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

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Wall Street Analysts Think Alibaba (BABA) Is a Good Investment: Is It?

Baidu

The move is a sign of concerns that growth is weak, says UBS's Paul Donovan.

Alibaba and Baidu Stocks Rise. Blame China's Surprise Rate Cut.

Alibaba's conservative balance sheet, bargain valuation, and steady growth forecast support the stock as an attractive investment option. Building trading momentum on the charts points to buyers slowly gaining the advantage over sellers. Potential catalysts like a new share listing in Hong Kong and the potential for a cooling in U.S.-China relations after the November election make BABA a compelling long-term investment idea.

Alibaba: Super Bullish Chart Momentum, Crossed With Bargain Valuation

Yum China Hlds

Since the post-pandemic reopening, China's economy has struggled to return to its growth trajectory. Still, China is the second largest global economy, accounting for 15% of global exports.

3 Chinese Stocks to Buy Now: Q3 Edition

Disney

EPR Properties

Intel

Lithium Americas Corp

Pfizer

Western Union

The stock market has been on a tear lately, but not all stocks are sharing in the gains. A handful of industries and outlier companies are driving the broader market rally, while many other stocks have been left behind.

7 Hated Stocks Set to Make a Major Comeback This Year

Snowflake

Zscaler

The stock market is starting to broaden, with some low-tech value plays helping propel the S&P 500 ahead of the growth- and tech-heavy Nasdaq 100 for a change. Undoubtedly, the great rotation from mega-cap tech to other less-heated parts of the market, including the small- and mid-caps, may begin a prolonged breather for the Magnificent Seven and equally hot semiconductor firms.

3 Cloud Computing Stocks to Buy Now: Q3 Edition

Tencent Holdings Limited

Allspring's Alison Shimada favors companies with strong balance sheets and free cash flow. Why she likes China, India, and Turkey.

Alibaba, Tencent and Other Emerging Market Stocks on This Pro's Shopping List

Amazon

Datadog

Cloud-enabled quantum computing will alter industries by providing unprecedented processing speeds for difficult problem-solving and enhancing quantum capabilities via cloud platforms. As a result, cloud computing stocks will continue to rise, and astute investors will avoid them at their peril.

3 Cloud Computing Stocks That Could Be Multibaggers in the Making: July Edition

Chinese e-commerce and cloud behemoth Alibaba stock has been a weak performer this year, rising by just about 1% since early January. In comparison, its U.S.-based peer Amazon has gained a solid 27% over the same period.

What's Happening With Alibaba Stock?

In the most recent trading session, Alibaba (BABA) closed at $78.38, indicating a +0.47% shift from the previous trading day.

Here's Why Alibaba (BABA) Gained But Lagged the Market Today

This article is follow-up coverage to my previous article published in January. BABA stock has gained 7.63% since January 2024, with strong fundamentals and growth potential. Technical analysis shows a bullish trend, with indicators pointing to further upside potential.

Alibaba: GenAI To Steer Long-Term Growth Amid Bullish Momentum, Buy (Technical Analysis)

HubSpot

Cloud computing is key to modern technologies. Enterprises across industry verticals are pursuing digital transformation strategies in order to facilitate cost synergies.

3 Cloud Computing Stocks to Buy at 52-Week Lows in July

Carnival

Tesla

Carnival is successfully converting strong travel demand into higher profitability. Tesla saw a jump in electric vehicle deliveries last quarter, which could signal the end of the stock's recent slump.

3 Stocks Down 42% to 75% to Buy Right Now

JD.com

China's second-quarter growth figures disappointed. Especially bad were retail numbers, affecting these three "cheap" consumer tech names.

Why Alibaba, Baidu, and JD.com Were Down Today

Baidu, Alibaba, and Tencent were falling on Monday.

Chinese Stocks Fall on Disappointing Economic Growth

The U.S.-listed shares of China-based companies took a broad hit Monday after data showed that China's economy grew at a weaker rate than expected in the second quarter.

Nio, Alibaba shares fall on weak China data and improved odds of a Trump win

As the dominant eCommerce giant, Alibaba Group Holding Ltd. NYSE: BABA is often considered the Amazon.com Inc. NASDAQ: AMZN of China.

5 Reasons Why This Stock is a Steal At These Prices

Alphabet

Microsoft

David Tepper likely sees significant potential in this Chinese AI stock. Bill Ackman seems to think it is too early to give up on this one-time AI leader.

Missed Out on Nvidia? Billionaires Are Buying These 3 Artificial Intelligence (AI) Stocks Hand Over Fist

Wellcome Trust, a charitable foundation focused on science and health, sold most of its U.S.-traded shares of the Cinese tech companies.

Big Foundation Slashes Stakes in Chinese Stocks Alibaba, JD.com

Alibaba (BABA) leverages generative AI capabilities in a bid to boost its international e-commerce business.

Alibaba's (BABA) Generative AI Efforts to Boost AIDC Segment

Baidu Inc (NASDAQ:BIDU) stock is up 2.1% to trade at $99.99 at last check amid growing robotaxi demand, but it's not the only China-based name rallying today.

3 Rising China-Based Stocks for Investors to Monitor

Alibaba Group is reportedly using generative artificial intelligence to strengthen its renewed efforts to expand overseas.

Alibaba: Generative AI Tools Drive 30% Increase in eCommerce Orders

Alibaba (BABA) gains in the past six months on the back of its expanding international commerce business and an improving domestic e-commerce business.

Alibaba (BABA) Gains 4.6% in 6 Months: What's Next for Investors?

There was a great deal of uncertainty surrounding Apple (NASDAQ: AAPL ) and its AI strategy (or lack of one) entering this year. With the first half now over, investors now have more understanding of where Apple is headed in the AI age.

Apple's AI Dilemma: 3 Chinese Stocks That Could Fill the Gap

Alibaba's stock has underperformed the general market. The new management team is executing on its turnaround plan.

News for Alibaba Stock (BABA)