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

Trip.com

China's seemingly struggling consumer economy is already starting to show some benefit from recent stimulus. The growth of China's e-commerce market is a tailwind for Alibaba that's stronger than any headwind hitting the nation's entire retail industry.

China's Economy Is Healing Sooner Than Expected. 2 Stocks to Play the Recovery.

Investing in China has become taboo lately, with investors and media calling its equity market 'uninvestable.' However, some understand macroeconomics at a level most can only dream of, such as Ray Dalio and his hedge fund Bridgewater Associates.

This May Have Ended Alibaba's Winter, But Is It Time To Buy?

Advance Auto Parts

Arhaus

Dollar General

Opera Ltd - ADR

PNC Financial Services

AT&T

As we head into Fall, it's a good time for investors to rebuild their watch list for the coming months. Despite the recent volatility, quality companies are still trading at reasonable prices, and many such companies have solid fundamentals.

7 Stocks That Should Be on Every Investor's Radar This Fall

Alibaba Group plans to spin off several of its businesses to unlock their combined value and eliminate the "conglomerate discount.". The company's logistics unit, Cainiao Network Technology, is preparing for an IPO to raise at least $1 billion. Alibaba's recent performance has shown strong revenue and profit growth, with a focus on improving efficiency and profitability.

Alibaba: The Next Era Begins

Bloomberg reported that Alibaba could spin off its Cainiao logistics network as early as next week. Alibaba is planning to raise $1 billion from the IPO.

Why Alibaba Stock Was Up on Friday

Baidu

Bilibili

JD.com

KraneShares CSI China Internet ETF

Li Auto Inc.

Tencent Music Entertainment Group 

XPeng

U.S.-listed shares of Chinese internet stocks were rising Friday, snapping back after two sessions of pressure.

Alibaba and other Chinese shares bounce back as China reportedly looks to re-energize its stock market

Alibaba (NYSE: BABA ) stock is gaining on Friday as a couple of pieces of news send the Chinese e-commerce company's shares higher. The first bit of news that investors need to know about is actually affecting more than just BABA stock.

Why Is Alibaba (BABA) Stock Up Today?

Authorities are trying to nurture a recovery that has stumbled this year after pandemic lockdowns were lifted at the end of 2022.

Alibaba, JD.com Stocks Rise on Report of China Easing Ownership Limits

Activision Blizzard

Microsoft

Scholastic

Faraday Future Intelligent Electric

Faraday Future Intelligent Electric Inc. FFIE, -6.15% stock climbed 6.8% after executives at the electric-mobility ecosystems group said that several top executives, including incoming Chief Executive Matthias Aydt, have agreed to salary reductions and stock purchase agreement.

Scholastic stock tumbles on loss, Activision share rises on Microsoft deal news and more moving stocks

MakeMyTrip

Vipshop Hlds

After the broader selloff among Chinese securities, there are better entry points being created for Alibaba (BABA), Vipshop Holdings (VIPS), and MakeMyTrip Limited's (MMYT) stock.

Buy These Chinese Tech Stocks as Risk to Reward Becomes Favorable

Leading indicators suggest a potential recovery in the Chinese economy. Chinese equities are cheap and supported by the PBoC, making it a good time to buy. Alibaba Group Holding Limited is a safe bet on China with strong revenues and attractive valuation, making it a good investment opportunity.

Alibaba: Red Dragon Turns Green, Time To Buy

Apple

Amazon

Booking Hlds

Alphabet

Pinterest

Snap

Two new European Commission regulations, the Digital Markets Act and the Digital Services Act, have come into effect. The DMA aims to regulate "gatekeepers" operating two-sided online marketplaces, while the DSA focuses on regulating the behavior of large digital services and their ad tracking practices. A rundown of the effects on Apple, Google, Facebook, Amazon and Microsoft.

The Gatekeepers And The EU

ASML Hld

NVIDIA

Palantir Technologies

SoFi Technologies

In the investment sphere, where markets shift like dunes in the desert, identifying the right stocks for your portfolio can be as challenging as prospecting for gold. However, certain fabled blue-chip stocks stand the test of time.

Investor's Gold Rush: 7 Must-Have Blue-Chip Stocks for September

Alibaba reported a 14% growth in revenue in the latest quarter. Alibaba has just reshuffled its management team.

Is Alibaba Stock a No-Brainer Buy?

Aflac

Caterpillar

Large-caps carry a well-established nature, have greater analyst coverage, and commonly pay dividends, all of which make them so popular. And for those seeking exposure, analysts have recently become bullish on these three.

3 Large-Caps to Buy for a Steady Approach

Alibaba reportedly told Turkey's president it plans to invest $2 billion in the country. Alibaba President Michael Evans made the remarks in a meeting with Turkish Head of State Tayyip Erdogan, Reuters reported Monday (Sept.

Report: Alibaba Plans to Invest $2 Billion in Turkey

Alibaba (BABA) reportedly plans to boost its business outside of China with a $2 billion investment in Turkey's Trendyol, the Chinese tech giant announced Monday after a meeting with Turkish President Recep Tayyip Erdogan.

Alibaba Expands International Business With $2 Billion Investment in Turkey's Trendyol

SAN FRANCISCO--(BUSINESS WIRE)-- #alibaba--PingSafe, the only CNAPP platform powered by attacker intelligence, today announced its support for Alibaba Cloud and Oracle Cloud. The additional coverage for Alibaba Cloud and Oracle Cloud, allows PingSafe to provide complete cloud security to clients based out of the APAC and EMEA region. Alibaba Cloud is the largest cloud provider in the Asia-Pacific region and third largest in the world according to Gartner. It provides computing services in 200+ countries,.

PingSafe Expands Coverage to Provide CSPM Support for Alibaba Cloud and Oracle Cloud

Alibaba Group (NYSE:BABA) Holding Limited president Michael Evans has told Türkiye's President Tayyip Erdogan the Chinese e-commerce giant plans to invest $2 billion in Türkiye, Reuters reported.   Evans noted the new investments include a data centre and a logistics centre in Ankara and an export operation centre at Istanbul Airport.

Alibaba to make $2B investment in Türkiye

Alibaba remains highly profitable and looks cheaply valued. Amazon may look more expensive, but the tech giant has its own strengths.

Better Buy: Amazon vs. Alibaba Stock

Endava plc - ADR

PayPal

In a volatile market, growth stocks can offer tremendous upside for investors willing to stomach some risk. While many high-flying growth names have seen sizable corrections in 2022, the long-term growth narratives for many of these companies remain intact.

3 Red-Hot Growth Stocks Set to Surge 100%+ in One Year

Alibaba (BABA) is set to make its AI model, Tongyi Qianwen, public. This is likely to intensify the generative AI competition.

Alibaba (BABA) Boosts Generative AI Efforts With Tongyi Qianwen

Shares in Chinese tech giants saw muted gains after strong economic data releases. A slowdown in the world's second-largest economy remains a risk.

Alibaba, JD.com Show the Jury Is Still Out on China's Economy Amid Strong Data

Alibaba's stock tumbled after the departure of Cloud head Daniel Zhang, which led to concerns about the company's management. The management shakeup at Alibaba includes bringing back founding executives to key roles, which is a positive move. Alibaba is restructuring its team to prepare for its future as multiple listed companies and to compete effectively in China's e-commerce industry.

News for Alibaba Stock (BABA)