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

GSX Techedu Inc.

TAL Education Group

China's economic rebound seems to have sputtered as of late. Many investors are hopeful that the Chinese government will issue stimulus, but analysts aren't so sure there is a lot it can realistically do.

Why Shares of Alibaba, TAL Education Group, and Gaotu Techedu Are Falling Today

U.S. shares of Alibaba Group Holding Ltd. dropped Tuesday following a surprise management shake-up, but one analyst views the development as a positive overall.

Alibaba management shake-up positive as Zhang can now focus on cloud, analyst says; U.S. shares drop

Alibaba's CEO and Chairman stepped down in a surprise move to lead its cloud business as the company doubles down on global expansion. But Alibaba shares fell 4%.

Can Alibaba's Surprise Exec Reshuffle, Focus On Cloud Help It Beat Amazon, Microsoft?

The Chinese e-commerce behemoth is making some drastic changes.

Alibaba Enters a New Era with a New CEO. What You Should Know

Alibaba (NYSE: BABA ) stock is trending on social media and sinking about 4% in early trading after the company announced the departure of its CEO, Daniel Zhang. Replacing Zhang at the hem of the Chinese firm will be Eddie Yongming Wu, a co-founder of Alibaba who's currently serving as chairman of BABA's Taobao and Tmall Group.

BABA Stock Alert: What Does a New CEO Mean for Alibaba?

BEIJING , June 20, 2023 /PRNewswire/ -- 36Kr Holdings Inc. ("36Kr" or the "Company") (NASDAQ: KRKR), a prominent brand and a pioneering platform dedicated to serving New Economy participants in China, was recently featured on China Central Television ("CCTV") for its groundbreaking launch of the first-ever AI e-commerce store in China, which has continued to attract immense attention across the industry. The CCTV exclusive was broadcast and live-streamed on multiple channels, including the Economic News on Channel-2 of CCTV, CCTV.com, and the CCTV App.

36Kr Featured on CCTV for its Innovation in Opening China's First AI E-Commerce Store

Eddie Yongming Wu will become CEO of Alibaba, while Joe Tsai will take over as chairman. Both are close confidants of Alibaba's billionaire founder Jack Ma.

Alibaba founder Jack Ma's close confidants have taken the top roles at the Chinese tech giant — Here's who they are

The Chinese tech giant says its top leader, Daniel Zhang, will make way for two long-serving executives: Joseph Tsai takes over as chairman and Eddie Yongming Wu becomes chief executive.

Alibaba's Daniel Zhang Will Leave Top Post, Replaced by Joseph Tsai

Intellia Therapeutics

Viking Therapeutics

Alibaba has tremendous growth opportunities in AI. Intellia Therapeutics' gene-editing therapies hold the potential to be big winners.

Got $1,000? 3 Growth Stocks to Buy That Could Double Your Money.

Alibaba cofounder Jack Ma held a small group meeting with top company execs in May, per LatePost. Ma suggested flattening out Taobao and Tmall's org charts by cutting managers.

Jack Ma reportedly proposed a restructure at Alibaba, and it has echoes of what's been happening at Meta

XPeng

Cano Health Inc. stock CANO jumped 15% after the primary-care provider said its chief executive has agreed to step down.

Alibaba shares drop, along with stocks in Nio and Xpeng lower along with other movers

Joseph Tsai will replace Zhang as chairman and Eddie Yongming Wu will become the chief executive.

Alibaba Stock Drops as CEO Daniel Zhang Steps Back

Alibaba's current chief executive Daniel Zhang will be replaced, the company announced, amid a major management shuffle in an effort to promote its cloud intelligence services.

Alibaba names new CEO to replace Daniel Zhang in major management reshuffle

Alibaba Group (NYSE:BABA) has revealed the surprise announcement that Eddie Wu will succeed Daniel Zhang as its chief executive. Zhang has been Alibaba's chief executive since 2015 and took over from Jack Ma as chairman in 2019.

Alibaba Group reveals surprise change of chief executive

Outgoing Alibaba CEO Daniel Zhang said the cloud business is "now full speed ahead on its spin-off plans," and that is a reason why he is stepping down as group boss.

'When we meet again, may we all be carefree': Read the outgoing Alibaba CEO's memo to staff

China's Alibaba Group has announced a major management reshuffle aimed at spurring the e-commerce giant's growth at a time when the Chinese economy is slowing despite an end to COVID-19 pandemic restrictions a half-year ago.

Chinese e-commerce giant Alibaba announces new CEO and chairman in major management reshuffle

Chinese e-commerce giant Alibaba Group has named a new chairman and CEO in a surprise management shakeup announced at a time of slowing growth and cut-throat competition.

Alibaba Names Billionaire Joseph Tsai As New Chairman In Surprise Management Shakeup

Alibaba Group Holding Ltd. is shaking up its leadership, with Daniel Zhang planning to step down from his roles as both chairman and chief executive.

Alibaba's Zhang to step down as CEO, chairman amid business shakeup

Hours after rumors started circling in China about a possible stepdown of Alibaba's chairman and CEO Daniel Zhang, the ecommerce behemoth confirmed midday on Tuesday that the executive will hand over the torch.

Alibaba CEO Daniel Zhang to pass the torch and focus on cloud

Alibaba is reshuffling its top executives, with current Vice Chairman Joseph Tsai taking over as chairman from Daniel Zhang while the head of its domestic e-commerce unit was named CEO.

Alibaba Says Chairman and CEO Daniel Zhang Will Be Replaced

Joseph Tsai, executive vice chairman and cofounder of Alibaba Group, will succeed Daniel Zhang as chairman, according to an announcement by the Chinese internet giant on Tuesday.

Alibaba appoints Joseph Tsai, Eddie Wu to succeed Daniel Zhang as chairman and CEO

Eddie Wu will succeed Daniel Zhang as chief executive of Alibaba Group, the company announced Tuesday, laying out its succession plan.

Alibaba announces Eddie Wu to succeed Daniel Zhang as CEO

HANGZHOU, China--(BUSINESS WIRE)--Alibaba Group Holding Limited's (NYSE: BABA and HKEX: 9988, “Alibaba” or “Alibaba Group”) board of directors today announced that Joseph C. Tsai, currently Executive Vice Chairman, will succeed Daniel Zhang as Chairman of the Company. Eddie Yongming Wu, Chairman of Taobao and Tmall Group, will succeed Mr. Zhang as Chief Executive Officer and replace Mr. Zhang on the Company's board of directors. Both appointments will take effect on September 10, 2023. Followin.

Alibaba Group Announces Chairman and CEO Succession Plan

Alibaba's stock has been substantially undervalued for a long time because of massive political risks, though I consider these risks are highly likely in the past. The company is well-positioned for growth in e-commerce and cloud computing, with a vast ecosystem, which is a solid competitive advantage. My valuation analysis suggests vast upside potential for the stock price.

Alibaba: High Risk-High Reward

Alibaba dominates the Chinese retail e-commerce market and is expected to continue its growth due to strategic acquisitions and internal changes. The company's stock has experienced a 5.67% increase since December 2022, with a high of 120.57 USD in January 2023 and a forecasted twelve-month high of 181.00 USD. Risks include maintaining relationships with foreign regulators and the Chinese government, economic volatility, and compliance with Chinese data collection policies.

News for Alibaba Stock (BABA)