Is Alibaba's Cash Flow Pressure Making Its Growth Strategy Riskier?
ZACKS·2026-01-13 17:15

Key Takeaways Alibaba's September quarter showed a sharp drop in operating cash flow and a sizable free cash flow outflow.BABA spent about RMB120B on AI and cloud capex over four quarters, while monetization trails buildout.JD.com maintains steadier cash flow with a supply-chain model despite heavy logistics investment & rivalry.Alibaba’s (BABA) cash flow strain is increasingly highlighting the risks embedded in its expansion-led strategy. Despite healthy revenue traction in AI, cloud computing and commerce ...