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Alibaba Earnings Calls
| Release date | Nov 25, 2025 |
| EPS estimate | $0.660 |
| EPS actual | - |
| Revenue estimate | 34.209B |
| Revenue actual | - |
| Expected change | +/- 5.61% |
| Release date | Aug 29, 2025 |
| EPS estimate | $2.13 |
| EPS actual | $2.06 |
| EPS Surprise | -3.29% |
| Revenue estimate | 34.259B |
| Revenue actual | 34.535B |
| Revenue Surprise | 0.81% |
| Release date | May 15, 2025 |
| EPS estimate | $1.48 |
| EPS actual | $1.73 |
| EPS Surprise | 16.89% |
| Revenue estimate | 36.137B |
| Revenue actual | 32.475B |
| Revenue Surprise | -10.14% |
| Release date | Feb 20, 2025 |
| EPS estimate | $2.67 |
| EPS actual | $2.93 |
| EPS Surprise | 9.74% |
| Revenue estimate | 38.142B |
| Revenue actual | 38.37B |
| Revenue Surprise | 0.597% |
Last 4 Quarters for Alibaba
Below you can see how BABA performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 20, 2025 |
| Price on release | $135.97 |
| EPS estimate | $2.67 |
| EPS actual | $2.93 |
| EPS surprise | 9.74% |
| Date | Price |
|---|---|
| Feb 13, 2025 | $119.54 |
| Feb 14, 2025 | $124.73 |
| Feb 18, 2025 | $126.90 |
| Feb 19, 2025 | $125.79 |
| Feb 20, 2025 | $135.97 |
| Feb 21, 2025 | $143.75 |
| Feb 24, 2025 | $129.04 |
| Feb 25, 2025 | $134.01 |
| Feb 26, 2025 | $139.08 |
| 4 days before | 13.74% |
| 4 days after | 2.29% |
| On release day | 5.72% |
| Change in period | 16.35% |
| Release date | May 15, 2025 |
| Price on release | $123.90 |
| EPS estimate | $1.48 |
| EPS actual | $1.73 |
| EPS surprise | 16.89% |
| Date | Price |
|---|---|
| May 09, 2025 | $125.33 |
| May 12, 2025 | $132.55 |
| May 13, 2025 | $131.65 |
| May 14, 2025 | $134.05 |
| May 15, 2025 | $123.90 |
| May 16, 2025 | $123.46 |
| May 19, 2025 | $122.96 |
| May 20, 2025 | $125.16 |
| May 21, 2025 | $123.59 |
| 4 days before | -1.14% |
| 4 days after | -0.250% |
| On release day | -0.355% |
| Change in period | -1.39% |
| Release date | Aug 29, 2025 |
| Price on release | $135.00 |
| EPS estimate | $2.13 |
| EPS actual | $2.06 |
| EPS surprise | -3.29% |
| Date | Price |
|---|---|
| Aug 25, 2025 | $124.35 |
| Aug 26, 2025 | $124.19 |
| Aug 27, 2025 | $122.23 |
| Aug 28, 2025 | $119.57 |
| Aug 29, 2025 | $135.00 |
| Sep 02, 2025 | $138.55 |
| Sep 03, 2025 | $136.45 |
| Sep 04, 2025 | $130.92 |
| Sep 05, 2025 | $135.58 |
| 4 days before | 8.56% |
| 4 days after | 0.430% |
| On release day | 2.63% |
| Change in period | 9.03% |
| Release date | Nov 25, 2025 |
| Price on release | - |
| EPS estimate | $0.660 |
| EPS actual | - |
| Date | Price |
|---|---|
| Nov 11, 2025 | $160.80 |
| Nov 12, 2025 | $157.91 |
| Nov 13, 2025 | $159.84 |
| Nov 14, 2025 | $153.80 |
| Nov 17, 2025 | $157.71 |
Alibaba Earnings Call Transcript Summary of Q2 2025
Key points for investors: Alibaba reported steady top-line growth across core businesses for the September quarter with GMV and monthly active users on Taobao and Tmall hitting record levels. Taobao & Tmall continue to pursue a user-first, AI-driven strategy, implemented a 0.6% software service fee, and expanded adoption of platform marketing tools (e.g., ChenChuan Tui) to support longer-term CMR growth while still investing in user experience and new-user acquisition. Cloud revenue (excluding consolidated subsidiaries) grew 7% with double-digit public cloud growth; AI-related product revenue grew triple-digits for the fifth consecutive quarter and is an increasing share of higher-margin public cloud revenue. Alibaba International Digital Commerce (AIDC) grew 29% driven by cross-border (AliExpress Choice, Trendio) but remains loss-making due to investment for scale; management reiterated a path toward profitability at scale. Cainiao and other businesses showed revenue growth while losses in local services and digital media narrowed as operating efficiency improved. Management repurchased roughly $10B of stock in the past six months (RMB/net-cash remains strong at RMB 352.1B), with $22B remaining authorization, while free cash flow fell 70% YoY due mainly to AI/cloud CapEx and working-capital changes. Management signaled continued, disciplined investment in AI infrastructure and cloud capacity to capture expected long-term AI-driven demand, balanced with focused efforts to improve monetization and operating efficiency across segments. Overall tone: constructive — investing for AI-led growth and user acquisition while executing buybacks and measures to improve profitability and shareholder returns.
