BABA
Alibaba Group·NYSE
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BABA fundamentals
Alibaba Group (BABA) released its earnings on Mar 19, 2026: revenue was 41.48B (YoY +8.10%), missed estimates; EPS was 1.7853 (YoY -39.06%), beat estimates.
Revenue / YoY
41.48B
+8.10%
EPS / YoY
1.7853
-39.06%
Report date
Mar 19, 2026
BABA Earnings Call Summary for Q3,2026
- AI & Cloud Leadership: 35% YoY growth in external cloud revenue, 10x token consumption growth, and 470,000 T-Head chips shipped to external customers.
- Quick Commerce Surge: 56% GMV growth, targeting RMB 1T by FY28, with Taobao MAC up double digits YoY.
- Financial Strength: RMB 42.5B net cash, reinvesting in AI and Quick Commerce despite 57% EBITDA decline.
- Strategic Ambitions: $100B AI+cloud target, Wukong enterprise AI platform launch, and potential T-Head IPO.
EPS
Actual | 1.297 | 2.095 | 2.6385 | 3.3686 | 1.5744 | 2.5691 | 1.7369 | 2.655 | 1.2532 | 1.7505 | 1.8156 | 2.791 | 1.5591 | 2.3946 | 2.1402 | 2.6719 | 1.4038 | 2.2615 | 2.1454 | 2.9296 | 1.7248 | 2.0584 | 0.6179 | 1.7853 | ||||||||||||||||
Forecast | 0.8534 | 1.9532 | 2.0294 | 3.167 | 1.703 | 2.217 | 1.8395 | 2.5077 | 1.1192 | 1.5962 | 1.6831 | 2.4326 | 1.3744 | 2.0116 | 2.0816 | 2.6924 | 1.4214 | 2.0611 | 2.1119 | 2.6666 | 1.7297 | 1.9766 | 0.8473 | 1.6604 | ||||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +51.98% | +7.26% | +30.01% | +6.37% | -7.55% | +15.88% | -5.58% | +5.87% | +11.97% | +9.67% | +7.87% | +14.73% | +13.44% | +19.04% | +2.82% | -0.76% | -1.24% | +9.72% | +1.59% | +9.86% | -0.28% | +4.14% | -27.07% | +7.52% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 16.12B | 21.73B | 22.77B | 33.81B | 28.59B | 31.84B | 31.12B | 38.18B | 32.17B | 30.67B | 29.11B | 35.90B | 30.31B | 32.28B | 30.78B | 36.67B | 30.72B | 33.46B | 33.69B | 38.37B | 32.57B | 34.56B | 34.80B | 41.48B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 15.15B | 20.92B | 22.74B | 32.77B | 27.49B | 32.36B | 31.66B | 38.76B | 31.44B | 30.36B | 29.29B | 35.64B | 30.38B | 30.98B | 30.75B | 36.66B | 30.50B | 34.15B | 34.11B | 38.14B | 33.01B | 35.09B | 34.23B | 41.55B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +6.38% | +3.89% | +0.12% | +3.17% | +3.99% | -1.61% | -1.69% | -1.51% | +2.30% | +1.02% | -0.59% | +0.74% | -0.22% | +4.19% | +0.09% | +0.03% | +0.70% | -2.03% | -1.23% | +0.60% | -1.33% | -1.51% | +1.66% | -0.18% |
Earnings Call
You can ask Aime
What is the revenue and EPS growth rate for Alibaba Group year over year?What is Alibaba Group's gross profit margin?Did Alibaba Group beat or miss consensus estimates last quarter?What does Alibaba Group do and what are its main business segments?What guidance did Alibaba Group's management provide for the next earnings period?What were the key takeaways from Alibaba Group's earnings call?What factors drove the changes in Alibaba Group's revenue and profit?What is the market's earnings forecast for Alibaba Group next quarter?
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