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Alibaba Group Holding Ltd. (HK:9988)
:9988
Hong Kong Market

Alibaba Group Holding Ltd. (9988) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 19, 2026
Before Open (Confirmed)
Period Ending
2026 (Q3)
Consensus EPS Forecast
1.85
Last Year’s EPS
2.86
Same Quarter Last Year
Based on 22 Analysts Ratings

Earnings Call Summary

Q2 2026
Earnings Call Date:Nov 25, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
Alibaba's earnings call highlighted significant growth in revenue and strategic investments in AI and cloud infrastructure. The quick commerce business showed promising progress, with improved unit economics and user engagement. However, these achievements were offset by substantial decreases in EBITA, net income, and cash flows due to increased investments.
Company Guidance
In the recent earnings call for Alibaba Group's September Quarter 2025, the company outlined its strategic focus on AI and cloud services, reporting a 15% year-over-year increase in total revenue, excluding contributions from Sun Art and Intime. The Cloud Intelligence unit grew by 34%, driven by strong demand for AI applications, with revenue from external customers increasing by 29%. Additionally, China E-commerce Customer Management Revenue (CMR) experienced a 10% growth, while the quick commerce business reported a 60% revenue increase. Despite a decrease of 78% in total adjusted EBITA due to strategic investments, Alibaba's cloud business maintained an EBITA margin of 9%. The company highlighted its plans to leverage AI innovations and integrations across its ecosystem to drive long-term growth and emphasized ongoing investments in AI infrastructure, with a potential increase in its previously planned RMB 380 billion CapEx due to robust customer demand.
Revenue Growth
Alibaba's total revenue increased by 15% year-over-year, excluding Sun Art and Intime. The China E-commerce CMR grew by 10% and Cloud Intelligence revenue rose by 34%.
AI and Cloud Business Expansion
Alibaba Cloud's revenue growth was driven by a 34% increase, with external customer revenue accelerating by 29%. AI-related products posted triple-digit year-over-year growth for the ninth consecutive quarter.
Quick Commerce Growth
Revenue from the quick commerce business increased by 60%. Focus on optimizing unit economics led to a 50% reduction in per order loss since July-August.
Strategic Investments
Alibaba is making significant investments in AI infrastructure, with a strong emphasis on full-stack AI capabilities and cloud infrastructure expansion.
Consumer Engagement
The Taobao app's monthly active consumers rapidly grew due to quick commerce, with over 100 million daily users on the quick commerce channel.

Alibaba Group Holding Ltd. (HK:9988) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

HK:9988 Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 19, 2026
2026 (Q3)
1.85 / -
2.862
Nov 25, 2025
2026 (Q2)
0.84 / 0.60
2.027-70.25% (-1.42)
Aug 29, 2025
2026 (Q1)
1.95 / 2.02
2.237-9.92% (-0.22)
May 15, 2025
2025 (Q4)
1.67 / 1.69
1.36823.83% (+0.33)
Feb 20, 2025
2025 (Q3)
2.61 / 2.86
2.57711.06% (+0.29)
Nov 15, 2024
2025 (Q2)
2.03 / 2.03
2.102-3.57% (-0.07)
Aug 15, 2024
2025 (Q1)
2.03 / 2.24
2.355-5.01% (-0.12)
May 14, 2024
2024 (Q4)
1.39 / 1.37
1.491-8.25% (-0.12)
Feb 07, 2024
2024 (Q3)
2.60 / 2.58
2.741-5.98% (-0.16)
Nov 16, 2023
2024 (Q2)
2.04 / 2.10
1.77318.56% (+0.33)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

HK:9988 Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 25, 2025
HK$154.50HK$157.80+2.14%
Aug 29, 2025
HK$115.80HK$115.70-0.09%
May 15, 2025
HK$128.25HK$126.77-1.15%
Feb 20, 2025
HK$122.05HK$118.90-2.58%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Alibaba Group Holding Ltd. (HK:9988) report earnings?
Alibaba Group Holding Ltd. (HK:9988) is schdueled to report earning on Feb 19, 2026, Before Open (Confirmed).
    What is Alibaba Group Holding Ltd. (HK:9988) earnings time?
    Alibaba Group Holding Ltd. (HK:9988) earnings time is at Feb 19, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is the P/E ratio of Alibaba Group Holding Ltd. stock?
          The P/E ratio of Alibaba Group Holding Ltd. is N/A.
            What is HK:9988 EPS forecast?
            HK:9988 EPS forecast for the fiscal quarter 2026 (Q3) is 1.85.