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

Fiverr

Lithium Americas Corp

Solid Power

Tesla

Taiwan Semiconductor Manufacturing

I asked Google Bard to give me the names of seven stocks it believes will double in 2024. I agree with many of the recommendations it gave.

AI Stock Predictions: 7 Names Google Bard Believes Will Double in 2024

Bank of America

Kinder Morgan

When it comes to picking growth stocks, there's no shortage of options out there. As an individual investor, it can be incredibly difficult to determine which names have that magical combination of a disruptive business model, strong leadership, and growth potential that can lead to market-crushing returns over the long-haul.

3 Growth Stocks Billionaire Money Managers Are Loading Up On

2023 has been a very challenging year for China's Alibaba (NYSE: BABA). The company launched ambitious restructuring programs as its shares were offering a lackluster performance on the stock market and spent the year mostly on a downward trajectory.

Alibaba reshuffles cloud team to focus on AI; Time to buy?

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Alibaba (BABA) Stock Price Prediction in 2030: Bull, Base & Bear Forecasts

Alibaba's cloud business reported disappointing numbers in its latest quarter. The China-based tech giant also canceled the spin-off of the cloud division.

Why Alibaba's Stock Price Sank Despite a Solid Quarter

Alibaba Group (NYSE:BABA) is shaking up its cloud computing division with a trio of personnel changes meant to reignite the department after the Chinese tech giant pulled back its spinout and public listing plans.  The company plans to emphasize public cloud, hybrid cloud and cloud infrastructure, three businesses central to the artificial intelligence sector, with new executives heading up each.

Alibaba taps three new cloud computing executives after nixing spinoff/IPO plans

Apple

American Express

Chevron

Coca-Cola

Berkshire Hathaway has sold its shares in One97 Communications (NSE: PAYTM), the parent company of Paytm, incurring around 40% loss on an investment made over five years ago.

Warren Buffett sells entire stake in this stock

The shakeup comes after a surprise move by Alibaba last week to cancel the highly-anticipated initial public offering of its cloud unit.

China's Alibaba shakes up cloud unit management after scrapping the division's IPO

Alibaba Cloud's growth came to a halt. Alibaba cancelled Alibaba Cloud's spin-off.

What's Going On With Alibaba Cloud?

JD.com

2023 is on course to mark the third straight annual loss for Chinese equities but a Goldman Sachs strategist is convinced that next year will be a different one.

Chinese stocks will gain in 2024: Goldman Sachs

Alibaba restructured into six segments, planning to spin them off into independent publicly traded companies, potentially increasing shareholder value. Post-spinoff, BABA's share value may initially drop, but long-term revaluation dynamics could offset this decline. The sum of the Company's individual segments is projected to exceed the value of the company as a whole, indicating the potential for significant value creation through the restructuring.

Alibaba's Stock Recovery: A Spinoff Strategy For Rebound

Alibaba cofounder Jack Ma walked back on plans to sell the company's stock. The Chinese tech giant's stock crashed last week after it nixed a plan to spin off its $11 billion cloud business.

Alibaba's stock dropped so much that Jack Ma reversed a plan to sell shares for his other investments

Bristol-Myers

Medical Properties Trust

Sibanye Stillwater

SPDR S&P 500 ETF Trust

VanEck Vectors Vietnam ETF

Walgreens

ZIM Integrated Shipping Services

Investors should consider selling stocks with negative catalysts and at risk of further decline. Taxable account holders may realize losses to offset this year's capital gains. Avoid Companies with high debt, falling demand, or higher operating losses ahead.

3 Tax-Loss Sell Alerts: These Stocks Likely To Fall By Even More

Jack Ma, co-founder of Chinese e-commerce giant Alibaba (NYSE: BABA ), backtracked on plans to sell shares after the stock's price fell. Indeed, the news came after shares lost $41 billion in market cap.

Jack Ma Backtracks on Plan to Sell Alibaba (BABA) Stock

Alibaba Group (NYSE:BABA) Holding Ltd founder Jack Ma reversed plans to sell some of his shares in the Chinese e-commerce giant after its stock price dropped more than 9% in a single session last week, its biggest selloff in more than a year, Bloomberg reported.   Ma's intention to sell 10 million Alibaba shares worth about $870 million on November 21 was revealed in regulatory filings last week, on the same day Alibaba reported its financial results for the September quarter and announced that it decided not to spin off its cloud computing unit, Cloud Intelligence Group, due to US export restrictions on advanced computing chips.

Jack Ma walks back plan to sell Alibaba shares after stock drops: report

Alibaba shares have dropped below the price that Jack Ma would like to sell them for.

Jack Ma halts plans to cut his Alibaba stake after shares in the Chinese e-commerce giant drop

All the company's key business segments grew year-over-year, although growth rates cooled off considerably compared to Q1.

Down 65% Since 2021, What's Next For Alibaba Stock?

Alibaba reported Q3 earnings, with a promising trend in profitability and a focus on new growth initiatives. The stock will benefit from shifting moves in politics and macro, and also thanks to its new dividend policy. I rate BABA a strong buy, and believe the stock could reach +$200.

Alibaba: Money, Power And Macro

Alibaba's recent minor revenue miss is not as significant as the market perceives it to be. The thawing of U.S./China relations is a positive factor that could expand Alibaba's low P/E multiple. Alibaba's earnings are solid, with a healthy beat on EPS estimates, and its growth prospects remain promising.

Alibaba: Time To Buy Now

Amazon

Pinduoduo Inc - ADR

With the impending holiday rush on the horizon, the e-commerce arena braces for a titanic clash between industry behemoths. These e-commerce stocks to buy have emerged as formidable players, each showcasing unique strategies and strengths.

3 E-Commerce Giants to Buy Before the Holiday Rush

Baidu

The Chinese tech company is expected to report third-quarter earnings of $2.39 a share on revenue of $4.8 billion. But AI could be the big news.

Baidu's Earnings May Bring AI News. Remember Alibaba Warning on Chips.

In the realm of technology, we're encountering a battleground where innovation, strategy and foresight converge to define the future. At the forefront of this dynamic landscape stand stock picks that are armed with distinct arsenals poised to reshape industries.

3 Stellar Stocks to Secure Before They Skyrocket in 2024

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.

News for Alibaba Stock (BABA)