The earnings call highlighted Alibaba's significant progress in AI and cloud growth, strategic partnerships, and consumer engagement through quick commerce. However, these positive developments were tempered by notable challenges, including a decrease in adjusted EBITDA, free cash flow outflow, and continued operating losses in the quick commerce segment.

Company Guidance

During Alibaba Group's June Quarter 2025 earnings call, the company provided robust guidance, highlighting several key metrics. Excluding revenue from Sun Art and Intime, Alibaba's total revenue on a like-for-like basis grew by 10% year-over-year. The China e-commerce business saw a 10% increase in customer management revenue, while the Cloud Intelligence Group's revenue accelerated by 26% year-over-year, driven by AI-related product revenue growth, which maintained triple-digit growth for the eighth consecutive quarter. AI-related revenue accounted for over 20% of the Cloud segment's revenue from external customers. Alibaba's investments in their AI and cloud infrastructure reached RMB 38.6 billion for the quarter, contributing to a cumulative investment of over RMB 100 billion over the past four quarters. The company also announced a strategic investment of RMB 50 billion in consumption and a commitment of RMB 380 billion over the next three years to AI and cloud infrastructure. The quick commerce business saw monthly active consumers approaching 300 million, leading to a 25% increase in monthly active consumers on the Taobao app, with daily order volume achieving new records. Overall, Alibaba's strategic initiatives in AI and cloud, alongside the integration of multiple e-commerce platforms, are expected to drive long-term growth in the world's largest e-commerce market.

Strong Revenue Growth

Excluding revenue from Sun Art and Intime, Alibaba's total revenue on a like-for-like basis grew 10% year-over-year.

AI and Cloud Performance

Cloud Intelligence Group revenue growth accelerated to 26% year-over-year with AI-related product revenue maintaining triple-digit growth for the eighth consecutive quarter.

Strategic Partnerships

Alibaba entered a strategic partnership with SAP focused on cloud and AI, enhancing their global cloud computing presence.

Investment in AI and Cloud

Alibaba announced an investment of RMB 380 billion over the next 3 years to build their cloud and AI infrastructure, with a CapEx investment in AI and cloud infrastructure reaching RMB 38.6 billion this quarter.

Quick Commerce Milestones

Monthly active consumers on the quick commerce business are approaching 300 million, leading to a 25% increase in monthly active consumers on the Taobao app.

Cloud Segment Acceleration

Cloud segment revenue grew by 26%, driven by surge in AI demand and increased customer adoption of public cloud services.

Alibaba (GB:0HCI) Earnings, Revenues Date & History

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GB:0HCI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 13, 2025	2026 (Q2)	1.26 / -	2.115	―	―	―
Aug 29, 2025	2026 (Q1)	1.99 / 2.07	2.309	-10.28% (-0.24)
May 15, 2025	2025 (Q4)	1.76 / 1.76	1.424	23.47% (+0.33)
Feb 20, 2025	2025 (Q3)	2.73 / 3.00	2.664	12.76% (+0.34)
Nov 15, 2024	2025 (Q2)	2.08 / 2.11	2.195	-3.65% (-0.08)
Aug 15, 2024	2025 (Q1)	2.10 / 2.31	2.439	-5.35% (-0.13)
May 14, 2024	2024 (Q4)	1.44 / 1.42	1.504	-5.32% (-0.08)
Feb 07, 2024	2024 (Q3)	2.68 / 2.66	2.705	-1.51% (-0.04)
Nov 16, 2023	2024 (Q2)	2.13 / 2.19	1.814	20.98% (+0.38)
Aug 10, 2023	2024 (Q1)	2.05 / 2.44	1.647	48.08% (+0.79)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

GB:0HCI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 29, 2025	$118.83	$118.73	-0.08%
May 15, 2025	$131.44	$129.94	-1.15%
Feb 20, 2025	$125.56	$122.36	-2.55%
Nov 15, 2024	$88.93	$88.14	-0.89%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.