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 stock jumped early Tuesday on news that co-founder Jack Ma and associate Joe Tsai have been buying up shares in BABA stock.

Alibaba Stock Jumps On Jack Ma News, But Is BABA Stock A Buy Now?

Alibaba (NYSE: BABA) stock price jumped by over 6% in the pre-market session after it emerged that Jack Ma, the company's founder was aggressively buying the shares. The shares jumped to a high of $73 from the year-to-date low of $66.80.

Report: Billionaire Jack Ma is buying the ‘cheap' Alibaba stock

Baidu

NetEase

As China's economy continues to face headwinds entering the new year, recent data has unveiled a harsh stock market sell-off, impacting U.S.-listed Chinese stocks such as Alibaba NYSE: BABA, Baidu NASDAQ: BIDU, and NetEase NASDAQ: NTES.

3 top rated Chinese stocks in prime value territory

PayPal

Alibaba is a cornerstone of China's digital economy, but the stock trades at an absurdly low valuation. PayPal's 430 million customer and merchant partners provide a wide net to capture a sizable share of e-commerce spending.

2 Bargain Stocks That Could Make You Richer by 2030

JD.com

Tencent Holdings Limited

Chinese stocks surged on Tuesday amid reports of mooted stimulus plans and a sign that tough draft tech rules could be eased.

Alibaba and China Stocks Rebound on Stimulus Report and Tech Rule Moves

BYD Company Limited

BYD Co Ltd

XPeng

Chinese stocks soared on a report that authorities are mulling a market rescue plan, including Alibaba, JD.com and Hong Kong's Hang Seng.

Chinese Stocks Surge On Market Rescue Plan Report

Pinduoduo Inc - ADR

The Shanghai Composite fell 2.7% on Monday, with U.S.-listed stocks following suit. Efforts to shore up the yuan did not win over investors.

Why Alibaba, JD.com, and PDD Holdings Stocks Were All Falling Again Today

A new CEO is directly involved in moving its e-commerce business forward. Management hopes to turn around the cloud computing business as well.

What Can Investors Expect From Alibaba in 2024?

The Chinese central bank held rates unchanged, an expected move that nevertheless disappointed investors.

Alibaba Stock and NIO Slump as China Fails Another Stimulus Test Over Rates

When digging through out-of-favor names, Alibaba Group Holding Ltd. (BABA, Financial) stands out as one of the cheapest.

Alibaba Is One of the Cheapest E-Commerce Stocks Around

The arguments for Alibaba ownership are stronger now than they were 6-12 months ago, making it an interesting choice for diversifying away from Western markets. The November initiation of cash dividends and continuation of share buybacks offer new avenues for increasing ADR pricing. The valuation is getting so low, a long list of "risks" may no longer persuade investors to avoid this name.

Alibaba Bottom (Rating Upgrade)

Boston Properties

Chevron

Barrick Gold

Johnson & Johnson

JPMorgan Chase & Co

Kinder Morgan

NVIDIA

Oracle

PepsiCo

Procter & Gamble

Unilever

Wintrust Financial

Exxon Mobil

Barron's 10 favorite Stocks for 2024 came-out 1/17/24. Their New-Year Roundtable, published 1/11/24, listed 8 stocks of note for 2024 and mentioned 15 more. Fortune published their 13 inflation-proof list. Barron's interviews of eleven financial industry Roundtable pros tapped 8 predictions with 15 stocks mentioned. Three stocks made more than one list: Microsoft, Nvidia, Google.

2 Ideal Barron's/Fortune New-Year 2024 Dividend Buys

Alibaba is a leading e-commerce company in China that could make for an underrated AI investment. Chevron is a top oil and gas producer which is also investing heavily into greener energy initiatives.

Got $5,000? These 2 Stocks Are Trading Near Their 52-Week Lows and Are Cheap Buys Right Now

Apple

Rocket Lab USA

If you're wondering what stocks to buy this month, look no further. After big gains in 2023, the stock market is off to a slower start this year.

3 High-Octane Stocks Set for a Major Move Higher in 2024

Alibaba's stock has faced challenges due to the pandemic and Chinese government regulations, but it is currently undervalued. The company's sales and gross profit have remained stable despite negative news and regulatory pressures. Upside risks include opportunities in artificial intelligence, chip design, content strategies, and the evolving landscape of streaming and TV.

Alibaba Stock: Undervalued With Substantial Risks

Alibaba Group faces challenges from competition, political pressures, and macroeconomic softness, leading to underperformance. Despite recent financials falling short of expectations, there are positive dynamics in Alibaba's segment performance. BABA is widely recognized as undervalued in the market. I believe the key catalyst for a turnaround will be margin expansion.

Alibaba: It's Time To Be Greedy

Alibaba (BABA) closed at $68.93 in the latest trading session, marking a -0.76% move from the prior day.

Why Alibaba (BABA) Dipped More Than Broader Market Today

China-based stocks are moving lower today, after China's gross domestic product (GDP) data expanded by 5.2% in the fourth quarter, missing Reuters estimates but coming in slightly higher than the Chinese government's anticipated 5% reading.

2 China-Based Stocks Lower After GDP Report

Major Chinese companies were falling on Wednesday. Latest economic figures from Beijing were a disappointment and the outlook this year doesn't look much better.

Alibaba, PDD, and JD.com Stocks Drop. China Economic Data Disappoint.

Advanced Micro Devices

Amazon

BioNTech SE

CrowdStrike

Alphabet

Madison Square Garden Sports

Trade Desk

2023 was an incredibly strong year for U.S. stocks but many believe the S&P 500 will push further up in the new year. To play that continued strength, our experts have picked top 10 stocks to buy in 2024.

Top 10 stocks to buy in 2024

China reported its 2023 GDP growth figure early. Regulators have also been telling institutional investors not to sell Chinese stocks.

Why Alibaba Stock Was Falling Again Today

China's second-highest ranking official said that investing in China wasn't a risk but an opportunity.

Chinese Premier Li Qiang Tried to Calm Investors. It Didn't Help Alibaba Stock.

AGCO

Cenovus Energy

LSB Industries

Target Hospitality Corp

Vici Properties

ZTO Express

With the equities sector avoiding a much-dreaded recession in 2023 and subsequently rising to unprecedented heights, investors may be better served rotating into undervalued stocks. Let's think of it in (American) football terms.

News for Alibaba Stock (BABA)