Temu joins hands with Europe’s national postal groups ahead of the...
A move to reduce regulatory risk
Alibaba Q2 FY2026 earnings call transcript/minutes
Alibaba Group (BABA) announced their Q2 FY2026 earnings yesterday (26 November).
The 2 major highlights of this quarter’s earnings call were Alibaba Cloud’s AI business...
In a world obsessed with AI, why PDD/Temu refuses to talk...
In a world obsessed with AI, Temu parent PDD group again looks like an anomaly.
PDD Group announced their Q3 earnings last week. Again the...
Shopee’s quick commerce is different from Blinkit or Meituan
In the earnings call of Shopee parent Sea Group last week, founder Forrest Li mentioned the growth of instant delivery in Southeast Asia, specifically:
“In...
Sea Limited (SE) Q3 2025 earnings call transcript
Sea Group announced their Q3 2025 earnings last week (11 November 2025). The market has reacted negatively, sending the price down more than 8%...
For brands, Double 11 is a grind
We couldn’t resist sending this out on 11.11 itself - the day that started it all.
Since its invention by Alibaba in 2009, Double 11...
Shopee shuts down in two countries
Last week, Shopee officially announced that starting October 30 at 11:59 p.m., it would cease operations in Chile and Colombia.
The notice posted on both...
Why Alibaba Cloud Is Learning from Google Cloud, Not AWS
When it comes to global cloud computing, there are three giants — AWS (Amazon), Azure (Microsoft), and Google Cloud (GCP). Their annual revenues are...
Can Shopee parent really become a trillion-dollar company?
Group CEO Forrest talked about the trillion-dollar company goal.
