Investors look past profit drop<\/p>\nMeanwhile, the company has been investing heavily in the cut-throat instant commerce market. This a product offering from Alibaba and some of its Chinese e-commerce rivals that promises super-fast delivery on certain items.<\/p>\n
Investment in this new segment has weighed on the profitability of Alibaba’s overall business even as cloud computing remains strong. <\/p>\n
Overall adjusted EBITA, a profitability measure closely-watched by analysts, fell 78% year-on-year to 9.1 billion yuan, with Alibaba attributing this partly to its investments in quick commerce. <\/p>\n
But investors appear to be looking past this because of the growth acceleration at the cloud computing business and Alibaba’s core China e-commerce division which houses revenue from its online shopping platforms Taobao and Tmall as well as the quick commerce initiative. China e-commerce revenue rose 16% year-on-year to 132.6 billion yuan, with growth coming in faster than the previous quarter.<\/p>\n
Revenue from quick commerce surged 60% year-on-year in the quarter versus 12% in the quarter before. <\/p>\n
“In our consumption business, quick commerce continued to scale with significant improvement in unit economics and drove rapid growth in monthly active consumers on the Taobao app,” Wu said. <\/p>\n","protected":false},"excerpt":{"rendered":"Alibaba showcase its AI technology application achievements from Alibaba Cloud at the World Artificial Intelligence Conference in Shanghai,…\n","protected":false},"author":2,"featured_media":592729,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3163],"tags":[323,24017,1942,3083,3085,6314,1830,3082,33700,53,16,15],"class_list":{"0":"post-592728","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-alibaba-group-holding-ltd","10":"tag-artificial-intelligence","11":"tag-breaking-news-technology","12":"tag-business-news","13":"tag-e-commerce","14":"tag-earnings","15":"tag-internet","16":"tag-retail-industry","17":"tag-technology","18":"tag-uk","19":"tag-united-kingdom"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@uk\/115610165481279786","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/592728","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/comments?post=592728"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/592728\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media\/592729"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media?parent=592728"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/categories?post=592728"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/tags?post=592728"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
![\"How](\"https:\/\/www.europesays.com\/uk\/wp-content\/uploads\/2025\/11\/108229005-2025_BUILT_FOR_BILLIONS_-_EP03_-_CLEAN.jpg\")
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