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

Black Knight

Coherent Corp

JD.com

MGM Resorts

SkyWest

Wolverine World Wide

Michael Burry, the famed investor covered in Michael Lewis' book, “The Big Short,” and portrayed by Christian Bale in a 2015 movie of the same name, released the fourth-quarter 2022 equity portfolio for Scion Asset Management earlier this month.

Michael Burry's Top Buys of the 4th Quarter

Alibaba Group (NYSE:BABA) easily topped fiscal third-quarter expectations on the top and bottom lines, but investors may already pricing in a banner fiscal fourth quarter, too.  The Chinese telecommunications titan has been hampered in recent months by severe restrictions in the country due to Covid-19 — restrictions that were abruptly lifted in December.

Alibaba beats expectations and that was before China lifted 'zero Covid' restrictions

Alibaba Group (NYSE: BABA) rose in pre-market trading in New York; its shares increased by more than 6%. The online retailer considerably surpassed the average expectation of 35 billion yuan by reporting net profits of 46.8 billion yuan ($6.8 billion).

Can Alibaba Sustain the earnings Boost?

China's Alibaba Group said Thursday its revenue rose two percent year-on-year in the quarter ending December 2022, as the internet giant shook off the impact of strict COVID containment measures and a slump in consumer demand.

Alibaba quarterly revenue rises 2%: earnings report

Alphabet

3 Tech Stocks For Your Mid-February 2023 Watchlist

Chinese eCommerce giant Alibaba is still suffering the effects of COVID-19. The company released earnings results Thursday (Feb. 23) showing growth of 2%, a slower pace than its last quarter, as the retailer dealt with the continued impact of the pandemic in China.

Alibaba's Growth Slows Due to COVID Disruptions

Alibaba Group (NYSE:BABA) stock advanced in Thursday's early deals boosted by what the market sees as a significantly better than expected performance in its third quarter. Supported by the unwinding of Chinese COVID lockdown and the broader holiday period outside of China, Alibaba saw revenue at US$35.92bn (247.76bn yuan) marking a 2% rise versus the same quarter in the prior year.

Alibaba stock starts higher after earnings beat

NVIDIA

Thursday brought good news to the hard-hit sector.

Wall Street's Happy About These 2 Winning Tech Stocks

Alibaba reported quarterly results early Thursday, as the China e-commerce giant beat estimates. BABA stock jumped.

Alibaba Overcomes Multiple Obstacles To Report Quarterly Earnings Beat

US-listed shares of Alibaba Group are up 5.6% in premarket trading Thursday after the e-commerce behemoth beat revenue expectations in the quarter ending Dec.

Alibaba US Shares Up 5.6% in Premarket as Revenue Tops Estimates

Baidu

Tencent Holdings Limited

Chinese stocks which had risen on excitement over AI tumbled after the report from Nikkei Asia.

China Restricts Access to ChatGPT: Report. These Stocks Plunge.

The e-commerce company can't breathe a sigh of relief just yet. An old bugbear—the competition—is nipping at its heels.

Alibaba Survived Tech Crackdown. Now it Must Fend Off its Rivals

Lucid Group

Here are some of the most active stocks in premarket trading on Thursday. U.S. stock futures are pointing to a stronger start.

Alibaba and Nvidia shares climb after results; Lucid stock slumps on delivery outlook

Alibaba's quarterly revenue rose 2% from a year earlier to the equivalent of $35.9 billion.

Alibaba Posts Lackluster Growth, Hit by China's Pandemic Control Measures

Alibaba Group Holding Ltd.'s U.S.-listed shares were headed 5% higher in premarket trading Thursday after the Chinese e-commerce giant topped earnings expectations for its December quarter.

Alibaba stock rallies after earnings beat

Alibaba reported earnings for its fiscal third quarter that smashed expectations, sending shares soaring 4% higher.

Alibaba shares rally 4% after massive earnings beat

The Chinese tech company faced down Covid-19 lockdowns through the end of 2022, which have weighed on growth at Alibaba and across China's economy.

Alibaba Stock Jumps After Earnings Beat. Chinese Lockdowns Still Weighed.

Alibaba Group Holding Ltd reported better-than-expected quarterly revenue on Thursday, as the Chinese e-commerce giant benefited from the country easing COVID-19 curbs.

Alibaba beats quarterly revenue estimates as COVID curbs ease

HANGZHOU, China--(BUSINESS WIRE)---- $BABA #alibaba--Alibaba Group Holding Limited today announced its financial results for the quarter ended December 31, 2022.

Alibaba Group Announces December Quarter 2022 Results

The Chinese tech giant faced down Covid-19 lockdowns through the end of 2022, which have weighed on growth at Alibaba and across China's economy.

Alibaba Is Due to Report Earnings. What to Expect—and Why It Could Be Nasty.

Michael Burry's lasted 13F disclosure reveals he had established a sizable long position in Alibaba at an entry price of around $88. At the same time, Alibaba is scheduled to report earnings on 02/23/2023.

Alibaba Q3: Big-Short Michael Burry's Long Position

Block

This shortened week of trading will be highlighted by internet and technology services companies Alibaba (BABA) and Block's (SQ) quarterly reports.

Time to Buy Alibaba (BABA) or Block (SQ) Stock with Earnings Approaching?

Investors will get a glimpse at China's post-COVID recovery when e-commerce giant Alibaba Group (NYSE:BABA) releases its fourth quarter earnings before the bell on Thursday. Alibaba's stock has risen close to 20% year to date, compared to a 6% rise in the S&P 500 index, surging from around $91 to as high as $110.

Alibaba's 4Q results will give investors a glimpse into the strength of China's post-COVID recovery

FinVolution Group

Sarah Ketterer (Trades, Portfolio), the CEO and fundamental portfolio manager of Causeway Capital Management, recently released the firm's 13F portfolio updates for the fourth quarter of 2022, which ended on Dec. 31.

Sarah Ketterer's Causeway Adds to Alibaba, Buys FinVolution

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

News for Alibaba Stock (BABA)