Alibaba earnings jump as AI demand drives cloud division revenue

Published 2025-05-15, 08:22 a/m
© Reuters

Investing.com - Alibaba (NYSE:BABA) has reported a jump in adjusted core income in the fourth quarter as solid demand for artificial intelligence bolstered its cloud business, but changes on the Chinese e-commerce giant’s logistics division weighed on revenues.

The group has previously targeted heavy investments in its cloud computing and AI infrastructure over the next three years in a bid to build out its capabilities with the nascent technology.

Quarterly revenue at its cloud intelligence division increased by 18% year-over-year to 30.13 billion yuan ($4.15 billion). Bloomberg consensus estimates had seen the figure at 29.9 billion yuan.

"[W]e will remain focused on our core businesses and continue to drive AI [and] cloud as a new engine for our long-term growth," said CEO Eddie Wu in a statement.

But an effort to integrate its logistics offerings into its e-commerce businesses fueled weakness at its Cainiao unit, where revenue decreased by 12% to 21.57 billion yuan ($2.97 billion). 

Direct sales at its Chinese commerce retail business also declined, driven by a planned reduction of "certain direct sales businesses", Alibaba said.

The results come as China’s government has been pushing out stimulus measures aimed at revitalizing consumer spending and propping up an ailing property sector.

Group-wide, revenue ticked up by 7% to 236.45 billion yuan ($32.58 billion), compared with projections of 237.91 billion yuan.

U.S.-listed shares in Alibaba were lower in premarket trading on Thursday.

In the quarter ended on March 31, adjusted earnings before interest, taxes, depreciation and amortization surged by 36% versus a year ago to 41.78 billion yuan ($5.76 billion). Analysts had anticipated 41.23 billion yuan, according to Bloomberg expectations.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2025 - Fusion Media Limited. All Rights Reserved.