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

Advanced Micro Devices

Alteryx

Alphabet

NVIDIA

Palantir Technologies

Baidu

An article in the Wall Street Journal from July 2023 indicated that the AI Cloud boom has created significant opportunities for multiple firms in their stocks. The thrust of the article was that Cloud providers largely remained incapable of supporting large AI applications.

7 Stocks That Can Ride the AI Cloud Boom to New Heights

Ambev

AstraZeneca

British American Tobacco

Anheuser-Busch InBev

GlaxoSmithKline

Imperial Brands PLC

JD.com

Kao Corp

Kone Oyj

Medtronic

Nestle SA

Omron Corp

Pernod Ricard SA

Reckitt Benckiser Group PLC

Our 3-step process focuses on wide-moat stocks (as per Morningstar's rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may be worth your time for further analysis.

International Wide-Moat Stocks On Sale - The March 2024 Heat Map

JD recently announced that it would increase its buyback program by $3 billion. The $3 billion announced is 7.7% of the company's market cap; the combined amount of newly authorized and pre-existing buyback space is 8.9% of market cap.

Alibaba And JD: Full Speed Ahead On Buybacks!

Amazon

Walmart

With the retail sector undergoing an artificial intelligence (AI) facelift, these retailers are poised for massive gains from a generative AI boost. These forward-thinking entities are harnessing the power of AI to redefine sector norms, enhance customer interactions, streamline inventory management and optimize supply chains.

3 Big-Name Retailers Positioning Themselves for a Gen AI Boost

Microsoft

Oracle

Tepper's Appaloosa Management hedge fund sold nearly 23% of its stake in Nvidia in Q4. However, the billionaire bought four other AI stocks that could have strong growth prospects.

Billionaire David Tepper Slashed His Position in Nvidia. Here Are the Artificial Intelligence (AI) Stocks He Bought Instead.

Recently, Zacks.com users have been paying close attention to Alibaba (BABA). This makes it worthwhile to examine what the stock has in store.

Is Most-Watched Stock Alibaba Group Holding Limited (BABA) Worth Betting on Now?

PayPal

When looking for tattered stocks to buy for gains, I often cover under-the-radar stocks. However, sometimes the best deals are hiding in plain sight – you just have to be willing to take a contrarian view when others are fearful.

3 Tattered Stocks to Buy for Triple-Digit Turnaround Gains

Lingxi Games, Alibaba Group's video games arm, has told staff its leadership team will step down to make way for younger management, according to an internal memo.

Alibaba's Lingxi Games says management to step down to make way for younger execs

Alibaba's stock has declined over 75% since the end of 2020 due to challenges in the Chinese economy, regulatory issues, and increased competition across verticals. Despite the challenges, BABA's strong market position and diverse portfolio make it an attractive investment candidate, and the financials are rebounding from a poor 2022. The company is incredibly cheap, but given the negative share price momentum, it may be a while before the stock is re-invigorated.

Alibaba: Selling Options Looks Like The Best Risk/Reward Way

Pinduoduo Inc - ADR

South Korea's personal data protection watchdog said on Thursday it is looking into consumer data practices of major overseas shopping platforms, as South Korean use of Chinese e-commerce platforms like Alibaba's AliExpress and Temu jumped.

South Korea probes data protection by e-commerce platforms like AliExpress, Temu

Alibaba's stock has lagged behind the broader U.S. market, but recent developments in the macro environment add optimism to me. Despite recent slight earnings miss, Alibaba is still a cash-generating machine operating in emerging industries. My valuation analysis suggests the stock is almost 60% undervalued.

Alibaba: Several Positive Developments

New report quantifies the positive economic impacts of cross-border trade conducted by businesses leveraging Alibaba platforms, tools and solutions NEW YORK , March 6, 2024 /PRNewswire/ -- Alibaba Group Holding Limited  (NYSE: BABA and HKEX: 9988 (HKD Counter) and 89988 (RMB Counter), "Alibaba" or "Alibaba Group")  recently announced findings from a new report highlighting Alibaba's positive impact on the U.S. economy and how its e-commerce platforms support U.S. businesses. The report reflects positive growth in both retail sales and employment numbers in the U.S. resulting from the sale of American products to Chinese consumers through Alibaba's range of online marketplaces and platforms.

Alibaba Releases Report on Cross-Border Trade's Positive Impact on the U.S. Economy

Data Storage Corp

Innodata

The AI revolution is well underway, and the market has been generously rewarding the innovators an pioneers of this game-changing technological shift. However, many of these AI stocks are now trading at lofty valuations, leaving little room for further upside.

3-2-1 Blastoff! 3 AI Stocks Ready to Take Off Soon.

Alibaba faces significant challenges in its core China market. It intends to invest more aggressively to rejuvenate its growth momentum. Despite intense competition from Pinduoduo, Alibaba has reclaimed its throne as China's most valuable e-commerce platform. The company plans to invest aggressively in local and cross-border commerce to regain market share and defend against further losses.

Alibaba: Buy Weakness, Wait Patiently And Don't Hurry

Darling Ingredients

Evotec SE

Exact Sciences

MGP Ingredients

Sociedad Quimica Y Minera De Chile

Triple Flag Precious Metals Corp

The seven stable stocks discussed below each have the potential to double by 2025 based on analyst target prices. Each of the seven stocks is also relatively stable based on the fact that none have a beta higher than 1.4.

7 Stable Stocks to Buy for 100% Returns by 2025

Apple

Tesla

Canada Pension Plan, one of the largest in the world, doubled its investment in Apple stock, initiated a position in Alibaba, and bought more Microsoft and Tesla.

Giant Pension Bought Apple, Microsoft, Tesla, and Alibaba Stock Ahead of 2024

NEW YORK , Feb. 29, 2024 /PRNewswire/ -- Alibaba.com , a leading platform for global business-to-business (B2B) e-commerce and part of Alibaba International Digital Commerce Group, today released new insights on the sourcing and supply chain challenges and opportunities facing U.S. businesses, revealed the highlights of its annual online trade fair March Expo , and rolled out more guaranteed services. This year's edition of Alibaba.com's 24/7 month-long digital trade show starts on March 1, 2024, and will feature over a million new products at preferential prices.

Alibaba.com's Annual March Expo Highlights Small Business Sourcing Trends and Rolls Out More Guaranteed Services

SINGAPORE , Feb. 29, 2024 /PRNewswire/ -- AliExpress, an international online retail marketplace under Alibaba International Digital Commerce Group, is celebrating the first anniversary of its Choice initiative and the related Choice Day sale with an unprecedented five-day promotional event—the longest of its kind in the platform's history. Offering discounts of up to 60% on a select range of items, the event is crafted to deliver a shopping experience that honors the diversity of its customer base.

AliExpress Marks Choice Anniversary with Deals and New Ambassadors

Alibaba Group will cut cloud product prices in China to boost a promising division whose sales have slowed in recent quarters amid rising competition.

Alibaba Cuts China Cloud Prices to Rekindle Division's Growth

The move aims to make "cloud capabilities more inclusive and accessible in the era of AI," said Alibaba Cloud on Thursday.

Alibaba Cloud slashes prices by as much as 55% to fuel AI growth in China

China's Alibaba Cloud said on Thursday it will cut prices on its cloud service products by an average of 20% in its second large-scale price adjustment programme in recent years.

China's Alibaba Cloud rolls out price cuts of up to 55% on cloud products

Baidu reported results that highlight the weakening Chinese economy. The ongoing crisis in China's real estate market isn't helping.

Why Baidu, Alibaba, and Other Chinese Stocks Sank on Wednesday

Alibaba reported strong revenue growth numbers in all segments other than the cloud business which had 3% YoY growth in the previous quarter. Alibaba is facing headwinds due to the recent chip ban announced by US government but an increase in AI demand should have a positive impact on its cloud business. In Q3 2023, underperformance in the cloud business led to a correction in Google stock while Microsoft saw a jump in stock price due to better performance in its cloud segment.

News for Alibaba Stock (BABA)