BABA Earnings Prediction
The chart below shows how BABA performed 10 days before and after its earnings report, based on data from the past quarters. Typically, BABA sees a -1.11% change in stock price 10 days leading up to the earnings, and a -2.70% change 10 days following the report. On the earnings day itself, the stock moves by +0.71%. This data can give you a slight idea of what to expect for the next quarter's release.
BABA Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
33.02B
6.40%
-1.70%
Gross Margin
38.40%
4.38%
-2.04%
Operating Margin
14.54%
-2.68%
-1.76%
Net Margin
18.41%
54.97%
86.34%
EPS
0.32
68.42%
88.24%
No Data Available
BABA Earnings Analysis
Alibaba Group Holding Limited American Depositary Shares, each represents eight Ordinary Shares Corporation (BABA.N) Earnings Conference Call
Positive
User Engagement Growth: Monthly active consumers on Taobao and Tmall reached a new all-time high, indicating strong user engagement and growth.
Cross-Border Revenue Growth: Alibaba International Digital Commerce (AIDC) achieved 29% revenue growth this quarter, driven by cross-border business expansion.
Cloud Revenue Growth: Alibaba Cloud revenue, excluding consolidated subsidiaries, grew 7% this quarter, with AI-related product revenue maintaining triple-digit growth for the fifth consecutive quarter.
Customer Management Revenue Growth: Customer management revenue increased by 2%, primarily due to online GMV growth, reflecting effective monetization strategies.
Share Repurchase Impact: Share repurchases totaled approximately US$10 billion in the first half of fiscal 2025, resulting in a 4.4% net reduction in share count, demonstrating commitment to shareholder value.
Negative
EBITA Decline Due to Investments: Consolidated adjusted EBITA decreased 5% to RMB40.6 billion, primarily attributable to the increase in investments in e-commerce businesses.
Free Cash Flow Decline: Free cash flow this quarter was RMB13.7 billion, a decrease of 70% compared to RMB45.2 billion in the same quarter last year, mainly due to investments in Alibaba cloud infrastructure.
EBITA Loss Increase: AIDC's adjusted EBITA was a loss of RMB2.9 billion compared to a loss of RMB384 million in the same quarter last year, primarily due to increased investments in AliExpress and Trendyol's cross-border businesses.
EBITA Decline in China: China's adjusted EBITA decreased by 94% to RMB55 million compared to RMB906 million in the same quarter last year, primarily due to increased investment in cross-border fulfilment solutions.
Direct Sales Revenue Decline: Revenue from direct sales and other decreased by 5% to RMB22.6 billion, primarily attributable to the decrease in sales of appliances.
BABA FAQs
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BABA Earning Call Sentiment
Alibaba Group Holding Limited (BABA) Q2 2025 Earnings Call Transcript
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BABA.N
0.95%Positive
The earnings call presents a mixed picture. Basic financial performance shows slight growth in key areas but also significant declines, notably in free cash flow and some EBITA metrics. Product development and market strategy are positive, with strong international growth and cloud integration. However, concerns arise from unclear management responses and increased expenses. The shareholder return plan is positive with a large share repurchase program. Overall, the sentiment is neutral due to balanced positive and negative factors, with the lack of clear guidance and mixed financial results tempering optimism.