Symbols

BABA

Alibaba Group·NYSE

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BABA fundamentals

BABA Q2 2026 Earnings

Alibaba Group (BABA) released its earnings on Nov 25, 2025: revenue was 34.80B (YoY +3.28%), beat estimates; EPS was 0.62 (YoY -71.16%), missed estimates.

Revenue / YoY

34.80B

+3.28%

EPS / YoY

0.62

-71.16%

Report date

Nov 25, 2025

BABA Earnings Call Summary for Q2,2026

Revenue Growth: 15% YoY total revenue, 34% Cloud growth, 10% China e-commerce GMV.
AI Success: Qwen app 10M downloads, AI-related cloud revenue >20% of external sales.
Quick Commerce: UE loss cut 50%, 3-year GMV target RMB 1T.
Cash Flow: RMB 21.8B free cash outflow for AI/quick commerce.
Supply Chain Risk: AI server component shortages to persist 2-3 years.
Strategic Focus: Scale AI+Cloud, integrate e-commerce/quick commerce, expand local services.

Earnings

EPS

Revenue

Revenue & Expenses

BABA has released its 2026 Q2 earnings report, with revenue of 34.81B, reflecting a YoY change of 3.28%, and net profit of 2.90B, showing a YoY change of -53.34%. The Sankey diagram below clearly presents BABA's revenue sources and cost distribution.

Key Indicators

Alibaba Group (BABA) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Alibaba Group (BABA)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

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Breakdown

Balance Sheet

Alibaba Group (BABA)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

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Breakdown

Cash Flow

Alibaba Group (BABA)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

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Breakdown