Core Viewpoint - Alibaba Group's revenue for the fiscal year 2025 reached 996.347 billion RMB, with a net profit growth of 76.81% to 125.976 billion RMB, driven by strong demand for AI [1][2][3] Revenue and Profit Summary - Revenue increased by 5.86% to 996.347 billion RMB [4] - Operating profit grew by 24.34% to 140.905 billion RMB [4] - Net profit attributable to ordinary shareholders rose by 62.46% to 129.470 billion RMB [4] AI and Cloud Services - Alibaba Cloud's revenue saw double-digit growth, with AI-related product revenue achieving three-digit year-on-year growth for seven consecutive quarters [1][11] - The company has released and open-sourced multiple models, with the latest model, Qwen3, performing well in global evaluations [11] E-commerce Growth - Domestic and international e-commerce segments experienced growth, with the international retail business of Alibaba International Digital Commerce Group (AIDC) achieving a 33% revenue increase [8] - The number of high-quality consumers in the 88VIP membership program exceeded 50 million [8] Operational Efficiency - Various internet platform businesses improved operational efficiency, with Lazada's unit economics continuing to enhance [8] - The local life group saw a healthy growth in order volume, significantly narrowing losses, while Youku's losses also decreased [8] Future Outlook - The company emphasizes a startup mentality to capture opportunities in the AI-driven transformation expected over the next decade [10][11]
蔡崇信吴泳铭致股东信:AI时代,阿里将像创业公司一样思考和行动