investments in Ele.me and Freshippo.<br>- Instant retail addresses a massive market (potentially 1 billion users in China).<br>- Taobao's large user base provides a natural foundation to expand into instant retail.<br>- Leveraging Ele.me's merchant network and mature logistics system.<br>- Initial \"Taobao Flash Sale\" trials exceeded expectations in scale and efficiency.<br>- Short-term focus on converting Taobao users to instant retail users.<br>- Aggressive investment planned to drive user adoption and integration with e-commerce.<br><br>Q3: 618 Shopping Festival strategy and synergies with instant retail<br><br>A (Jiang Fan):<br>- 618 campaign officially starts tomorrow with some changes in marketing and pacing.<br>- Aim to adapt to the new competitive environment while offering good consumer experiences.<br>- No intentional strong integration between instant retail and 618 promotions at this stage.<br>- Focus remains on growing the instant retail user base within Taobao.<br>- Full results of 618 campaign to be reported in the next quarterly call.<br><br>Q4: Drivers of Customer Management Revenue (CMR) growth and impact on profitability<br><br>A (Toby Xu, CFO):<br>- CMR growth driven by improvement in take rate.<br>- Take rate benefited from software service fee and increasing penetration of Quanzhan Tui (全站推).<br>- Expect continued positive impact on monetization in the new fiscal year.<br>- Investments in instant retail may put some pressure on Taobao/Tmall group's EBITA in coming quarters, but seen as strategic for long-term growth.<br><br>Key Takeaways:<br>1. AI continues to be a major growth driver for Alibaba Cloud, with expanding adoption across industries.<br>2. E-commerce monetization is improving through new initiatives, balancing user experience and business efficiency.<br>3. Significant investment planned in instant retail, leveraging Taobao's user base and Ele.me's capabilities.<br>4. 618 Shopping Festival adapting to competitive landscape, with full results to be shared next quarter.<br>5. Short-term profitability may face some pressure due to investments, but management views these as critical for long-term growth and competitiveness.<br><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":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110525382","content_text":"Q1: Update on AI-driven cloud growth and monetzation strategies for Taobao/TmallA1 (Eddie Wu, CEO):- Cloud revenue grew 18% year-over-year, primarily driven by AI-related demand.- AI-related product revenue has maintained triple-digit growth for 7 consecutive quarters.- New AI customers span traditional industries like manufacturing and agriculture, not just tech sectors.- Smaller AI models for edge devices still drive cloud usage as they often require cloud support.- Larger models (32B+ parameters) are better suited for cloud deployment due to resource requirements.A2 (Jiang Fan, CEO of Alibaba E-commerce):- Long-term focus on stabilizing market share while improving monetization.- Recent initiatives like Quanzhan Tui (全站推) and software service fees have increased monetization from previously under-monetized merchants.- Expect continued monetization improvement in coming quarters.- Aim to balance user experience, business efficiency, and monetization through AI and other innovations.Q2: Plans for $10 billion investment in instant retail with Ele.meA (Jiang Fan):- Alibaba has been in instant retail for years through investments in Ele.me and Freshippo.- Instant retail addresses a massive market (potentially 1 billion users in China).- Taobao's large user base provides a natural foundation to expand into instant retail.- Leveraging Ele.me's merchant network and mature logistics system.- Initial \"Taobao Flash Sale\" trials exceeded expectations in scale and efficiency.- Short-term focus on converting Taobao users to instant retail users.- Aggressive investment planned to drive user adoption and integration with e-commerce.Q3: 618 Shopping Festival strategy and synergies with instant retailA (Jiang Fan):- 618 campaign officially starts tomorrow with some changes in marketing and pacing.- Aim to adapt to the new competitive environment while offering good consumer experiences.- No intentional strong integration between instant retail and 618 promotions at this stage.- Focus remains on growing the instant retail user base within Taobao.- Full results of 618 campaign to be reported in the next quarterly call.Q4: Drivers of Customer Management Revenue (CMR) growth and impact on profitabilityA (Toby Xu, CFO):- CMR growth driven by improvement in take rate.- Take rate benefited from software service fee and increasing penetration of Quanzhan Tui (全站推).- Expect continued positive impact on monetization in the new fiscal year.- Investments in instant retail may put some pressure on Taobao/Tmall group's EBITA in coming quarters, but seen as strategic for long-term growth.Key Takeaways:1. AI continues to be a major growth driver for Alibaba Cloud, with expanding adoption across industries.2. E-commerce monetization is improving through new initiatives, balancing user experience and business efficiency.3. Significant investment planned in instant retail, leveraging Taobao's user base and Ele.me's capabilities.4. 618 Shopping Festival adapting to competitive landscape, with full results to be shared next quarter.5. Short-term profitability may face some pressure due to investments, but management views these as critical for long-term growth and competitiveness.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},"isVote":1,"tweetType":1,"viewCount":332,"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":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583398878302384","authorIdStr":"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=&edition=full_marsco","pubTime":"2025-05-15 19:51","market":"hk","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":{},"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},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}