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

Intel

Paramount Global

Contrarian investors distinguish themselves in a world where market trends frequently dictate investing strategies by looking for opportunities where others perceive uncertainty. These three chances are available.

Bet Against the Crowd: 3 Stocks Set to Surge Against All Odds

Alibaba Group Holding Limited is undervalued by looking at traditional financial metrics. The political risk associated with investing in Chinese equities, including BABA, is the Elephant in the Room and the point to be discussed. I believe Chinese stocks are not investable at this point due to the CCP's anti-globalization stance and its track record of dismantling Deng Xiaoping's economic reforms.

Alibaba: Let's Talk About The Elephant In The Room

Alibaba's stock has nearly taken a round trip back to its IPO price. Its stock looks undervalued relative to its growth potential.

Alibaba Stock Is Beaten Down Now, but It Could 10X

While Alibaba and other Chinese names could have more near-term upside, don't expect continued outperformance, says James Reilly, an analyst at Capital Economics,.

Alibaba and Other Chinese Stocks Are Rallying. Why It Won't Last.

JD.com

The 13-f filing covering the fourth quarter of 2023 proved exciting and insightful as it demonstrated that ‘ The Big Short ' investor Michael Burry has given up on his bet against the semiconductor industry and instead entered more than a dozen new long positions.

‘Big Short' Michael Burry doubles down on 2 Chinese stocks

Alibaba provided investors with critical insights into the performance of its various business segments.

Massive News for Alibaba Stock Investors

The e-commerce giant's shares rose in Hong Kong, recouping losses from a day earlier as investors turned upbeat on its latest earnings release.

Alibaba Shares Rise as Investors Grow Confident in Outlook

Alibaba Group Holding Ltd (NYSE:BABA) is surging today, last seen up 6.8%at $86.47, while JD.Com Inc (NASDAQ:JD) stock is enjoying a more modest 1.1% pop to trade at $33.98 at last check.

2 China Stocks Enjoying Post-Earnings Tailwinds

Baidu

Meituan

Chinese stocks have been some of the most battered in the entire world. However, things are finally turning around for the Chinese economy and the stock market as well.

3 Overlooked Chinese Stocks Poised for a Massive Comeback

Alibaba is accelerating revenue growth as strategic actions are taking hold.

Should Investors Buy Alibaba Stock on the Dip?

Amazon

Citigroup

Cigna

First Solar

GEN Restaurant Group Inc

Alphabet

HCA Healthcare

MGM Resorts

Warner Bros Discovery Inc

Back in February, the filing of the 13-f document for Michael Burry's Scion Asset Management caused quite a stir as it revealed that ‘ The Big Short ' investor had not only given up on his large bet against the semiconductor industry but also tool more than a dozen long positions during the final trimester of 2023.

Here's Michael Burry's updated stock portfolio

Alibaba's (BABA) fourth-quarter fiscal 2024 results reflect strength across the International commerce, local services and Cainiao logistics businesses.

Alibaba (BABA) Q4 Earnings Beat Estimates, Revenues Rise Y/Y

Holding around 50% of the Chinese e-commerce market, Alibaba's robust ecosystem and control over platforms fortify its competitive edge against rivals like JD.com and Pinduoduo. After re-evaluation suggests a fair value of $185.15 per share, reflecting a substantial upside potential of 132.8% from the current price, with a projected future price for 2029 at $285.72. While facing risks from economic challenges and global competition, Alibaba's strong fundamentals warrant a "strong-buy" rating, given its expanding addressable market and potential for growth.

Alibaba: The Stock Is Cheap, Since Net Income Needs To Fall To $284.9M To Be Fairly Valued

I have not been shy about telling our readers and social media/media followers that we liked and bought Alibaba (BABA) in February 2024. And we sat with it.

Alibaba Stock (BABA) Trading at 23-Month Moving Average

While a level of optimism was evident given Alibaba (NYSE: BABA) pre-earnings stock market climb, the report itself, once it came out, seemingly did little other than disappoint investors.

Analysts revise Alibaba stock price targets after earnings

Over the past year Alibaba (NYSE: BABA ) stock lost one-third of its value but in recent weeks is running hot again. Shares are up 26% from their 52-week low.

Alibaba Stock Alert: Is This the Turnaround Investors Were Waiting For?

Alibaba stock dropped 7% after reporting earnings.

Why Is Alibaba Stock Down After Earnings?

Alibaba beat revenue estimates, but missed on the bottom line. The company's profit growth was notably worse than rival Tencent.

Why Alibaba Stock Was Slipping Today

BlackBerry

Tech stocks gained in intraday trading Tuesday, with the S&P 500 Information Technology Sector Index up 0.7% as of 2:30 p.m. ET Tuesday, while the broader S&P 500 was up 0.3%, and the tech-heavy Nasdaq rose 0.6%.

Tech Stocks on the Move Today: Alibaba, BlackBerry, and More

Amid Alibaba's declining profits, the eCommerce giant is seeing its online shoppers' spending habits depend heavily on how trustworthy they feel the platform is.

Alibaba: Trust Is Make-or-Break for eCommerce Shoppers in China

Alibaba Group (NYSE:BABA) Holding Ltd slid over 7% on Wednesday after posting an 86% drop in profit for the first quarter. Net income attributable to shareholders fell from 23.5 billion yuan to 3.3 billion yuan over the three months to March, the company reported on Tuesday.

Alibaba slides after reporting plummet in profit

American depositary receipts (ADRs) of Alibaba Group Holding (BABA) sank as the Chinese e-commerce giant's profit plunged on investment losses.

Alibaba Stock Sinks as Profit Plunges on Investment Losses

Alibaba Group Holding Limited (NYSE:BABA ) Q4 2024 Earnings Conference Call May 14, 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 Kenneth Fong - UBS Gary Yu - Morgan Stanley Alex Yao - JPMorgan Ellie Jiang - Macquarie Alicia Yap - Citigroup Ronald Keung - Goldman Sachs Yang Bai - CICC Joyce Ju - Bank of America James Lee - Mizuho Operator Good day, ladies and gentlemen. Thank you for standing by.

Alibaba Group Holding Limited (BABA) Q4 2024 Earnings Call Transcript

Alibaba Group Holding Ltd. shares were on track to log their third post-earnings decline in as many quarters on Tuesday after the Chinese e-commerce company edged past revenue expectations for its latest quarter but fell short on profit.

Alibaba's stock slumps after another profit miss

Alibaba Group Holding Ltd (NYSE:BABA) stock is down 5.9% at $79.60 at last check, after the e-commerce company's profit for the fiscal fourth quarter plunged 86%, missing analysts' estimates amid cautious consumer spending in China.

News for Alibaba Stock (BABA)