Below is Dolphin Research's summary of BABA's FY26 Q4 earnings call transcript.
For our in-depth read, please see 'Amid the AI boom, is Alibaba bleeding?'.Shareholder returns: the BOD approved an annu......
$Alibaba(BABA.US) released its FY26 final-quarter results pre-mkt on May 13. As widely expected, BABA’s absolute performance was weak.
The main drag was heavy CNY promotions and cash incentives, which ...
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$Alibaba(BABA.US) | Alibaba Group CEO:
➤ AI-related revenue is expected to cross the 50% threshold within about a year, becoming the primary driver of cloud revenue growth➤ The company is seeing “expon...............I am still bullish about banks. The 3 local banks have strong balance sheets and are reliable payers of dividends.
Alibaba 4QFY26 First Take: As widely expected, this quarter’s results were weak. The key drag was heavy spending around Lunar New Year on the Qianwen app’s cash handouts and related promotions, which ...
$Alibaba(BABA.US) Brutal EPS Miss 🩸
EPS: $0.09 vs $1.12 est REV: $35.283B vs $35.230B est🟥 -2.11%
$Alibaba(BABA.US) | Alibaba Group, Q4-2026 Earning Report
New AI collaboration features ignite MiniMax; Xiaomi 17 Max big-screen flagship debuts | Daily News Recap
0513 | Dolphin Research Focus: 🐬 Macro/Industry 1) On May 12, the Bureau of Labor Statistics reported April CPI rose 0.6% MoM and 3.8% YoY, with core CPI at 2.8% YoY, all higher vs. prior. Energy and...
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Buy storage dip on strong HBM/SSD demand. AI capex re-accelerating, not peaking. Long SG utilities & palm-oil for energy security; hedge with banks.
High oil prices have led to high inflationary cost pressure across all sectors, affecting businesses and industrials. Defensive strategies are also at all time high valuations, which had already bein...