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

Tencent Holdings Limited

Tencent's gaming and advertising businesses suffered tough slowdowns. Alibaba faced daunting regulatory, macro, and competitive headwinds.

Better Chinese Tech Stock: Tencent vs. Alibaba

Coca-Cola

Vanguard Short-Term Inflation-Protected Securities ETF

During the recent times of record high inflation (2021-2022), a few things have changed to dislocate markets from where they stood before the COVID-19 pandemic. However, this is not your grandfather's post-crisis rally; the next period could be what some economists call 'the lost decade.

Get A Grip On Inflation With These Two Bond ETFs

Cisco Systems

Dollar General

Economic weakness in China has been a drag on Alibaba stock, but the company's growth is undeniable. Shares of discount retailer Dollar General deserve their recent drubbing.

3 Cheap Stocks That Could Help You Retire Early

CHICAGO , Oct. 12, 2023 /PRNewswire/ -- Alibaba.com, a leading platform for global business-to-business (B2B) e-commerce and part of Alibaba International Digital Commerce Group, and America's Beauty Show, hosted by the Cosmetologists Chicago, a stalwart representative of the beauty industry since 1912, today announced a partnership aimed at creating an omnichannel platform that will provide new pathways for growth in the beauty industry landscape in the US and beyond. This collaboration is set to unveil a series of initiatives that will leverage Alibaba.com's wide array of digital tools and features, offering fresh business opportunities and insights into the latest trends in the beauty sector.

Alibaba.com and America's Beauty Show Bring Together Online and Offline Beauty Industry Players with Innovative Partnership

Amid China's dynamic socio-economic changes, Alibaba stands at a significant crossroads, with foreign investor skepticism putting pressure on Chinese tech stocks. Anticipation builds as rumors suggest China's plan for a massive stimulus boost, aiming to rejuvenate infrastructure and potentially benefit giants like Alibaba. US-based SpaceKnow's satellite imagery showcases renewed consumer confidence in China, with bustling activity in shopping malls pointing toward potential economic revival.

Alibaba's Turning Point: Stimulus And Satellite Optimism

Bank of America

Wells Fargo

Charlie Munger, vice chairman of Berkshire Hathaway (NYSE: BRK.A )/(NYSE: BRK.B ) is one of the biggest names in the investing world with an impeccable track record over the years. Consequently, Charlie Munger stocks serve as barometers many investors emulate in the pursuit of wealth-building strategies.

3 Stocks Charlie Munger Believes Can Survive These Economic Headwinds

Baidu

JD.com

China is considering raising its 2023 budget deficit for spending on infrastructure as part of new stimulus, according to a Bloomberg report.

Alibaba, More China Stocks Jump Amid Stimulus Hopes. This Time May Be Different.

In the most recent trading session, Alibaba (BABA) closed at $84.85, indicating a -1.41% shift from the previous trading day.

Alibaba (BABA) Stock Falls Amid Market Uptick: What Investors Need to Know

Lazada is courting sellers affected by Indonesia's latest e-commerce regulation, its Indonesia CEO James Chang told employees in a town hall meeting on Friday.

Alibaba's Lazada is courting sellers affected by Indonesia's e-commerce ban on social media

Intelligence officers in Belgium are monitoring Alibaba's logistics hub in Europe for possible espionage on behalf of the Chinese government.

Belgium's security services are monitoring Alibaba for possible spying

eBay

Alibaba Group Holdings, Cisco, and eBay are all making AI a key part of their future growth. These companies already have solid businesses today, and AI could make them even better.

Got $5,000? These Are Some of the Cheapest AI Stocks to Buy Right Now

BlackBerry

Instacart (Maplebear Inc.)

Investors shouldn't be scared out of this market. On the contrary, they should be looking for buying opportunities as stock prices trend lower.

Q4 Stock Predictions: 3 High-Risk, High-Reward Stocks Ready to Head Higher

Amazon

Lithia Motors

Ross Stores

Walmart

We have narrowed our search to five retail giants that have strong growth potential for the rest of 2023. These are: AMZN, WMT, ROST, BABA.

5 Giant Wholesale Retailers to Buy for Q4 2023

Alibaba stock is down 70% since its all-time high but the business has become better. Is BABA stock a buy?

Is Alibaba Stock a No-Brainer Buy Right Now?

XPeng

Chinese stocks are on the rise Friday after regulators in Beijing commented on potential changes to data information rules. Regulators in Beijing have said that China may be willing to ease up on restrictions surrounding data.

Why Are Chinese Stocks BABA, NIO, XPEV Up Today?

Apple

Home Depot

In the current environment, where the SPDR S&P 500 ETF NYSE: SPY has faced a weekly downturn and is nearing an alarming 5% monthly loss, investors might perceive a glimmer of hope amid the turbulence.

3 Top-Rated, Oversold Industry Giants

Shares of Nio Inc. and Alibaba Group Holding Ltd, as well as the stocks of other China-based companies, got a nice boost Friday, after the Cyberspace Administration of China proposed the easing of cross-border data-security controls.

Nio's, Alibaba's stocks get a boost from China's cyberspace regulator

China's cyberspace regulator's proposal is seen as a move to boost business activity and is particularly good news for the country's multinational companies.

Alibaba, NIO, XPeng Stocks Climb. Chinese Businesses Get a Regulatory Boost.

Industrial and Commercial Bank of China Limited

Ping An Insurance Group Co of China Ltd

The Chinese economy is definitely experiencing some major growing pains, as the nation's real estate sector is undergoing a significant downturn. Meanwhile, its exports and manufacturing sector are decelerating.

Ticking Time Bombs: 3 Chinese Stocks to Dump Before the Damage Is Done

BYD Company Limited

BYD Co Ltd

David Herro, manager of the $19.7 billion Oakmark International fund, discusses the possible effect of China's economic slump on luxury stocks he owns.

For This Pro, China's Slowdown Won't Hold Back These Luxury Stocks

Alibaba Group Holding's e-commerce logistics arm has filed an initial prospectus for an initial public offering in Hong Kong.

Alibaba's logistics unit files for Hong Kong IPO

Alibaba said Tuesday that it would spin off Cainiao, its logistics arm, in what will be the conglomerate's first initial public offering since it announced a sweeping revamp of its business earlier this year.

Alibaba's logistics business will go public in first IPO from the new-look tech giant

Alibaba Group Holding Ltd. ( BABA , Financial) has been one of the most followed Chinese American depositary receipts since its initial public offering in the U.S. Interests in the stock rose even more after value investing legend Charlie Munger (Trades, Portfolio) used leverage and bought a big position in the stock.

Alibaba: A Sinking Ship

The recent quarterly earnings of Alibaba showed the ability of the company to deliver rapid margin. Alibaba is planning to spinoff Cainiao Network with a Hong Kong IPO reported to start with a $1 billion stock sale in the next week. The 14% YoY growth in revenue was overshadowed by 24% YoY EBITA growth and a 70% YoY growth in income from operations.

Alibaba: Smooth Spinoff Can Unleash A Bull Run

Alibaba Group Holding Ltd. is continuing its attempt to unlock value from its sprawling business with another planned spinoff.

News for Alibaba Stock (BABA)