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

Chinese flagship company Alibaba (NYSE: BABA ) — which specializes in e-commerce, internet solutions and technology — suffered a sizable hit on Thursday. Analysts at Macquarie cast doubt on BABA stock as they believe its forward earnings potential is limited.

Alibaba (BABA) Stock Dips on Analyst Downgrade

China's Alibaba Group Holding has seen its growth rate drop to a low single-digit again as fierce competition and broader economic woes took a heavy toll. Analysts say Alibaba, once China's largest company by market cap, is unlikely to roar back to life for the rest of 2024 because revitalization strategies are simply taking longer to show effect.

Can Alibaba Grow Like It Used To In 2024?

Michael Burry made a name for himself by making a bet of a lifetime after successfully foreseeing the 2008 financial crisis and became a household name after the release of ‘The Big Short' film depicting the events.

Here's how much Michael Burry is down on his Alibaba bet

Every once in a cycle, investors look back and wish they had jumped on those opportunities that seemed 'too good to be true' at the time. The ones that other fearless operators took advantage of, and now they have to sit back and watch how those investors boast their double – sometimes triple–digit returns.

Alibaba stock earnings are out, everything just changed

The Chinese consumer-price index dropped 0.8% year over year in January, the biggest fall since the 2008-09 financial crisis.

Alibaba Stock Falls as China Deflation Nears Financial Crisis Levels

SINGAPORE , Feb. 8, 2024 /PRNewswire/ -- AliExpress order volume has increased by 60% year-over-year, according to the financial results announced by Alibaba Group Holding Limited ("Alibaba Group") for the quarter ended December 31, 2023. This strong performance contributed to a 44% year-over-year growth in Alibaba International Digital Commerce Group's revenue, exceeding market expectations for the sixth consecutive quarter.

AliExpress Order Volume Surges 60%, Driven by Choice

Alibaba reported earnings this morning, missing analyst targets on both the top and bottom lines. Management also announced a new $25 billion share buyback program.

Why Alibaba Stock Dropped After Earnings

Alibaba Group Holding Limited (BABA) Q3 2024 Earnings Call Transcript

Chinese e-commerce and cloud giant Alibaba (NYSE: BABA ) reduced its workforce by about 20,000 employees during 2023, which the company reported in conjunction with its fiscal third-quarter earnings this morning. Alibaba also noted that it increased how much BABA stock it can buy back by $25 billion.

Alibaba Layoffs: What to Know About the Latest BABA Job Cuts

Chinese e-commerce firm Alibaba Group Holding on Wednesday approved an additional $25 billion authorization to its share buyback program, amid lower-than-expected sales revenue for the last quarter of 2023.

Alibaba approves additional $25 billion share buyback as revenue disappoints

Alibaba Group (NYSE:BABA) shares dipped in pre-market trading on Wednesday as the firm failed to encourage investors with an expanded share buyback after earnings missed expectations. The Chinese e-commerce giant bumped up the programme by US$25 billion to US$35 billion, in a move chief executive Eddie Wu said displayed “confidence in the outlook of [its] business and cash flow”.

Alibaba ramps up share buyback as earnings miss estimates

The Chinese e-commerce giant attributed the 69% profit plunge to $3 billion in impairments linked to its Sun Art retailer business and its Youku video platform.

Alibaba Boosts Stock Buybacks as Profit Slumps

Alibaba reported better-than-expected fiscal third-quarter revenue and hiked its share repurchase program as the internet giant now focuses on 2024.

Alibaba Q3 Revenue Beats Views As China's Internet Giant Hikes Buyback Program By $25 Billion

China's Ant Group made net profit of 24.5 million yuan ($3.41 million) in the three months to Sept. 31, down 92% from a year earlier, according to Reuters calculations from Alibaba Group Holding's earnings report released on Thursday.

Ant Group quarterly profit falls 92% on year to 24.5 mln yuan

Alibaba Group (NYSE:BABA)'s US-listed shares gained ground on Wednesday morning ahead of the Chinese e-commerce giant's latest quarterly results release. Shares ticked up 1.1% in pre-market trading and headed toward a three-month high, following gains made throughout the day on Tuesday.

Alibaba climbs ahead of earnings release

Alibaba Group Holding Ltd. BABA, +4.82% fell short on adjusted earnings for its latest quarter but still was seeing its stock gain premarket Wednesday as the Chinese e-commerce player boosted its buyback authorization by $25 billion.

Alibaba's stock gains after earnings as company boosts buyback program

Alibaba missed market expectations for revenue in the December quarter but announced it is increasing the size of its share buyback program by $25 billion. U.S.-listed shares in the Chinese e-commerce giant were are one point more than 5% higher in pre-market trade, but reversed course to trade 5% lower. Alibaba had a tumultuous year in 2023, carrying out its biggest corporate structure overhaul in changes while changing its CEO and cancelling the spin-off of the cloud computing business.

Alibaba shares drop 5% in premarket trade after revenue miss, $25 billion boost to buyback plan

China's Alibaba Group Holding on Wednesday missed analysts' estimates for third-quarter revenue, hurt by softness in the retail market and sagging economic recovery in the world's second-largest.

Alibaba misses revenue estimates; boosts buyback by $25 bln

HANGZHOU, China--(BUSINESS WIRE)---- $BABA #alibaba--Alibaba Group Holding Limited today announced its financial results for the quarter ended December 31, 2023.

Alibaba Group Announces December Quarter 2023 Results

Baidu

JD.com

China will welcome the Year of the Wood Dragon, symbolizing growth and progress. To shift from stock market losses, the People's Bank of China announced a larger-than-expected cut in banks' required reserve ratio to boost sentiment around the New Year's holiday.

Year of the Dragon: 3 Hot Chinese Stocks for Prosperous Returns

Results from Alibaba's core ecommerce business could offer signal about trends in consumption.

Alibaba's Earnings Could Add to Worries Over China—or Keep the Rebound Going

Shares of Alibaba Group Holding Ltd. were flying high Wednesday, a day before the e-commerce giant's earnings report, as part of a broad rally in the stocks of China-based companies after a sovereign fund promised to buy.

Alibaba's stock surges ahead of earnings, and Nio's bounces sharply off four-year low

Pinduoduo Inc - ADR

Chinese stocks are down sharply over the last three years on a number of factors. Beijing is preparing to pump money into the Chinese stock market.

Why Alibaba, PDD Holdings, and JD.com Were All Moving Higher Today

Chinese stocks have bounced higher amid a flurry of signals of government support. It may not last.

News for Alibaba Stock (BABA)