skinny.

Latest / The John Johnston Lounge

Alibaba Full Year Earnings Update | BABA Stock

This episode includes a summary and thoughts on Alibaba's Full Fiscal Year 2023 Results, the current China economic backdrop, Alibaba’s ongoing share repurchases, a brief update on Alibaba's planned spinoffs including Alibaba Cloud, some comments from the CEO and CFO, and the overall direction of company.

Timestamps:

00:00 Intro

00:25 BABA the controversial stock

01:20 Alibaba the company

03:00 CEO & CFO comments

04:30 Multiple spinoff announcements

05:30 New business capital allocation priorities

06:30 Substantial Free Cash Flow

07:10 Financial results overview

08:20 Share buybacks

09:19…

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.