r/baba
what's next for alibaba after recent earnings?
Author questions Alibaba's muted stock reaction to decent earnings amid regulatory and competition concerns, asking for future insights.
- Revenue numbers from the latest earnings report were decent.
- Facing significant regulatory pressures and ramping up competition.
- Stock price failed to react positively despite decent earnings.
i've been following alibaba for a while, and with their latest earnings report, i can't help but wonder what's in store for the company. the revenue numbers were decent, but the stock hasn't reacted like i expected. with all the talk about regulatory pressures and competition ramping up, do you all think they can bounce back? also, any insights on their international expansion plans? would love to hear your thoughts!
They have the single best cloud and AI and chips full stack business outside of American companies. If AI is here to stay, I think it is massively undervalued like how google and Amazon was undervalued a year or two ago
It’s all about AI now , they have the full stack from chips to cloud to LLMs . Now is the period of high capex and depressed earnings. Revenue growth from their AI and cloud services will be the key metric. If they show growth accelerating, the stock will probably do well.
T head chip unit will IPO this year. If demand is good jt will unlock value as well.
Core ebusiness will remain flattish but is good cash generator. Delivery as well but they gained market share over the past year.
International business in general is not doing well, too much competition and it’s not going to get better.
Xi stepping down
We can only wish
Making business deals with other regions. They recently signed new deal with Pakistan.
lol the same BS it’s been since Covid
Sub 100
https://preview.redd.it/1h54mg6qzf3h1.jpeg?width=1200&format=pjpg&auto=webp&s=d3dd425e7c300fb8e4ac3d483180592b9c00fcf2