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

The shares of Alibaba Group Holding Inc Ltd (NYSE:BABA) and JD.com Inc (NASDAQ:JD) are both on the rise today, after news that China will allow international travel starting Jan. 8, as the country further eases Covid restrictions.

China Stocks Pop as Covid Restrictions Ease

Pinduoduo Inc - ADR

KE Holdings

Baidu

NetEase

Trip.com

Yum China Hlds

Shares of some U.S.-listed Chinese companies advanced on Tuesday on optimism that easing of the country's COVID-19 travel restrictions on foreigners would deliver a business boost.

U.S. listed Chinese stocks rise as China eases COVID-19 lockdown restrictions

Alibaba Group Holding Ltd - ADR BABA shares are trading higher by some 5.08% to $90.02 Tuesday morning. Shares of Chinese companies are trading higher after China announced it will end quarantine requirements for international travelers from January 8.

What's Going On With Alibaba Shares - Alibaba Group Holding (NYSE:BABA)

China will drop Covid-19 quarantine requirements for international arrivals in January.

Alibaba and JD.com Stocks Rise as China Plans to Open Its Borders

Alibaba faces tough competition, in addition to regulatory concerns, recession fears and geopolitical tensions we believe BABA is currently a HOLD. Alibaba Group is a Chinese multinational technology company that operates a marketplace, shopping search engine, cloud computing, and other e-commerce-related services.

Alibaba: Uncovering The Risks And Rewards

KraneShares CSI China Internet ETF

iShares MSCI China ETF

Melco Resorts and Entertainment

Tencent Holdings Limited

Tencent Music Entertainment Group 

Many market participants make the mistake of focusing on the indices, sector ETFs, or the leading stocks from the previous bull market cycle. This prevents them from spotting the new batch of leaders that are first to breakout when the next bull market cycle comes.

Stocks Are Stealthily Breaking Out In China (Technical Analysis)

BYD Company Limited

China's economy is seeing divergences that weren't apparent three years ago, presenting a new mix of growth drivers and drags.

China's economy looks different than it was going into the pandemic

Affirm

AMC Entertainment

Carnival

Coinbase

Zillow

Investing against the grain is never easy. We often find ourselves buying stocks because everyone else is.

7 Surprising Stock Picks for Contrarian-Minded Investors

After a significant decline in Alibaba's share price and forward estimates, Alibaba now trades at a cheaper EV/Sales multiple than Amazon. Alibaba may deserve to trade at a discount to Amazon due to China-specific risks, but this needs to be weighed against whether Alibaba has more future growth than Amazon.

Is Alibaba Stock A Good Buy For 2023?

The Chinese retail and tech giant remains a polarizing investment.

3 Reasons to Buy Alibaba Stock, and 3 Reasons to Sell

The ongoing argument between many Alibaba bulls and bears does not seem to be about business fundamentals. The argument seems to center on this one question: Is China investable?

Alibaba: Is China Investable?

Regulatory overhangs and headwinds from China's zero-Covid policies are easing, according to UBS. China tech stocks are poised to benefit.

A 'Continued Positive Rerating' May Be Coming for Alibaba and Chinese Tech

One of Alibaba's (NYSE: BABA ) leaders may be giving up on the company. Co-founder and executive vice chairman Joe Tsai revealed that he plans to sell 8% of his stake in the e-commerce giant.

Is Co-Founder Joe Tsai Giving Up on Alibaba (BABA) Stock?

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 Surges On China's 'Business-Friendly' Pledge, But Is BABA Stock A Buy Now?

Alibaba Stock Surges On China's 'Business-Friendly' Pledge, But Is BABA Stock A Buy Now?

Amazon

Alibaba Group Holdings Ltd - ADR BABA and Nio Inc - ADR NIO were trading near to flat on Friday, holding up comparatively well to the general market, which had seen the S&P 500 tumble 7% since the market opened on Tuesday.

What To Watch On Alibaba, Amazon And Nio As The Stocks Form This Trading Pattern

Tsai, also owner of the NBA's Brooklyn Nets, filed to make the sale through Morgan Stanley.

Billionaire Alibaba Cofounder Joseph Tsai Selling 8% Stake In Retailer

Recently, the SEC concluded its audit reviews of Chinese companies earlier than it was expected to do. The SEC said that it received "good access" to the books after "thorough and systematic testing."

Alibaba: The Audits Look Increasingly Bullish

Xtrackers Harvest CSI 300 China A-Shares ETF

Las Vegas Sands

MGM Resorts

Wynn Resorts

China stocks booked broad losses Thursday as Covid cases appeared to be increasing. Analysts advise caution ahead of China's Lunar New Year.

Investors In China Stocks Operating Blind Under New Covid Policies

The US Public Company Accounting Oversight Board examined auditing paperwork in Hong Kong but the staff hasn't yet been able to access mainland China.

Delisting risk eases for Alibaba and other US-listed Chinese companies after American officials get audit access

The improving run rate of China Commerce EBITA growth has been instrumental in driving better cash generation. The December quarter has traditionally been a very strong quarter for operating cash flow and could push the FCF yield to fresh highs.

4 Broad Reasons Why Alibaba Is A Buy

Alibaba Group Holding Limited was obviously a terrible investment in 2022, with the stock price declining 23% year-to-date. While Alibaba's e-Commerce business slowed down drastically this year, growth in other segments could play a stronger role for the company in FY 2023 and beyond.

I Was Wrong About Alibaba (But Here's Why I Still Own It) (Rating Downgrade)

US semiconductor restrictions on China will accelerate the nation's focus on reaching self-sufficiency, boosting Alibaba Group. Many specialists in the semiconductor sector agree that while China has the technological capacity to develop cutting-edge chips, it lacks the financial resources to expand production.

Why The CCP Needs Alibaba

Susquehanna analyst stuck to his positive rating and $185 price target on Alibaba's stock.

What to Make of Alibaba Stock's Wild 5 Days of Trading

China might finally be easing up on its COVID-19 restrictions. But is it enough to save Alibaba stock?

Down 24%, Is Alibaba Stock a Buy?

Alibaba Group Holding Ltd - ADR BABA and Pinduoduo Inc - ADR PDD shares are trading lower Monday morning. Shares of Chinese companies are trading lower amid a pullback after gaining last week following the easing of zero-Covid restrictions.

News for Alibaba Stock (BABA)