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

Alibaba investors are caught at a crossroads as they must decide whether spinning off Alibaba Cloud entirely is good for BABA. With Alibaba losing a critical growth driver, investors must depend on its international commerce segment for growth.

Alibaba: Pessimistic Investors Send Another Buying Signal

Alibaba's Q4 earnings exceeded analysts' expectations. It's spinning off its cloud unit in an IPO.

Is Alibaba Stock a Buy Now?

ProShares Long Online/Short Stores ETF

First Trust International Equity Opportunities ETF

Proshares Online Retail ETF

Invesco Golden Dragon China ETF

Alibaba beat earnings estimates but missed on revenues when it reported fourth-quarter fiscal 2023 results.

Alibaba's Q4 Earnings Put These ETFs in Focus

Alibaba's move to spin out its Cloud services is a “no-brainer” that should help to increase the Chinese tech giant's value, analysts are saying. The company announced on Thursday its intentions to spin off its cloud business unit and prepare two other units for initial public offerings (IPOs) as part of its ongoing organizational restructuring.

Why would Alibaba spin out its $12B Cloud business?

Baidu

Tencent Holdings Limited

The economy is open again, helping Alibaba, Baidu and Tencent claw back in the first quarter from a miserable 2022, though they will likely face continuing skepticism from investors.

Alibaba, Baidu and Tencent Signal First Steps in Bumpy Recovery

Cigna

Capital One

Coherent Corp

JD.com

Liberty Latin America

New York Community Bancorp

Sibanye Stillwater

Signet Jewelers

Zoom Video

Michael Burry invested a lot of money into the stock market last quarter, according to 13F filings. The "Big Short" investor who has held a bearish tilt towards stocks initiated 17 new positions last quarter.

These are the top 10 stocks held by 'Big Short' investor Michael Burry

Alibaba Group Holding Ltd. is moving quickly to split up its business in a bid to unlock more value for shareholders, but the company's broader challenges continue to drag the stock down.

Why Alibaba's business shakeup isn't helping its stock

I have been incorrect on shares of BABA so far, and every time it looks like a great value, shares continue to decline. Alibaba smashed Q4 estimates and delivered strong fiscal 2023 results as income from operations grew 3.39% YoY to 11.55%, and FCF grew 8.17% YoY to 19.76 % of revenue.

Alibaba Is Undervalued After Strong Earnings And 3 IPOs In The Pipeline

Alibaba Group Holding Limited BABA shares dropped on Thursday following the release of fourth-quarter financial results.

Alibaba Options Traders Bet On Stock Surging This Much By September Expiration - Alibaba Group Holding (NYSE:BABA)

Though shares have cooled somewhat since the stock's 100% rally in Q1, Alibaba Group Holding Ltd NYSE: BABA is at an exciting point in its growth journey. Having endured a brutal two years through last November, their shares have been admirably treading water since then and are now looking more and more likely to start trending north.

Alibaba: Could This Be The Year Of The Dragon

The Chinese group has given up the gains made when it announced its spinoff plans, as the market focuses on its sluggish cloud-computing business.

Alibaba Stock Is Falling. The Breakup Bounce Has Faded.

Alibaba Group shares fell in Hong Kong trade, extending overnight losses on Wall Street, after the Chinese e-commerce giant's latest quarterly revenue growth missed some analysts' expectations.

Alibaba shares fall in Hong Kong as selloff continues

Michael Burry (Trades, Portfolio)'s recent investment in Alibaba Group Holdings Ltd. ( BABA , Financial) and JD.com Inc. ( JD , Financial) has caught the attention of market observers, given the current sentiment toward Chinese stocks.

Burry's Contrarian Move: Betting on China

Alibaba Group Holding Limited (NYSE:BABA ) Q4 2023 Earnings Conference Call May 18, 2023 7:30 AM ET Company Participants Robert Lin - IR Daniel Zhang - Chairman & CEO Joe Tai - Executive Vice Chairman Toby Xu - CFO Trudy Dai - CEO, Taobao & Tmall Group Jiang Fan - CEO, Alibaba International Digital Commerce Group Conference Call Participants Ronald Keung - Goldman Sachs Alicia Yap - Citi Alex Yao - JPMorgan Gary Yu - Morgan Stanley Jerry Liu - UBS Operator Good day, ladies and gentlemen. Thank you for standing by.

Alibaba Group Holding Limited (BABA) Q4 2023 Earnings Call Transcript

Alibaba's shares fall after revenue misses forecasts; Tencent and Baidu see more marked upturn.

Chinese Tech Giants' Results Reflect Lackluster Economic Recovery

Alibaba Group Holdings Ltd - ADR BABA fell more than 5% lower on Thursday but started to bounce up from the low-of-day after printing better-than-expected fourth-quarter earnings results.

Trading Strategies For Alibaba Stock Following Q4 Earnings Beat - Alibaba Group Holding (NYSE:BABA)

Investors should be looking to buy the weakness in the stock.

Alibaba Earnings: Why Are Shares Down on a Strong Report?

First Republic

Huntington Bancshares

PacWest Bancorp

Western Alliance Bancorporation

Wells Fargo

Burry made some big purchases in the first quarter of the year. Notably, Burry's firm, Scion Asset Management, bought the dip in bank stocks.

2 Shocking Stock Moves Michael Burry Just Made

Seven weeks after Alibaba announced its historic restructuring plan to split itself into six independent companies, the juggernaut is gearing up to take its cloud intelligence group public. Alibaba went public in New York back in 2014, marking the largest IPO at the time.

Alibaba to take its cloud, AI and business messenger unit public

Renewed hopes that big spinoffs will soon unlock substantial value for shareholders will probably provide a lift to the company's stock in the near term.

Alibaba Shares Are a Bet on Spinoffs, Not Growth

Li Auto Inc.

NetEase

Chinese stocks have traversed a tough road over the past year, but nimble investors might be able to find opportunity among these top-rated names.

5 Best Chinese Stocks to Buy

Chinese conglomerate Alibaba (NYSE: BABA ) is a popular name today, but not because it reported weaker-than-expected first-quarter results. Instead, BABA stock is trending on social media because the firm disclosed details of the spinoff of its cloud business.

BABA Stock Alert: The REAL Reason Alibaba Is Trending Today

Alibaba Group (NYSE:BABA) Holding Ltd reported a modest 2% increase in quarterly revenue, falling short of market expectations. The Chinese e-commerce giant revenue for the three months ending in March reached 208.20 billion yuan ($30.12 billion), below the Refinitiv consensus estimate of 210.3 billion yuan from 26 analysts.

Alibaba misses fiscal 4Q expectations amid slower growth, approves cloud division spinoff

Alibaba posted a jump in revenue and profit in the company's first quarterly earnings report since the Chinese e-commerce giant split into six units.

Alibaba shares dip as quarterly revenues miss expectations

Alibaba Group Holdings Ltd. narrowly missed revenue expectations while posting a sizable profit beat for its March quarter Thursday, and the company disclosed that its board of directors has approved the spinoff of its cloud intelligence group.

News for Alibaba Stock (BABA)