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Alibaba quarterly results: strong AI cloud growth, steady consumer business
1reports1reporting sources2026-03-19Update
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Alibaba's results reflect trends in China's consumer and AI cloud markets. For business travel, its platforms like Fliggy may benefit from AI-driven user experience improvements, while cloud growth indicates strong enterprise digitalization demand.
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3月19日
- Alibaba Group NewsAlibaba quarterly results: strong AI cloud growth, steady consumer business
Alibaba reported quarterly results for the period ended Dec 31, 2025: revenue of RMB 284.843 billion, up 2% YoY (9% on a like-for-like basis); adjusted EBITA down 57% to RMB 23.397 billion, mainly due to increased investments in instant retail, user experience, and technology. Cloud Intelligence Group revenue was RMB 43.284 billion, up 36% YoY, with AI-related product revenue growing triple digits for the tenth consecutive quarter. Qwen app MAU exceeded 300 million.