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Alibaba Group Holding Ltd
F:2RR

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Alibaba Group Holding Ltd
F:2RR
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Price: 15.7 EUR 7.17% Market Closed
Market Cap: €303.7B

Alibaba Group Holding Ltd
Investor Relations

Alibaba Group is a Chinese internet company best known for running online marketplaces that connect shoppers, merchants, and brands. Its main retail sites, including Taobao and Tmall, let consumers buy goods from third-party sellers and brands, while Alibaba.com helps businesses source products from suppliers. It also sells cloud computing services through Alibaba Cloud and offers logistics, digital media, and other internet services. Alibaba makes most of its money by charging merchants for advertising, commissions, and service fees on its marketplaces. On the cloud side, it earns money from customers that rent computing power, storage, and software over the internet. Its main customers are online shoppers, small and large merchants, and enterprises that need cloud infrastructure. What makes Alibaba different is that it sits in the middle of a huge online commerce network rather than owning most of the inventory it sells. The company mainly provides the digital storefront, payment flow, traffic, logistics connections, and computing tools that let others do business more efficiently. That makes it both a marketplace operator and a core service provider for China’s internet commerce and cloud ecosystem.

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Last Earnings Call
Fiscal Period
Q4 2026
Call Date
May 13, 2026
AI Summary
Q4 2026

AI + Cloud: Alibaba said its AI and cloud push is now translating into real revenue, with Cloud Intelligence external revenue up 40% and AI-related product revenue growing at triple-digit rates for the 11th straight quarter.

Consumption: China e-commerce CMR rebounded on a like-for-like basis, growing 8%, while quick commerce kept improving unit economics even as Alibaba kept investing for scale.

Profitability pressure: Adjusted EBITA fell sharply because of heavier spending on AI, quick commerce and user experience, even as GAAP net income rose to RMB 23.5 billion.

Cash use: Management said free cash flow was negative because of AI investment, and they expect to keep investing aggressively over the next 2 years.

Cloud outlook: Management expects cloud growth to keep accelerating and gross margins to improve over the next 1 to 2 quarters, helped by AI demand, higher pricing power and more use of T-Head chips.

Capital returns: Alibaba’s board approved an annual dividend of USD 1.05 per ADS.

Quick commerce: The company said quick commerce order volume was 2.7x last year’s level and expects unit economics to turn positive by the end of fiscal year '27.

Key Financials
Revenue
RMB 243.4 billion
Adjusted EBITA
RMB 24 billion
GAAP net income
RMB 23.5 billion
Operating cash flow
RMB 9.4 billion
Free cash flow
outflow of RMB 17.3 billion
Net cash
approximately USD 38 billion
Net cash excluding long-term debt
approximately USD 59 billion
China E-commerce Group revenue
RMB 122 billion
Customer management revenue
1%
Quick commerce revenue
RMB 20 billion
AIDC revenue
up 6%
Cloud Intelligence external revenue growth
40%
Cloud Intelligence adjusted EBITA margin
9.1%
AI-related product revenue
RMB 9 billion
AI-related product share of external cloud revenue
30%
Annual dividend per ADS
USD 1.05
Quick commerce order volume
2.7x
Quick commerce non-food order volume
3x
Model and application services ARR
over RMB 8 billion
Other Earnings Calls

Management

Mr. Joseph C. Tsai
Executive Chairman

Joseph C. Tsai is a prominent Taiwanese-Canadian businessman and co-founder of Alibaba Group Holding Ltd., one of the world's largest e-commerce and technology companies. Born on January 1964 in Taipei, Taiwan, Tsai moved to the United States where he attended high school before earning his bachelor's degree in economics and East Asian studies from Yale University in 1986. He then went on to receive a Juris Doctor degree from Yale Law School in 1990. After completing his education, Tsai worked as a tax associate at the prominent law firm Sullivan & Cromwell. Later, he moved into private equity, taking roles at Rosecliff, Inc., and then Investor AB. His career path took a significant turn when he met Jack Ma in 1999, and Tsai joined Ma in founding Alibaba, a decision that proved pivotal for his career and for the company. Tsai played a key role in Alibaba's growth, serving initially as the Chief Financial Officer and later as the Executive Vice Chairman. Apart from his executive role in Alibaba, Tsai has been heavily involved in strategic acquisitions and financial management, helping to guide Alibaba through its successful IPO in 2014, which was one of the largest in history at that time. Under his leadership, the company expanded its footprint beyond e-commerce into areas such as cloud computing, digital media, and financial technology. In addition to his work with Alibaba, Tsai is also known for his involvement in sports. He is the owner of the Brooklyn Nets, an NBA basketball team, as well as the New York Liberty of the WNBA, and holds an interest in the Premier Lacrosse League. Joseph Tsai is recognized for his expertise in finance and strategic investments, making substantial contributions to Alibaba’s global expansion and success. His business acumen and commitment to the company's growth have established him as a key figure in the technology and e-commerce sectors.

Mr. Yongming Wu
CEO, Head of Core E-Commerce Business & Director

Yongming Wu is a prominent figure within Alibaba Group Holding Ltd., where he holds a significant position as an executive. Before assuming this role, Wu's career spanned various crucial roles contributing to his depth of experience in the e-commerce and technology sectors. Within Alibaba, he has been instrumental in driving strategy and innovation, focusing on expanding Alibaba's reach and refining its operational efficiencies. His leadership style is known to foster an environment of growth and adaptability, which aligns with Alibaba's dynamic nature in the global market. Wu's vision and strategic initiatives have been key contributors to Alibaba's sustained competitiveness in an ever-evolving digital landscape. His contributions extend beyond traditional business metrics, encompassing sustainable growth, and adapting business models to new market challenges. His work emphasizes the integration of cutting-edge technology to enhance user experience and streamline Alibaba's vast logistics and retail ecosystem. Yongming Wu's role in Alibaba underscores his expertise in steering large-scale operations and his commitment to fostering innovation that aligns with the company's core values and objectives.

Mr. J. Michael Evans
President & Director

J. Michael Evans is a prominent business executive known for his role with Alibaba Group Holding Ltd. Since August 2015, he has served as President of the Alibaba Group, where he is responsible for overseeing the company's global expansion efforts outside of China. Evans plays a crucial role in the global strategy, working on partnerships and initiatives designed to increase Alibaba's international presence. Before joining Alibaba, Evans spent a significant part of his career at Goldman Sachs. He was a Vice Chairman there and held various leadership roles, including as Chairman of Asia. His experience in global finance and markets has been instrumental in his work at Alibaba, where he uses his expertise to enhance the company's global footprint. Evans was educated at Princeton University, where he also played on the Olympic rowing team. His blend of experience in finance, leadership in international business, and athletic discipline positions him as a key leader in the field of global e-commerce.

Mr. Hong Xu
Chief Financial Officer

Hong Xu is not a widely recognized executive within Alibaba Group Holding Ltd, based on publicly available information. It’s possible he might hold a position not widely publicized, or his details have not been extensively covered in major news outlets or corporate reports. Given the vast size and numerous subsidiaries of Alibaba Group, there are many executives and employees that aren't prominently featured in global discussions or online profiles. For a detailed or specific biography, you might consider checking Alibaba's official website or financial reports, which often include information about their executives and key leadership. Additionally, you could look into LinkedIn profiles or press releases from Alibaba for more personalized or current information. If Mr. Hong Xu holds an important position, these sources would likely have relevant updates. If Hong Xu is someone who has risen in prominence or taken on a significant role after the data available, consulting more recent resources would be necessary. However, based on the present information, a comprehensive biography cannot be provided.

Ms. Joan Zhou
Investment Director

As of the latest information available, there is no prominent executive or officer known as Ms. Joan Zhou at Alibaba Group Holding Ltd. It is possible that she might not be a widely recognized figure within the company's executive team or may not be associated with Alibaba Group in a high-profile capacity. Therefore, there might be limited public information or media coverage about her involvement with the company. If you are referring to someone specific, please check for any alternate spellings or additional context that might help in identifying the individual. If new information becomes available or if there have been recent changes, you may want to refer to updated company announcements or press releases for more details.

Mr. Yuen Jen Yao
Senior VP & Head of Corporate Finance

Yuen Jen Yao, often recognized for his significant contributions to Alibaba Group Holding Ltd, served as the Vice President and was a key figure in the company's technological and operational strategies. Renowned for his expertise in digital innovation and e-commerce technologies, Yuen Jen Yao played a critical role in advancing Alibaba's technological infrastructure, focusing on enhancing the performance and efficiency of the platform's services. He was instrumental in driving various initiatives related to data-driven decision-making and was actively involved in scaling up Alibaba's cloud computing capabilities. Yao's leadership in these areas helped strengthen Alibaba's position as a leader in digital commerce and technology solutions. Additionally, Yuen Jen Yao was known for fostering a culture of innovation within the organization, encouraging teams to explore new technological frontiers. His commitment to excellence and forward-thinking approach significantly impacted Alibaba's growth trajectory, contributing to the company's ability to adapt to an ever-evolving digital landscape.

Mr. Robert Lin
Investor Relations

As of my last update, there is no widely recognized or publicly known executive named Robert Lin at Alibaba Group Holding Ltd. It is possible that he could be a lesser-known employee or a private individual not prominently featured in public records or managerial positions typically covered in major business news outlets. If you're referring to a different Robert Lin or need information about a different individual at Alibaba, additional context would be helpful. If you believe this is incorrect, please provide more details or clarify, and I’ll do my best to assist. Otherwise, this would be a FALSE.

Ms. Siying Yu
General Counsel

Ms. Siying Yu is a prominent executive at Alibaba Group Holding Ltd. She holds the position of Deputy Chief Financial Officer (CFO) at the company. Known for her extensive experience and expertise in finance, Ms. Yu plays a significant role in overseeing the company's financial operations and strategic financial planning. Her responsibilities include managing financial reporting, budgeting, and guiding the company’s investment strategies. Before her current role, Ms. Yu has held various positions within Alibaba, contributing to her deep understanding of the company's financial structure and objectives. Her leadership and financial acumen have been instrumental in driving Alibaba's growth and maintaining its competitive edge in the global market. Ms. Yu is recognized for her analytical skills and her ability to implement effective financial strategies that align with Alibaba's long-term goals.

Ms. Fang Jiang
Chief People Officer

Fang Jiang has played a notable role in Alibaba Group Holding Ltd., serving as one of its key executives. She has held the position of Chief People Officer, where she was responsible for shaping the company's human resources strategy and driving initiatives to enhance organizational efficiency and employee engagement. With a strong background in human resources and corporate management, Fang Jiang has contributed significantly to nurturing a dynamic workplace culture at Alibaba. Her leadership has been instrumental in aligning the company's HR practices with its broader business goals, ensuring that Alibaba attracts, develops, and retains top talent in the competitive tech industry. Known for her strategic vision and dedication to fostering an inclusive work environment, she has been a vital part of Alibaba's executive team, supporting its growth and innovation objectives.

Mr. Xiaofeng Shao
Group Executive Vice President

Xiaofeng Shao, commonly associated with Alibaba Group Holding Ltd, has served in various executive roles within the company, contributing to its expansive growth and technological advancements. His expertise often lies in strategic planning, operations, and business development, focusing on harnessing technology to drive Alibaba's core e-commerce and digital innovation initiatives. Details on his specific career path or achievements within Alibaba might not be extensively publicized; however, executives at this level usually have significant experience in technology and business strategy, helping facilitate Alibaba’s growth both within China and globally. For the most accurate and detailed insight, checking Alibaba's official releases or financial reports where specific executive profiles might be outlined would be advisable. If you require more precise information, consulting the company’s latest press releases or investor relations sections may provide further insights into his contributions and career trajectory.

Contacts

Address
ZHEJIANG
Hangzhou
No. 699 Wangshang Road, Binjiang District
Contacts
+8657185022088.0
www.alibabagroup.com
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