金色财经
金色财经|May 13, 2026 11:49
[Wu Yongming: Alibaba AI Model and Application ARR to Exceed 10 Billion Yuan in June Quarter, Surpassing 30 Billion Yuan by Year-End] Golden Finance reported on May 13 that during the FY2026 Q4 earnings call, Alibaba stated that revenue from AI models and application services is experiencing exponential growth, becoming a brand-new revenue engine. Wu Yongming predicts that in the June quarter, the annualized recurring revenue (ARR) of AI models and application services, including the BaiLian MaaS platform, will exceed 10 billion yuan and surpass 30 billion yuan by year-end. 'The high profit margin advantage of this revenue segment is becoming increasingly evident and will serve as a pillar for our future healthy and high-quality revenue growth.' (Interface News)
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