Revenue segments as reported by the company.

Core Commerce

Cloud Computing

Digital Media & Entertainment

Other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Product Development

Amortization of intangible assets

Impairment of goodwill

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Alibaba

Taobao is a Chinese online shopping website, which is operated in Hangzhou, Zhejiang by Alibaba Group. It is one of the world's biggest e-commerce websites, as well as one of the world's top 10 most visited websites according to Alexa. As of February 2018, Taobao has over 580 million monthly active users. Founded by Alibaba Group on May 10, 2003, Taobao Marketplace facilitates consumer-to-consumer (C2C) retail by providing a platform for small businesses and individual entrepreneurs to open online stores that mainly cater to consumers in Chinese-speaking regions (Mainland China, Hong Kong, Macau and Taiwan) and also abroad.

Taobao

South China Morning Post is a century old Hong Kong-based, English-language newspaper. It was aquired in December 2015 for about $266 million as part of its plan to grow its media and entertainment business.

South China Morning Post

Lazada is an e-commerce company in six Southeast Asian countries: Vietnam, Indonesia, Malaysia, Singapore, the Philippines and Thailand and is based in Singapore. Lazada was aquired in April 2016 in a $1 billion deal with its founder, Rocket Internet, making it Alibaba’s largest acquisition to date.

Lazada

AutoNavi is a Chinese map and navigation company, in 2014. The company has been providing mapping data to Google for more than a decade, and it also has connections with Apple Inc.

AutoNavi

Ant Financial (Alipay) is a third-party mobile and online payment platform, established in Hangzhou, China in February 2004 by Alibaba Group and its founder Jack Ma. In 2015, Alipay moved its headquarters to Pudong, Shanghai, although its parent company Ant Financial remains Hangzhou-based.  Alipay overtook PayPal as the world's largest mobile payment platform in 2013. In the fourth quarter of 2016, Alipay had a 54% share of China's US$5.5 trillion mobile payment market, by far the largest in the world, although its share fell from 71% in 2015 as its rival Tencent's WeChat Pay was rapidly catching up.

Ant Financial

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Alibaba reports steady Q1 revenue growth and plans cloud spin-off

Alibaba reported steady revenue growth and a strong focus on core strategies in response to market opportunities. The decision to fully spin off its cloud intelligence group and explore raising external capital reflects a strategic shift towards unlocking shareholder value and global expansion.

Alibaba reports strong Q2 earnings, focuses on AI and international growth

Alibaba Group's Q2 2023 earnings call showcased strong financial performance across various business segments, with a focus on forward-looking statements and strategic investments. The company's digital commerce platforms, cloud segment, and digital media entertainment business group demonstrated notable strengths. However, challenges in navigating the competitive landscape and addressing margin performance for Tmall and Taobao were highlighted. Opportunities lie in leveraging AI and the unique advantage of supply from China for international business growth.

Alibaba reports steady Q3 growth, focuses on AI and cloud

Alibaba's Q3 performance showed revenue growth and improved EBITDA despite challenges in the China market due to COVID.
Strategic investments in AI, cloud computing, and public cloud offerings highlight Alibaba's focus on future growth and innovation.
The company faces challenges in balancing growth, deploying the buyback program effectively, and navigating the impact of COVID on operations.

Alibaba reports solid Q4 results, eyes cloud and global expansion

Alibaba's Q4 performance reflects growth in revenue and EBITDA, driven by strategic focus areas.
Strengths lie in cloud leadership, diversified portfolio, and commitment to enhancing shareholder value.
Challenges include cloud revenue growth, market competition, and balancing profitability with investments.
Opportunities exist in cloud services, AI technology, market expansion, and operational efficiencies.

Alibaba reports solid Q1 earnings, eyes AI revolution and global growth

Alibaba's Q1 2024 earnings call highlighted strong revenue growth, improved EBITDA, and robust free cash flow generation.
The company's focus on user experience, technology innovation, and strategic investments positions it for future growth.
Challenges include margin performance, international competition, and evolving AI landscape, while opportunities exist in AI revolution, cloud services, and overseas commerce.
Alibaba remains confident in maintaining leadership through ongoing investments and strategic positioning in key growth areas.

Alibaba reports robust Q2 earnings, eyes global expansion opportunities

Alibaba's Q2 2024 earnings call highlighted strong financial performance, strategic focus on technology-driven businesses, and market expansion efforts in key regions. Despite challenges related to regulatory restrictions, the company remains well-positioned for growth and value creation for shareholders.

Alibaba reports Q3 revenue growth and plans U.S. market expansion

Alibaba's Q3 2024 earnings call showcased revenue growth, strategic focus on core businesses, and significant shareholder return initiatives. Challenges included decreased non-GAAP net income and widened losses in the AIDC business. Opportunities lie in expanding investments in the U.S. market and improving efficiency in local businesses.

Alibaba reports robust Q4 performance, eyes growth amid challenges

Alibaba's Q4 2024 earnings call highlighted strong financial performance, positive consumer confidence, and strategic initiatives for future growth.
The company's focus on core businesses, AI development, and shareholder returns underscores its commitment to long-term success.
While facing challenges in competitive markets and macroeconomic conditions, Alibaba is well-positioned to leverage opportunities in consumer spending and technology innovation.
By optimizing operations, enhancing user experience, and expanding supply chain capabilities, Alibaba aims to drive sustained growth and shareholder value.

Alibaba excels in Q1 2025 with user-first strategy and cloud growth

Alibaba's Q1 2025 earnings call reflects robust performance, strategic initiatives driving growth, and a focus on profitability. The company's strengths in key segments and plans for expansion signal long-term resilience. Challenges in monetization and competition require careful navigation, while opportunities in new markets and technology advancements offer growth potential.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Shift4 Payments

Molina Healthcare

Michael Burry is best-known as the billionaire investor who correctly predicted the housing market crash in 2007 that was detailed in the book, The Big Short.

No Big Short Here: Michael Burry Put 50% of His Money in These 3 Stocks

For more than a year, Alibaba (NYSE: BABA) has been an uncertain investment as a combination of decline and volatility marked its performance.

Monster insider trading alert for Alibaba stock

Alibaba's stock remains a soft 'buy' due to attractive pricing and a recent regulatory victory, despite mixed performance across its diverse operations. The company's Taobao and Tmall Group saw a slight revenue decline, but Alibaba International Digital Commerce Group and Cloud Intelligence Group showed significant growth. Investments in technology and user experience have impacted short-term profits, but these are strategic moves for long-term improvement.

Alibaba Should Keep Rising From Here

Alibaba is at an inflection point. The company has addressed key regulatory challenges and is now focused on leveraging its core strengths in e-commerce and technology to drive profit expansion. Meanwhile, Alibaba Cloud is poised to be a key growth engine for Alibaba Group, with a clear pathway to revenue expansion and margin improvement. With shares trading at less than 10x P/E compared to a 3-year average of 17x and an industry benchmark of 14x, I anticipate BABA's valuation could rise to 14-15x earnings.

Alibaba: Valuation Re-Rating Potential With Upside Catalysts

Recently, Zacks.com users have been paying close attention to Alibaba (BABA). This makes it worthwhile to examine what the stock has in store.

Here is What to Know Beyond Why Alibaba Group Holding Limited (BABA) is a Trending Stock

Apple

Taobao topped Singapore's App Store charts after launching an AI-powered English version, enhancing accessibility for non-Chinese users. Singapore and Malaysia are the first markets to offer this update, with AI translations simplifying shopping though the experience has some imperfections like literal translations and currency display issues.

Alibaba's Taobao shopping app launches AI-powered English version in Singapore, jumps to first place in Apple's App Store

Alibaba Group Holdings Ltd BABA BABAF isn't just aiming to dominate e-commerce—it's positioning itself as a major player in the AI revolution.

EXCLUSIVE: AI To 'Turbocharge' Alibaba's Cloud In Bid To Rival Microsoft, Amazon, Says Strategist

Salesforce

CINCINNATI--(BUSINESS WIRE)--enosix, a certified Salesforce and SAP partner, is transforming order-to-cash processes with a suite of user-friendly Aura and Lightning apps. These applications integrate effortlessly with client's SAP systems, enabling businesses to streamline operations and boost efficiency across Salesforce Commerce Cloud, CPQ, Manufacturing Cloud, Service Cloud, and Sales Cloud. enosix provides a unique suite of applications designed to support comprehensive order-to-cash proce.

Alibaba Cloud Leverages enosix and Salesforce to Unlock SAP in China

Alibaba's stock is significantly undervalued, with a 247% potential upside, driven by strong fundamentals and commitment to innovation, particularly in AI. The company is enhancing its ecosystem through partnerships, including with Mastercard and Tencent's WeChat, and investing heavily in AI capabilities. Alibaba's robust financial position, with nearly $30 billion in net debt, provides ample resources for growth and innovation.

Alibaba: Ready To Take Off

Pinduoduo Inc - ADR

A letter to employees said competition will only make the e-commerce giant stronger.

Alibaba Is Battling with Temu Parent PDD. Why That's a Good Thing.

Baidu

Many of the world's most influential hedge funds use relative value strategies, which involve going long on undervalued stocks and shorting overvalued stocks. This approach is part of long/short equity strategies, a common practice in hedge funds to manage risk and maximize returns regardless of whether the overall market is rising or falling.

Why Hedge Funds Are Betting Big on Alibaba and Baidu for 2024

Alibaba's Q1 earnings showed mixed results, with 4% revenue growth but a 27% decrease in bottom line; however, the company's strong cash position and low debt are positives. Ali Cloud is gaining market share domestically and investing heavily to compete globally. The company's AI and international expansion efforts are promising but still unprofitable; long-term investments should yield returns.

Even Under Conservative Estimates, Alibaba Is A Steal (Rating Upgrade)

Disney

PayPal

When people observe the track records of Wall Street titans like Warren Buffett, who hold stocks through any storm and always come out ahead, they often miss the bigger picture. The big picture in this case is that these investors find companies with relatively attractive risk-to-reward ratios and a fundamental belief that there is an upside in the near future for these stocks.

Top 3 Stocks to Secure Strong Returns Through Market Uncertainty

Shares in Alibaba Group , jumped 4.2% on Tuesday as investors cheered its inclusion on China's mainland stock exchanges after the e-commerce giant upgraded its Hong Kong listing to primary status last month.

Alibaba shares jump 4% on its addition to mainland Stock Connect Scheme

JD.com

China's Cyber ​​Security Association released on Tuesday a list of 62 apps, including from JD.com and Alibaba , which have completed personal data collection and use compliance protocols.

Chinese apps including from JD.com and Alibaba complete data compliance process

China's Shanghai and Shenzhen stock exchanges will include Chinese e-commerce giant Alibaba Group and some other companies into its Stock Connect cross-border investment scheme from Tuesday, separate filings showed on Monday.

Chinese stock exchanges add Alibaba into Stock Connect Scheme

China's producer price deflation got worse last month. It's the latest sign that stagnant demand is dragging down the world's second-largest economy.

Alibaba, JD.com, and Other China Stocks Slide. The Threat of Deflation Isn't Going Away.

Alibaba completed its 3-year regulatory rectification, easing concerns and enabling domestic growth with China's support. Stock trades at $82, with a 2024 target of $94 and a bullish potential of $107. Dual-primary listing in Hong Kong targets $12 billion and attracts mainland China investors for increased liquidity.

Alibaba Emerges From Regulatory Scrutiny

Mastercard

MA joins Alibaba.com and Cardless to roll out the new Business Edge Credit card for offering rewards to small business owners in the form of cashback and other rewards.

Mastercard Partners Alibaba.com to Launch a New Credit Card

The platform's premier B2B e-commerce event marks the launch of its first co-branded credit card, upgraded financial and  logistics solutions for U.S. b usinesses LAS VEGAS , Sept. 5, 2024  /PRNewswire/ -- Alibaba.com, a leading platform for global business-to-business (B2B) e-commerce and a business unit of Alibaba International Digital Commerce Group, today announced its new artificial intelligence (AI)-powered sourcing agent, along with new financial and logistics solutions, at its second annual CoCreate conference , which kicks off in Las Vegas today.

Alibaba.com Unveils Game-Changing AI Sourcing Agent, Helping SMEs Simplify Global Trade

I see very mixed results for Alibaba Group Holding Limited's FY Q1 earnings. Margin pressures and growth uncertainties are among the top of my concerns. The Alibaba bulls are drastically underestimating these headwinds and overstating the attractiveness of its low P/E.

Alibaba Q1: Bulls Underestimated The Headwinds Ahead

Alibaba has outperformed the broader U.S. market since June 5, delivering a 6.7% total return. Despite a 12.9% decline over the last twelve months, Alibaba is up 6.4% YTD, outperforming the iShares MSCI China ETF. Valuation ratios indicate substantial undervaluation, with current multiples significantly below historical averages.

Alibaba: Riding The Wave Of A Strengthening Macroeconomic Environment

Alibaba's new leadership, with Eddie Wu as CEO, focuses on improving customer experience and stabilizing market share. GMV growth has shown resiliency for two consecutive quarters. The Cloud and International Commerce segments are improving and could prove to be key economic profit drivers in the future.

Alibaba: Now Or Never

HANGZHOU, China , Sept. 4, 2024 /PRNewswire/ -- Alibaba International Digital Commerce Group ("Alibaba International") today concluded its Global E-commerce Challenge (GEC) 2024 with a global finals event in Hangzhou, China, spotlighting exceptional young innovators worldwide.

Alibaba International Wraps Up 2024 Global E-Commerce Challenge, Highlighting Youth Innovation

Though Michael Burry is best known for taking skillful short positions – as exemplified by his role in the famous ‘ Big Short ' during the Great Recession – his most-discussed current trade has been his investment in Alibaba (NYSE: BABA).

News for Alibaba Stock (BABA)