Alibaba Q4 financial report: achieved revenue of 2364.5 billion yuan, AI revenue has seen triple-digit growth for seven consecutive quarters.

On the afternoon of May 15th, Alibaba Group released its Q4 and full-year financial report for the 2025 fiscal year. The report shows that Alibaba's revenue in this quarter reached 236.45 billion yuan, compared to 221.874 billion yuan in the same period last year. The adjusted net profit for this quarter was 29.85 billion yuan, an increase of 22% compared to 24.418 billion yuan in the same period last year. This quarter, Taobao exceeded expectations overall, and Alibaba Cloud revenue growth accelerated to 18%. Alibaba Cloud's full-year revenue exceeded double-digit growth. Looking towards the future, the technology business core of AI+ Cloud is becoming a new driving force for growth. Alibaba Group CEO Wu Yongming said, "The performance of this quarter and the entire fiscal year shows that our 'User First, AI-driven' strategy continues to yield results, with continued acceleration in core business growth. Driven by strong demand for AI, Cloud Intelligence Group's quarterly revenue growth accelerated to 18%, with revenue from AI-related products achieving triple-digit growth for seven consecutive quarters. This quarter, Taobao's customer management revenue grew by 12% year-on-year, reflecting the effectiveness of investments in user experience and commercial initiatives. Looking ahead, we will firmly focus on core businesses and drive AI+ Cloud to become a new growth engine for our long-term development." This quarter, Alibaba Cloud revenue grew by 18% year-on-year. Boosted by faster growth in public cloud revenue, external revenue grew by 17% year-on-year, with revenue from AI-related products achieving triple-digit growth for seven consecutive quarters. Alibaba Cloud's full-year revenue exceeded double-digit growth. According to the latest report from market analysis firm IDC, Alibaba Cloud's market share has risen for three consecutive quarters. This quarter, Taobao continued to focus on user growth and experience improvement, achieving stronger growth in new buyers, with over 50 million 88VIP members. Taobao's customer management revenue grew by 12% year-on-year. At the same time, Taobao is focusing on merchant growth, increasing support for merchants providing high-quality products and services to consumers. The just-launched Tmall 618 pre-sale, in addition to official discounts, also offers discounts supported by national subsidies, creating a simpler and more affordable new consumer experience for consumers and creating new growth opportunities for merchants. Alibaba's international digital commerce group saw a 22% increase in revenue in the quarter, driven by strong performance in cross-border business, with continued improvements in operational efficiency. During the quarter, Alibaba also announced that it will invest over 380 billion yuan in the next three years to build cloud and AI hardware infrastructure, in order to meet the growing demand for AI and the prosperity of applications in the future.