Alibaba Group Holding (BABA) Q4 2025 (CNY): EPS 1.30 (exp. 0.89), Revenue 243.38bln (exp. 282.47bln); "confident in our business outlook and will continue to invest in AI + Cloud to strengthen our competitive advantages"

"Strategic investments continued to translate into business growth." "Cloud Intelligence Group’s revenue continued to accelerate, with AI-related product revenue achieving triple-digit growth for the eleventh consecutive quarter." CEO says Cloud Intelligence Group’s external revenue growth accelerated to 40%, with AI-related products accounting for 30% of this revenue. "China e-commerce customer management revenue grew 8% on a like-for-like basis." "Qwen LLM demonstrated leadership in reasoning and coding while we strengthened our multimodal model portfolio with the launch of video generation and world models."