Latest news with #AlibabaGroupHoldingLtd
Time of India
6 days ago
- Business
- Time of India
DeepSeek unveils update to R1 model
DeepSeek said it has upgraded the R1 artificial-intelligence model that helped propel the Chinese startup to global prominence earlier this year. DeepSeek completed what it described as a 'minor trial upgrade' and told users they can start testing it, according to a company representative's post in an official WeChat group on Wednesday. The company didn't provide details about the upgrade and didn't respond to an email seeking further comment. The Hangzhou-based startup stunned the global tech industry in January when it unveiled the original R1 , an AI model that outperformed Western players on several standardised metrics, purportedly at a cost of just several million dollars. That triggered a rout in global tech stocks as investors questioned whether leading firms would still need to spend significant amounts to build AI services. The debut of R1 turned founder Liang Wenfeng into a tech celebrity and a symbol of the country's ability to compete with the best of Silicon Valley. It also set off a race to launch additional AI models in China. In February, President Xi Jinping invited Liang to a high-profile gathering with some of the country's most prominent entrepreneurs. The young founder was seated among the likes of Alibaba Group Holding Ltd. co-founder Jack Ma and Tencent Holdings Ltd.'s Pony Ma. DeepSeek's upgrade was announced just hours before the latest financial report from Nvidia Corp. , the leading maker of AI chips whose shares were pummeled in the January rout.
Yahoo
16-05-2025
- Business
- Yahoo
Alibaba Group Holding Ltd (BABA) (FY 2025) Earnings Call Highlights: Strong AI Growth and ...
Total Revenue: RMB236.5 billion, an increase of 7% year-over-year. Revenue Growth Excluding Sun Art and Intime: 10% year-over-year. Adjusted EBITDA: RMB32.6 billion, an increase of 36% year-over-year. Non-GAAP Net Income: RMB29.8 billion, an increase of 22%. GAAP Net Income: RMB12 billion, an increase of RMB11.1 billion. Operating Cash Flow: RMB27.5 billion, an increase of 18%. Free Cash Flow: RMB3.7 billion, a decrease of 76%. Net Cash Position: RMB366.4 billion (USD50.5 billion). Taobao and Tmall Group Revenue: RMB101.4 billion, an increase of 9%. Customer Management Revenue Growth: 12% year-over-year. AIDC Revenue Growth: 22% year-over-year. Cloud Intelligence Group Revenue Growth: 18% year-over-year. AI-Related Product Revenue Growth: Triple-digit year-over-year growth for the seventh consecutive quarter. Annual Dividend: USD1.05 per ADS, a 5% increase year-over-year. Special Dividend: USD0.95 per ADS, higher than last year's USD0.66 per ADS. Total Cash Dividends: USD2 per ADS, amounting to USD4.6 billion. Total Shareholder Return: USD16.5 billion, including USD11.9 billion in share repurchases. Warning! GuruFocus has detected 2 Warning Signs with BABA. Release Date: May 15, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Alibaba Group Holding Ltd (NYSE:BABA) reported a 10% year-over-year revenue growth, excluding Sun Art and Intime, and a 36% increase in adjusted EBITDA. Alibaba Cloud's revenue grew by 18% this quarter, driven by robust AI demand, with AI-related product revenue maintaining triple-digit growth for the seventh consecutive quarter. The company has successfully open-sourced over 200 models under the QN family, with more than 300 million downloads worldwide, enhancing its leadership in AI technology. Taobao and Tmall Group saw a 12% year-over-year increase in customer management revenue, driven by improved take rates and software service fees. Alibaba Group Holding Ltd (NYSE:BABA) announced a total cash dividend of USD2 per ADS, reflecting a commitment to returning value to shareholders, alongside a USD11.9 billion share repurchase program. Free cash flow decreased by 76% to RMB3.7 billion, primarily due to increased cloud infrastructure expenditure. Despite revenue growth, Alibaba Cloud's adjusted EBITDA margin decreased quarter-over-quarter due to higher investments in technology and infrastructure. AIDC reported a loss of RMB3.6 billion, although it narrowed compared to the previous year, indicating ongoing challenges in achieving profitability. The company faces potential uncertainties in global trade regulations, which could impact its international e-commerce business. Alibaba Group Holding Ltd (NYSE:BABA) is in an investment phase for its instant commerce business, which may pressure EBITDA in the short term due to aggressive user acquisition strategies. Q: How has the adoption of AI impacted Alibaba Cloud's growth, and what industries are driving this demand? A: Eddie Wu, CEO, explained that Alibaba Cloud's revenue grew by 18% year-over-year, driven by AI-related demand, which has seen triple-digit growth for seven consecutive quarters. Initially, sectors like Internet services, finance, and education adopted AI, but now traditional industries such as manufacturing and animal farming are also migrating to the cloud to leverage AI capabilities. Q: What is Alibaba's strategy for applying AI in e-commerce, and how does it plan to enhance user experience? A: Fan Jiang, CEO of Alibaba International Digital Commerce Group, highlighted that AI is being used to improve user experience in search, recommendations, and advertising. AI is also enhancing internal efficiency for employees and merchants. In the long term, AI is expected to create new forms of interaction and engagement, driving further enhancements in user experience and commerce efficiency. Q: What are Alibaba's plans for monetization on Taobao and Tmall, and how does it compare to competitors? A: Xu Hong, CFO, stated that the primary objective is to stabilize market share while enhancing monetization. Recent initiatives like the software service fee and QCT have improved monetization rates, especially for white-label merchants. Alibaba plans to continue innovating and piloting new monetization models, including leveraging AI, to optimize monetization rates. Q: How is Alibaba Cloud addressing the demand for AI models of different sizes, and what impact does this have on cloud business? A: Eddie Wu, CEO, noted that smaller AI models are often run on local devices, while larger models require cloud resources for scalability and cost efficiency. The use of edge models complements cloud-based large parameter models, driving increased reliance on Alibaba Cloud's services. Q: What is Alibaba's approach to instant commerce, and how does it plan to integrate it with existing services? A: Fan Jiang, CEO of Alibaba International Digital Commerce Group, explained that Alibaba has been building capabilities in instant commerce for years. With a broad user base and mature logistics, Alibaba aims to integrate instant commerce into Taobao, leveraging its advantages to provide excellent service and drive user engagement. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus.
Yahoo
16-05-2025
- Business
- Yahoo
Michael Burry's Strategic Exit from Alibaba Group Holding Ltd: A 16.42% Portfolio Impact
Michael Burry (Trades, Portfolio), a prominent figure in the investment world, is known for his contrarian investment strategies and his role in predicting the 2008 financial crisis. As the founder of Scion Asset Management, Burry's investment philosophy often involves identifying undervalued assets and making bold moves that defy conventional market trends. Recently, Burry submitted his 13F filing for the first quarter of 2025, revealing significant changes in his investment portfolio. His office is located at 20665 4th Street, Saratoga, CA 95070. Warning! GuruFocus has detected 6 Warning Signs with EL. Michael Burry (Trades, Portfolio) also increased stakes in a total of one stock, among them: The most notable increase was in The Estee Lauder Companies Inc (NYSE:EL), with an additional 100,000 shares, bringing the total to 200,000 shares. This adjustment represents a significant 100% increase in share count, a 3.32% impact on the current portfolio, and a total value of $13,200,000. Michael Burry (Trades, Portfolio) completely exited 12 of his holdings in the first quarter of 2025, as detailed below: Alibaba Group Holding Ltd (NYSE:BABA): Michael Burry (Trades, Portfolio) sold all 150,000 shares, resulting in a -16.42% impact on the portfolio. Baidu Inc (NASDAQ:BIDU): Michael Burry (Trades, Portfolio) liquidated all 125,000 shares, causing a -13.61% impact on the portfolio. At the end of the first quarter of 2025, Michael Burry (Trades, Portfolio)'s portfolio included seven stocks, with top holdings including a 6.63% stake in The Estee Lauder Companies Inc (NYSE:EL). The holdings are mainly concentrated in one of the 11 industries: Consumer Defensive. Michael Burry (Trades, Portfolio)'s strategic decisions, particularly his complete exit from Alibaba Group Holding Ltd, highlight his dynamic approach to portfolio management. By focusing on consumer defensive stocks, Burry continues to demonstrate his ability to navigate complex market environments, making his investment moves a point of interest for value investors and financial analysts alike. This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein. This article first appeared on GuruFocus. Sign in to access your portfolio
Yahoo
15-05-2025
- Business
- Yahoo
Michael Burry's Strategic Exit from Alibaba Group Holding Ltd: A 16.42% Portfolio Impact
Michael Burry (Trades, Portfolio), a prominent figure in the investment world, is known for his contrarian investment strategies and his role in predicting the 2008 financial crisis. As the founder of Scion Asset Management, Burry's investment philosophy often involves identifying undervalued assets and making bold moves that defy conventional market trends. Recently, Burry submitted his 13F filing for the first quarter of 2025, revealing significant changes in his investment portfolio. His office is located at 20665 4th Street, Saratoga, CA 95070. Warning! GuruFocus has detected 6 Warning Signs with EL. Michael Burry (Trades, Portfolio) also increased stakes in a total of one stock, among them: The most notable increase was in The Estee Lauder Companies Inc (NYSE:EL), with an additional 100,000 shares, bringing the total to 200,000 shares. This adjustment represents a significant 100% increase in share count, a 3.32% impact on the current portfolio, and a total value of $13,200,000. Michael Burry (Trades, Portfolio) completely exited 12 of his holdings in the first quarter of 2025, as detailed below: Alibaba Group Holding Ltd (NYSE:BABA): Michael Burry (Trades, Portfolio) sold all 150,000 shares, resulting in a -16.42% impact on the portfolio. Baidu Inc (NASDAQ:BIDU): Michael Burry (Trades, Portfolio) liquidated all 125,000 shares, causing a -13.61% impact on the portfolio. At the end of the first quarter of 2025, Michael Burry (Trades, Portfolio)'s portfolio included seven stocks, with top holdings including a 6.63% stake in The Estee Lauder Companies Inc (NYSE:EL). The holdings are mainly concentrated in one of the 11 industries: Consumer Defensive. Michael Burry (Trades, Portfolio)'s strategic decisions, particularly his complete exit from Alibaba Group Holding Ltd, highlight his dynamic approach to portfolio management. By focusing on consumer defensive stocks, Burry continues to demonstrate his ability to navigate complex market environments, making his investment moves a point of interest for value investors and financial analysts alike. This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein. This article first appeared on GuruFocus.
Yahoo
15-05-2025
- Business
- Yahoo
Alibaba: Fiscal Q4 Earnings Snapshot
HONG KONG (AP) — HONG KONG (AP) — Alibaba Group Holding Ltd. (BABA) on Thursday reported fiscal fourth-quarter net income of $1.71 billion. On a per-share basis, the Hong Kong-based company said it had profit of 71 cents. Earnings, adjusted for non-recurring costs and stock option expense, came to $1.73 per share. The online retailer posted revenue of $32.58 billion in the period. Alibaba shares have increased 58% since the beginning of the year. The stock has climbed 69% in the last 12 months. _____ This story was generated by Automated Insights ( using data from Zacks Investment Research. Access a Zacks stock report on BABA at
