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Alibaba Earnings: Shares are up 60% Since Jan 1st

February 20, 2025 No Comments

Alibaba Group shares are up 60% since Jan 1st, less than 2 months ago. Today Alibaba reported earnings. Two main units Cloud and eCommerce did great. Cloud unit earnings were up 13 yoy.

Main reasons for the stock to rise 60% in short period are surfacing/visibility of Jack Ma and better business execution. Stock was under intense pressure because of their leader, Jack Ma, being haggled by Chinese authorities for quite a while.

theCube at Closing Bell at NYSE

February 20, 2025 No Comments

Great seeing John Furrier at NYSE closing bell! SiliconANGLE & theCUBE was amongst all other media brands like X, CNBC, TIME, Reddit, Inc. and others. NYSE Wired community had a media day presentation before the closing bell ceremony under the leadership of Brian J. Baumann!

Sarbjeet Johal & John Furrier (theCUBE + NYSE Wired)

February 14, 2025 No Comments

Today was the last day of #theCUBE + NYSE Wired: CMO Leaders event where marketing leaders from 20+ tech companies presented — John Furrier and I did a closing session at the end. I am not a specialist in marketing myself, but I do work with some of the great marketers in tech. I gave my POV from product, engineering, partner, customer, and most importantly from story-telling and thought leadership perspectives.

All 20+ sessions have tons of marketing and GTM advice. Here’s the link to all those sessions https://www.thecube.net/events/nyse/cmo-leaders/agenda. These sessions are also available on theCube’s YouTube channel.

Brand leaders were from Arm, AMD, Adobe, Nutanix, Infinidat, Neo4j, Traceable, Treasure Data, Typeface, Dynatrace, Groq, and Stackpane, besides others.

Alibaba Cloud Decides to Split 1

May 18, 2023 No Comments

Alibaba Group approved the split into an independent company

On Thursday, May 18, 2023 Alibaba Group approved a full spinoff of the Cloud Intelligence Group via a stock dividend distribution to shareholders. The goal is to complete the public listing within next 12 months. In March 2023, Alibaba announced plans to restructure into six units following a Chinese government’s lengthy regulatory crackdown on China’s tech sector.

Remember, at global scale, Alibaba Cloud is rated #4 (after AWS Azure and Google Cloud) in public cloud infrastructure as a service providers’ list! Split news was part of Q4 earnings released on May 18, 2023. This quarter Alibaba Cloud had revenue decline of -2% as compared to estimates of +6% growth.

My POV Chinese companies are having hard time fighting the trust issue, mainly being so close to Chinese Government, not by choice but by necessity.

Pic source: Statista April 28, 2023 report.

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