Alibaba Group: "Taobao Instant Commerce," launched in April, drove a 25% YoY rise in Taobao app's monthly active users in early August

Alibaba Group: "Taobao Instant Commerce," launched in April, drove a 25% YoY rise in Taobao app's monthly active users in early August

Alibaba Group Holding Limited (NYSE: BABA) reported its financial results for the quarter ended June 30, 2025, highlighting the significant impact of its strategic initiatives, particularly "Taobao Instant Commerce." The company's quarterly report revealed that the new service, launched in April, contributed to a 25% year-over-year (YoY) increase in monthly active users on the Taobao app in early August [1].

The quarter saw Alibaba's revenue grow by 2% year-over-year to RMB247,652 million (US$34,571 million) [1]. The company's strategic focus on consumption and AI + Cloud delivered strong growth, with revenue from Cloud Intelligence Group increasing by 26% YoY [1]. AI-related product revenue maintained triple-digit growth for the eighth consecutive quarter, reflecting the robust demand for AI services [1].

Alibaba's quick commerce business, driven by "Taobao Instant Commerce," achieved key milestones in winning consumer mindshare and scaling operations [1]. This initiative strengthened the Taobao app's leadership in China's e-commerce industry, contributing to the 25% YoY increase in monthly active users in the first three weeks of August [1].

The company also reported a 10% year-over-year growth in customer management revenue, primarily driven by improvements in take rate and increasing penetration of Quanzhantui [1]. The 6.18 Shopping Festival delivered strong consumer growth year-over-year, further boosting the app's user base [1].

Alibaba International Digital Commerce Group (AIDC) reported a 19% YoY revenue growth, with the international commerce retail businesses, AliExpress and Trendyol, continuing to diversify and enrich product offerings [1]. The company's international wholesale platform saw broader adoption of AI-powered tools, providing multiple ways to monetize [1].

The company's operating efficiency and strategic investments in quick commerce and AI initiatives were evident in the quarter's results. Alibaba's commitment to these strategic pillars is expected to drive long-term growth and capture historic opportunities in the evolving global e-commerce landscape [1].

References:
[1] https://www.businesswire.com/news/home/20250828875486/en/Alibaba-Group-Announces-June-Quarter-2025-Results