智通财经网·2025-08-29 10:06Core Insights - Alibaba's revenue for the quarter ending June 30, 2025, was RMB 247.65 billion (USD 34.57 billion), representing a year-on-year growth of 2% [1] - Operating profit decreased to RMB 34.99 billion (USD 4.88 billion), down 3% year-on-year, primarily due to a reduction in adjusted EBITA [1] - Net profit attributable to ordinary shareholders surged by 78% to RMB 43.12 billion (USD 6.02 billion), driven by changes in the valuation of equity investments and gains from the disposal of Trendyol's local services business [1] Financial Performance - AIDC's revenue grew by 19% year-on-year to RMB 34.74 billion (USD 4.85 billion), mainly due to strong performance in cross-border business [2] - Cloud Intelligence Group's revenue reached RMB 33.40 billion (USD 4.66 billion), a 26% year-on-year increase, driven by growth in public cloud services and AI-related product adoption [2] - AI-related product revenue has achieved triple-digit year-on-year growth for eight consecutive quarters, reflecting strong demand in the AI sector [2] Strategic Focus - The CEO emphasized a focus on consumer and AI + cloud strategies, leading to strong growth and significant synergies from integrating consumer platforms [3] - The CFO highlighted a 10% year-on-year growth in customer management revenue and a 26% increase in Cloud Intelligence Group revenue, reinforcing confidence in core business strengths [3] - The company plans to continue investing in instant retail and AI, aiming to capitalize on historical opportunities for long-term growth [3]