BABA Reports Q1 (CNY) 8.52 v 11.28e, Rev 269.0B v 268.5Be; AI product revenue tr

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BABA Reports Q1 (CNY) 8.52 v 11.28e, Rev 269.0B v 268.5Be; AI product revenue triple-digit growth for 12th quarter; Strategic re-alignment starting from this quarter; Zhenwu chips achieved broad commercial adoption

• Adj EBITDA 39.1B v 36.9Be , margin 15% v 18% y/y

• AIDC (Alibaba International Digital Commerce) Rev 27.8B -1% y/y

• China Commerce Wholesale Rev 110.9B -8% y/y, Quick commerce 53.3B +45% y/y

• International Commerce Wholesale Rev 13.91B, +7% y/y

• Cloud Intelligence Rev 48.4B +45% y/y

• AI Cloud, Compute Services Rev +45% y/y

• FCF (CNY) -44.7B v -18.8B y/y

• Capex CNY67.7B +75% y/y

总体总结

主题正文

1. BABA Reports Q1 (CNY) 8.52 v 11.28e, Rev 269.0B v 268.5Be;
2. AI product revenue triple-digit growth for 12th quarter;
3. • Adj EBITDA 39.1B v 36.9Be , margin 15% v 18% y/y
4. • AIDC (Alibaba International Digital Commerce) Rev 27.8B -1% y/y
5. • China Commerce Wholesale Rev 110.9B -8% y/y, Quick commerce 53.3B +45% y/y
6. • International Commerce Wholesale Rev 13.91B, +7% y/y
7. • Cloud Intelligence Rev 48.4B +45% y/y
8. • AI Cloud, Compute Services Rev +45% y/y