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

New York shares of the Chinese e-commerce giant were down premarket after it said it would abandon its cloud segment spinoff plan.

Alibaba's Spinoff Plans Fall to Earth

Alibaba Group (NYSE:BABA) has pulled plans to spin off its cloud business, and paused proposals to list its supermarket unit, throwing in doubt its restructuring plans.  The Chinese e-commerce giant said US export controls had created “uncertainties” for its cloud business, and that it had paused plans to list its grocery business Freshippo as it “evaluate[s] market conditions”.

Alibaba pulls cloud spin-off as restructuring hopes splutter

Alibaba Group Holding Ltd. met revenue expectations for the latest quarter and announced an annual dividend, but shares of the Chinese e-commerce giant were falling 6% in Thursday's premarket action.

Alibaba beats on profit and announces dividend, but its stock still falls

E-commerce giant Alibaba reported quarterly profit that missed expectations, and said it would not proceed with the full spin-off of its cloud intelligence group.

Alibaba shares slide 5% after it disappoints on profit, curbs cloud spinoff

HANGZHOU, China--(BUSINESS WIRE)---- $BABA #alibaba--Alibaba Group Holding Limited today announced its financial results for the quarter ended September 30, 2023.

Alibaba Group Announces September Quarter 2023 Results

Li Auto Inc.

XPeng

Chinese ADRs were mostly lower in premarket trade ahead of Alibaba's results, and after a meeting between U.S. President Joe Biden and China President Xi Jinping didn't result in new agreements on the economic front. Alibaba BABA, +3.82%, Nio NIO, +4.75%, XPeng XPEV, +2.29% and Li Auto LI, +1.71% each were trading about 3% lower, as the Hang Seng HSI, -1.36% fell nearly 2%, in a session that also was colored by results from Tencent 700, +0.68%.

China ADRs trade lower ahead of Alibaba results

The latest results from JD.com were strong, likely creating optimism about Alibaba's earnings.

Alibaba Stock Rallied Ahead of Earnings. Here's What Investors Are Betting On.

Alibaba's (BABA) second-quarter fiscal 2024 results are expected to reflect gains from its strengthening cloud business.

Will Alibaba's (BABA) Q2 Earnings Gain From Cloud Strength?

Pinduoduo Inc - ADR

Retail spending in China is not only still growing, but this growth is accelerating. This improvement in consumer spending is being supported by growing industrial output.

Why Shares of China's Alibaba and PDD (Pinduoduo) Are Up So Much Today

Analysts see modest 6% growth in revenue for Alibaba's fiscal second quarter. It has posted single-digit revenue moves in six of its seven previous reports.

Alibaba Stock Has a Lot to Prove This Week

JD.com

Buyers pushed Alibaba stock sharply higher early Wednesday ahead of the company's earnings report on Thursday.

Alibaba Stock Jumps, Helped By JD.com Earnings, But Is BABA Stock A Buy Now?

Apple

AbbVie

AGNC Investment

Antero Midstream Partners

Apple Hospitality REIT

Ares Capital

Apollo Commercial Real Estate Finance

Broadcom

Boeing

Bank of America

BASF SE

B&G Foods

Bayerische Motoren Werke AG

BRT Apartments

Blackstone Group

Colgate-Palmolive

Cisco Systems

CVS Health

Dominion Energy

Diversified Healthcare Trust

Disney

S&P 500 and Dow Jones dropped for the third straight month in October, just before staging a remarkable reversal in November. Interest rates were kept steady again in a range of 5.25% to 5.5%, and it is uncertain if 2023 will see yet another hike. Net investments of around $1,800 in October, primarily targeting the financial sector and high-yielding BDCs.

My Dividend Stock Portfolio: New October Dividend Record - 98 Holdings With 23 Buys

Alibaba's (BABA) second-quarter fiscal 2024 results are expected to reflect strength in the e-commerce and cloud businesses despite macroeconomic concerns in China.

What You Need to Know Ahead of Alibaba's (BABA) Q2 Earnings

It is no secret that the market has a severe disapproval bias towards Chinese stocks. This doesn't happen very often, but when it does, guys like the legendary Sir John Templeton come to sweep up the opportunity.

Alibaba's bottom is in: Analysts see a monster rally ahead

China's securities watchdog has asked Cainiao, the logistics arm of Alibaba Group , to submit additional information about its shareholders and operational structure as the unit seek to list in Hong Kong.

China's securities watchdog asks Alibaba's Cainiao to submit more info for HK listing

Some undervalued companies can stay undervalued for far longer than we realize. Alibaba Group Holding Limited is one such company that has continued to disappoint investors despite looking very cheaply valued. The announcement of a business split, the improving regulatory outlook in China, China's comeback from Covid woes, and the tech stock rally in 2023 have failed to lift Alibaba stock. Encouragingly, earnings revisions are moving in the right direction today, which is likely to trigger a strong up-move in the stock price.

Alibaba: 2 Catalysts Have Emerged To Drive The Stock Higher

Chinese top e-commerce giants both claim their “Singles Day” sales were higher this year than in 2022, but analysts believe the holiday's fast-paced growth has now started to slow in another sign of an overall struggle for the country's economy.

Analysts wary over China's Singles' Day sales as upbeat Chinese e-commerce giants fail to reveal data again

Chinese e-commerce giants may have eked out another year of sales growth on Singles Day, but the data isn't all encouraging.

Alibaba Saw Singles Day Sales Growth, but Don't Call It a Win for China's Economy

Alibaba Group (NYSE:BABA) is scheduled to report earnings before the market opens Thursday, when investors will get enough chance to evaluate the company's focus on operating efficiency this year.  Analysts expect the  Hangzhou, China-based company to post third-quarter earnings of $2.12 per share on earnings of $30.79 billion, compared to a loss of about $1.06 per share on revenue of $28.42 billion a year earlier.

Alibaba looks beat earnings expectations again when it reports next week

The new month of negative inflation—the consumer price index dropped 0.2% from a year earlier in October—isn't quite deflation.

China's Consumer Prices Are Falling Again. Why It's a Problem for Stocks.

Etsy

MercadoLibre

Overlooking the rapid growth potential of e-commerce might leave some investors feeling out of step, perhaps even a bit behind the curve. While general consumer behavior has stabilized post-pandemic, e-commerce spending is expected to continue trending up.

Alibaba Just Launched Its Latest AI Model. Here's Why You Should Still Avoid the Stock.

Chinese exports fell for a sixth consecutive month in October, dropping 6.4% from a year ago.

Alibaba, JD.com Fall After China Trade Data. Here's the Good News.

PayPal

AT&T

In investments, the pursuit of stocks that promise to be gems in the rough is a thrilling endeavor. But how do you identify the stars among the multitude of options?

Wall Street's Whisper: 3 Stocks That Could Double Your Wealth in 2025

Alibaba's investment in Zhipu (and AI in general) could lead to significant growth. I view BABA's low P/E ratio, both in absolute terms and in comparison to its peers, as a dramatic mispricing of such growth potential. Besides AI, other positive catalysts include the easing of China's regulatory crackdown and the completion of its business reorganization plan.

News for Alibaba Stock (BABA)