Alibaba announces results, market focuses on AI strategy and multiple business growth
Ali announced its results today, and the market is paying attention to the company's development strategy and cost investment in the field of artificial intelligence. Alibaba's fourth-quarter revenue of 236.454 billion yuan fell short of market expectations, causing shares to fall more than 5% in premarket. Alibaba Cloud's revenue growth has become a key catalyst, with an estimated growth of 17-20%. In addition, the revenue of Alibaba Local Life Group was 16.134 billion yuan, a year-on-year increase of 10%, and the revenue in fiscal year 2025 increased by 12% year-on-year to 67.076 billion yuan. Ele.me continues to grow strongly and accelerate the application of AI. The revenue of Cloud Intelligence Group increased by 18% year-on-year, and the overall revenue growth rate accelerated. The revenue of the international digital business group increased by 22%, and the net profit attributable to the parent increased by 62% year-on-year to 129.47 billion yuan. The quarterly NON-GAAP net profit was 29.98 billion yuan, and the adjusted income per ADS was 12.52 yuan. The fourth quarter and full-year performance of fiscal year 2025 were strong, with revenue in the fourth fiscal quarter reaching 236.454 billion yuan, a year-on-year increase of 7%. The revenue of AI-related products has maintained triple-digit growth for seven consecutive quarters. The company expects that the growth rate of cloud business revenue will maintain an upward trend in the next few quarters, and AI will continue to be a key driver of revenue growth.