r/baba
Alibaba Group Announces March Quarter 2026 and Fiscal Year 2026 Results
Alibaba Group announces its financial results for the March quarter and fiscal year 2026.
Results are not bad. Sure, heavy capex, but cloud is up 40% YoY. Adjusted 11% revenue growth YoY, 8% for their core retail business.
Considering their strong balance sheet these results are good. Cloud could be their main engine in next 24 months.
This. The plunge in profitability is gonna be short-term. They are spending capex on things that have clear and attractive ROI
They claim that only 30% of cloud division is AI. Yet it is still growing 40%. It means that there is an organic demand for regular cloud services. Its a very sticky and high ROI business. So I wouldnt be worried about overinvesting, they didnt go full berserk on AI, like US counterparts. Thats also an advantage of being late adopter of cloud, you can scale/adjust things better.
Agree. Revenue in line prettty much. Earnings are great tempering the spending
30% income from ai cloud and 11th quarter with positive trend. I will buy this stock no matter what
Earnings conference guidance call 7:30am EST. Expect robust news . Prob retest 138 premarket of 5:30 am . OED important
AI contributing to revenue now, will close near 139 by Friday when the ones looking for quick money get out
Fuked
We are going dooooown
Solid ER overall. Qwen is going to win big in China eventually, it's not an if, just a when.
I expect the market to react poorly in the short term to the rev and EPS miss but meh.
So no dividends this year?
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