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

Other gains, net

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 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

Earnings data Q3 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.

Alibaba excels in Q2 2025, eyes AI innovation for growth

Alibaba's Q2 2025 performance reflects strong growth in core segments and successful initiatives like the 11-11 Global Shopping Festival. The company's focus on AI and cloud technologies underscores a commitment to innovation and market leadership.
While facing margin and profitability challenges, Alibaba's solid financial position and ongoing investments position it well for future growth. Careful management of fee implementations and a focus on AI-driven efficiencies present avenues for sustained success.

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

A short time ago, many Wall Street pundits were convinced that China's massive economy would finally take the throne from the United States. However, three factors have taken the U.S. and China's economies in opposite directions: housing, debt, and a slow post-COVID economic recovery.

Is it Time to Buy Chinese Stocks?

Alibaba's investments in improving the customer experience are starting off well.

I Update My Alibaba Stock Buy Recommendation

Alibaba Group Holding Ltd. (BABA, Financial) is one of the largest Chinese equities in the word, having a market capitalization of approximately $180 billion at $75 per share.

Understanding Alibaba's Market Position, Financial Outlook

I still believe that Alibaba stock has substantial potential to continue its reversal, which, I think, has already begun. This is particularly true when considering the short- to medium-term period. I'm not particularly fond of the CCP's approach to reviving growth in the financial markets. But Chinese equities became too cheap and oversold to ignore. I believe Alibaba will be one of the leading stocks in the potential recovery of the Chinese stock market.

Alibaba's Reversal Keeps Going

Though the most recent 13-f filed by ‘ The Big Short's ' Michael Burry and his Scion Asset Management revealed massive changes to the portfolio with the complete sale of 11 positions and opening of 5 new ones, the situation at the top remained nearly identical as it was in the first quarter of the year.

Here's ‘The Big Short' Michael Burry's largest stock position

I have stayed on the sidelines for Alibaba. But now despite Q1FY25's lackluster revenue growth and no margin improvement, I am joining Wall St and Michael Burry as a bull. There are some growth shoots in Cloud and AIDC, driven by customers' increased budgets for AI-related cloud computing spends and an improved platform experience, respectively. My confidence in margin expansion is higher now as management has indicated a greater focus on monetization with a clearer timeline of 1-2 years to achieve breakeven in unprofitable businesses.

Alibaba: Bullish On Cloud, International Digital Commerce And Margin Expansion

Alibaba's stock has been under pressure due to geopolitical risk, weak consumer spending in China, and intensified competition, which have compressed its valuation multiples. 1Q FY2025 earnings showed revenue growth miss, driven by sales decline in its China commerce business, but the management implied a potential rebound in coming quarters. Its cloud segment is experiencing a growth rebound, while it is also increasing its capital expenditures on AI-related initiatives.

Alibaba: Anticipating A Growth Rebound In Core Retail Business

Alibaba beat Q1'25 earnings expectations, but missed on revenue. Alibaba's saw a 3 PP revenue growth deceleration in the last quarter due to a decline in growth in the Taobao and Tmall Group. However, Cloud and international e-Commerce prevented worse.

Alibaba: High Safety Margin

Alibaba's (BABA) first-quarter fiscal 2025 results benefit from strength in international commerce, cloud and logistics businesses. However, weak China commerce retail business offset its performance.

Alibaba (BABA) Q1 Earnings Beat Estimates, Revenues Rise Y/Y

Alibaba Group Holding Limited BABA stock gained on Friday after multiple analysts raised their price forecasts following the company's mixed fiscal first-quarter earnings on Thursday.

Alibaba's Cloud And Digital Commerce Segment Performance Drive Analyst Optimism After Q1 Earnings

Walmart

They are two of the world's largest retailers that reflect two of the world's largest economies.

What Alibaba, Walmart Results Say About the China and U.S. Economies

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Alibaba To Rally Around 11%? Here Are 10 Top Analyst Forecasts For Friday

JD.com

Quarterly results out late Thursday from Chinese e-commerce giants Alibaba and JD.com underscored the weakness in China's consumer market. Alibaba's Hong Kong-listed shares rose by 5% Friday in afternoon trading, while those of JD were up 9%.

Alibaba, JD.com results underscore the slowdown in Chinese consumer demand

Baidu

Shift4 Payments

Alphabet

Hudson Pacific Properties

Molina Healthcare

Netflix

Block

Uber

In one of his more shocking moves, Michael Burry of ‘ The Big Short ' has decided to sell all of his gold and direct his investments elsewhere – including consumerism, office space for technology companies, the strength of the United States dollar, Chinese stocks, and the U.S. job market.

Michael Burry's shocking move: Ditching gold for bold bet on these assets

Amazon

Microsoft

Tepper reduced Appaloosa's stakes in Alibaba, Amazon, Microsoft, Meta, and Alphabet in Q2. There's no clear reason why the billionaire hedge fund manager sold these top AI stocks.

Billionaire David Tepper Just Slashed His Positions in These 5 Artificial Intelligence (AI) Stocks. Should You Sell Them, Too?

Cisco Systems

Dollar Tree

Wall Street is having a stellar day following strong retail sales data , with the major indexes completely recovering their early month deficits caused by a  global market selloff.

3 Stocks Seeing High Options Volume

Alibaba Group Holding's (BABA) U.S.-traded shares shook off premarket struggles Thursday following quarterly results that missed expectations.

Alibaba Stock Mostly Recovers After Earnings Miss

U.S. stocks traded higher toward the end of trading, with the S&P 500 gaining around 1.5% on Thursday.

Crude Oil Gains Over 1%; Alibaba Posts Weak Revenue

Alibaba's ADR price continues to find resilience at the $80 level, in line with our previous expectations for continued range-bound trading despite gradual, yet consistent, improvements to quarterly fundamentals. Although a tepid revenue showing at first glance, a deeper dive shows sustained margin expansion in the long-run as its revamped business model under new management delivers durable scale benefits. Pairing Alibaba's underlying business fundamental improvements with impending inflection drivers, the stock is likely ripe for a sustained valuation uplift in the near-term.

Has Alibaba Bottomed? Hints From Q1 FY2025 Earnings

Alibaba Group reported disappointing financial results for the June quarter of 2024, missing both revenue and profit expectations.  The company's struggles reflect broader challenges in its core domestic market, where competition and consumer sentiment have exerted significant pressure.

Alibaba misses Q2 revenue targets with 29% decline in net income amid domestic e-commerce slump

Michael Burry, the founder of Scion Asset Management and renowned for his visionary bet against the housing market in 2008, continues to captivate the investment community with his unconventional strategies. His latest portfolio disclosures, revealed in the recent 13F filing for the second quarter of 2024, have sparked considerable interest, particularly his significant increase in Alibaba Group Holding Ltd NYSE: BABA shares and a substantial reduction in his overall portfolio size.

Michael Burry's Alibaba Bet and the Broader Market Implications

Alibaba Group (NYSE:BABA) reported mixed financial results for the second quarter, with earnings ahead of estimates but revenue falling short. The China-headquartered online marketplace said its revenue increased 4% to $33.47 million, missing the Street consensus estimate of $34.81 billion.

Alibaba misses quarterly revenue estimates amid China retail slump

Alibaba's Chinese commerce business has shrunk for the first time amid weak consumer spending. The Chinese conglomerate released earnings Thursday (Aug. 15) showing a 27% decline in profit, which dampened the hopes of a turnaround for the company, Bloomberg News reported.

Alibaba's Profits Fall 27% as Chinese Consumers Cut Back

Alibaba Group Holding Limited (NYSE:BABA ) Q1 2025 Results Conference Call August 15, 2024 7:30 AM ET Company Participants Joe Tsai - Chairman Eddie Wu - Chief Executive Officer Toby Xu - Chief Financial Officer Jiang Fan - Chief Executive Officer, Alibaba International Digital Commerce Rob Lin - Head of Investor Relations Conference Call Participants Ronald Keung - Goldman Sachs Alicia Yap - Citigroup Thomas Chong - Jefferies Ellie Jiang - Macquarie Gary Yu - Morgan Stanley Kenneth Fong - UBS James Lee - Mizuho Youssef Squali - Truist Operator Good day, ladies and gentlemen. Thank you for standing by.

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