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

Recent Chinese stimulus has driven Alibaba stock up, validating my recommendation to buy long-dated call options for explosive upside while capping downside. With BABA's implied volatility at extreme highs, it's time to close long calls and start selling out-of-the-money puts to capitalize on premium decay. Shorting puts expiring in under 60 days offers a reasonable risk-reward, given the high IV and the Chinese government's support for economic stability.

Alibaba Call Options Update: It's Time To Sell Puts After The Rally

Baidu

iShares China Large-Cap ETF

JD.com

KraneShares CSI China Internet ETF

iShares MSCI China ETF

Pinduoduo Inc - ADR

Investors around the world are wondering how much longer the latest face-ripping rally in Chinese stocks can last. One longtime China analyst might have some answers.

Chinese stocks could be headed for a ‘megarally' with gains of up to 100%, veteran analyst says

In the most recent trading session, Alibaba (BABA) closed at $106.12, indicating a -1.13% shift from the previous trading day.

Alibaba (BABA) Stock Drops Despite Market Gains: Important Facts to Note

Chinese stock markets are having their best week in over a decade. Indeces of major stock markets in the country have seen their values soar over the past five days, with the Shanghai Stock Exchange Composite Index up over 21%, the CSI 300 Index up over 25%, and the Hong Kong Hang Seng Index up over 15%.

Alibaba, Baidu, JD, and other Chinese stocks keep rising as stimulus measures boost markets: Here's what's going on

Global X China Consumer ETF

Emerging Markets Internet & Ecommerce ETF

First Trust Dow Jones International Internet ETF

iShares Lithium Miners and Producers ETF

US Global Jets ETF

KraneShares Hang Seng Tech Index ETF

United States Natural Gas Fund LP

Contrary to its odd reputation, Wall Street delivered an upbeat performance in September.

Best-Performing ETF Areas of September

The Shanghai Composite rallied 8.06% in its best day since September 2008.

China stocks just had their best day in 16 years, sending related U.S. ETFs soaring

MercadoLibre

Ulta Beauty

Investors who need more time or knowledge to pick individual stocks tend to walk away with the high single-digit returns that the S&P 500 historically offers. However, now that the stock market is entering a new cycle of lower interest rates and steepening yield curves, it is best to pick a select few companies with the potential to outperform for the next decade.

3 Multi-Bagger Stocks to Buy Now for Explosive Growth

Chinese stocks were surging again on Monday ahead of a national holiday.

Alibaba, JD and Baidu Stocks Rise. The China Trade Is Still Thriving.

Alibaba stock jumped after China's central bank on Sunday told banks to lower mortgage rates for existing home loans before Oct. 31.

Alibaba Stock Vaults To New Highs On More Stimulus News, But Is BABA Stock A Buy Now?

Chinese stocks soared on Monday, extending gains for the beleaguered asset class on hopes policymakers will pair their monetary support with fiscal policy action.

Chinese stocks soar again on hopes for further stimulus

China's stock market experienced a meteoric rise this week, fully recovering from a previous crash that raised concerns.

China's stock market has gone parabolic this week; Will others follow?

Chinese monetary stimulus is a strong re-rating catalyst. Dovish surprises and continued rate cuts and measures to encourage stock pledges and buybacks can support BABA stock and other Chinese equities. There are signs of a paradigm shift in market sentiment. Alibaba investor David Tepper is 'buying everything' China-related. The last time he said this was in 2010 for US equities. BABA stock valuation is still heavily discounted and attractive and is no longer in a value trap. There is a catalyst for a material re-rating.

Alibaba: Re-Rating Catalysts Finally Kick In

Baidu could see a boost if the Chinese economy picks up and helps boost advertising. Meanwhile, Alibaba and JD.com both could benefit from a more robust consumer spending environment.

3 Stocks to Buy After the Chinese Stimulus Package

Newmark Group

Restaurant Brands

John Paulson became an investing legend by parlaying bets against the subprime mortgage lending business into massive profits when the housing market collapsed in 2007.

Did ‘The Greatest Trade Ever' Billionaire Make a Great Trade Selling These 3 Stocks?

Alibaba is up +60% from my January bottom call, on rising optimism about China's economy for 2025. However, the stock quote is getting extremely overbought, and could witness 2-3 months of retracement action, before another push higher appears. I am reducing my 12-month outlook to Hold/Neutral, with an expected trading range of $85 to $120 going forward.

Alibaba Breather (Rating Downgrade)

Alibaba Group Holding Ltd (NYSE: BABA) has surged over 20% this week, reaching a one-year high amid a significant rally in Chinese stocks. This upward momentum follows a series of positive developments, both from the company and macroeconomic policies, signaling a potential end to the bearish downtrend that has plagued the stock.

Alibaba reaches 1-year high: is the bearish downtrend finally over?

Tencent Holdings Limited

China stocks are extremely under-owned and sentiment is dire. They have the potential to embark on a multi-month bull run.

China's Dragon Awakens: This Time Is Different (Technical Analysis)

Even though the Chinese stock market has been scrutinized extensively in the past couple of years, some investors have begun to realize that there is much more upside than apparent risk for Asia's powerhouse. China's technology sector has the lowest valuation in history compared to its American counterpart.

China's Tech Stocks Surge: What Top Investors Know That You Don't

China's recent stimulus package has been a saving grace for depressed valuations in big Chinese tech firms. Yet uncertainties remain on the gains' durability, and at this time they've been relinquished. However, we believe Alibaba's recent upsurge, driven primarily by economic stimulus pervasively applicable to its Chinese peers, continues to underappreciate impending company-specific catalysts. The market's elevated interest in China's recent macroeconomic developments has essentially overshadowed Alibaba's recent slew of global partnerships forged — including the one with AI darling Nvidia.

Alibaba's Savior Is Not Chinese Stimulus, But An Impending Global AI Partnership

Alibaba stock is headed toward its best month since December 2022 and Wall Street sees even more upside ahead. Here's what you need to know.

Alibaba Stock Is Set to End September With a Bang. Here's Why

PayPal

Based on future growth expectations, these stocks are still cheap.

2 Undervalued Growth Stocks to Buy Now

This week, the Chinese government unveiled a slew of stimulus measures to boost its economy and get national GDP to an annual growth target of 5%.

China stimulus wasn't enough to convince retail investors to buy Chinese stocks

A combination of China's easing monetary policy and fiscal support is boosting hopes of stronger growth.

NIO, JD.com, and Alibaba Stocks Rise Again. China Stimulus Is Gift That Keeps on Giving.

Chinese tech stocks, including beaten-down names like Alibaba, rallied this week, hitting highs not seen in more than a year. It comes after China's central bank announced measures to stimulate the world's second-largest economy would be coming.

Alibaba, Tencent rally as Beijing stimulus plans push China's tech stocks to 13-month high

International investors are getting increasingly concerned about missing out on the rally that was sparked by the unveiling of the People's Bank of China's far-reaching stimulus package on Tuesday

News for Alibaba Stock (BABA)