Alibaba Group Holding Ltd.
BABApublicplatformE-Commerce & Cloud
China's largest e-commerce group; Alibaba Cloud leads China's cloud market, and the Qwen models are its own.
CAPEX, newest quarter · 2024 Q4
$3.30B
Typed by hand, from FY2025 Q4 Earnings (est.): the rules read CAPEX from a company's own reports, and Alibaba is not among the 37 companies they cover.
- Off the balance sheet →what it owes that its balance sheet does not carry, each fact counted once · verified 2026-09-28
- —
- Notes priced since 2024 →each tranche in the ledger as the company itself states it
- $2.6B
- Loans and credit facilities →new facilities as signed, from the company's own announcements
- —
- Debt due in 12 months →the company's own five-year schedule
- —
- Documents in the corpusthe company's own reports, announcements and earnings calls that the rules read
- 5
CAPEX by quarter · typed by hand
Typed by hand before the pipeline, each quarter from the document named in the table below: the rules read CAPEX from a company's own reports, and Alibaba is not among the 37 companies they cover.
Every quarter · typed by hand
8 rowstyped by hand
Typed by hand before the pipeline: the rules read CAPEX from a company's own reports, and Alibaba is not among the 37 companies they cover.
| 2024 Q4 | $3.30B | $37.10B | 8.9% | FY2025 Q4 Earnings (est.) Full calendar 2024: ~$12.2B — significant AI Cloud ramp |
| 2024 Q3 | $2.90B | $32.00B | 9.1% | FY2025 Q3 Earnings (est.) Converted from RMB at 7.2 RMB/USD |
| 2024 Q2 | $3.20B | $33.50B | 9.6% | FY2025 Q2 Earnings (est.) Converted from RMB at 7.2 RMB/USD |
| 2024 Q1 | $2.80B | $32.60B | 8.6% | FY2025 Q1 Earnings (est.) AI Cloud investment ramping. Converted from RMB. |
| 2023 Q4 | $2.20B | $36.70B | 6.0% | FY2024 Q4 Earnings (est.) Full calendar 2023: ~$8.2B |
| 2023 Q3 | $1.90B | $31.80B | 6.0% | FY2024 Q3 Earnings (est.) Converted from RMB at 7.2 RMB/USD |
| 2023 Q2 | $2.10B | $33.90B | 6.2% | FY2024 Q2 Earnings (est.) Converted from RMB at 7.2 RMB/USD |
| 2023 Q1 | $2.00B | $32.10B | 6.2% | FY2024 Q1 Earnings (est.) Alibaba FY ends March 31. Calendar Q1'23 ≈ Alibaba Q4 FY2023. Converted from RMB. |
Typed by hand
The first generation of this page, typed before the pipeline from calls, press releases and reports. No rule reads it, and it is not checked the way the figures the rules read are. Methodology →
Guidance tracker
typed by handFY2025-2027 (3yr AI Cloud)
On Track
“Over the next three years, Alibaba Cloud will invest more in AI infrastructure than it has in the past decade.”
Guided: $53.0B
Key quotes
typed by handEddie Wu·CEO·2024-05-14
“AI is the core driving force for Alibaba Cloud. We will invest more in AI infrastructure in the next three years than in the past decade.”
FY2024 Earnings Call · Alibaba FY2024 Earnings
chinaAIQwencloude-commerceAliyun