Alibaba Cloud Spin-Off Notes

May 29, 2023 Update

On May 18, 2023, Alibaba announced that it would spin off its Cloud business.
Here are some screenshots from BABA’s full year earnings call:

Good Bloomberg article Alibaba Cuts Cloud Prices to Spur Growth Before Possible IPO

Good overview from WSJ: Alibaba Shares Are a Bet on Spinoffs, Not Growth

  • I didn’t realize revenue growth is actually pretty modest.