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

GEO Group

Black Knight

Coherent Corp

JD.com

MGM Resorts

Qurate Retail Inc

Wolverine World Wide

On Jan. 31, hedge fund manager Michael Burry tweeted out a single word that conveyed an ominous and cryptic message: “Sell.” Shortly after, the Scion Asset Management founder deleted his tweet.

8 Stocks Michael Burry Was Betting on Before Cryptic ‘Sell' Warning

Chinese stocks have been a hot topic over the past few years, and mainly for the wrong reasons. A quick recap: the Chinese government cracked down on Chinese technology giants, the U.S. passed a law that threated to delist Chinese stocks from U.S. exchanges if they don't submit to accounting reviews by American auditors, and more recently, the U.S. banned the sale of advanced semiconductor equipment to China.

Michael Burry Loads Up on Alibaba and JD.com in 4th Quarter

Michael Burry's fund Scion capital has just revealed that it has taken a position in Chinese e-commerce giant Alibaba. We point out why the stock is both relatively and absolutely undervalued at the fundamental level, and why investors are unduly bearish on the stock.

Alibaba: Following Michael Burry

SkyWest

Hedge fund legend Michael Burry rose to prominence after making more than $100 million by correctly predicting the subprime mortgage crisis in 2007. In this article, Andrew Rocco will unveil Burry's latest purchases.

3 of "The Big Short's" New Purchases

The investor whose bet on the U.S. mortgage market before 2008-09 was immortalized in "The Big Short" initiated large positions in Alibaba and JD.com.

‘Big Short' Investor Michael Burry Bets on Alibaba and JD. This Time, Wall Street Agrees.

High-profile investors Michael Burry and David Tepper were buying Alibaba during the fourth quarter, potentially putting them in a position to profit from the reopening of the Chinese economy.

Michael Burry and David Tepper snapped up Alibaba during the fourth quarter

We continue to be bullish on Alibaba; the stock is up nearly 36% since we last published our buy rating in November. We expect China's rapid move away from the lockdown environment to serve as a major tailwind for Alibaba, as China still accounts for the bulk of its revenues.

Alibaba: Join The Chinese Bull Bandwagon

Burry's Scion Asset Management swapped out all but two of the holdings in its US stock portfolio, and grew its total number of positions to nine.

'Big Short' investor Michael Burry reveals new bets on Alibaba, MGM, and JD.com

Amazon

Livestream shopping took China by storm. Now Amazon, TikTok and YouTube are betting the QVC-style pitches will take off in the U.S.

NetEase

Baidu

Chinese technology giants from Alibaba to Baidu have announced their intentions to launch ChatGPT-style products.

China's tech giants are launching ChatGPT clones — and Beijing is watching closely

The U.S. Bureau of Industry and Security added six Chinese entities onto a blacklist that says there is cause to believe those entities pose a risk to national security.

The U.S. Blacklisted More Chinese Companies.

The high-tech sector has become much cheaper after the 2022 correction. Two companies operating in the same sector are popular picks among investors.

Amazon And Alibaba: One Of Them Is A Value Stock

Tencent Holdings Limited

China's video games regulator on Friday approved 87 new video games for the month of Feburary including titles under Tencent Holdings , Alibaba Group and NetEase.

China approves 87 new video games including titles by Tencent and Alibaba

GE HealthCare Technologies Inc

When every third business story is about artificial intelligence, it is probably safe to say that AI is a thing.

AI Roundup: GE Healthcare, Baidu, Alibaba, JD.com in the Corral

An editorial in Chinese state-owned media cautions over the AI investing hype. It could mean tough regulations are coming.

Alibaba and Baidu Want to Go Big in AI. China Might Not Let Them.

A Chinese AI Warning Looks Bad for Alibaba and Baidu. Investors Not Seeing That Yet.

Chinese e-commerce giant Alibaba is testing its own rival to ChatGPT, joining the tech race to tap into investors' latest AI frenzy.

Alibaba says it's launching its own ChatGPT rival as the AI craze sends some stocks soaring

Alibaba is putting a ChatGPT-style tool it through internal testing, the company said Wednesday. It's just the latest tech giant to do so.

Alibaba Is Developing a ChatGPT Rival, Joining the Microsoft, Google, and Baidu

Alibaba (NYSE: BABA ) stock is on the move Wednesday as investors react to news of it testing an AI tool to rival ChatGPT. Alibaba spoke about its plans to develop a ChatGPT competitor in a statement.

BABA Stock Alert: Alibaba Tests AI Tool to Compete With ChatGPT

HANGZHOU, China--(BUSINESS WIRE)---- $BABA #alibaba--Alibaba Group will announce December quarter 2022 results on February 23, 2023.

Alibaba Group Will Announce December Quarter 2022 Results on February 23, 2023

Alibaba joins a flurry of technology firms including Google and Baidu to respond to OpenAI and Microsoft's ChatGPT AI chatbot.

Chinese tech giant Alibaba working on a ChatGPT rival; shares jump

Alibaba on Wednesday confirmed it is developing a ChatGPT style AI tool which is currently in internal testing.

Alibaba says it is developing ChatGPT AI tool

Shopify

These mega cap e-commerce players are must-buys right now.

3 Top E-Commerce Stocks to Buy in February

The Chinese e-commerce and cloud giant isn't out of the woods yet.

Is It Too Late to Buy Alibaba Stock?

Expedia

MercadoLibre

The Electronic Commerce industry looks promising in 2023, with the back-to-store trend receding and Gen-Z driven social commerce accelerating.

News for Alibaba Stock (BABA)