Alibaba Group Q3 FY2026 earnings call transcript

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Sharing the transcript for Alibaba Group's Q3 FY2026 earnings call.

BABA财报季

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Discussion · top comments11 selected

u/TheSuggi 5· 31d ago

I thought it was kinda good no?

The problem was the negative free cash flow because of this heavy heavy AI investment, but accoarding to them it is growing about 25% QoQ which is insanely fast. That is why they are basically putting all of their CapEX into AI infrastucture. Cash is still $59B as of March 31.

u/carmen_ohio 1· 31d ago

Yes time to buy on leverage

u/DonaldTrumendous 4· 31d ago

Dude, this was last q4 2025 report ….

u/FeralHamster8 2· 31d ago

My bad there’s a more recent one online:

https://news.futunn.com/en/post/73033400/full-text-alibaba-q4-earnings-call-transcript-continued-investment-in?level=1&data_ticket=1769235067141403

I listened to the call going into work this morning so I didn’t double check that this was the latest.

u/Possible-Handle6473 3· 31d ago

Very very bullish call