r/baba
Realistically how’s everyone feeling about tomorrow’s earnings?
The author is asking the community about their sentiment ahead of BABA's upcoming earnings report.
Nothing ever happens
Please don't challenge Tank Seng.
Ecommerce growth will be similar to JD. Maybe a bit less.
Quick commerce super high revenue growth \~50%
Cloud accelerated growth 34-36%
AI triple digit (but no explanation)
That cloud growth would be quite disappointing
expecting a fairly muted move either way, lot of eyes watching the Xi-Trump meeting which will likely set the tone for where all China stocks go in the near term
I feel this a lot of Kabuki Theater! BABA management has known the schedule for the summit. Earning are out 24 hours before the Summitt. 16+\\- CEO’s from the US looking for enhanced partnership with the Chinese counterparts.
BABA is being pimped out on a grand stage as a bargaining chip. Also feel like the chip fiasco involving misappropriated chips is background noise of governmental posturing.. .
BABA earrings are good. AI shows healthy growth. Account growth is up. Stock is up +$10 at the end of the day.
Government work starts 24-36 hours later and will influence the results. I expect above $170 heading into the fall season, but geopolitical issues with shape end results.
My 2 questions from earrings!!!!
Are shareholders still getting a dividend in June?
What is the investment/spend rate to rollout the remaining commitment for AI development.
A toast to all that hold an interest after the extended markets close tonight.
Up $4 premarket down $2 by 10 AM; 🇨🇳Xi 🤡 meeting W/Trump ok —back over 140 next week. Not till Thursday morning anyway watch 👀
Down 10%
It's Alibaba and China , maybe +-6% move ?
150 by end of week
Ignoring it
First thing I care about is expenses related to instant commerce and their unit economics. I really really hope they give confident and strong guidance here.
Second cloud, hopefully 40+% growth, another quarter of 2x AI related growth.
Baba has been such a disappointment
Let’s see that cloud growth - a storm is coming
Prob 7% move in some direction