Alibaba Earnings Update

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Hi everyone,
Don’t have time for much of an introduction here, we need to get into the meaty earnings report from Alibaba.

Lets go
Intro

Here are the most recent numbers from Alibaba as of the end of Q4 2021.

Annual active users worldwide is up 19% yoy
Local order volume up 22% yoy
International order volume up 25% yoy
Total Revenue up 10% yoy compared to 22% for the 9 months yoy
Revenue growth has slowed
EPS down 74% yoy
Free Cash Flow down 26% yoy

This is the slowest-ever revenue growth since Alibaba went public almost a decade ago and shows that they faced a slowdown in growth at the end of 2021.

Profit is down dramatically and it looks ugly on the surface, but it isn’t as bad as it would appear.

If we look at a better comparison, ebitda, well this is down about 25% or so. But that is still quite dramatic.

So what's going on? Is this just an amazing opportunity for us investors hunting for discounts or is something fundamentally wrong with the company?

Here is the Alibaba Earnings Update