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

Forget Nvidia: These 2 Artificial Intelligence (AI) Stocks Are Still Historically Cheap

JD.com

NEW YORK (AP) — Shares are mixed in Asia, where Chinese markets advanced after a government investment fund said it would step up stock purchases.

China stocks rally after government fund says it will increase stock buys

Loop Capital cut its price target on Alibaba stock today. At $111, the banker still values Alibaba stock much more highly than its shares cost today.

Why Alibaba Stock Popped on Monday

Chinese stocks had a volatile day Monday despite Beijing's stock market regulator pledging to crack down on abnormal market fluctuations.

Chinese Stocks Had a Volatile Day. Why Alibaba, JD.com Emerged Unscathed.

Chinese tech giant Alibaba Group is reportedly considering selling several of its brick-and-mortar businesses, including grocery business Freshippo, retailer RT-Mart and shopping mall operator Intime. The decision comes as Alibaba aims to focus on its core eCommerce business model and divest non-core, non-profitable units, Reuters reported Friday (Feb. 2), citing unnamed sources.

Report: Alibaba Gauges Potential Buyers' Interest in Brick-and-Mortar Businesses

Jumia

Pinduoduo Inc - ADR

Prologis

Shopify

Visa

Walmart

In the wake of a rebounding economy and falling inflation rates, e-commerce stocks are poised to take center stage in 2024. The recent surge in sales during the holiday season hints at a power-packed fourth quarter performance for online retailers, laying a promising foundation for the forthcoming year.

The 7 Best E-Commerce Stocks to Invest In for Big Gains in 2024

Chinese internet giant Alibaba Group is looking to sell a number of consumer sector assets, including grocery business Freshippo and retailer RT-Mart, three sources with knowledge of the situation said.

Exclusive: Alibaba considers sale of consumer assets including Freshippo, RT-Mart - sources

Apple

Amazon

Alphabet

Tracking how Big Tech is moving into the European Union's financial services sector is challenging, but it currently does not pose a threat to financial stability, the bloc's financial watchdogs said on Thursday.

Big Tech move into finance to come under closer EU scrutiny

I do not agree with two key arguments of the bear camp, including the narrative that Alibaba's failed cloud IPO is a dealbreaker for long-term investors. Alibaba Cloud has entered an aggressive investment phase to capture the AI opportunity, and there's reason to believe that the cloud business will benefit from being part of Alibaba Group. Recent Microsoft data suggests aggressive AI investments will lead to losses in the short term, another reason for the cloud business to seek the shelter of the profitable BABA.

Alibaba: Demystifying The Failed Cloud Spinoff Narrative

Cooper-Standard Holdings

Ford Motor Company

General Motors

Stellantis N.V. 

Investors look set to close out January with profit taking on Big Tech after Microsoft, Google and AMD didn't quite bedazzle, as a Fed decision awaits.

This money manager nailed two big stock turning points. Here's are his next ‘rocket ship' ideas.

Signet Jewelers

Value stocks have underperformed growth stocks over the last decade. It's the worst performance for value in 50 years, but value stocks outperformed growth over the last few years.

History Says Value Stocks Could Soar This Year. Here Are 2 Stocks to Buy.

NIKE

Finding oversold stocks to buy that show all the right signs of growth can be difficult. To help you decide on your top pick in the coming month, let's look at three oversold stocks that show real promise.

The 3 Most Oversold Stocks to Buy in February

Affirm

Chipotle

McDonald's

Palantir Technologies

PayPal

This earnings season is particularly mixed, making the list of stocks to watch before earnings especially impactful if you're interested in directional trades. Even if not, keeping a close watch on some major stocks ahead of their earnings date can help give you a better idea of how the overall market landscape is developing – for good or for bad.

7 Stocks to Buy (or Sell) Ahead of February Earnings

Flutter Entertainment PLC

SoFi Technologies

Artificial intelligence (AI) isn't the only area of the stock market where investors can find high-growth stocks in 2024. While the market rally isn't broad-based, there are pockets where stocks are flying and delivering big gains to investors.

3 High-Growth Stocks to Buy for Maximum Wealth Building

Jack Ma and CEO Tsai made big purchases totaling around $200 million into Alibaba Group Holding Limited stock. I am taking a different course and cutting lose my position.

Alibaba: Don't Follow Jack Ma - Why I'm Giving Up (Rating Downgrade)

Alibaba.com is one of the world's largest wholesale marketplaces. To be honest, I had never gone to their website until today, even though we bought shares in BABA 2 weeks ago.

Alibaba's Stock (BABA): Trading Chart and Analysis

Ambow Education Holding Ltd - ADR

Pop Culture Group Co Ltd

Farmmi

Taoping Inc.

XPeng

Chinese stocks to avoid are becoming clearer as doubts about the Chinese economy loom large. Indexes from Hong Kong to New York Continue to weigh Beijing's efforts to prop up its economy while traders there are seeing which Chinese stocks to avoid.

7 At-Risk Chinese Stocks to Sell Before They Slide

Alibaba's diverse business lines, including e-commerce, cloud, and digital media, form a strong ecosystem that drives down costs and attracts customers.

Alibaba: Cannot Be Undervalued Forever

Alibaba-backed augmented reality glasses company Xreal said it received $60 million in new funding, giving the company a valuation of more than $1 billion.

Alibaba-backed Xreal, rival to Apple's Vision Pro, claims it's now an AR glasses unicorn

Anheuser-Busch InBev

ConocoPhillips

Kenvue

Block

STMicroelectronics NV ADR RegS

UnitedHealth Group

Ever had the experience of befriending the schoolyard bully? That's sort of the underlying catalyst behind hedge fund favorite stocks.

Hedge Fund Favorites: 7 Stocks the Big Money Is Loving Now

Alibaba operates through multiple segments, allowing them to tap into different consumer markets and expand their potential market. The China Commerce segment brings in less than half of Alibaba's total revenue but accounts for over 100% of their total EBITA. The slow growth in the China commerce segment is a concern, but the exponential growth in Alibaba's other segments presents an opportunity for increased profitability.

Alibaba: Buying Opportunity Despite Geopolitical Risk

A cheaper valuation may assuage investor concerns about Alibaba's geopolitical risks.   Those preferring to avoid such risks might choose Amazon instead.

Better Bull Market Buy: Amazon vs. Alibaba Stock

Coupang

Alibaba Group has been fined 1 billion Yuan for engaging in monopolistic practices, which could lead to changes in its business strategy. JD.com, the winner of the lawsuit, will receive a one-time gain from the fine and could benefit from policy changes at Alibaba's Tmall. Other e-commerce retailers such as Coupang, Pinduoduo, and Vipshop Holdings may also see market share gains due to the ruling.

News for Alibaba Stock (BABA)