Alibaba’s cloud revenue growth to slow to <30% YoY in Q3 2026

Market overview

Alibaba’s cloud revenue grew 38% YoY in Q1 2026, but competitive pressure and market saturation may reduce growth in Q3. Analysts expect deceleration as rivals like Tencent and Huawei gain traction.

earnings prediction market

Implied probability (Yes)

75%

Source: user-generated

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