)
Edge3 Jan 2025
Mercado Libre: The Digital Backbone of Latin America
From shopping to logistics and fintech, Mercado Libre is shaping the digital transformation of Latin America.
Alibaba Group (BABA) investor relations material
Alibaba Group Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary29 Aug, 2025
Executive summary
Revenue reached RMB247.7 billion, up 2% year-over-year, with like-for-like growth of 10% excluding disposed businesses.
Net income surged 76% year-over-year to RMB42,382 million, driven by investment gains and business disposals.
Adjusted EBITA fell 14% year-over-year to RMB38,844 million, mainly due to investments in quick commerce and technology.
Strategic focus on AI plus Cloud and comprehensive consumption platform, with major investments and business combinations in these areas.
Cloud Intelligence Group revenue grew 26% year-over-year, with AI-related product revenue maintaining triple-digit growth for the eighth consecutive quarter.
Financial highlights
Adjusted EBITDA decreased 11%–14% year-over-year, reflecting increased investments in new initiatives.
Non-GAAP net income dropped 18% year-over-year to RMB33,510 million.
Free cash flow was an outflow of RMB18,815 million, attributed to accelerated AI and cloud infrastructure expansion.
Diluted earnings per ADS was RMB17.98, up 82% year-over-year; non-GAAP diluted earnings per ADS was RMB14.75, down 10%.
Share repurchases totaled US$815 million for the quarter, with US$19.3 billion remaining authorized.
Outlook and guidance
Continued robust investment in AI and cloud infrastructure, with a three-year plan to invest RMB380 billion.
RMB50 billion earmarked for consumption market investments, especially in QuickCommerce.
Management anticipates ongoing growth in cloud and international commerce, supported by AI adoption and global expansion.
Expectation of sustained CMR growth in coming quarters, driven by higher take rates and QuickCommerce synergies.
Focus on balancing short-term and long-term returns, prioritizing strategic investments over immediate profitability.
Free cash flow impact from quick commerce?
Cloud AI revenue's external customer share?
AIDC's progress towards breakeven?
Agent-driven AI: New capabilities needed?
Quick commerce: Expected incremental GMV?
Capital allocation: AI vs. consumption balance?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Alibaba Group earnings date
Q2 202620 Nov, 2025
Next Alibaba Group earnings date
Q2 202620 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Edge18 Oct 2024
How Coupang Conquered South Korean E-commerce
The remarkable story of how Coupang has captured nearly every Korean household as customers in less than 15 years.
)
Company Research3 May 2024
Companies That Had Their IPO in 2019: Bull Market and Tech Dominance
Discussing the stock and IPO market in 2019, and the factors that led to the overall bullish performance of stocks during the year.
Frequently asked questions
One of the largest ecommerce platforms in the world
Alibaba is one of the largest online- and ecommerce businesses in the world, and could be seen as the Amazon of China. The company was founded in 1999 by the former English teacher Jack Ma. The majority of its revenue is conducted through online marketplaces where consumers and merchants can connect, buy and sell from each other. Alibaba operates two of the most visited online platforms in China: Taobao, a C2C marketplace with similarities to eBay, and Tmall, the largest B2C ecommerce marketplace in China.
The company is also expanding into other segments such as cloud computing, digital media, and entertainment. Alibaba is considered as one of the global leaders in terms of reinventing och digitizing retail, logistics and payments. The major business divisions of Alibaba are:
Alibaba.com: A B2B ecommerce platform that connects businesses with suppliers and manufacturers around the world. It offers a range of products and services, including online storefronts, payment processing, logistics, and online marketing.
Taobao: An online shopping website that operates as a C2C and B2C platform. It offers a range of products including clothes, electronics, and home appliances. Taobao is one of the largest online marketplaces in China.
Tmall: An online shopping website that operates as a B2C platform. Tmall offers a range of high-quality, branded products, including clothing, electronics, and home appliances. It is one of the largest ecommerce platforms in China.
AliExpress: a global online marketplace that allows small businesses and individuals to sell products to buyers around the world.
Alibaba Cloud: The cloud computing division of Alibaba. It offers a range of cloud computing services, including data storage, database management, and cloud security.
Ant Group: One of the largest fintech companies in the world, offering a range of financial services, including payment processing, digital banking, and insurance.
Cainiao Network: A logistics company that provides end-to-end supply chain solutions to Alibaba's ecommerce platforms. Cainiao Network uses big data and AI technologies to optimize logistics operations and improve delivery times. Cainiao is the second largest logistics player in China behind JD.com’s logistic business, JD Logistics.
Further reading: The Story of Richard Liu Qiangdong and JD.com
Fun fact: Alibaba aspires to be a company that will last for 102 years. Why 102? When the company was founded in 1999, it set a goal to stay in business for over 3 centuries; 1999 + 102 = 2101. This signifies the long-term perspective and commitment to sustainable development.
The Rockstar Founder
Before founding Alibaba, Jack Ma applied for 31 different jobs and was rejected by every single one, the fast food chain KFC (Yum! Brands) being one of them. Ma first understood the potential of the internet during a visit to the U.S when he had his first encounter with a computer. His first search, funny enough, was for beer, and to his surprise there was a lot of information related to beer from many countries, but none from China. This was also the case for general information about China. This was the embryo to Alibaba.
Today, it is fair to state that Ma has shaped the digital era in China like no other. Overall, Jack Ma's influence on China has been significant, both in terms of driving economic growth and shaping the country's technology industry, as well as promoting entrepreneurship and advocating for social causes.
Single's Day Shopping
Single's Day is a gigantic shopping event, occurring every year on the 11th of November, celebrating singles and motivating them to shop. It has grown to be the largest shopping tradition by far for both Alibaba and consumers overall in China. Single’s Day was originally a protest against Valentine's day, which originated at Nanjing University back in the 90s.
Single’s Day is today the largest shopping day in the world. That’s right, it even exceeds Black Friday and Cyber Monday together in shopping volume, and Alibaba is the most popular ecommerce platform to spend the day on. The day is usually celebrated by searching for good deals online together with friends and family.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage