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 is currently priced at only 8.5x its FY1 pretax earnings. As such, it provides a very asymmetric return/risk profile according to the so-called Buffett's 10x pre-tax rule (earnings before taxes, EBT).

Alibaba: Irresistible According To Buffett's 10x EBT Rule

Alibaba business units will have more discretion to act in their best interests. Investors can better understand the value of the Alibaba's individual businesses.

Alibaba's Decision to Break Out Its Empire Could Be Game Changing

The well-respected investment manager might be onto something with this stock pick.

1 Michael Burry Stock Down 70% You'll Regret Not Buying on the Dip

China's gross domestic product grew 4.5% in the first quarter of the year. However, parts of the economy remain weak.

Why Shares of Alibaba Fell Today

Alibaba got good news that China might reduce a $1 billion fine on the company's fintech arm, Ant Group. BABA stock rose then fell.

China Internet Giant Alibaba Emerging From Deep Freeze As Restrictions Ease

Amazon

Amazon ( AMZN , Financial) and Alibaba ( BABA , Financial) have a lot in common. They are both the largest e-commerce companies in their respective home countries, and both are industry leaders in Cloud computing.

Amazon vs Alibaba: Which Is a Better Value?

Baidu

First Trust Dow Jones International Internet ETF

Proshares Online Retail ETF

Invesco Golden Dragon China ETF

Alibaba announced that it would be launching its own AI model, Tongyi Qianwen. With AI technology gaining popularity, check how this will affect the Chinese tech conglomerate.

Alibaba's AI Launch Puts These ETFs in Spotlight

Tencent Holdings Limited

Chinese AI companies could hold key advantages over other rivals. Alibaba, Baidu, and TenCent rank as three of the best Chinese AI stocks.

3 AI Stocks That Could Trounce Google and Microsoft

SoftBank Group Corp

Alibaba: Don't Let Beijing Or SoftBank Rain On The Parade

In our view, investors are significantly undervaluing Alibaba and in fact giving away Alibaba's Cloud Segment "for free." We consider that Alibaba is trading significantly below its intrinsic value, which we believe is $496BN, with mean-reversion offering the opportunity to generate significant Alpha.

Buy Alibaba's Core Business, Get Cloud 'For Free'

Alphabet

Honeywell

Intel

Lockheed Martin

Microsoft

First Trust Nasdaq Artificial Intelligence & Robotics ETF

Quantum computing is a relatively new type of computer programming that incorporates quantum mechanics into a machine's functionality. This may result in faster computer processing, especially when working with large data sets.

Investing in Quantum Computing: A Guide

The new plan of Alibaba will benefit long-term investors. There could also be interesting opportunities for investors who do not hold Alibaba stock, acquiring the shares of its different business units separately.

Alibaba: With The New Reorganization, New Investors Might Benefit Too

Legendary Investor Sells Alibaba Amid Uncertainty. Should You Follow Suit?

Japanese technology investor SoftBank was early in Alibaba. Now it looks to be selling out at a pivotal time for the Chinese tech giant.

SoftBank Eyes Alibaba Exit. The Chinese Tech Giant's Stock Is Rising.

Trip.com

China's retail spending is finally perking up, which matters more than most investors realize. The nation's central bank and Beijing's policy makers are proceeding thoughtfully but firmly with stimulus measures that haven't yet made their full impact.

Why Alibaba, Trip.com, and Tencent Holdings Are No-Brainer Buys Right Now

Alibaba (NYSE: BABA ) stock is climbing about 3% in early trading today even though Japanese holding company Softbank (OTCMKTS: SFTBY ) has reportedly sold most of its stake in the Chinese conglomerate. Stronger-than-expected Chinese economic data may be cushioning the impact on BABA stock.

BABA Stock Alert: SoftBank Moves to Sell Alibaba Stake

Shares in Alibaba Group (NYSE:BABA) fell 2% after Japanese investment giant SoftBank sold almost all of its remaining shares. The shares have rebounded so far this year after falling to seven-year lows in the autumn, helped by improving results and supported by the unwinding of Chinese Covid lockdowns.

Alibaba slips as SoftBank trims stake further

MercadoLibre

Walmart

In discussing e-commerce stocks, Amazon immediately pops into mind because of its sheer dominance over the space. In fact, it accounts for 37.8% of all e-commerce sales, the most of any firm by a wide margin.

3 Stocks to Buy That Could Be the Next E-Commerce Titan

SoftBank is primed to cut its stake in Alibaba from about 14% to under 4%. The Masayoshi Son-led company wants to "limit its China exposure." BABA has sold off more than 10% since management announced its restructuring plans at the end of March. So investors who didn't chase the momentum surge have another chance now.

Alibaba: SoftBank Runs, But You Shouldn't

Shares of Alibaba lost more than $12B in market value yesterday. The drop in price was due to a report from the Financial Times that SoftBank Group was drastically reducing its stake in the e-Commerce company.

Alibaba: SoftBank Sale Implications

The Japanese tech investor, which previously held more than 30% of Alibaba, is reportedly slashing its holding to less than 4%.

Alibaba Shares Slump After SoftBank Reportedly Offloads Majority Stake

Alibaba Stock Rises as SoftBank Eyes the Exit. China Tech Sees the End of an Era.

Japanese tech investment titan SoftBank has decided to sell nearly all of its stake in Alibaba to limit exposure to China, the Financial Times reported Thursday.

SoftBank to sell almost all its Alibaba stake: report

U.S.-traded shares of Alibaba Group Holding Ltd. sank Wednesday following a report that SoftBank Group Corp. has moved to sell most of its stake in the Chinese tech giant.

Alibaba shares fall as SoftBank reportedly sells most of its stake

Alibaba shares dropped nearly 3% after a Financial Times report indicated that SoftBank sold roughly $7.2 billion worth of shares.

News for Alibaba Stock (BABA)