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Alibaba Earnings Calls
| Release date | May 13, 2026 |
| EPS estimate | $1.02 |
| EPS actual | $0.0900 |
| EPS Surprise | -91.18% |
| Revenue estimate | 35.763B |
| Revenue actual | 35.273B |
| Revenue Surprise | -1.37% |
| Release date | Mar 19, 2026 |
| EPS estimate | $1.65 |
| EPS actual | $1.01 |
| EPS Surprise | -38.79% |
| Revenue estimate | 41.356B |
| Revenue actual | 40.721B |
| Revenue Surprise | -1.54% |
| Release date | Nov 25, 2025 |
| EPS estimate | $0.660 |
| EPS actual | $0.610 |
| EPS Surprise | -7.58% |
| Revenue estimate | 41.851B |
| Revenue actual | 34.803B |
| Revenue Surprise | -16.84% |
| Release date | Aug 29, 2025 |
| EPS estimate | $2.13 |
| EPS actual | $2.06 |
| EPS Surprise | -3.29% |
| Revenue estimate | 34.259B |
| Revenue actual | 34.535B |
| Revenue Surprise | 0.81% |
Last 4 Quarters for Alibaba
Below you can see how BABA performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 29, 2025 |
| Price on release | $135.00 |
| EPS estimate | $2.13 |
| EPS actual | $2.06 |
| EPS surprise | -3.29% |
| Date | Price |
|---|---|
| Aug 25, 2025 | $124.35 |
| Aug 26, 2025 | $124.19 |
| Aug 27, 2025 | $122.23 |
| Aug 28, 2025 | $119.57 |
| Aug 29, 2025 | $135.00 |
| Sep 02, 2025 | $138.55 |
| Sep 03, 2025 | $136.45 |
| Sep 04, 2025 | $130.92 |
| Sep 05, 2025 | $135.58 |
| 4 days before | 8.56% |
| 4 days after | 0.430% |
| On release day | 2.63% |
| Change in period | 9.03% |
| Release date | Nov 25, 2025 |
| Price on release | $157.01 |
| EPS estimate | $0.660 |
| EPS actual | $0.610 |
| EPS surprise | -7.58% |
| Date | Price |
|---|---|
| Nov 19, 2025 | $158.89 |
| Nov 20, 2025 | $153.28 |
| Nov 21, 2025 | $152.93 |
| Nov 24, 2025 | $160.73 |
| Nov 25, 2025 | $157.01 |
| Nov 26, 2025 | $157.60 |
| Nov 28, 2025 | $157.20 |
| Dec 01, 2025 | $164.26 |
| Dec 02, 2025 | $161.13 |
| 4 days before | -1.18% |
| 4 days after | 2.62% |
| On release day | 0.376% |
| Change in period | 1.41% |
| Release date | Mar 19, 2026 |
| Price on release | $124.91 |
| EPS estimate | $1.65 |
| EPS actual | $1.01 |
| EPS surprise | -38.79% |
| Date | Price |
|---|---|
| Mar 13, 2026 | $135.24 |
| Mar 16, 2026 | $136.71 |
| Mar 17, 2026 | $136.58 |
| Mar 18, 2026 | $134.58 |
| Mar 19, 2026 | $124.91 |
| Mar 20, 2026 | $122.49 |
| Mar 23, 2026 | $126.08 |
| Mar 24, 2026 | $125.45 |
| Mar 25, 2026 | $129.88 |
| 4 days before | -7.64% |
| 4 days after | 3.98% |
| On release day | -1.94% |
| Change in period | -3.96% |
| Release date | May 13, 2026 |
| Price on release | $145.81 |
| EPS estimate | $1.02 |
| EPS actual | $0.0900 |
| EPS surprise | -91.18% |
| Date | Price |
|---|---|
| May 07, 2026 | $140.99 |
| May 08, 2026 | $140.05 |
| May 11, 2026 | $137.18 |
| May 12, 2026 | $134.67 |
| May 13, 2026 | $145.81 |
| May 14, 2026 | $141.13 |
| May 15, 2026 | $132.58 |
| May 18, 2026 | $133.29 |
| May 19, 2026 | $135.63 |
| 4 days before | 3.42% |
| 4 days after | -6.98% |
| On release day | -3.21% |
| Change in period | -3.80% |
Alibaba Earnings Call Transcript Summary of Q1 2026
Alibaba delivered a solid June quarter with like-for-like revenue up ~10% year-over-year (excluding Sun Art and Intime). Core highlights: China e-commerce (now reorganized into Alibaba China E-commerce Group) saw 10% revenue growth driven by higher take rates and strong user engagement; quick commerce (Taobao Instant Commerce / Ele.me integration) scaled rapidly (peak daily orders ~120M; ~300M monthly active users in August) and is being prioritized with heavy near-term investment to capture market share and drive ecosystem synergies; Alibaba Cloud accelerated to 26% revenue growth, with AI-related product revenue maintaining triple-digit growth and AI-related revenue now >20% of external cloud revenue. Management affirmed a multi-year heavy investment posture: RMB 380 billion over 3 years into cloud & AI and an incremental RMB 50 billion into consumption/quick commerce. Q-level profitability was impacted by the investment cadence: adjusted EBITDA declined 14%, free cash flow was negative (RMB 18.8 billion outflow) largely due to ~RMB 38.6 billion CapEx for AI/cloud. AIDC is approaching breakeven; cloud margins remained stable (adjusted EBITA ~8.8%). Management emphasized the strategic rationale that quick commerce is aimed at driving long-term GMV/engagement synergies across Taobao/Tmall/Freshippo, with a target of adding ~RMB 1 trillion annualized GMV within 3 years, while cloud investments are focused on enabling the AI/agent era (AgentBay, Qwen3 models, open-source models) and supporting enterprise AI adoption. The company retains a strong balance sheet, repurchased ADSs (~$815M this quarter), and reiterated commitment to shareholder returns alongside large-scale investment.
