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 Group Holding Limited (NYSE:BABA ) Q2 2025 Earnings Conference Call November 15, 2024 7:00 AM ET Company Participants Lydia Liu - Head of Investor Relations Eddie Wu - Chief Executive Officer Jiang Fan - Chief Executive Officer, Alibaba International Digital Commerce Toby Xu - Chief Financial Officer Conference Call Participants Alicia Yap - Citigroup Ronald Keung - Goldman Sachs Thomas Chong - Jefferies Alex Yao - JPMorgan Kenneth Fong - UBS Jialong Shi - Nomura Gary Yu - Morgan Stanley Lydia Liu Good day everyone and welcome to Alibaba Group's September Quarter 2024 Results Conference Call. With us are Joe Tsai, Chairman; Eddie Wu, Chief Executive Officer; Toby Xu, Chief Financial Officer.

Alibaba Group Holding Limited (BABA) Q2 2025 Earnings Call Transcript

Alibaba Group Holding Limited reported strong earnings, beating analyst expectations, but cash generation was weak; however, aggressive buybacks continue to reward shareholders. Revenue grew 5% year-over-year, with Cloud Computing and International Digital Commerce showing promising growth, despite a challenging Chinese consumer environment. Adjusted earnings per share declined slightly, but share repurchases provided a 5% tailwind, highlighting Alibaba's commitment to returning value to shareholders.

Alibaba: Strong Results And Its Cheap Again

Better-Than-Expected Retail Sales in October.

Better-Than-Expected Retail Sales in October

Alibaba Group (NYSE:BABA)'s US-listed shares moved lower after the Chinese eCommerce giant posted mixed third quarter results. The company's profit rose 58% year-over-year to 43.9 billion yuan ($6.07 billion), ahead of Wall Street estimates of 25.83 billion yuan.

Alibaba shares move lower on third quarter revenue miss

Retail Sales, Imports and Exports, and the Empire State bring some multi-month highs.

Economic Prints Bring Some Heat: Retail Sales, Imports and More

Adjusted earnings before interest, taxes, depreciation and amortization declined about 4% to 47.33 billion yuan in its fiscal second quarter.

Alibaba Revenue Misses Views Amid Weaker Chinese Economy, Competition

Alibaba Group Holding Limited has delivered a robust fiscal Q2 2025 earnings double beat, underscoring restored strength across its core commerce and cloud businesses. The combination of operating efficiency improvements, stabilizing take-rates and high-margin revenue growth are also alleviating pressure from ongoing R&D investments in recent quarters. Looking ahead, Alibaba benefits from three impending catalysts that would drive a sustained uplift to its growth trajectory and risk premium reduction, and underpin value accretion from current levels.

Alibaba's Fiscal Q2 2025 Earnings Underpin 3 Impending Catalysts

Alibaba Group's (BABA) US-traded shares were down around 3% in Friday morning trading after the Chinese ecommerce giant posted higher-than-expected quarterly earnings on the back of cloud operations growth fueled by artificial intelligence (AI) but revenue was lower than expected.

Alibaba Stock Drops Despite Higher-than-Estimated Profit; Sales Disappoint

“Big Short” investor Michael Burry raised his stake in Alibaba Group Holdings Ltd (NYSE: BABA) by 30% in the third quarter. He expects the tech stock to rally on the back of China's stimulus blitz in the months ahead.

Michael Burry loads up on Alibaba stock: should you buy it too?

U.S. stocks traded lower this morning, with the Nasdaq Composite falling by more than 200 points on Friday.

Nasdaq Tumbles Over 200 Points; Alibaba Posts Upbeat Sales

The Chinese giant Alibaba Cloud announced a partnership with MultiversX (EGLD), while Alibaba (NYSE: BABA) published Q3 2024 earnings results. This partnership starts as EGLD strongly enters the Asian market with an UpBit listing and notable mentions in the media.

Chinese giant Alibaba to partner with MultiversX as EGLD enters the Asian market

Alibaba Group Holding Limited just released its earnings and easily surpassed expectations. A day earlier, competitor JD.com released earnings, triggering a selloff in Alibaba shares. BABA's release beat estimates on revenue as well as on EPS. On a less positive note, free cash flow declined.

Alibaba's Vast Earnings Beat: I'm Staying Long

Missed Out on Nvidia? Billionaires Are Buying This Artificial Intelligence (AI) Stock Hand Over Fist

Alibaba's stock jumps after a profit beat, with the AI business extending its streak of triple-digit percentage growth.

Alibaba's stock rallies as continued AI growth helps fuel a profit beat

Alibaba gained despite fiscal Q2 sales coming in lower than expected as earnings beat estimates with AI growth. The post Alibaba Stock Gains As AI Growth Helps Earnings Beat Despite Sales Miss appeared first on Investor's Business Daily.

Alibaba Stock Gains As AI Growth Helps Earnings Beat Despite Sales Miss

Alibaba shares rise 3% in premarket after Chinese tech giant posts 58% jump in profit

Alibaba Group Holding missed analysts' estimates for quarterly sales on Friday, as lingering economic uncertainty sapped consumer spending in China and weighed on the e-commerce giant's domestic business.

China's Alibaba misses quarterly revenue estimates

HANGZHOU, China--(BUSINESS WIRE)---- $BABA #alibaba--Alibaba Group Holding Limited today announced its financial results for the quarter ended September 30, 2024.

Alibaba Group Announces September Quarter 2024 Results

American Coastal Insurance Corp

BioAtla, Inc

Baidu

Shift4 Payments

Hudson Pacific Properties

JD.com

Molina Healthcare

Olaplex Holdings

The RealReal

After the famous ‘Big Short' investor Michael Burry abandoned his 2023 bet against the semiconductor industry – though, interestingly, the short position may not have been wrong, only poorly timed – he again stirred controversy with his persistent bullishness about Chinese stocks.

‘Big Short' Michael Burry stock portfolio update

Alibaba Group Holding Limited BABA will release earnings results for its second quarter, before the opening bell on Friday, Nov. 15.

Alibaba Gears Up For Q2 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts

Michael Burry bolstered his bets on three Chinese tech companies last quarter. The "Big Short" investor raised his stakes in Alibaba, Baidu, and JD.com but also hedged the wagers.

'Big Short' investor Michael Burry boosts Alibaba, Baidu, and JD.com bets as he doubles down on China

Alibaba Group Holding Ltd BABA BABAF will be unveiling its second-quarter earnings on Friday, before market hours. Wall Street is expecting $2.10 in EPS and $33.95 billion in revenue, per Benzinga Pro data.

Alibaba Earnings Could Offer Clues On Challenging Climate: Why Bearish Signals Loom Over China Stock

Investors will look for clues on weather China's efforts to boost its sluggish economy is working.

Alibaba's Earnings Need to Wow Investors to Calm Concerns About China's Economy

iShares China Large-Cap ETF

KraneShares CSI China Internet ETF

iShares MSCI China ETF

Pinduoduo Inc - ADR

Michael Burry, the hedge-fund investor made famous by Michael Lewis's book “The Big Short,” upped his bets on Chinese stocks during the third quarter — but he's also making sure to protect his downside.

Michael Burry added to bets on Chinese stocks last quarter — but there's a catch

While Wall Street has enjoyed a post-election rally, U.S.-listed Chinese stocks haven't fared so well.

News for Alibaba Stock (BABA)