Alibaba's Instant Commerce & AI Boost Revenue
Update: 2025-11-25
Description
Alibabas recent earnings report showcases a robust focus on instant commerce and AI, driving a 15% revenue increase. Despite a decline in adjusted earnings due to aggressive expansion into one-hour delivery services, the companys unit economics have improved. Alibabas cloud computing division remains a profit powerhouse, while its international commerce division achieved a profit for the first time. Investors reacted positively, with Alibabas stock surging 8% in two days.
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