BABA
Alibaba Group·NYSE
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BABA fundamentals
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, and triple-digit AI product expansion highlight strategic momentum.
- AI Leadership: Qwen app surpasses 10M downloads; AI cloud market share exceeds competitors combined, driven by full-stack capabilities.
- Quick Commerce Turnaround: UE loss halved, 75% non-beverage orders, and 3,500 brands onboarded for on-demand retail.
- Financial Focus: RMB 21.8B free cash flow reinvested in AI and quick commerce; cloud AI-related products >20% of external revenue.
- Future Growth: 3-year RMB 1T GMV target for quick commerce; $380B+ CapEx for AI infrastructure to meet surging demand.
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.
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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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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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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Where does Alibaba Group (BABA) generate its revenue? Explore its key revenue streams and top earning regions.
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Track Alibaba Group (BABA) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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You can ask Aime
What is the market's earnings forecast for Alibaba Group next quarter?What guidance did Alibaba Group's management provide for the next earnings period?What factors drove the changes in Alibaba Group's revenue and profit?What does Alibaba Group do and what are its main business segments?What is Alibaba Group's latest dividend and current dividend yield?Did Alibaba Group beat or miss consensus estimates last quarter?What is the revenue and EPS growth rate for Alibaba Group year over year?What were the key takeaways from Alibaba Group’s earnings call?
