🔹 Adj. EPS: ¥21.39 (Est. ¥19.12) 🟢; UP +13% YoY
🔹 Revenue: ¥280.15B (Est. ¥277.37B) 🟢; UP +8% YoY
🔹 Adj. EBITDA: ¥62.05B (Est. ¥60.42B) 🟢; UP +4% YoY
Cloud Intelligence Group:
🔹 Revenue: ¥31.74B (Est. ¥30.68B) 🟢; UP +13% YoY
🔹 Adj. EBITA: ¥3.14B; UP +33% YoY
Taobao and Tmall Group:
🔹 Revenue: ¥136.09B (UP +5% YoY)
🔹 Customer Management Revenue: ¥100.79B; UP +9% YoY
🔹 Direct Sales & Others: ¥28.73B; DOWN -9% YoY
🔹 Adj. EBITA: ¥61.08B; UP +2% YoY
Alibaba International Digital Commerce Group:
🔹 Revenue: ¥37.76B; UP +32% YoY
🔹 International Commerce Retail: ¥31.55B; UP +36% YoY
🔹 International Commerce Wholesale: ¥6.20B; UP +18% YoY
🔹 Adj. EBITA: (¥4.95B) loss; wider by -57% YoY
Cainiao Smart Logistics:
🔹 Revenue: ¥28.24B; DOWN -1% YoY
🔹 Adj. EBITA: ¥235M; DOWN -76% YoY
Local Services Group:
🔹 Revenue: ¥16.99B; UP +12% YoY
🔹 Adj. EBITA: (¥596M) loss; narrowed by +71% YoY
Digital Media & Entertainment Group:
🔹 Revenue: ¥5.44B; UP +8% YoY
🔹 Adj. EBITA: (¥309M) loss; narrowed by +40% YoY
All Others Segment:
🔹 Revenue: ¥53.10B; UP +13% YoY
🔹 Adj. EBITA: (¥3.16B) loss; stable YoY
Other Key Metrics:
🔹 Net Income: ¥46.43B; UP +333% YoY
🔹 Non-GAAP Net Income: ¥51.07B; UP +6% YoY
🔹 Income from Operations: ¥41.21B; UP +83% YoY
🔹 Operating Margin: 15% (vs. 9% YoY)
🔹 Free Cash Flow: ¥39.02B; DOWN -31% YoY
🔹 Net Cash from Ops: ¥70.92B; UP +10% YoY
Strategic & Shareholder Updates:
🔸 Repurchased 15M ADSs (~¥1.3B) during the quarter; total outstanding ADSs decreased by 0.6%.
🔸 Completed ~$5B senior unsecured notes offering to extend debt maturities.
🔸 Disposed of Sun Art and Intime stakes for a combined ~¥19.7B, streamlining non-core assets.