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

Activist investor Ryan Cohen has reportedly built a large stake in Alibaba Group Holding Limited. The investor is pushing for aggressive stock buybacks in order to support the under-performing stock.

Alibaba: $50B Or Higher Stock Buyback Possible

Alibaba Group Holdings, Ltd BABA was trading about 0.26% higher at the open on Wednesday, after closing Tuesday's session flat.

Alibaba Consolidates Bull Flag Break Out: Here's What's Happening

Short interest in Alibaba declined by 6.7% in the last cycle, dropping to its multi-month lows. The bears are understandably worried about Alibaba's improved prospects.

Alibaba: Shorts Are Backing Out

China Automotive Systems

JD.com

Pinduoduo Inc - ADR

China's reopening from strict COVID lockdowns is likely to lead to strong stock gains for certain companies. I'm expecting strong returns for Alibaba, Pinduoduo, China Automotive, and JD.com in 2023.

Stocks Set To Benefit From China's Reopening In 2023

Meme stocks Tesla, Bed Bath & Beyond, AMC, GameStop have risen and fallen on social media hype. The post Why Ryan Cohen, The Ultimate Meme Investor, Picked Up Alibaba; Are Meme Stocks A Buy?

Why Ryan Cohen, The Ultimate Meme Investor, Picked Up Alibaba; Are Meme Stocks A Buy?

Chinese stocks are staging a comeback. After being beaten down over the past two years by a Chinese government crackdown on publicly traded companies, particularly those listed on foreign exchanges, there are signs that the worst is over.

3 China Stocks to Buy on the Dip OR You'll Be Kicking Yourself Later

The last several weeks have seen news item after news item about Alibaba. The most recent big story was that Ryan Cohen of GameStop fame had taken a position in the stock.

Alibaba: Ryan Cohen Is Right

Should investors be excited or worried when a stock's 50 -day simple moving average crosses above the 200-day simple moving average?

Alibaba (BABA) Just Flashed Golden Cross Signal: Do You Buy?

2023 could easily be the year when Alibaba (NYSE: BABA ) stock roars back. For years, Alibaba and other technology companies have faced a difficult regulatory environment in China.

Buy BABA Stock? Yes! The Bull Case for Alibaba.

State-backed entities have taken tiny stakes in parts of two Alibaba subsidiaries that oversee a video platform and web browser.

China tightens media control with tiny stakes in two Alibaba units

Since 2020, insiders Masa Son, Jack Ma, and Joe Tsai have done nothing but sell shares of Alibaba. The trio has sold North of $40 billion of stock since 2020. Tsai recently registered to sell an additional $260 million.

Alibaba: Why Insiders Are Selling

Grupo Aeroportuario del Sureste SAB de CV

Baidu

iShares MSCI Germany ETF

iShares MSCI France ETF

iShares MSCI Mexico ETF

iShares MSCI South Korea ETF

iShares China Large-Cap ETF

Tencent Holdings Limited

Investors are looking to global markets for growth as the U.S. dollar weakens. The post These Global Markets Are Outperforming U.S. Stocks In 2023 appeared first on Investor's Business Daily.

These Global Markets Are Outperforming U.S. Stocks In 2023

MercadoLibre

Walmart

Amazon (NASDAQ: AMZN ) continues to dominate digital commerce and e-commerce stocks. In 2019, the company accounted for 46.1% of all e-commerce sales in the U.S. By 2021, that share had risen to 56.7% as the pandemic forced consumers to stay indoors giving the company a potent catalyst.

3 E-Commerce Stocks Coming for Amazon

I remain very bullish on the stock. There is light at the end of the tunnel, and as the story unfolds, we are approaching an inflection point for BABA/9988's sentiment. In retrospect, the market was wrong about Xi's 3rd term reelection, as following the appointment of the loyalist team, we see a broader plan for economic boost and expansion.

Alibaba: A New Era Has Begun

Chinese stocks that are listed in the U.S. have been decimated over the past couple of years after a tech crackdown by Chinese regulators and the U.S. government's passing of legislation to delist Chinese stocks from U.S. exchanges if they don't submit their books for the SEC to review.

Tencent and Alibaba Pop on 'Golden Share' News

Amazon

The e-commerce giants focus on selling to consumers in different parts of the world.

Better Buy: Amazon Stock vs. Alibaba Stock

Alibaba Group Holdings, Ltd. - ADR BABA is trading about 1% lower on Tuesday in consolidation after surging 35% between Dec. 30 and Friday.

Is Alibaba Stock Headed Toward $150? Here's A Look At The Chart

Revolve

BABA vs. RVLV: Which Stock Is the Better Value Option?

Alibaba Group Holding Ltd (NYSE: BABA) is in focus on Tuesday after Ryan Cohen was reported to have built a stake in the multinational tech behemoth.

Ryan Cohen has built a stake in Alibaba: here's what he wants

The average of price targets set by Wall Street analysts indicates a potential upside of 28.6% in Alibaba (BABA). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Wall Street Analysts Believe Alibaba (BABA) Could Rally 28.6%: Here's is How to Trade

Alibaba (BABA) partners with Geely, wherein the former's digital capabilities are going to be integrated into the latter's smart electric transport.

Alibaba (BABA) Boosts Clientele With Digital Solutions' Strength

The founder of pet e-commerce company Chewy (NYSE: CHWY ) and the current chairman of video-game retailer GameStop (NYSE: GME ), Ryan Cohen, has reportedly bought Alibaba (NYSE: BABA ) stock. A Chinese e-commerce giant, Alibaba has had multiple problems in recent years, and its shares have tumbled 60% from its all-time high of $300 reached in October 2020.

BABA Stock Alert: What Does Ryan Cohen Mean for Alibaba?

McCormick

Buying beaten-down stocks and holding for the long haul is a proven strategy for success.

Got $1,000? Here Are 2 Stocks to Buy for the Long Term.

Launching a campaign at the Chinese e-commerce giant is a departure from the activist's other ventures.

Cohen Turns Sights on Alibaba. This Time Meme-Stock Traders Might Not Follow.

Chewy founder Cohen made billions trading meme stocks during the pandemic and is currently chairman of GameStop.

Meme-stock billionaire Ryan Cohen has built a stake in Chinese tech giant Alibaba worth hundreds of millions and is reportedly ready to push for share buybacks

News for Alibaba Stock (BABA)