Earnings call briefFiscal first-quarter 2027
Alibaba Group says it expects cloud revenue growth to accelerate further
The company also said compute demand will continue to outstrip supply as it ramps up capacity in the second half.
GetSignal Alibaba Group Holding BABA
Alibaba Group said on its fiscal first-quarter call that it is confident Alibaba Cloud revenue growth will further accelerate in the coming quarters. The company also expects EBITDA margin to expand steadily in the coming quarters. Chief Financial Officer Toby Xu said capital expenditure was RMB 67.7 billion this quarter, reflecting continued investment in AI infrastructure.
Quotes from the call
“We expect supply to continue ramping up in the second half of the year to meet strong customer demand.”
Key facts from the call
- Fiscal first-quarter capital expenditure
- RMB 67.7 billion
- Shares repurchased, quarter ended June 30, 2026
- USD 162 billion aggregate consideration
Source: Alibaba Group's fiscal first-quarter 2027 earnings call, August 20, 2026.
Written by GetSignal with AI from the company's earnings call.
Not investment advice.
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