Alibaba reported strong revenue and user growth across its core businesses, particularly in cloud and e-commerce segments. The company continues to see robust AI demand and has improved its profitability while returning a substantial amount of capital to shareholders. However, the decrease in free cash flow and anticipated pressure on EBITDA due to increased investments present challenges. Overall, the highlights outweigh the lowlights, suggesting a positive outlook.

Company Guidance

In the recent earnings call for Alibaba Group, robust performance was reported with several key metrics highlighted. The company's total revenue, excluding Sun Art at Intime, grew by 10% year-over-year, while adjusted EBITDA saw a significant increase of 36% year-over-year. Alibaba Cloud's revenue growth accelerated to 18%, fueled by strong AI demand, with AI-related product revenue maintaining triple-digit growth for the seventh consecutive quarter. Customer management revenue for Taobao and Tmall Group rose by 12% year-over-year, driven by improvements in the take rate. The company also announced a substantial return of $16.5 billion to shareholders through dividends and share repurchases. As of March 31, 2025, Alibaba maintained a strong net cash position of RMB366.4 billion. Looking forward, Alibaba aims to continue leveraging AI and cloud technology to drive future growth and innovation across its business segments.

Strong Revenue Growth in Core Businesses

Total revenue, excluding Sun Art and Intime, grew by 10% year-over-year, with adjusted EBITDA increasing by 36%.

Alibaba Cloud's Robust Performance

Alibaba Cloud's revenue growth accelerated to 18%, driven by strong AI demand, and AI-related products maintained triple-digit growth for the seventh consecutive quarter.

E-commerce User Growth

Taobao and Tmall Group saw strong momentum in user growth, with 88VIP members surpassing 50 million.

International E-commerce Growth

AIDC achieved a 22% year-over-year revenue growth, driven by strong cross-border business performance.

Digital Media and Entertainment Profitability

The Digital Media and Entertainment Group achieved profitability on an adjusted EBITDA basis.

Shareholder Returns

Annual dividend increased by 5% to $1.05 per ADS, with a special dividend of $0.95 per ADS, and $16.5 billion returned to shareholders through dividends and share repurchases.

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

Daily Earnings Calendar >

HK:9988 Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 13, 2025	2026 (Q2)	1.42 / -	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	1.368	23.83% (+0.33)	―	―
Feb 20, 2025	2025 (Q3)	2.61 / 2.86	2.577	11.06% (+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	1.773	18.56% (+0.33)	―	―
Aug 10, 2023	2024 (Q1)	1.98 / 2.35	1.704	38.20% (+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$115.80	HK$115.70	-0.09%
May 15, 2025	HK$128.25	HK$126.77	-1.15%
Feb 20, 2025	HK$122.05	HK$118.90	-2.58%
Nov 15, 2024	HK$86.50	HK$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 1.42.

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