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Alibaba (BABA)
NYSE:BABA
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2026 (Q1)Consensus EPS Forecast
2.44Last Year’s EPS
16.44Same Quarter Last Year
Strong Buy
Based on 16 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 15, 2025
|% Change Since: -7.57%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Positive
The earnings call presented a strong narrative on revenue and EBITDA growth, driven by successful performances in AI, cloud, and e-commerce sectors, as well as significant returns to shareholders. However, challenges were noted in traditional commerce and cash flow, and increased losses in local services due to seasonal factors.Company Guidance
During the Alibaba Group's March Quarter 2025 and Full Fiscal Year 2025 Results Conference Call, the company provided guidance on several key metrics. Total revenue, excluding Sun Art and Intime, increased by 10% year-over-year, while adjusted EBITDA rose by 36% year-over-year. Alibaba Cloud's revenue grew by 18% this quarter, with AI-related product revenue maintaining triple-digit year-over-year growth for the seventh consecutive quarter. The Taobao and Tmall Group reported a 12% year-over-year increase in customer management revenue, contributing to an 8% rise in adjusted EBITDA. The group's consolidated revenue reached RMB236.5 billion, marking a 7% increase year-over-year, and consolidated adjusted EBITDA climbed 36% to RMB32.6 billion. Non-GAAP net income increased by 22% to RMB29.8 billion, while GAAP net income rose to RMB12 billion. Operating cash flow was RMB27.5 billion, a growth of 18%, although free cash flow decreased by 76% to RMB3.7 billion. The company reported a strong net cash position of RMB366.4 billion as of March 31, 2025. Additionally, the company announced a total cash dividend distribution of $2 per ADS, amounting to $4.6 billion for the fiscal year, alongside $11.9 billion in share repurchases, leading to a total return of $16.5 billion to shareholders.Revenue and EBITDA Growth
Total revenue excluding Sun Art at Intime grew 10% year-over-year. Adjusted EBITDA increased 36% year-over-year.
AI and Cloud Performance
Alibaba Cloud's revenue growth accelerated to 18% this quarter. AI-related products maintained triple-digit year-over-year growth for the seventh consecutive quarter.
E-commerce Success
Taobao and Tmall Group saw customer management revenue rise 12% year-over-year. 88VIP members surpassed 50 million.
International E-commerce Growth
AIDC achieved year-over-year revenue growth of 22%. The company remains on track to achieve overall quarterly profitability in the coming fiscal year.
Shareholder Returns
A cash dividend of $2 per ADS, totaling $4.6 billion, was declared. Combined with $11.9 billion in share repurchases, total returns to shareholders were $16.5 billion.
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BABA Earnings History
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
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BABA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 15, 2025 | $134.05 | $123.90 | -7.57% |
Feb 20, 2025 | $125.79 | $135.97 | +8.09% |
Nov 15, 2024 | $90.58 | $88.59 | -2.20% |
Aug 15, 2024 | $79.47 | $79.54 | +0.09% |
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.
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FAQ
When does Alibaba (BABA) report earnings?
Alibaba (BABA) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is Alibaba (BABA) earnings time?
Alibaba (BABA) earnings time is at Jul 30, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BABA EPS forecast?
BABA EPS forecast for the fiscal quarter 2026 (Q1) is 2.44.
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