tiprankstipranks
Trending News
More News >
Alibaba Group Holding Ltd. (HK:9988)
:9988
Hong Kong Market
Advertisement

Alibaba Group Holding Ltd. (9988) Earnings Dates, Call Summary & Reports

Compare
794 Followers

Earnings Data

Report Date
Nov 13, 2025
Before Open (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
1.23
Last Year’s EPS
2.03
Same Quarter Last Year
Based on 8 Analysts Ratings

Earnings Call Summary

Q1 2026
Earnings Call Date:Aug 29, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call highlighted significant growth in key areas such as cloud services and quick commerce, driven by strategic investments in AI and partnerships. However, the decreased adjusted EBITDA and free cash flow outflow indicate financial pressures from these aggressive investments.
Company Guidance
During Alibaba Group's June Quarter 2025 Results Conference Call, significant guidance was provided regarding the company's strategic initiatives and financial performance. Excluding Sun Art and Intime, total revenue grew 10% year-over-year, with core business revenue remaining strong. Cloud Intelligence Group saw a 26% revenue increase, driven by AI product demand, marking triple-digit growth for the eighth consecutive quarter. AI-related revenue accounted for over 20% of revenue from external customers. The company announced a strategic partnership with SAP to enhance cloud and AI capabilities. Alibaba plans to invest RMB 380 billion over three years in cloud and AI infrastructure and RMB 50 billion in consumption, reflecting their commitment to these growth areas. Capital expenditures on AI and cloud infrastructure totaled RMB 38.6 billion for the quarter, with cumulative investments exceeding RMB 100 billion over the past year. The company also reported a 25% increase in monthly active consumers on the Taobao app, driven by quick commerce initiatives, and a 10% increase in customer management revenue from its China e-commerce business.
Strong Revenue Growth
Alibaba reported a 10% year-over-year growth in total revenue on a like-for-like basis, excluding revenue from Sun Art and Intime. Additionally, the China E-commerce Group saw a 10% increase in customer management revenue.
Cloud Intelligence Group Acceleration
Cloud Intelligence Group revenue grew by 26% year-over-year, driven by AI-related product revenue maintaining triple-digit growth for the eighth consecutive quarter.
AI and Cloud Strategic Partnerships
Alibaba formed a strategic partnership with SAP, focusing on cloud and AI, highlighting Alibaba Cloud's capabilities in supporting SAP's global cloud computing needs.
Quick Commerce Milestones
Alibaba's quick commerce business achieved significant milestones, reaching nearly 300 million monthly active consumers in August, contributing to a 25% increase in monthly active consumers on the Taobao app.
AI Investments
Alibaba committed RMB 380 billion over the next three years to build its cloud and AI infrastructure, with a current quarter CapEx investment of RMB 38.6 billion in AI and cloud infrastructure.

Alibaba Group Holding Ltd. (HK:9988) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

HK:9988 Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Nov 13, 2025
2026 (Q2)
1.23 / -
2.027
Aug 29, 2025
2026 (Q1)
1.95 / 2.02
2.237-9.92% (-0.22)
May 15, 2025
2025 (Q4)
1.67 / 1.69
1.36823.83% (+0.33)
Feb 20, 2025
2025 (Q3)
2.61 / 2.86
2.57711.06% (+0.29)
Nov 15, 2024
2025 (Q2)
2.03 / 2.03
2.102-3.57% (-0.07)
Aug 15, 2024
2025 (Q1)
2.03 / 2.24
2.355-5.01% (-0.12)
May 14, 2024
2024 (Q4)
1.39 / 1.37
1.491-8.25% (-0.12)
Feb 07, 2024
2024 (Q3)
2.60 / 2.58
2.741-5.98% (-0.16)
Nov 16, 2023
2024 (Q2)
2.04 / 2.10
1.77318.56% (+0.33)
Aug 10, 2023
2024 (Q1)
1.98 / 2.35
1.70438.20% (+0.65)
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

HK:9988 Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Aug 29, 2025
HK$115.80HK$115.70-0.09%
May 15, 2025
HK$128.25HK$126.77-1.15%
Feb 20, 2025
HK$122.05HK$118.90-2.58%
Nov 15, 2024
HK$86.50HK$85.76-0.86%
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.

FAQ

When does Alibaba Group Holding Ltd. (HK:9988) report earnings?
Alibaba Group Holding Ltd. (HK:9988) is schdueled to report earning on Nov 13, 2025, Before Open (Confirmed).
    What is Alibaba Group Holding Ltd. (HK:9988) earnings time?
    Alibaba Group Holding Ltd. (HK:9988) earnings time is at Nov 13, 2025, Before Open (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 Ltd. stock?
          The P/E ratio of Alibaba Group Holding Ltd. is N/A.
            What is HK:9988 EPS forecast?
            HK:9988 EPS forecast for the fiscal quarter 2026 (Q2) is 1.23.
              What am I Missing?
              Make informed decisions based on Top Analysts' activity
              Know what industry insiders are buying
              Get actionable alerts from top Wall Street Analysts
              Find out before anyone else which stock is going to shoot up
              Get powerful stock screeners & detailed portfolio analysis