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Alibaba Group Holding Ltd. (HK:9988)
:9988
Hong Kong Market

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

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Earnings Data

Report Date
May 14, 2025
TBA Not Confirmed
Period Ending
2025 (Q4)
Consensus EPS Forecast
1.57
Last Year’s EPS
1.37
Same Quarter Last Year
Based on 6 Analysts Ratings
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Earnings Call Summary

Earnings Call Date:Feb 20, 2025
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% Change Since: -2.58%
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Next Earnings Date:May 14, 2025
Earnings Call Sentiment|Positive
Alibaba reported strong revenue growth driven by its cloud and AI segments, as well as improvements in its e-commerce and international businesses. However, challenges such as a decrease in free cash flow and increased losses in AIDC highlight areas needing attention. The company's strategic divestments and share buybacks indicate a focus on core businesses and shareholder returns.
Company Guidance
During Alibaba Group's December quarter 2024 results conference call, significant growth metrics were highlighted, notably in the AI and cloud sectors. Overall revenue, excluding Alibaba consolidated subsidiaries, increased by 11% year-over-year, with AI-related product revenue maintaining triple-digit growth for the sixth consecutive quarter. Additionally, the Cloud Intelligence Group's revenue grew by 13%, driven by the uptick in demand for AI products. In the e-commerce sector, Taobao and Tmall saw customer management revenue grow by 9% year-over-year, supported by a 5% increase in overall revenue. The number of 88 VIP members reached 49 million, reflecting solid growth. Internationally, Alibaba's commerce business saw a 32% growth in revenue, with the B2C segment achieving a 36% increase. The company is strategically investing in AI infrastructure, planning to exceed its previous decade's spending within the next three years, emphasizing its commitment to capitalizing on AI-driven transformation.
Strong Revenue Growth
Overall revenue, excluding Alibaba consolidated subsidiaries, grew 11% year-over-year with AI-related product revenue maintaining triple-digit year-over-year growth for the sixth consecutive quarter.
Cloud and AI Expansion
Cloud business revenue growth accelerated to 13%, driven by public cloud revenue and AI-related products. Alibaba plans to invest more in cloud and AI infrastructure over the next three years than in the past decade.
E-commerce User and Revenue Growth
Taobao and Tmall's CMR grew 9% year-over-year. 88 VIP members reached 49 million, maintaining double-digit growth.
International E-commerce Expansion
International commerce retail business revenue increased by 36%, driven by AliExpress and Trendio, with a focus on improving operating efficiency.
Strategic Divestments and Share Buybacks
Agreements to dispose interests in Senna and Sun Art for up to $2.6 billion. Repurchased $1.3 billion in shares, achieving a 5% net reduction in share count over nine months.
AMAP Profitability
AMAP achieved profitability for the first time, showing improved operating efficiency.
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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
May 14, 20252025 (Q4)
1.61 / -
1.368
Feb 20, 20252025 (Q3)
2.61 / 2.86
2.57711.06% (+0.29)
Nov 15, 20242025 (Q2)
2.03 / 2.03
2.102-3.57% (-0.07)
Aug 15, 20242025 (Q1)
2.03 / 2.24
2.355-5.01% (-0.12)
May 14, 20242024 (Q4)
1.39 / 1.37
1.491-8.25% (-0.12)
Feb 07, 20242024 (Q3)
2.60 / 2.58
2.741-5.98% (-0.16)
Nov 16, 20232024 (Q2)
2.04 / 2.10
1.77318.56% (+0.33)
Aug 10, 20232024 (Q1)
1.98 / 2.35
1.70438.20% (+0.65)
May 18, 20232023 (Q4)
1.34 / 1.49
1.15828.76% (+0.33)
Feb 23, 20232023 (Q3)
2.40 / 2.74
2.6045.26% (+0.14)
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:9988 Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 20, 2025HK$124.10HK$120.90-2.58%
Nov 15, 2024HK$87.95HK$87.20-0.85%
Aug 15, 2024HK$78.30HK$76.40-2.43%
May 14, 2024HK$79.43HK$80.90+1.85%
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 Ltd. (HK:9988) report earnings?
Alibaba Group Holding Ltd. (HK:9988) is schdueled to report earning on May 14, 2025, TBA Not Confirmed.
    What is Alibaba Group Holding Ltd. (HK:9988) earnings time?
    Alibaba Group Holding Ltd. (HK:9988) 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 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 2025 (Q4) is 1.57.
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