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Alibaba's AliExpress Tops Amazon in Europe as E-Commerce Revenue Climbs

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Breaking NewsNov 26, 2025
Summarized by NextFin AI
  • On November 20, Alibaba's AliExpress downloads in Europe exceeded Amazon's, marking a significant milestone during Black Friday.
  • Alibaba International Digital Commerce reported a revenue of $4.9 billion for the September quarter, reflecting a 10% year-over-year increase.
  • The division achieved a turnaround in adjusted EBITA, from a loss of $409 million to a profit of $22.9 million.

Downloads of Alibaba’s cross-border platform AliExpress in Europe surpassed those of Amazon on Nov. 20, the first day of Black Friday, according to Sensor Tower data.

Alibaba International Digital Commerce reported revenue of $4.9 billion in the September quarter, up 10% from a year earlier. The division also turned around its adjusted EBITA, moving from a $409 million loss to a $22.9 million profit.

Explore more exclusive insights at nextfin.ai.

Insights

What are the key features that differentiate AliExpress from Amazon in the European market?

How has AliExpress's growth in downloads impacted its market presence in Europe?

What factors contributed to the 10% revenue increase for Alibaba International Digital Commerce in the September quarter?

How does AliExpress's revenue performance compare to Amazon's in Europe?

What are the implications of AliExpress surpassing Amazon in downloads for the e-commerce industry?

What recent trends have been observed in the e-commerce market in Europe?

How has the performance of Alibaba International Digital Commerce changed over the past year?

What does the shift from a $409 million loss to a $22.9 million profit signify for Alibaba's business strategy?

What challenges does Alibaba face in maintaining its competitive edge in Europe against Amazon?

How has consumer feedback influenced the growth of AliExpress in Europe?

What are the potential long-term impacts of AliExpress's rising popularity in Europe?

What role do promotional events like Black Friday play in the e-commerce sector's revenue fluctuations?

How do AliExpress and Amazon's marketing strategies differ in attracting European consumers?

What are some historical cases of e-commerce platforms competing in similar markets?

How do economic conditions in Europe affect the performance of e-commerce platforms like AliExpress and Amazon?

What strategies could AliExpress employ to further increase its market share in Europe?

How does the e-commerce market in Europe compare to other regions in terms of growth and competition?

What regulatory challenges might Alibaba face as it expands its operations in Europe?

How could future technological advancements impact the e-commerce landscape in Europe?

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