0 25 usd for hk. They give in -To The Moon - Tiger Brokers Online Investing Community - To The Moon

1
Comment
Favorite

沃伦老巴
05-16

0 25 usd for hk. They give in usd

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

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

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

# Alibaba FY2025Q4 Results Conference Call

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.

1

Report

Comment

Top
Latest

empty

No comments yet

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":435527187046976,"tweetId":"435527187046976","gmtCreate":1747347881351,"gmtModify":1747347885326,"author":{"id":3576228432089506,"idStr":"3576228432089506","authorId":3576228432089506,"authorIdStr":"3576228432089506","name":"沃伦老巴","avatar":"https://community-static.tradeup.com/news/4a8eecd4f6c46ac8a71ce77ef5f8b93f","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.07","exceedPercentage":"93.84%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":95,"starInvestorFlag":false},"themes":[{"themeId":"3e249ca6f6cb48c9bb9756592dd5d8b5","categoryId":"2929bb7468f5415f853fd96fb35d7c3b","name":"Alibaba FY2025Q4 Results Conference Call","type":2,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":3e249ca6f6cb48c9bb9756592dd5d8b5}&rnconfig={\"headerBarHidden\": true}","description":"Watch the live broadcast and win stock vouchers"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p>0 25 usd for hk. They give in usd&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>0 25 usd for hk. They give in usd&nbsp;</p></body></html>","text":"0 25 usd for hk. They give in usd","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":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=en_US&edition=fundamental","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; 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 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":{"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":"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,"symbols_score_info":{"89988":1,"BABA":1,"09988":1}},"isVote":1,"tweetType":1,"viewCount":1095,"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":false,"length":25,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}