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 reported solid second-quarter results and beat analysts' estimates, but the stock nevertheless slumped once again. The reason could be the cancelled IPO of the Cloud Intelligence Group bringing back fears about government interference. On the positive side, it seems like political tensions between China and the United States are easing a bit and Alibaba announced an annual dividend.

Alibaba: Forget The 40 Thieves, Focus On 7 Times Free Cash Flow

BABA's prospects remain excellent, with its two growth drivers, the cloud and e-commerce segments, continuing to deliver impressive numbers despite the slowing Chinese economy. The recent summit between Biden and Xi is likely to thaw market sentiments surrounding Chinese ADRs, especially since the stock already nears its lowest-ever recorded P/E valuation of 8.30x. BABA's valuations appear to be extremely cheap across most metrics, especially when compared to its e-commerce/ fintech/ cloud peers.

Alibaba: Why We Are Buying The Bad News

Alibaba dropped sharply post its results announcement. The company delivered solid quarterly results, with revenues up 9% and strong cost control. The Cloud unit won't be IPO'ed.

Alibaba: You Either Die A Growth Stock, Or Live Long Enough To Become A Value Play

GoPro

GrubHub

HealthEquity

LendingClub

Paycom Software

TriNet Group

Zendesk

If you could go back to 2014, odds are you'd want to invest in Bitcoin.

8 Companies That Had Their IPO in 2014: Best and Worst Performers

PayPal

Let's look at some stocks and how they're priced after everything has shaken out for the year.

2 Cheap Stocks to Buy for a 2024 Rebound

Alibaba's revenue growth decelerated again in its latest quarter. The company scrapped the planned IPO for its cloud intelligence unit.

3 Red Flags for Alibaba's Future

Alibaba's (BABA) second-quarter fiscal 2024 results reflect strength across the International commerce, local services and Cainiao logistics businesses.

Alibaba (BABA) Q2 Earnings Beat Estimates, Revenues Rise Y/Y

Alibaba has lost $26 billion in market cap since Thursday, after it shelved plans to spin off its cloud business. Executives said they needed to "reset" strategy, and pointed to US restrictions on chip sales to China.

Alibaba extends losses to $26 billion in market value after the company announces big reversal of spin-off plans

We remain buy-rated on Alibaba (BABA). September results and call confirm management is restructuring investments to mitigate 1) headwinds from controls on semi-exports, and 2) slower end-demand recovery impacting Taobao and Tmall Group revenue growth. We think macro headwinds and exposure to the ban have been priced into the stock, down 5% over 3M, underperforming the S&P 500, and down 8% pre-market post-earnings today.

Alibaba: 2 Negatives Priced In, Better Positioned For 2024

Apple

Amazon

Bank of America

Coupang

General Motors

Johnson & Johnson

Eli Lilly

Microsoft

NVIDIA

Procter & Gamble

Teck Resources

Stock Strategist Andrew Rocco divulges valuable insights from the world's best and brightest investors.

13F Rundown: Tepper, Buffett, Druckenmiller

Citing new U.S. export rules on chips, Alibaba canceled its hotly-anticipated cloud unit spinoff on Thursday in a shock move.

Alibaba Stock Keeps Falling as Analysts Rush to Cut Targets After Spinoff Ditched

Alibaba lost more than $21 billion in market cap off the back of its ill-fated cloud spinoff plans, according to CNBC calculations of data from FactSet.

Alibaba sheds $20 billion in market value after scrapping plans to list its cloud business

Shares in Chinese ecommerce titan Alibaba tanked 10 percent in Hong Kong on Friday after the firm's surprise decision to call off part of its high-profile restructuring because of the US-China chip war.

Alibaba shares collapse after cloud service spinoff cancelled

Alibaba Group's decision Thursday to cancel its much-awaited cloud spinoff renewed concern about Chinese stocks.

Alibaba's Woes Illustrate Broader China Concerns. Why Chinese Stocks May Struggle.

Walmart

Experiencing their largest percentage declines in over a year, buying the dip in Alibaba (BABA) and Walmart (WMT) stock is certainly tempting as the busy holiday season approaches.

Should Investors Buy the Dip in Alibaba or Walmart's Stock After Earnings?

Chinese tech giant Alibaba says it will not spin off its cloud intelligence business. The decision, announced Thursday (Nov. 16) along with the company's quarterly earnings, is apparently the result of the U.S. government's restrictions on cloud and artificial intelligence (AI) technology imports to China.

Alibaba Jettisons Cloud Spin-Off Amid Focus on AI

C3.ai

Baidu

Renaissance IPO ETF

JD.com

XPeng

Chinese stocks are in the red today following the high-profile meeting between President Joe Biden and Chinese President Xi Jinping. Alibaba (NYSE: BABA ), JD.com (NASDAQ: JD ), Baidu (NASDAQ: BIDU ), Nio (NYSE: NIO ) and XPeng (NYSE: XPEV ) are each down 2% or more heading into the afternoon.

Why Are Chinese Stocks Down Today?

Alibaba Group Holding Limited (NYSE:BABA ) Q2 2024 Earnings Conference Call November 16, 2023 7:30 AM ET Company Participants Rob Lin - Head, Investor Relations Joe Tsai - Chairman Eddie Wu - Chief Executive Officer Toby Xu - Chief Financial Officer Trudy Dai - Chief Executive Officer, Taobao Tmall Group Jiang Fan - Chief Executive Officer, Alibaba International Digital Commerce Conference Call Participants Ronald Keung - Goldman Sachs Alicia Yap - Citigroup Gary Yu - Morgan Stanley Alex Yao - JPMorgan Jiong Shao - Barclays Operator Good day, ladies and gentlemen. Thank you for standing by.

Alibaba Group Holding Limited (BABA) Q2 2024 Earnings Call Transcript

American depositary receipts (ADRs) of Alibaba Group Holdings (BABA) tumbled over 9% in early trading Thursday as the Chinese e-commerce giant said that it was canceling its plan to spin off its cloud computing unit, and earnings came in lower than expected.

Alibaba ADRs Plunge After It Calls Off Cloud Spinoff Amid US Chip Restrictions

Alibaba's revenue grew 9% in the September quarter, and results essentially matched estimates Due to new U.S export restrictions on technology, the company is stepping back from a plan to spin off its cloud business. Alibaba also announced a dividend of $1/ADS.

Why Alibaba Stock Got Slammed Today

Alibaba Group (NYSE:BABA) has decided not to spin off its cloud computing unit, Cloud Intelligence Group, due to US export restrictions on advanced computing chips.  Alibaba is also postponing its listing plan for its supermarket chain Freshippo, as it evaluates market conditions, the South China Morning Post reported.

Alibaba decides not to spin out Cloud Intelligence Group

Chinese e-commerce giant Alibaba said Thursday it was cancelling a planned cloud service spinoff announced this year over US chip restrictions, as it reported results for the third quarter of 2023 that were in line with market expectations.

Alibaba cancels cloud service spinoff over US chip restrictions

Alibaba (NYSE: BABA) shares declined by 9% in Thursday's session following the disclosure that Jack Ma's family trust, the company's founder, intends to sell 10 million US-listed shares.

Alibaba shares plunge amid Jack Ma's $871M sale plan

Alibaba (NYSE: BABA ) stock is the top-trending company on Yahoo Finance today after it canceled the spinoff of its cloud unit. The Chinese e-commerce giant made the decision because it's worried about its ability to obtain advanced chips in the wake of America's export restrictions on top-notch semiconductors.

BABA Stock Alert: Alibaba Cancels Cloud Unit Spinoff

Alibaba earnings beat estimates but BABA stock fell as the company canceled its cloud spinoff plan.

News for Alibaba Stock (BABA)