Alibaba misses earnings estimates in Q4, shares drop 5%, facing challenges from trade war uncertainty

From CNBC: 2025-05-15 06:06:00

Alibaba shares dropped 5% after missing earnings estimates in Q4. Revenue was 236.5B Chinese yuan, up 7% YoY, but net income at 12.4B yuan was 279% higher YoY. The company faced losses from subsidiary disposal. Trade war uncertainty impacted consumer sentiment in China, affecting revenue growth in core e-commerce divisions.

Alibaba’s Taobao and Tmall group saw a 9% revenue increase to 101.4B yuan. Customer management revenue rose 12%. Despite challenges, Alibaba extended partnership with Rednote to boost consumer purchases. The company faces fierce competition in China from rivals PDD and JD.com. Investors are closely watching Alibaba’s AI efforts and latest launch of Qwen 3 large language model.



Read more at CNBC:: Alibaba earnings report fiscal Q4 2025