Quick commerce
Fastest-growing commerce line, up 45% in the June 2026 quarter.
The numbers
What it is
Instant-delivery shopping inside the China e-commerce business. Alibaba has invested heavily in delivery and user incentives to win share from rivals.
Why it matters to the stock. Quick commerce is taking revenue growth but is a major reason profit fell. Watch whether it can reach profitability as it scales.
News
Alibaba June quarter: cloud revenue up 45%, net income down 75%
Alibaba reported June-quarter 2026 revenue of RMB268.95 billion, up 9% year over year.
Earnings
Alibaba sets FY2026 dividend at US$1.05 per ADS, about US$2.5 billion
Alibaba's board approved an annual regular cash dividend for fiscal 2026 of US$0.13125 per ordinary share, or US$1.05 per ADS, totaling about US$2.5 billion.
Capital
Alibaba December quarter 2025: revenue up 2%, non-GAAP EPS down 67%
Alibaba reported revenue of RMB284.8 billion for the quarter ended December 31, 2025, up 2% year over year, with cloud growing 36%.
Earnings