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's stock is trading at a significant discount compared to US stocks, with net cash and investments making up 75% of its market cap. The company faces strong competition from domestic peer Pinduoduo, which is outperforming Alibaba in e-commerce growth rates. Concerns about geopolitical risks and regulatory intervention in China may hold back the stock price - and increase the risks.

Alibaba: Cheap But Risky, My Strategy For Reducing Downside Risk

Alibaba (BABA) launches Logistics Marketplace to offer seamless logistics solutions in the United States, boosting its logistics services portfolio.

Alibaba (BABA) Aids U.S. Businesses With Logistics Marketplace

Amazon

Citigroup

Alphabet

JD.com

Oracle

Star Bulk Carriers

While you should never invest based on any one metric or person's guidance, a possible exception can be made for Michael Burry stocks. Granted, you still need to conduct your own due diligence.

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Jack Ma, the founder of Chinese e-commerce firm Alibaba (NYSE: BABA ), isn't the company's decision maker anymore. Yet, Alibaba got a major shot in the arm when Ma released a memo to the company's employees.

Hold On to Alibaba Stock! There Is a Light at the End of the Tunnel.

Pfizer

Weibo

Hidden treasures sometimes go overlooked in the busy world of financial markets. Here, attention is frequently drawn to the names with the most sparkle.

The 3 Most Overlooked Stocks Set for a Triple-Digit Comeback

e.l.f. Beauty

Ingredion

Consumer stocks to buy now aren't just a fleeting trend. As the second quarter (Q2) rolls in, consumer stocks present themselves as excellent bets, offering the dual benefit of steady portfolio growth and attractive shareholder rewards.

3 Consumer Stocks to Buy Now: Q2 Edition

NEW YORK , April 17, 2024 /PRNewswire/ -- Alibaba.com, a leading platform for global business-to-business (B2B) e-commerce, today officially introduced its Logistics Marketplace , providing U.S. small and medium-sized enterprises (SMEs) with access to affordable and customizable logistics services to streamline their supply chains and gain global reach with greater ease. Alibaba.com's Logistics Marketplace not only allows buyers to connect with potential logistics service providers that are pre-vetted by the platform, but identify solutions tailored to their individual logistics demands.

Alibaba.com Unveils Affordable, Customizable Logistics Solutions for U.S. SMEs

Big News for Alibaba Stock Investors

Apple

Alphabet's valuation has fallen below that of the "Fab 4" stocks. Despite a lack of product releases in recent years, it is too early to count Apple out of the AI race.

Got $1,000? These 3 Artificial Intelligence (AI) Stocks Are Still a Bargain

While headline growth picked up in the first quarter, key parts of China's economy continue to exhibit signs of weakness.

China Growth Tops Forecasts but Alibaba Stock Is Falling. Here's Why.

Popular Indian yoga guru Baba Ramdev said on Tuesday he made a mistake and apologised to a court for defying its orders to stop misleading advertisements that claim his traditional ayurvedic medicines can cure chronic diseases like diabetes.

Baba Ramdev: Indian yoga guru seeks mercy from judges in misleading ads case

The maximum loss will occur if shares close above 85 on June 21.

Alibaba Stock Today: Sell This Call Spread, Earn $75 Immediately

Enbridge

indie Semiconductor

Old Dominion Freight Line

Insulet

Treace Medical Concepts

VinFast Auto Ltd

Investors who seek 50% returns in less than 12 months generally will have many choices within stable stocks. The general maxim regarding risk and return applies here: Risky, unstable stocks tend to offer much higher return potential.

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Back in the last decade, I told anyone who would listen about the great news of Alibaba stock (NASDAQ: BABA ). I even bought some shares.

The Fall of China's Tech Giant: How Alibaba's Woes Expose the Perils of Xi's Crackdown

Alibaba is sometimes known as the Amazon of China.

My Alibaba Stock Price Prediction for 2024

Pinduoduo Inc - ADR

Chinese exports and imports both fell in March, missing expectations. China is also blocking foreign-made chips from its telecoms.

Why Alibaba, JD.com, and PDD Holdings Stocks Were Sliding Today

Intel

PayPal

Verizon

Walgreens

Warner Bros Discovery Inc

If you're on the hunt for overlooked stocks to buy, look no further. Below is a carefully chosen list of seven underappreciated treasures, all full of unrealized potential and ready to cause a stir on Wall Street.

Underestimated Giants: 7 Stocks Set to Take Wall Street by Storm

Much has been said about ‘the Big Short' Michael Burry's decision to bet approximately $4.3 million on the fortunes of the Chinese technology and e-commerce giant Alibaba (NYSE: BABA) in September 2023.

Michael Burry's BABA bet to finally pay off as Alibaba plans massive buyback in 2024

Alibaba (BABA) trims cloud prices for international customers by up to 59% in a bid to strengthen its competitive position.

Alibaba (BABA) to Boost Global Cloud Reach With Price Cut Move

Jack Ma has some words of encouragement for Alibaba Group employees. In a roughly page-long memo, he addressed the company's shortcomings, Reuters reported.

Jack Ma sends longest memo to Alibaba employees in 5 years

Alibaba (NYSE: BABA ) stock is getting a boost on Wednesday from comments made by cofounder Jack Ma. Ma doesn't typically make much in the way of public comments.

Jack Ma Is Giving Alibaba (BABA) Stock a Big Boost

In the past year, Alibaba underwent a historic re-organization and sweeping management changes in a bid to return the Chinese technology giant to growth.

Alibaba shares jump after founder Jack Ma re-emerges with praise of Chinese giant's 'transformations'

Alibaba Group (NYSE:BABA) Holding Ltd jumped in Wednesday's pre-market trading after co-founder Jack Ma reappeared to show support for the firm's ongoing restructuring efforts. Ma, who has spent recent years away from the limelight, told staff in an internal memo of his backing for the Chinese e-commerce giant's move to split into six units, made last year.

Alibaba climbs as Jack Ma reappears to support restructuring

Alibaba cofounder Jack Ma endorsed the Chinese giant's sweeping restructuring efforts and praised company leadership in a memo to employees, according to news reports, prompting a surge in shares and marking a rare return to the spotlight for the billionaire after spending years lying low in the wake of a dramatic clash with Beijing.

Alibaba Billionaire Jack Ma Returns To Spotlight, Praises Company Leaders Amid Massive Restructuring

Taiwan Semiconductor Manufacturing

Alibaba co-founder Jack Ma boosts company morale with a rare memo to employees, and Taiwan Semiconductor posts its fastest monthly revenue growth since November 2022.

News for Alibaba Stock (BABA)