To The Moon

Hi Tigers 🐯, Welcome to "What the Tigers say." 👋

Here's the move driving this week's tape: The coming week includes several notable earnings releases, including $Nu Holdings Ltd.(NU)$ , $Sea Ltd(SE)$ , $Alibaba(BABA)$ , $Cisco(CSCO)$ , and $Applied Materials(AMAT)$. That's the backdrop for today's question — How does Tigers view $BABA Earnings? — and three Tigers have already staked out different reads.

$Alibaba(BABA)$ reported its Q4 FY2026 (ended March 31, 2026) results on May 13, 2026, showing a 3% revenue increase to 243.4 billion yuan, driven by a 38% surge in Cloud Intelligence and triple-digit AI product growth. Despite the revenue boost, adjusted EPS of $0.09 significantly missed the $1.12 estimate as the company prioritized aggressive AI infrastructure spending and domestic e-commerce competition over short-term margins.

Let's rewind to the two sharpest preview takes from @xc__ , @KYHBKO and opinions from @Deonc upon the recent earnings release

1. @xc__ | Alibaba Cloud's 40% Growth Bomb: When E-Commerce Takes a Backseat to AI Infrastructure

Key points:

- While Wall Street obsesses over $Alibaba(BABA)$ e-commerce margin compression, the real story is unfolding in the cloud stack: 7 consecutive quarters of triple-digit AI revenue growth , analyst forecasts pointing to ~40% cloud revenue acceleration in March 2026

- Cloud Revenue Acceleration : Alibaba Cloud revenue growth projected to hit ~40% YoY in March 2026 quarter, up from 36% in Dec 2025 —first meaningful reacceleration in 2 years.

- Pricing Power Returns : 5-34% price hikes on AI chip services + 30% increase on Cloud Parallel File Storage (effective Apr 18) signal demand outstripping capacity.

🔗Check out full page https://ttm.financial/post/562950643175480

2. @KYHBKO | (Part 2 of 5) Earnings Calendar - Is BABA the black sheep? (11May2026)

Key points:

- Cloud & AI Surge: Alibaba Cloud revenue accelerated by 26%, fueled by triple-digit growth in AI-related products. AI now accounts for over 20% of the Cloud group’s external revenue.

- Strategic Restructuring: The company integrated Taobao, Tmall, Ele.me, and Fliggy into the Alibaba China E-Commerce Group, aiming to create a comprehensive “AI-era” consumption platform.

- Innovation Breakthroughs: In early 2026, Alibaba released Qwen3.6-Plus for enterprise agentic AI and the viral “Happy Horse” text-to-video model, which topped global AI leaderboards.

🔗 Check out full page https://ttm.financial/post/563008425316376

3. @Deonc | Alibaba Shares Surge Following Earnings Release

Key points:

- Growth Over Profit: Despite missing revenue estimates and a significant hit to profitability, shares surged as investors prioritized a 38% jump in cloud revenue and aggressive market-share expansion.

- AI as a Revenue Engine: CEO Wu Yongming expects over 50% of cloud revenue to come from AI within a year, supported by the new "Alibaba Token Hub" dedicated to monetizing AI investments.

- Sustained Reinvestment: The company is aggressively pivoting domestic e-commerce profits back into user acquisition and AI R&D, a high-spending strategy projected to continue through fiscal year 2027.

🔗 Check out full page https://ttm.financial/post/563819118982032

---

Which read lines up best with your view — and what would change your mind? Drop your thoughts in the comments and tag another Tiger who should weigh in. 🐯

🎁 Special Notes: Whoever showed up on the "What the Tigers Say" column will receive 100 Tiger Coins! See you next week!