UBS Predicts Strong Q2 for Alibaba Driven by E-commerce, Cloud, and AI
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- UBS analysts forecast strong June quarter results for Alibaba, citing improved e-commerce margins, reduced food delivery losses, and accelerated cloud growth.
- The market is expected to refocus on Alibaba's valuable AI assets, with AI model services projected to reach 10 billion yuan in annual recurring revenue.
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Alibaba typically releases its June quarter results in August. UBS cited margin improvements in Alibaba’s core e-commerce operations, narrowing losses in the food delivery business and accelerating cloud growth with improving margins as reasons for a positive outlook.
Alibaba, which owns the South China Morning Post, typically releases its June quarter results in August.
In a research note on Wednesday, UBS cited margin improvements in Alibaba’s core e-commerce operations, narrowing losses in the food delivery business and accelerating cloud growth with improving margins as reasons the market was unlikely to cut the earnings forecast for the quarter.
“With that, the market is likely to refocus on its valuable AI assets and AI growth angle,” UBS analysts led by Kenneth Fong said in the note.
The bank expected Alibaba’s cloud unit to enjoy 45 per cent revenue growth in the June quarter, while the annual recurring revenue (ARR) of its AI model services was projected to reach 10 billion yuan (US$1.5 billion). ARR is used to project a firm’s 12-month revenue by extrapolating earnings from a shorter period, such as a month or a quarter.
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Alibaba’s cloud unit will enjoy 45% revenue growth in the June quarter.
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Annual recurring revenue (ARR) of Alibaba’s AI model services will reach 10 billion yuan (US$1.5 billion).
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