Alibaba exec: Growing quick commerce consumers is contributing to a 25% increase in monthly active consumers on the Taobao app
ByAinvest
Friday, Aug 29, 2025 7:40 am ET1min read
Alibaba exec: Growing quick commerce consumers is contributing to a 25% increase in monthly active consumers on the Taobao app
Alibaba Group has reported a significant increase in monthly active users on its Taobao app, driven largely by its quick commerce initiatives. According to the company's latest earnings report, the number of active users on Taobao has surged by 25% [1]. This growth is a direct result of Alibaba's strategic focus on quick commerce, which aims to deliver products to consumers in a matter of minutes.The quick commerce segment has been a key driver of growth for Alibaba, contributing to a 10% year-over-year increase in revenue for the company's China E-commerce Group [2]. The company has invested heavily in this area, launching initiatives such as Taobao Instant Commerce, which has expanded on-demand delivery services and attracted a significant number of new users.
In addition to quick commerce, Alibaba's Cloud Intelligence Group has also shown strong performance, with a 26% increase in revenue driven by rising demand for AI products and public cloud services [1]. The company's CEO, Eddie Wu, highlighted the importance of AI in the company's growth strategy, noting that AI-related product revenue has been a significant share of revenue from external customers [1].
Despite missing overall revenue and earnings expectations, Alibaba's stock rose premarket Friday, reflecting investor optimism about the company's strategic initiatives and growth prospects [2]. The company's robust cash position and commitment to investing in its strategic pillars of consumption and AI + Cloud provide a strong foundation for future growth.
References:
[1] https://sherwood.news/tech/alibaba-misses-on-overall-revenue-and-earnings-but-ai-sales-were-higher-than/
[2] https://www.benzinga.com/markets/earnings/25/08/47409158/alibaba-sees-historic-opportunities-as-ceo-points-to-ai-and-quick-commerce-wins
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