Alibaba Group (NASDAQ:BABA) reported FY25 Q4 results that fell short of expectations, missing on both revenue and earnings. Despite double-digit year-over-year growth across core segments like Taobao & Tmall Group (TTG), Alibaba International Digital Commerce (AIDC), and Cloud Intelligence Group, the overall performance failed to satisfy market expectations, reflecting the high bar set for the company.
The earnings call was well-organized, including live translation to improve communication, but lacked meaningful insights, even when analysts pressed for additional color. Notably, no specific metrics were provided for AI-related growth, a departure from the prior quarter, which may have tempered market sentiment. While not a bad quarter, the muted results and lack of transparency are somewhat disappointing given the stock’s recent strong run.
For more details, key highlights, and commentary, check out the high-level earnings summary.
