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

JD.com

Tencent Holdings Limited

With their groundbreaking strategies and relentless pursuit of efficiency, these Chinese stocks to buy in the technology sector may dominate the next bull run during the market recovery. The first one's cloud business is set for exponential growth.

3 Chinese Stocks to Buy With Massive Growth Potential

HANGZHOU, China--(BUSINESS WIRE)---- $BABA #alibaba--Alibaba Group Holding Limited today announced its financial results for the quarter and fiscal year ended March 31, 2023.

Alibaba Group Announces March Quarter and Full Fiscal Year 2023 Results

Alibaba Group Holding Ltd. is set to report earnings Thursday for the first time since announcing a major organizational shake-up.

Alibaba earnings: What to expect from the Chinese e-commerce giant

Alibaba's (BABA) fourth-quarter fiscal 2023 results are expected to reflect growth from its strengthening cloud business.

Will Cloud Strength Benefit Alibaba's (BABA) Q4 Earnings?

Beyond the numbers, Alibaba earnings may hold more details on the group's plans to split itself up, as well as key trends about the Chinese consumer.

Alibaba's Earnings Come at a Critical Time. Watch for Split-Up News, China's Recovery.

Baidu

KraneShares CSI China Internet ETF

NetEase

Pinduoduo Inc - ADR

Quarterly U.S. regulatory filings this week revealed that Scion Asset Management, the hedge fund founded by Michael Burry, doubled down on China stock bets. The question is, should investors?

Michael Burry of The Big Short fame doubled down on China bets. Here's what other investors are saying

Bath and Body Works

KE Holdings

In the noon hour on Tuesday, the Dow Jones industrials were down 0.6% and the S&P 500 down 0.24%, while the Nasdaq traded 0.25% higher.

Earnings Previews: Alibaba, Bath & Body Works, KE Holdings

Elanco Animal Health Inc

Elanco Animal Health has a resilient business that raised prices without seeing a corresponding decline in volume. Alibaba should be a better stock to own this year as the Chinese economy is off to a hot start in 2023.

2 Unstoppable Growth Stocks Wall Street Thinks Can Soar by at Least 70%

Apple

Capital One

Microsoft

NVIDIA

Occidental Petroleum

Westinghouse Air Brake Technologies

Wells Fargo

Investment managers with more than $100 million in assets under management (AUM) must file a 13F disclosure with the U.S. Securities and Exchange Commission (SEC) each quarter. This report includes an overview of the manager's holdings, including stocks, options, and more.

13F Season: Buffett, Burry, & Druckenmiller

An Alibaba executive is bullish on its core marketplace. JD.com beat earnings last week.

Why Alibaba, JD.com, and Pinduoduo Moved Higher Today

BYD Company Limited

China's decision to reopen its economy offers us opportunities to invest in undervalued Chinese stocks. In fact, with that key headwind out of the way, many investors have been betting on a resurgence in growth among some of China's most undervalued stocks.

3 Undervalued Chinese Stocks That Are Ready to Explode

Alibaba's (BABA) fourth-quarter fiscal 2023 results are expected to reflect strength in the e-commerce and cloud businesses despite macroeconomic concerns.

What You Need to Know Ahead of Alibaba's (BABA) Q4 Earnings?

Alibaba investors suffered a recent setback as geopolitical headwinds amid a regulatory clampdown on "espionage" activities took center stage. Foreign investors have turned net sellers in Chinese stocks, likely spooked by worsening regulatory headwinds.

Alibaba: Beijing Clamps Down Again, As 'Uninvestable' Fears Return

Alibaba founded Damo Academy in 2017 to carve out a program focused on cutting-edge research that is relatively free of short-term monetization pressure. One of the Academy's 16 labs conducts research on autonomous driving, which just announced a major change today.

Alibaba's autonomous driving lab to focus more on monetization

Alibaba, as the most dominant consumer company in China, is benefiting enormously from the country's re-opening. The current valuation implies most of the business is worthless, providing a large upside and a margin of safety for investors.

Alibaba: Likely To Beat Earnings And Reward Investors

Walmart

Target

First-quarter earnings from Home Depot, Cisco Systems, Take-Two, Target, Walmart, Alibaba, Applied Materials, Ross Stores, and Deere. Plus, retail sales and leading economic index.

Walmart, Alibaba, Target, and More This Week

General Electric

Lululemon Athletica

The New York State Common Retirement Fund is third-largest public pension in the U.S.

Giant Pension Sold Alibaba, Lululemon, and GE Stock

Alibaba is set to report earnings for its fourth fiscal quarter and full-year on May 18, 2023, before market opening. EPS estimates are low heading into earnings, despite strong recovery trends in China's economy and retail sector in the first-quarter.

Alibaba FQ4: 3 Upcoming Catalysts For A Major Rebound

DingDong Cayman Ltd

Dingdong's earnings were in line with expectations, but revenue missed consensus estimates. Weakening consumer demand seems to be weighing on Chinese stocks this week.

Why Shares of Alibaba, JD.com, and Dingdong Limited Are Falling Today

In this article, I'm trying to prove that Kaspi stock has much more growth potential compared to Alibaba. A comparison I assume you've never seen before. What Alibaba failed to do - create a full ecosystem with financial solutions inside - Kaspi succeeded in doing. Kaspi's ecosystem yields better growth and margins.

Forget Alibaba And Take A Look At Kaspi Instead

iQIYI

Li Auto Inc.

Invesco Golden Dragon China ETF

XPeng

The U.S.-listed shares of Nio Inc. and Alibaba Group Holding Ltd. rallied Thursday, as did the American depositary shares (ADS) of other China-based companies, in the wake of a big earnings beat from e-commerce giant JD.com Inc.

Alibaba and Nio stocks, and the ADS of other China-based companies get a boost after JD's results

Upstart Holdings

Market timing is never easy, but the stock market rewards patience. There are plenty of innovative tech leaders selling well off their previous highs.

2 Top Tech Stocks Ready for A Bull Run

Alibaba is on the path to being restructured into six separate units. A simple sum of the parts (“SOTP”) reveals substantial value to be unlocked from the restructure.

Alibaba: Beijing Serves A 30%+ Restructuring Opportunity

Alibaba's logistics arm aims to raise up to $2 billion via a listing in Hong Kong likely early next year, sources with knowledge of the matter said, bolstering hopes for a capital markets revival in the Asian financial hub.

Alibaba logistics arm eyes up to $2 billion Hong Kong IPO -sources

The timing of Alibaba's spin-off announcement is no coincidence, and Alibaba has taken the green light for its IPOs planned some time ago, following Mr. Son's exit. Alibaba is positioned to benefit from the growing middle and upper classes in the following years, expected to reach 80 million people between 2022 and 2030.

News for Alibaba Stock (BABA)