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

Advantest Corp

3D Systems

DDD, ATEYY and BABA have been added to the Zacks Rank #5 (Strong Sell) List on May 8, 2024.

New Strong Sell Stocks for May 8th

Chinese e-commerce and cloud behemoth Alibaba stock is poised to report its Q4 FY'24 results on May 14th, reporting on a quarter that is likely to see the company's business exhibit only modest growth, amid headwinds in the domestic e-commerce market and the company's cloud business seeing slow growth. We estimate that earnings will come in at about $1.42 per share, slightly ahead of the consensus estimates while revenues are likely to come in at about $30.5 billion, up about 4% compared to last year.

Will Alibaba's Cloud Business See A Turnaround In Q4?

Big Lots

CVS Health

The ultimate goal of investing is to find possibilities poised for significant development. Michael Burry, a well-known investor, has recommended these three equities as strong candidates for profitable investments.

3 Michael Burry Stocks Set to Double Your Money by 2027

Baidu

Tencent Holdings Limited

The Chinese economy and many Chinese companies have struggled on a general scale over the last few years. The slowdown was primarily due to tightening government regulations and property pricing halting the expected recovery after COVID-19 restrictions were lifted in 2023.

The 3 Most Undervalued Chinese Stocks to Buy in May 2024

BYD Company Limited

BYD Co Ltd

Li Auto Inc.

Pinduoduo Inc - ADR

Trip.com

Chinese tech stocks rallied last week, outperforming the S&P 500 and NASDAQ-100.

5 Chinese Growth Stocks That Trade Like Value Stocks

Alibaba is on a mission to accelerate growth after stagnating for an extended time.

Should Investors Buy Alibaba Stock Before May 14?

Alibaba's stock has performed poorly, with a -58% ROI in the last 5 years, due to the CCP crackdown and structural economic problems in China.

Alibaba: On The Verge Of A Downfall

JD.com

After consecutive years of market losses in China, geopolitical tensions, and a lingering property crisis, many U.S. asset managers are now showing confidence in Chinese stocks, highlighting potential opportunities. In March, billionaire investor Ray Dalio suggested that China presents an opportune moment for investment due to its affordability.

Chinese Stocks Stage Impressive Rebound

Xtrackers Harvest CSI 300 China A-Shares ETF

Bilibili

New Oriental Education & Technology Group

iShares China Large-Cap ETF

KraneShares CSI China Internet ETF

NetEase

Tesla

XPeng

The best China stocks include Tesla archrival BYD as well as messaging and gaming giant Tencent and ecommerce leader PDD Holdings.

Best China Stocks: Tesla Rival In Buy Zone, Ecommerce Plays Setting Up

SoFi Technologies

In the current stock market, companies poised for a notable turnaround frequently present prospects for profitable investments. This is a fascinating story of three undervalued comeback stocks offering unique investment potential.

The Underdog Uprising: 3 Stocks Poised for a Miraculous Comeback

Comcast

Ford Motor Company

Alibaba Group Holdings, Comcast, and Ford are all solid businesses that are trading at low valuations right now. These stocks all trade at forward price-to-earnings multiples of less than 10.

3 Ultra-Cheap Stocks You Can Buy For Less Than $100 Right Now

Chinese stocks have endured a debilitating 15-year bear market. However, several bullish data points suggest that now is the time to be long-term bullish.

Chinese Equities: 5 Data Points Suggest Long-Term Bull is in its Infancy

Companies operating in China have been some of the hardest hit by recent macroeconomic headwinds. These Chinese stocks continue to remain well off their peaks, although a recovery is starting to clearly form in recent trading sessions.

Why Are Chinese Stocks BABA, PDD, BIDU, JD Up Today?

In the latest trading session, Alibaba (BABA) closed at $75.51, marking a +0.88% move from the previous day.

Alibaba (BABA) Ascends While Market Falls: Some Facts to Note

Alibaba stock has been in the doldrums since late 2020 despite repeated calls for a rebound. after a crackdown on the tech sector by Chinese regulators through much of 2021 and 2022 which wreaked havoc.

Alibaba Stock Celebrated the Longest Winning Streak Since 2018. Why It's Ending Now.

If any company reflects the state of China's economy, it would be e-commerce and cloud-computing firm Alibaba (NYSE: BABA ). Perhaps Alibaba stock is a bullish bet on China's economic recovery, just as much as a wager on Alibaba as a company.

Alibaba Stock Analysis: Why BABA Is a China Bet That Requires Nerves of Steel

Block

The past few years have been a rollercoaster ride for investors, with many quality stocks declining substantially from their peaks and yet to regain lost ground. However, solid businesses with strong fundamentals rarely disappoint in the long-run.

3 Comeback Stocks to Buy on the Cusp of Explosive Gains

HANGZHOU, China--(BUSINESS WIRE)--Alibaba Group Holding Limited (NYSE: BABA and HKEX: 9988 (HKD Counter) and 89988 (RMB Counter), “Alibaba” or “Alibaba Group”) today announced that it will report its unaudited financial results for the quarter and fiscal year ended March 31, 2024 before the U.S. market opens on Tuesday, May 14, 2024, and will hold a conference call to discuss the financial results at 7:30 a.m. U.S. Eastern Time (7:30 p.m. Hong Kong Time) the same day. All participants must pre-.

Alibaba Group Will Announce March Quarter 2024 and Full Fiscal Year 2024 Results on May 14, 2024

Alibaba (NYSE: BABA) shares have recorded a remarkable seven consecutive days of stock gains, marking its longest streak in more than a year. Yet, despite these positive indicators, Alibaba's shares remain significantly down from their late-2020 peak, largely due to regulatory pressures and economic challenges in China

Alibaba shares 7-day surge; Longest winning streak in over a year

The debate continues to rage over Alibaba stock: screaming value buy or value trap?

Alibaba Stock Is Rising Amid Longest Winning Streak in a Year. Don't Get Fooled.

In the closing of the recent trading day, Alibaba (BABA) stood at $75.11, denoting a +0.64% change from the preceding trading day.

Why the Market Dipped But Alibaba (BABA) Gained Today

Amazon

Goldman Sachs

Intel

Microsoft

NVIDIA

Artificial intelligence (AI) robots have many applications in the labor market, as well as consumer and household environments. Some "Magnificent Seven" companies investing in robotics include Amazon, Nvidia, Tesla, and Microsoft.

Artificial Intelligence (AI) Robots Are a $38 Billion Market, According to Goldman Sachs. Here's How the "Magnificent Seven" Are Investing in the Technology.

Apple

AbbVie

AGNC Investment

Antero Midstream Partners

Apple Hospitality REIT

Ares Capital

Apollo Commercial Real Estate Finance

Broadcom

Boeing

Global stock indices continued an upward trend in March, with both U.S. and non-U.S. stocks rising by 3%.

News for Alibaba Stock (BABA)