Reported Earnings • May 21
Full year 2026 earnings released: EPS: CN¥45.63 (vs CN¥55.12 in FY 2025) Full year 2026 results: EPS: CN¥45.63 (down from CN¥55.12 in FY 2025). Revenue: CN¥1.02t (up 2.7% from FY 2025). Net income: CN¥105.9b (down 18% from FY 2025). Profit margin: 10% (down from 13% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 15% per year and the company’s share price has also increased by 15% per year. Declared Dividend • May 20
Dividend of US$1.03 announced Shareholders will receive a dividend of US$1.03. Ex-date: 11th June 2026 Payment date: 13th July 2026 Dividend yield will be 0.9%, which is lower than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (16% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased over the past 3 years and payments have been stable during that time. EPS is expected to grow by 65% over the next 3 years, which should provide support to the dividend and adequate earnings cover. 공시 • May 15
Alibaba Group Holding Limited announces Annual dividend, payable on July 13, 2026 Alibaba Group Holding Limited announced Annual dividend of USD 1.0300 per share payable on July 13, 2026, ex-date on June 11, 2026 and record date on June 11, 2026. 공시 • May 02
Alibaba International Digital Commerce Group Launches Accio Work and Accio Launchpad Alibaba International Digital Commerce Group (Alibaba International) recorded over 230,000 businesses worldwide who have successfully deployed autonomous Agentic Business Teams to manage their e-commerce operations. Accio Work acts as a full-stack digital workforce, where users assign roles to specialized AI agents that collaborate to execute complex tasks. Building on this momentum, Accio Work is expanding to serve B2B sellers on Alibaba.com. Launching in late April, this new capability allows sellers to manage their entire Alibaba.com store directly through Accio Work -- from tracking performance and updating product listings to optimizing daily operations, all via simple natural language commands. In addition to these operational upgrades, Accio Work is extending the reach of its agentic business teams beyond digital retail with the launch of Accio Launchpad. This specialized program is designed specifically for non-product-focused enterprises such as cultural institutions, content creators and tech start-ups who want to create branded merchandise but lack manufacturing expertise. Managed by an autonomous agent team, it guides users from abstract concepts to tangible production by managing material specifications, supplier matching and quality control. The Accio Launchpad program is now open to applications from eligible businesses seeking access to AI-powered tools, expert support and the resources to bring branded merchandise to market. Applications are reviewed on a rolling basis. The Mucha Foundation Art Museum in Prague (Czech Republic) recently demonstrated the power of this approach while developing a souvenir line honoring Art Nouveau legend Alphonse Mucha. Tasked with producing high-craftsmanship items like custom umbrellas and embossed magnets without an internal manufacturing team, the museum used Accio Work to transition from idea to production in record time. The Agentic Business Team executed thousands of steps, including selecting advanced 3D-embossing techniques and negotiating with specialized manufacturers. The result is a curated, limited-edition collection scheduled for launch this June, transforming artistic vision into reality without the need for fragmented tools or industry connections. 공시 • Apr 29
Alibaba Group Holding Limited to Report Q4, 2026 Results on May 13, 2026 Alibaba Group Holding Limited announced that they will report Q4, 2026 results at 9:30 AM, US Eastern Standard Time on May 13, 2026 공시 • Apr 09
Ultra Accelerator Link Consortium Publishes Four Specifications Defining In-Network Compute, Chiplets, Manageability and 200G Performance Ultra Accelerator Link Consortium, the industry standards organization developing the open scale-up interconnect for next-generation AI workloads, announced the ratification of the next UALink Specification, which encompasses three major additions – In-Network Compute, Chiplet Definition, and Manageability. The new specifications support the deployment of UALink solutions in multi-workload environments, while simultaneously helping improve UALink technology efficiency, performance for AI workloads and ease of implementation. The UALink Consortium provides a standardized foundation for accelerator connectivity at scale, helping drive innovation, increase deployment flexibility and support the rapidly growing performance demands of next-generation AI workloads. The new specification update is facilitated through UALink Consortium’s open governance model, which fosters innovation while enabling a robust, multi-vendor supply chain, providing system designers and cloud providers with the necessary flexibility to deploy interoperable solutions without vendor lock-in. New UALink Specifications: UALink Common Specification 2.0 introduces In-Network Compute for UALink technology, facilitating computation and communication between accelerators. Reduces latency, saves bandwidth, and improves scaling efficiency for distributed training and inference for AI solutions for complex and multi-workload environments for UALink systems. UALink 200G Data Link and Physical Layers (DL/PL) Specification 2.0 split the DL/PL Specification from the UALink Common Specification to enable UALink to move quickly as new physical layers and speeds are needed by the industry without requiring changes to the other specifications. UALink Manageability Specification 1.0 introduces UALink as a system with centralized control and management planes. Utilizes standardized protocols, modeling and APIs like gNMI, Yang, SAI and Redfish. UALink Chiplet Specification 1.0 defines the necessary information to integrate UALink technology into chiplet-based SoCs, including interfaces, form factors, flow control and chiplet management standardization. Fully compliant with the UCIe 3.0 Specification for simplified integration into existing chiplet ecosystems. All of the UALink specifications are available for public download. 
