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Alibaba Group Holding Limited (HK:89988)
:89988
Earnings Data
Report Date
May 14, 2025TBA Not Confirmed
Period Ending
2025 (Q4)Consensus EPS Forecast
―Last Year’s EPS
5.22Same Quarter Last Year
Based on 0 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 20, 2025
|% Change Since: 9.01%
|Next Earnings Date:May 14, 2025
Earnings Call Sentiment|Positive
The earnings call reflected a generally positive outlook with strong growth in AI, cloud, and e-commerce segments. However, there were concerns about free cash flow reduction and losses in some business areas like AIDC and Cainiao. The company's strategic focus on AI and cloud investments indicates confidence in future growth potential.Company Guidance
In the recent Alibaba Group earnings call for the December quarter of 2024, management provided robust guidance across several key areas. Alibaba reported an 11% year-over-year revenue growth, excluding its consolidated subsidiaries, with AI-related product revenue sustaining triple-digit growth for the sixth consecutive quarter. The Cloud Intelligence Group notably contributed to this growth, with a 13% increase in cloud revenue, driven by strong demand for AI and public cloud products. In e-commerce, Taobao and Tmall achieved a 9% year-over-year growth in customer management revenue (CMR), while the 88 VIP membership grew to 49 million, maintaining double-digit growth. Alibaba's international e-commerce business also showed strong performance, with revenue from the AliExpress and Trendio platforms increasing by 36%. Financially, Alibaba's consolidated revenue reached RMB 280.2 billion, marking an 8% increase, and the company maintained a strong net cash position of RMB 378.5 billion. Looking ahead, Alibaba plans to invest heavily in AI and cloud infrastructure, with projected investments over the next three years exceeding the total from the past decade, aiming to harness substantial growth opportunities presented by advancements in AI technology.Strong Revenue Growth
Overall revenue grew 11% year-over-year with AI-related product revenue maintaining triple-digit year-over-year growth for the sixth consecutive quarter.
AI and Cloud Strategy Success
Alibaba's cloud business exhibited robust momentum with revenue growth accelerating to 13%. The launch of Qwen 2.5 Max AI model achieved industry-leading performance.
E-commerce Growth
Taobao and Tmall saw strong growth in new consumers and orders, with 88 VIP members reaching 49 million, growing in double digits.
International Business Growth
International e-commerce achieved strong growth, driven by cross-border businesses, and AIDC is expected to achieve its first quarter of profitability next fiscal year.
Financial Efficiency
Consolidated adjusted EBITDA increased by 4% to RMB 54.9 billion, and non-GAAP net income increased by 6%.
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Alibaba Group Holding Limited (HK:89988) Earnings, Revenues Date & History
HK:89988 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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HK:89988 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 20, 2025 | ¥116.50 | ¥113.00 | -3.00% |
| Nov 15, 2024 | ¥81.75 | ¥81.15 | -0.73% |
| Aug 15, 2024 | ¥71.85 | ¥70.00 | -2.57% |
| May 14, 2024 | ¥73.76 | ¥75.08 | +1.79% |
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 Group Holding Limited (HK:89988) report earnings?
Alibaba Group Holding Limited (HK:89988) is schdueled to report earning on May 14, 2025, TBA Not Confirmed.
What is Alibaba Group Holding Limited (HK:89988) earnings time?
Alibaba Group Holding Limited (HK:89988) earnings time is at May 14, 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 the P/E ratio of Alibaba Group Holding Limited stock?
The P/E ratio of Alibaba Group Holding Limited is N/A.
What is HK:89988 EPS forecast?
Currently, no data Available
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