"MercadoLibre posted Q3 2025 revenue of $7.41 billion, up 39% year-over-year. The company beat on revenue but missed on earnings per share, delivering $8.32 against estimates of $9.52. That miss came from strategic choices, not execution failures. CEO Marcos Galperin is plowing capital into free shipping expansion across Brazil and social commerce initiatives. Total payment volume hit $71.2 billion, up 41%."
"Alibaba took a different path in Q2 2026. Revenue came in at $34.81 billion, up just 5%. The company missed badly on earnings, reporting $0.08 per share against expectations of $5.60. Net income dropped 53% as Alibaba poured capital into AI infrastructure and quick commerce. Cloud Intelligence Group revenue jumped 34% to $5.59 billion. Quick commerce revenue surged 60% to $3.22 billion."
MercadoLibre grew Q3 2025 revenue 39% to $7.41 billion with gross merchandise volume up 28% to $16.5 billion and total payment volume rising 41% to $71.2 billion. Earnings per share missed at $8.32 due to strategic investments in free-shipping expansion, social commerce, and logistics, while operating income grew 30% to $724 million and free cash flow reached $2.2 billion. Alibaba’s Q2 2026 revenue rose 5% to $34.81 billion but EPS fell to $0.08 and net income dropped 53% as the company heavily invested in AI infrastructure, data centers, cloud, and quick commerce, driving Cloud Intelligence revenue up 34% and quick commerce up 60%, and producing negative free cash flow of −$3.1 billion.
Read at 24/7 Wall St.
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