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Alibaba Group (GB:0HCI)
:0HCI
Earnings Data
Report Date
May 14, 2025TBA Not Confirmed
Period Ending
2025 (Q4)Consensus EPS Forecast
1.72Last Year’s EPS
1.39Same Quarter Last Year
Strong Buy
Based on 16 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 20, 2025
|% Change Since: -11.14%
|Next Earnings Date:May 14, 2025
Earnings Call Sentiment|Positive
The earnings call reflects strong growth in Alibaba's core businesses, including a significant upswing in cloud and AI product revenue. Strategic divestments have streamlined operations and strengthened the financial position. However, challenges such as decreased free cash flow and losses in certain segments like Cainiao and AIDC remain. Overall, the highlights significantly outweigh the lowlights, indicating a positive outlook.Company Guidance
During Alibaba Group's December Quarter 2024 earnings call, the company provided detailed guidance on its strategic focus and anticipated financial growth. Alibaba emphasized its commitment to its AI-driven strategy, noting a 13% revenue growth in its Cloud Intelligence Group, with AI-related product revenue maintaining triple-digit year-over-year growth for the sixth consecutive quarter. The company highlighted the launch of Qwen 2.5 Max, a flagship AI foundation model, which has seen widespread adoption with over 90,000 Qwen-based derivative models developed globally. Additionally, Alibaba's e-commerce platforms, Taobao and Tmall, experienced a 9% year-over-year growth in customer management revenue (CMR), supported by a growing base of 49 million 88 VIP members. The company also announced plans to substantially increase its investment in AI and cloud infrastructure over the next three years, surpassing the cumulative investment made over the past decade. Financially, Alibaba reported a consolidated revenue of RMB 280.2 billion, an 8% increase, and a 4% rise in consolidated adjusted EBITDA to RMB 54.9 billion, despite a 31% decrease in free cash flow due to increased cloud infrastructure investment. Looking ahead, Alibaba expressed confidence in its focused strategy on e-commerce and AI plus cloud, aiming for sustained growth and increased shareholder returns through strategic initiatives and asset divestments.Strong Revenue and Growth Metrics
Overall revenue, excluding Alibaba consolidated subsidiaries, grew 11% year-over-year. AI-related product revenue maintained triple-digit year-over-year growth for the sixth consecutive quarter.
Cloud Business Growth
Cloud business revenue growth accelerated to 13%. AI momentum remains robust with AI-related product revenue sustaining triple-digit growth.
E-commerce Success
Taobao and Tmall businesses saw a significant upswing in CMR growth to 9% year-over-year. 88 VIP members maintained double-digit growth, reaching 49 million by the end of the quarter.
International E-commerce Business Growth
The international e-commerce business maintained strong growth, with AIDC expecting its first quarter of profitability in the next fiscal year.
Successful Asset Divestment
Agreements to dispose of interests in Senna for up to $1.6 billion and in-time for $1 billion were completed, reflecting strategic shifts.
Strong Financial Position
Operating cash flow increased 10% to RMB 70.9 billion. Alibaba maintains a strong net cash position of RMB 378.5 billion.
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GB:0HCI 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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GB:0HCI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 20, 2025 | $127.65 | $124.39 | -2.55% |
| Nov 15, 2024 | $90.41 | $89.60 | -0.89% |
| Aug 15, 2024 | $80.38 | $78.41 | -2.45% |
| May 14, 2024 | $81.30 | $82.81 | +1.86% |
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.
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FAQ
When does Alibaba Group (GB:0HCI) report earnings?
Alibaba Group (GB:0HCI) is schdueled to report earning on May 14, 2025, TBA Not Confirmed.
What is Alibaba Group (GB:0HCI) earnings time?
Alibaba Group (GB:0HCI) 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 stock?
The P/E ratio of Alibaba is N/A.
What is GB:0HCI EPS forecast?
GB:0HCI EPS forecast for the fiscal quarter 2025 (Q4) is 1.72.
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