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

Alibaba Group Holding said on Thursday it would sell $4.5 billion in convertible senior notes and plans to repurchase American Depositary Shares using some of the proceeds.

China's Alibaba to raise $4.5 bln through convertible notes offering

HANGZHOU, China--(BUSINESS WIRE)--Alibaba Group Holding Limited (NYSE: BABA and HKEX: 9988 (HKD Counter) and 89988 (RMB Counter)) today announced that it filed its annual report on Form 20-F for the fiscal year ended March 31, 2024. The annual report can be accessed under the SEC Filing section on the Company's investor relations website at https://www.alibabagroup.com/en/ir/secfilings. The Company will provide a hard copy of its annual report containing the audited consolidated financial state.

Alibaba Group Announces Filing of Annual Report on Form 20-F for Fiscal Year 2024

HANGZHOU, China--(BUSINESS WIRE)--Alibaba Group Holding Limited (NYSE: BABA and HKEX: 9988 (HKD Counter) and 89988 (RMB Counter), “Alibaba,” “Alibaba Group” or the “Company”) today announced a proposed offering (the “Notes Offering”), subject to market and other conditions, of US$4,500 million aggregate principal amount of Convertible Senior Notes due 2031 (the “Notes”) in a private offering to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Secu.

Alibaba Group Announces Proposed Offering of Convertible Senior Notes

Alibaba expanded the availability zones of its cloud computing products to Mexico for the first time, and it will build new data centers in key markets including Malaysia and South Korea. The push for growth follows a turbulent time for Alibaba Cloud, after the division scrapped a planned initial public offering and has undergone a management reshuffle.

Alibaba bets on AI to fuel cloud growth as it expands globally to catch up with U.S. tech giants

BABA, CALB and FSRL have been added to the Zacks Rank #5 (Strong Sell) List on May 23, 2024.

New Strong Sell Stocks for May 23rd

Oracle

Pinduoduo Inc - ADR

Tepper increased his hedge fund's stakes in three AI stocks by 74% to 171% in Q1. Two are Chinese tech stocks while another is a leading software and cloud-services provider.

Billionaire David Tepper Sold Amazon, Alphabet, Microsoft, Meta, and Nvidia in Q1. But Here Are 3 AI Stocks He Bought Hand Over Fist

Hong Kong-listed shares of Alibaba ended the trading day 5.24% lower, after falling more than 6% earlier in the day. Bloomberg reported that the Chinese tech giant is considering selling convertible bonds to raise $5 billion.

Alibaba's Hong Kong shares drop 5% after report of possible $5 billion convertible bond sale

Baidu

JD.com

Fund Manager for Scion Asset Management and notorious subject of The Big Short, Michael Burry recently released his 13F filing for the first quarter. Surprisingly, Chinese stocks made up more than 20% of his total holdings after some notable investments.

Michael Burry Is Betting Big on These 3 Chinese Stocks

Like Amazon, Alibaba runs an e-commerce business and a cloud computing segment.

Why Alibaba Is Called the Amazon of China

A threatened delisting in 2022 awakened many investors to the risks associated with Chinese stocks. Alibaba stock has fallen slightly since its IPO day in 2014 despite considerable earnings growth.

Should Investors Follow David Tepper Into Alibaba Stock?

LVMH Moet Hennessy Louis Vuitton

French Luxury group LVMH is to deepen its partnership with Alibaba to leverage the firm's cloud and artificial intelligence capacities and boost its presence in China, it said on Wednesday.

LVMH deepens partnership with Alibaba to boost tech presence in China

Alibaba's (BABA) Taobao and Tmall Group partners with Douyin, bolstering its presence in the China e-commerce market.

Alibaba (BABA) Partners With Douyin to Expand its Customer Base

Two well-regarded hedge fund managers just significantly increased their stakes in Alibaba. The beaten-down Chinese e-commerce giant is now one of the cheapest stocks around.

Billionaire Investors David Tepper and Michael Burry Just Piled Into Alibaba. Is It Time to Buy the Stock Hand Over Fist?

Ever since the 13-f filing covering the third-quarter 2023 holdings in the portfolio of Michael Burry of ‘ The Big Short ' and his Scion Asset Management was published, his massive Alibaba (NYSE: BABA) bet has taken center stage.

Chinese e-com giant up 45% since Michael Burry's Q1 filing

Chinese tech giants Alibaba and Baidu slashed prices on Tuesday of large-language models (LLMs) used to power generative artificial intelligence products, as a price war in the cloud computing sector heats up in China.

Chinese tech giants slash prices of language models used to power AI chatbots

Alibaba reported solid results in the last quarter and fiscal year with revenue and EPS increasing for the full year. The stock remains deeply undervalued, and when assuming only mid-single digit growth rates, I believe the stock price could double. And aside from being deeply undervalued, we also see signs for sentiment changing regarding Alibaba and the Chinese stock market in general.

Alibaba: Deep Undervaluation Meets Changing Sentiment

Alibaba is making significant investments to accelerate revenue growth and improve shareholder returns.

A Year of Transformation for Alibaba Stock Investors

Far from blindly following the most prominent names on Wall Street, retail investors could reverse engineer the recent moves made by giants like Warren Buffett and Ray Dalio. However, a critical piece of information must be added to this equation: Relative account size and buying power.

Burry Just Sold Amazon, Replaced it With Alibaba, is He Right?

ASGN

B&G Foods

BABA, ASGN and BGS have been added to the Zacks Rank #5 (Strong Sell) List on May 20, 2024.

New Strong Sell Stocks for May 20th

Alibaba trades at a remarkably low valuation compared to its earnings. With the world's second-largest economy in turmoil, Chinese stocks have lost their luster.

Where Will Alibaba Stock Be in 5 Years?

Appaloosa Management, Tepper's hedge fund, significantly reduced its stakes in several Magnificent Seven stocks. In their place, Tepper waded into Chinese stocks, as the market there recently hit a multi-year low.

Billionaire Investor David Tepper Sold Nvidia, Meta Platforms, and Other "Magnificent Seven" Stocks Hand Over Fist Last Quarter. You Won't Believe What He Bought Instead.

Alibaba reported mixed fiscal Q4 results, with revenue rising but profitability declining. The company has been investing in its various businesses, and a turnaround could be in the cards.

Alibaba Tops Revenue Estimates, but Shares Fall. Is This a Great Opportunity to Buy the Stock?

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.

News for Alibaba Stock (BABA)