Alibaba Cloud, Quarter by Quarter (Pulled From Transcripts; Blank = Not Disclosed)
Alibaba Cloud, Quarter by Quarter (Pulled From Transcripts; Blank = Not Disclosed)#
Alibaba Cloud's figures for three quarters, item by item; blanks mean the call did not disclose it.Draft, pending review
| Item | Dec 2025 quarter (FY26Q3) | Mar 2026 quarter (FY26Q4) | Jun 2026 quarter (FY27Q1) |
|---|---|---|---|
| 雲智能集團總營收 YoY | 36% | 逐字稿未揭露 | 45% |
| 外部客戶營收 YoY | 35% | 40% | 45% |
| AI 相關產品營收（單季，RMB 十億） | 逐字稿未揭露 | 9.0 | 12.4 |
| AI 相關產品年化 run-rate（RMB 十億） | 逐字稿未揭露 | 36.0 | 49.5 |
| AI 佔外部雲營收 | 逐字稿未揭露 | 30% | 35% |
| 調整後 EBITA margin | 9.0% | 9.1% | 11.6% |
| 模型與應用服務 ARR（含 MaaS，RMB 十億） | 逐字稿未揭露 | 8.0 | 16.0 |
| 集團 CapEx（RMB 十億） | 未揭露（分析師檔 $3.58B） | 未揭露（分析師檔 $4.41B） | 67.7（約 $9.4B） |
| 集團營運現金流／自由現金流（RMB 十億） | 36.0 ／ +11.3 | 9.4 ／ -17.3 | 22.9 ／ -44.7 |
| 集團淨現金（$B，期末） | 42.5 | 38.0 | 30.7 |
| 集團總營收（RMB 十億） | 284.8 | 243.4 | 269.0 |
| 法說日期／逐字稿 | 2026-03-19baba_2026319.txt | 2026-05-13baba_2026513.txt | 2026-08-20baba_2026820.txt |
Source: Company filings and earnings calls; FinSight compilation · Updated 2026-09-03
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