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

Match Group

With the Internet-Commerce Industry currently in the top 11% of over 250 Zacks Industries here is a look at some of the top-rated stocks in the space to consider buying amid the strong start to 2023.

Time to Buy These 3 Internet -Commerce Stocks?

Due to the drastic stock recovery thus far, BABA may retest its $120s resistance levels soon, suggesting short-term volatility ahead. While the rhetoric from Beijing has notably moderated, it remains to be seen if Mr. Market is willing to look past the growing geopolitical risks.

Alibaba: Testing Resistance Level Soon - Geopolitical Risk At Pitch Fever

The mean of analysts' price targets for Alibaba (BABA) points to a 31.5% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Wall Street Analysts Think Alibaba (BABA) Could Surge 31.5%: Read This Before Placing a Bet

Company also unveils survey of small businesses and finds over a third of SMB owners turned to e-commerce to survive the pandemic NEW YORK , Feb. 2, 2023 /PRNewswire/ -- Alibaba.com, one of the world's largest B2B e-commerce marketplaces, a business unit of Alibaba Group (NYSE: BABA), today unveiled its predictions for key digital export trends in 2023 along with the findings from its 2022 small business survey for global suppliers within its Digital B2B Outlook 2023. Alibaba.com is predicting that the coming year will see some enduring trends continue, like the rise of digital personalization and video marketing in B2B e-commerce.

Alibaba.com Releases Digital Trends Report for E-Commerce in 2023

The e-commerce giant is greatly positioned to benefit from the Chinese economy reopening and provide long-term value.

3 Reasons to Be Bullish on Alibaba in 2023

KraneShares CSI China Internet ETF

Vipshop Hlds

In a surprise to many investors, Chinese stocks have led markets higher over the past few months. Andrew Rocco highlights 3 highly-ranked names pulling into support and providing investors with an opportunity to get on board.

3 Elite Chinese Internet Stocks Pulling Back to Support

BYD Company Limited

iShares MSCI China ETF

China's comeback is just getting started. In fact, as the country abandons its COVID-fueled policies that stifled growth, Chinese stocks are staging quite a rally.

3 Chinese Stocks to Buy Before the Q2 Recovery Spike

Alibaba stock and JD stock tumbled on reports that the two China e-commerce companies were planning strategic moves. The post E-Commerce Giants Alibaba, JD.com Tumble On News Of Strategic Moves appeared first on Investor's Business Daily.

E-Commerce Giants Alibaba, JD.com Tumble On News Of Strategic Moves

The core commerce segment looks strong with strong demand from the Lunar New Year, improvement of the supply situation and Hema turning profitable. The international commerce segment continued to be supported by Alibaba Group, with Lazada Philippines and Singapore gaining traction.

Is Alibaba Overvalued After Generating 30% This Year? Let The Fundamentals Do The Talking

Hong Kong-traded shares of the company fell sharply on Monday.

Alibaba Drops. The Chinese E-Commerce Giant Says Talk of HQ Move 'Untrue.

Shares of Chinese tech giant Alibaba (NYSE: BABA ) are down more than 5% today on news the company is considering moving its headquarters to Singapore. A leading e-commerce company that is often referred to as the “Amazon of China,” Alibaba has been based in Hangzhou, China since its founding in 1999.

Why Is Alibaba (NYSE:BABA) Stock Down 5% Today?

Alibaba has continued to rally to start 2023 and shares have basically doubled off of the lows. In recent weeks, news has come out regarding the golden share arrangement and Jack Ma taking a step back from his control over Ant Group.

Alibaba: This Rally Has Legs

Hong Kong-traded shares of the company dropped sharply on Monday.

China E-Commerce Giant Alibaba Falls After Reports of Move to Singapore

Amazon

Chinese tech stocks are up 70% in the last two months, and Alibaba is up 80%. The end of the regulatory crackdown and China reopening in 2023 is a strong tailwind for growth.

Amazon And Alibaba: Buy One Before Earnings

CVS Health

Both Alibaba and CVS should have better earnings numbers this year than last.

2 Solid Growth Stocks That Are Cheaper Than They Look

As a long-time investor, I learned this key lesson (and am still relearning it over and again). Making a profit for the wrong reason (being lucky is a typical one) is more dangerous than losing money. If I lost money for doing something silly, I am pretty sure I won't do it again.

Alibaba: Underwater For 1 Year And 2023 Reflections

Alibaba stock has become one of the main drivers of the Chinese stock market, returning 35.6% since December 30, 2022. In global terms, I would like to draw investors' attention once again to the risks that have faded into the background.

Alibaba: Initial Phase Of Rally Is Drying Up

Kohl's

Wayfair

The National Retail Federation predicted that November and December sales would grow around 7%. As it turned out, inflation and higher interest rates had a bigger-than-expected impact on holiday shopping.

3 Retail Stocks Ringing the Register in 2023

Alibaba is now valued by the market at a substantially lower P/E multiple as compared to its Chinese internet peers. I am of the view that BABA's shares will perform well going forward, as I have a favorable view of the company's cloud business segment and shareholder capital return policy.

Alibaba Stock: Is Now A Good Time To Buy? Yes, There Is Still Upside

Alibaba stock has rallied sharply amid renewed signs of accumulation as investors bet on better times ahead for the Chinese juggernaut. The post Alibaba Stock Holds Gains Bullishly After Huge Price Gain, But Is BABA Stock A Buy Now?

Alibaba Stock Holds Gains Bullishly After Huge Price Gain, But Is BABA Stock A Buy Now?

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

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?

News for Alibaba Stock (BABA)