ANT GROUP

Alibaba

Conference Minutes

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BABA

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688688

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Below is Dolphin Research's Trans of $Alibaba(BABA.US) FY26 Q3 earnings call.For our full take, see 'Alibaba: E-com Slips Again, AI Is the Lifeline'.1) Shareholder returns: as of Dec 31, 2025, the company held net cash of $42.5bn. Excluding debt maturing beyond five years, net cash exceeds $60bn, underscoring balance-sheet strength that supports continued investment.2) Performance trends: consolidated revenue was RMB 284.8bn. Excluding Sun Art Retail and Intime revenue, ...

BABA-W

BABA-WR

Sunoco LP

Alibaba HK SDR 5to1

SUNART RETAIL

BABA (Trans): Flash Sale 2-yr target RMB 1tn; AI + Cloud 5-yr target RMB 700bn---

Today’s Key News Recap

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0316 ｜Dolphin Research Focus: 🐬 Macro/Industry 1) National Bureau of Statistics (NBS) data show that Jan–Feb 2026 industrial VA for above-scale enterprises and total retail sales both beat expectations. Retail sales rose 2.8% YoY, above the 2.5% consensus and vs. 0.9% prior, with the growth rate accelerating by 190bps vs. the previous reading. Consumption is seeing a mild recovery, aided by Lunar New Year seasonality and policy support. On the industrial side, high-tech and equipment manufacturing led the gains. 🐬 Single stock 1) $XIAOMI-W(01810.HK) Xiaomi Auto officially announced...

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Xiaomi Corporation

Xiaomi HK SDR 2to1

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BYD HK SDR 10to1

BYD Company Limited

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BOYD Gaming

Xiaomi next-gen SU7 launch date set; BABA to roll out enterprise AI agents | Daily News Recap

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Below is Dolphin Research's compiled FY25Q4 earnings call Trans for $Block(SQ.US). For the earnings analysis, see 'Block: US Alipay‑style platform slashes headcount by 40%! Is compute replacing labor?'.I. Core financial highlights review. II. Earnings call details; 2.1 Key messages from management.1) Core strategy and outlook. Rationale for the organizational overhaul: Despite strong 2025 performance, the company will reduce headcount from over 10,000 to just under 6,000...

Pathward Fin

Greenpower Motor

Block

KraneShares 2x Long BABA Daily ETF

YieldMax BABA Option Income Strategy ETF

BABA 2x Long Daily ETF - GraniteShares

Block (Trans): Layoff tailwinds to kick in Q2, margins to trend higher

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Below is the earnings call minutes for Block in 2025Q3 compiled by Dolphin Research. For earnings interpretation, please refer to &#34;Plunged 15%, North America's Alipay Block 'Not That Guilty'&#34;. I. Review of Key Financial Data Full-Year Guidance: Q4 2025 gross profit is expected to increase over 19% year-over-year to $2.755 billion; Q4 adjusted operating profit is projected at $560 million, with an operating profit margin of 20%; full-year gross profit is estimated at $10.243 billion (+15%); full-year adjusted operating profit is anticipated to be $2.056 billion (+28%)...

American Bitcoin

Grayscale Bitcoin Trust BTC - ETF

Sharplink

Nova Minerals

VanEck Short Muni ETF

Ameriprise Financial

NOVA MINERALS LTD C/WTS 24/07/2029 (TO PUR ADS)

Block (Minutes): Bitcoin payment feature to be launched soon

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0506｜Dolphin Research key focus: 🐬 Macro/Industry 1. With the end of the Labor Day holiday, the national consumer market maintained its recovery, with sales growth rates of key retail and catering enterprises rebounding compared to the Spring Festival. According to the Ministry of Commerce's big data monitoring, sales of key retail and catering enterprises during the holiday increased by 6.3% year-on-year, higher than the 4.5% and 4.1% during the 2024 National Day holiday and 2025 Spring Festival holiday. Today, the catering and cultural tourism sectors performed well, with Dolphin Research's focus stocks like Nongfu Spring and Meituan rising. 🐬 Stocks 1. Ant Group during the holiday...

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Meituan HK SDR 5to1

May Day holiday consumption heats up; Ant plans to spin off overseas business for Hong Kong listing | Today's important news recap

Alipay Partners with AI Firms and Car Makers to Launch Full-Stack AI Payment Solutions and New Products

Ant Group contributes $56 million profit to Alibaba in Q3

Alipay AI Pay and Afu App User Base Exceeds 100 Million

Indian Government and Ant International Discuss Allowing Alipay+ Integration with Indian Payment System

Xiaomi and Ant Group Collaborate to Launch New Services Based on GPASS Technology

Ant Fu and OpenAI Health Confirm AI Healthcare Demand Explosion

Alipay's 'Tap to Pay' Surpasses 100 Million Daily Transactions

Standard Chartered and Ant International Launch Tokenized Deposit Solution in Hong Kong and Singapore

Rokid Signs Immersive Tour Experience Cooperation Agreement With Hangzhou Tourism Bureau and Alibaba Digital Services

Swift, Ant International, and HSBC Complete Cross-border Tokenized Deposit Payment Test

Enterprises Relay Donations to Support Hong Kong's Tai Po Public Housing Fire Relief

Ant Group's quarterly profit grew by 10.3% to 8.37 billion yuan

Ant Group contributes $384 million in profit to Alibaba in Q2

Ant Group Launches AI Assistant Lingguang with Over 500,000 Downloads

Quark AI Glasses Upgrade Cooperation with Alipay, Add Payment Assistance Features

Ma Yanchao Makes Low-Key Appearance at Ant Group Headquarters

Ant International and UBS Sign Strategic Cooperation Memorandum in Blockchain Cross-border Payment Settlement

Ant Group Considers Extending the Acquisition Deadline for Yuanta Securities

Alibaba and Ant Group Plan to Acquire Multiple Floors of Office Space in One Causeway Bay, Hong Kong

Yao Cai Securities Announces Possible Extension of Ant Group's Entry Deadline

KBank and Ant International signed an MoU to develop integrated cross-border payment and liquidity management infrastructure in Thailand. The partnership combines KBank's regulated financial capabilities with Ant International's AI solutions and J.P. Morgan's blockchain technology to enable real-time, 24/7 USD transactions. This aims to enhance transaction speed, improve merchant cash flow, and expand KPLUS's global ecosystem.

TechNode

JPMorgan Chase

Defiance Daily Target 2X Long JPM ETF

KBank, Ant International team up on cross-border payments, liquidity management in Thailand

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GCL NEWENERGY Holdings Limited and ANT GROUP jointly established an overseas joint venture, marking the company's transformation from traditional energy operation and maintenance services to global, digital energy asset management. The joint venture will provide intelligent asset management services to address issues such as data distortion and process opacity in the operation of overseas energy assets, enhance management efficiency, and promote the optimization of the company's business structure and market expansion

同壁财经

GCL NEWENERGY

From Power Plant Operator to Technology Leader: GCL NEWENERGY and ANT GROUP Join Forces to Reshape the Global Energy Future with AI and Digital Power

Alipay+, under Ant International, has launched cross-border mobile payment services in Latin America through a partnership with fintech company PVS. This service allows travelers from Asia and Europe to use their home e-wallets for local payments without currency exchange fees, starting in Chile and Argentina. The collaboration aims to enhance payment experiences for international travelers while connecting local merchants with global consumers. Alipay+ also plans to expand partnerships in the region to offer additional payment and credit services.

Mastercard

Alipay+ expands cross-border mobile payments to Latin America

Novatti Group's Alipay integration at UNSW has exceeded expectations, generating $33.6 million in gross transaction value and $0.5 million in revenue since its launch in October 2025. This partnership allows international students to pay in Chinese yuan, settled in Australian dollars. Despite a revenue decline in H1 FY26, Novatti reported improved underlying EBITDA. The company faces risks including execution challenges and regulatory compliance, while its education sector strategy's success depends on broader adoption across institutions.

Small Caps

Novatti Group Ltd.

Novatti Group's UNSW Alipay Integration Surpasses Revenue and Transaction Volume Expectations

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Ant Group's quarterly profit fell 79% to 1.13 billion yuan due to increased investments in AI and healthcare. The fintech company contributed 375 million yuan to Alibaba, which owns a third of Ant. Ant's profit had previously dropped 91% in the prior quarter. Despite regulatory challenges, Ant is investing in AI and digital healthcare, with its international arm generating US$3 billion in revenue for 2024. The company's valuation has significantly decreased from US$280 billion during its IPO attempt in 2020 to US$79 billion in a recent share repurchase proposal.

Businesstimes News

Krne Csi China Internet

Global X Fintech

Jack Ma-backed Ant’s profit fell 79% on AI, health care costs

Alipay has introduced a new feature under its "AI Pay" service, allowing users to make payments in delegated transaction scenarios. This follows the integration of Qianwen and Taobao, enabling the "AI Bargain Hunt" function. Users can set a target and utilize AI-assisted purchasing with a one-time authorization. The AI shopping assistant in Taobao helps users submit requirements, and Alipay generates a one-time authorization for purchases up to RMB1,000, monitoring prices and placing orders accordingly.

AASTOCKS News

Alipay Launches New AI Pay Feature, Supports Taobao 'AI Bargain Hunt' Purchases

Chinese robotics startup Linkerbot aims for a $6 billion valuation in its next funding round, doubling its recent $3 billion valuation after a series B+ funding. The company, which holds over 80% of the global market share in dexterous robotic hands, plans to scale production to 10,000 units monthly. Backed by major investors like Alibaba’s Ant Group, Linkerbot focuses on replicating human dexterity for industrial applications. Despite high costs of humanoid robots, Linkerbot's hands are designed for easier deployment in factories, catering to the growing interest in humanoid robotics in China.

Yahoo Finance

BANK OF CHINA

Bank Of China

Bank of China

FOSUN INTL

Tesla

UBTECH ROBOTICS

BOC HONG KONG

Exclusive-China robot-hand-building unicorn Linkerbot targets $6 billion valuation

Ant International, a spin-off of Ant Group, connects over 150 million merchants with 2 billion consumers globally, focusing on AI commerce. At its MoMents 2026 forum, it highlighted its payment network's role in the AI economy, processing 20 million transactions daily across 220 markets. CEO Peng Yang emphasized new financial models for businesses. The company introduced the Agentic Mobile Protocol for secure AI agent connections and launched AI payment products via Alipay, enhancing transaction capabilities for small businesses. These initiatives aim to strengthen its position in the competitive AI commerce landscape.

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Luckin Coffee

Ant International serves 150m merchants, 2b consumers, bets on AI commerce

BitMart is set to launch Pharos (PROS) on April 28th at 23:00 (UTC+8), featuring the PROS/USDT trading pair. Pharos is a Layer 1 public chain designed for RealFi, integrating real-world assets and decentralized finance. It aims to create a transparent digital financial ecosystem, supported by institutions like Hack VC. The platform, developed by Ant Group's team, boasts a DP4 architecture with over 130,000 TPS and dual virtual machine execution. Its private mainnet launched on December 12, 2025.

CoinLive

BitMart will launch Pharos (PROS)

ANT GROUP(688688.SH)