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Wu Yongming: Alibaba’s AI Model and Application Services’ ARR Set to Surpass 10 Billion Yuan in Q2, Top 30 Billion Yuan by Year-End
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Author：小编
During Alibaba’s fiscal fourth quarter of 2026 earnings call with analysts, the company revealed that revenue generated from its AI models and application services is experiencing exponential growth, emerging as a significant new revenue driver. Group CEO Wu Yongming forecasted that the annualized recurring revenue (ARR) for AI models and application services—including the Bailian MaaS platform—will exceed 10 billion yuan in the June quarter and surpass 30 billion yuan by the end of the year. The high-margin nature of this revenue stream is becoming increasingly apparent and is poised to act as a cornerstone for sustainable, high-quality revenue growth in the future.
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