格隆汇发布阿里巴巴F2Q25更新报告：《AI Driving Growth, Core Strengthening Value》

格隆汇2024-11-18

Alibaba (BABA, HK9988) announced its F2Q25 results before market open on November 15. In F2Q25, revenue increased 5% y/y to US$33 Billion, non-GAAP net income and adjusted EBITDA reached US$5.0 Billion and US$6.5 Billion respectively. Online shopping during Double 11 Shopping Period rebounded this year: Alibaba's GMV during Double 11 Period was US$73 Billion, increasing by 18.5% year on year, with market share of 37% for Double 11 Period. AI-related product revenue grew at triple-digits y/y for the fifth consecutive quarter. In 3Q24, CAPEX quadrupled y/y to US$2,347 Million. Cloud/AI will become the new impetus for Alibaba.

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