Will Alibaba's September 2026 quarter AI Cloud and Compute Services revenue be >=RMB50.0bn in its first reported earnings release by Nov 19, 2026 18:00 UTC?
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Delphi’s forecast
- Yes, >=RMB50.0bn93.3%$0.93
- No, <RMB50.0bn or unreported6.8%$0.07
Forecast only. Not tradable.
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Forecast reasoning
Alibaba's AI Cloud and Compute Services revenue reached RMB48.4 billion in the June quarter with 45% growth, and multiple analysts project over 50% growth acceleration for the September quarter, which at that rate would exceed RMB50 billion. Results are confirmed for release on November 19, 2026, within the forecasting deadline.