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

Charlie Munger's final interview with CNBC revealed his thoughts on Alibaba stock. Munger described Alibaba as a "pretty good" company despite calling his trade in its shares a mistake. Munger's use of the word "mistake" referred to the price he paid, not the company's quality.

Alibaba: Charlie Munger's Last Buy Is Dirt Cheap

In line with expectations, Michael Burry‘s Scion Asset Management experienced a notable setback last month, as revealed by the Q3 13-F securities filings.

Michael Burry bought this stock in Q3; It's down 18% since then

Baidu

JD.com

Pinduoduo Inc - ADR

Chinese consumer prices fell 0.5% from a year earlier in November, while economists expected a drop of 0.2%.

Alibaba, Chinese Stocks Slide as Deflation Hits Worst in 3 Years

Alibaba's stock price has significantly declined, making it an attractive investment opportunity. The company's fundamentals remain strong, with solid revenue growth and positive free cash flow. The Chinese stock market has already discounted the worst-case scenarios, making Alibaba undervalued and potentially poised for a rebound.

Alibaba: At $72 Per Share Makes No Sense

Jack Ma's family trust sale of shares represents a substantial influx into the market, adding more volatility to BABA. The Biden-Xi meeting signals a shift towards cooperation, potentially normalizing trade. China's evolving economic strategy, emphasizing a balance between SOEs and the private sector, offers a conducive environment for tech giants like Alibaba.

Alibaba: The New Normal

Alibaba stock is undervalued and presents a good investing opportunity, with a potential upside of over 60%. Despite strong quarterly performance, the stock price declined due to disappointment over the cancellation of restructuring plans. Alibaba is well-positioned in the e-commerce, cloud computing, and AI sectors, with positive earnings expectations and growth potential.

Alibaba Stock Is Too Cheap To Stay Away (Rating Upgrade)

Capital Economics sees strong Chinese consumer spending to start 2024, but growth may peter out over the full year.

New China Forecast Spells Good News for Alibaba in Early 2024—Then It Gets Worse

Advanced Micro Devices

Disney

Enphase Energy

Palantir Technologies

PayPal

Certain stocks shape the investment landscape of the coming year. These are the stocks to buy for 2024.

2024 Starter Kit: 7 Stocks You Can't Afford to Miss for a Strong Financial Year

I often see the comparison that buying BABA now is like buying META in last year's trough. After further exploration into quantitative metrics, it appears to be a valid statement and current prices could be a once in a decade buying opportunity. BABA has demonstrated its ability to be even more shareholder friendly than META, given its similar share count reductions and addition of a dividend.

Alibaba: It Looks Even Cheaper Than Meta Was

Bristol-Myers

Carnival

Shares of China's e-commerce giant Alibaba continue to lose ground despite the company's clear top- and bottom-line growth. Pharmaceutical outfit Bristol-Myers Squibb has had a tough year.

3 Dirt-Cheap Stocks That Could Skyrocket

Alibaba will focus on core businesses while divesting non-core businesses and monetizing them, further streamlining the business. The suspension of the spin-off of AliCloud dampened sentiment but is uncontrollable by the company given it involves the macro and regulatory environment. Management is focused on enhancing the margins of its core business, reinvesting current cashflows for the long term, and returning capital to shareholders through buybacks and dividends.

Alibaba: Restructuring And Capital Management To Bring Near-Term Upside

Shares in Chinese stocks tumbled on Tuesday after the ratings firm slashed its outlook on Chinese government credit.

Alibaba and PDD Can't Catch a Break as Moody's Downgrades China Outlook

Becton, Dickinson and Co.

Chevron

Franco-Nevada C

Marcus

Pfizer

Sturm, Ruger & Company

In arguably most circumstances, when you see stocks at 52-week lows, you should avoid them. Based on prevailing market theory, equity valuations culminate from the most recent publicly available information.

7 Compelling Stocks to Buy That are Sitting at 52-Week Lows

The ongoing tech dynamism and market upheaval unveil the imminent rise of three high-potential stocks set to redefine 2024. In this era of unprecedented innovation and transformative strategies, the corridors of the trio resonate with the pulse of technological evolution.

Double Up: 3 High-Potential Stocks Set to Skyrocket in 2024

Morgan Stanley issued a new report on Chinese e-commerce stocks last night. The banker downgraded Alibaba and cut its price target on JD.com, but raised its price target on PDD Holdings.

Why Alibaba, JD.com, and PDD Holdings Stocks All Dropped Today

PDD, the owner of Pinduoduo and Temu, surpasses Alibaba as the most valuable Chinese e-commerce company.

Alibaba Stock Is Falling. It Lost Its Crown to Temu and Analysts Are Turning Sour.

Alibaba BABA, +0.28% was downgraded to equal-weight from overweight at Morgan Stanley, with its price target cut to $90 from $110. The bank said a fundamental turnaround is happening more slowly than it had assumed for both Taobao and Tmall and the cloud business, though it said there's limited downside to current valuation levels.

Alibaba downgraded by Morgan Stanley, which says PDD is top China e-commerce play

U.S. securities regulators levied fines totaling more than $7 million against three China-based auditors for a variety of offenses including issuing a false audit report.

U.S. regulators levy largest ever fine against Chinese auditors for falsifying financial reports

Alibaba has reported 16% YoY growth in its Local Services Group which includes food delivery business. The annualized revenue base of this segment is $8.5 billion and the annualized EBITA loss stands at $1.4 billion. Alibaba has been able to show rapid reduction in losses for this business due to lower incentives and operational efficiency.

Alibaba's Food Delivery Business Growth Can Surprise Wall Street

Alibaba sub-subsidiary Alipay is selling its stake in India's Zomato. Alipay will get $400 million for its investment.

Why Alibaba Stock Dropped Again Today

He was responding to employees' discussions on how PDD Holdings may soon overtake Alibaba in terms of market capitalization.

Billionaire Jack Ma Says Alibaba Will Change As Chinese Rival PDD Catches Up

Alibaba stock has been suffering after it abandoned its cloud spinoff plans. Plaudits for the performance of Chinese e-commerce rival PDD are adding more pressure for change.

Alibaba Stock Drops. A Rival's Success Might Act as a Call for Action.

Alibaba shares BABA fell 3% in premarket trade, as the Financial Times reported that company founder Jack Ma wrote on an internal forum that the internet giant will have to change and reform. Ma's comment was in response to an employee commenting on the success of rival PDD Holdings PDD, whose results topped earnings expectations.

Alibaba shares slip after report on Jack Ma wanting change

Jack Ma resurfaced once again and made a surprising post on Alibaba's staff forum. Responding to an employee, the Alibaba cofounder wrote that his company needs fundamental change.

Jack Ma popped up randomly on Alibaba's staff forum only to deliver a rare criticism of his company's performance

Alibaba is having trouble getting the advanced semiconductor chips it needs for AI and quantum computing research. Earlier this month, Alibaba announced it will cancel a planned IPO of its AI business.

News for Alibaba Stock (BABA)