Alibaba's Q4 revenue of 236.45 billion yuan fell short of expectations, with AI product revenue experiencing triple-digit growth for seven consecutive quarters | Earnings Report Insights
Alibaba announced its financial report for the fourth quarter of fiscal year 2025, with revenue of RMB 236.45 billion, lower than the market expectation of RMB 237.91 billion. The adjusted earnings per ADS were RMB 12.52. The AI-driven strategy continues to show results, with Alibaba Cloud's revenue growth accelerating to 18%, and AI product revenue achieving triple-digit growth for seven consecutive quarters. After the release of the financial report, Alibaba's U.S. stock pre-market fell by more than 4% at one point
On Thursday, Alibaba announced its financial report for the fourth quarter of fiscal year 2025.
Alibaba's revenue for the fourth quarter was 236.45 billion RMB, while the market estimate was 237.91 billion RMB. The adjusted earnings per ADS for the fourth quarter were 12.52 RMB.
The financial report shows that the "user-first, AI-driven" strategy continues to yield results, with core business growth accelerating. Driven by strong demand for AI, Alibaba Cloud's quarterly revenue growth accelerated to 18%, with AI-related product revenue achieving triple-digit growth for seven consecutive quarters. Taotian Group's customer management revenue increased by 12% year-on-year, reflecting ongoing investments in user experience and effective commercialization initiatives. AI + Cloud is becoming a new growth engine for Alibaba's long-term development.
After the financial report was released, Alibaba's U.S. stock fell more than 4% in pre-market trading.
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