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

The world's second-largest economy faces a challenging recovery, as its roller-coaster markets highlight.

Alibaba's Rally Has Been Turbulent. China's Reopening Isn't Easing Fears.

It is time for the bears to go into winter hibernation mode as Beijing finally embarks on its reopening cadence with some semblance of pre-pandemic normality. The BABA stock has also enjoyed an excellent 52.26% rally from its October lows of $58.01, though its P/E valuations remain depressed at 11.27x.

Alibaba: Go Hibernate Now, Bears - China Reopening Is Already Upon Us

Alibaba's stock decline over the past two years makes it an inexpensive growth stock. Strong cash position with 70% of FY22 cash repurchasing 63 million shares.

Alibaba: International Expansion And Domestic Success

Baidu

Pinduoduo Inc - ADR

Alibaba Group Holding Ltd - ADR BABA, Baidu Inc BIDU and Pinduoduo Inc - ADR PDD are all trading higher Thursday morning. Shares of several Chinese stocks at large are trading higher as China eases some zero-Covid restrictions.

Why Alibaba, Baidu And Pinduoduo Shares Are Seeing Blue Skies Today - Alibaba Group Holding (NYSE:BABA)

Costco

Intel

Palantir Technologies

AT&T

Tesla

Visa

One way retail investors can keep tabs on “smart money” is by keeping an eye on hedge funds. With ample resources, connections, and investing skills, hedge funds may “know” something you do not.

7 Big-Name Stocks Hedge Funds are Selling

Alibaba has gone up by more than 30% since my last buy rating on it, and this article looks forward to see what we should watch out for in 2023. For China eCommerce, I expect it to show strong growth in 2023 on the back of a low base and removal of covid restrictions as Alibaba emerges as a re-opening play.

Alibaba Stock Forecast For 2023: What To Watch For

JD.com

Trade data for November showed sharp falls in the country's exports and imports from a year earlier, undercutting positivity around relaxed coronavirus restrictions.

Alibaba, JD.com Drop. Easing of China's Covid-19 Measures Isn't Helping.

Alibaba, JD.com Drop Despite Further Easing of China's Covid-19 Measures

Chinese stocks have staged a strong rally in the last month. The company's fate is highly dependent on moves by the CCP and PBOC.

Alibaba: Technicals More Positive Than Fundamentals

Peloton

Wynn Resorts

One of the hottest groups in the recent market rally is consumer cyclicals. These three stocks already have the wind at their back heading into the new year.

3 Consumer Cyclical Stocks With Good Momentum

KraneShares CSI China Internet ETF

Tencent Holdings Limited

Growing hopes that China will reopen its economy have ignited a spectacular rebound in Chinese technology stocks, but we believe that hopes for a reopening are premature. Instead, we see imminent risks of a failure in the market rebound, potentially resulting in sharp losses for investors caught in this speculative fervor.

China Reopening Hopes Premature, Speculative Tech Rally Likely To Fail

Netflix

By its nature and due to the plethora of readily available information on the internet these days, the stock market has become relatively efficient because the majority of the known information is baked into the share price. Things have come a long way since Benjamin Graham's day, when assets were usually mispriced due to lack of access to information.

2 Fallen Angel Stocks for the Contrarian Investor

TAL Education Group

Trip.com

Yum China Hlds

An eventful year for the Chinese stock market is slowly closing. Although many investors believed things could be headed in the right direction after a tough 2021, most stand bitterly disappointed.

Our Top 5 Chinese Stock Picks for 2023

Alibaba Group Holding Limited's BABA shares edged higher on Monday despite a sharp decline in the broader markets.

A Big Bet On Alibaba Rising Over 10% By End Of December - Alibaba Group Holding (NYSE:BABA)

Li Auto Inc.

XPeng

Electric vehicle (EV) companies Nio (NYSE: NIO ), XPeng (NYSE: XPEV ) and Li Auto (NASDAQ: LI ) led a rally in Chinese EV stocks over the weekend. Since Nov. 28, NIO stock is up from $10 to nearly $13, XPEV has risen from $7 to more than $11 per share and LI stock is up from $17 to $22.

Why Are Chinese EV Stocks Trending Today?

Bilibili

Reports that Covid-19 restrictions could ease in Beijing and Shenzhen are boosting several Chinese internet stocks.

Options Traders Blast China-Based Stocks on Covid News

Xtrackers Harvest CSI 300 China A-Shares ETF

Las Vegas Sands

iShares MSCI China ETF

MGM Resorts

Melco Resorts and Entertainment

Major China stocks and ETFs shot up early Monday after the Chinese government loosened Covid restrictions over the weekend. The post China Stocks Extend Rebound On Easing Covid Restrictions appeared first on Investor's Business Daily.

China Stocks Extend Rebound On Easing Covid Restrictions

U.S.-listed shares of Chinese internet and electric-vehicle stocks are enjoying a sharp rally yet again in premarket trading Monday amid reports that officials in the country were easing pandemic restrictions.

Nio, Alibaba, Bilibili among China stocks set for another rally as Covid controls ease

Atour Lifestyle Holdings Ltd

U.S. stock futures traded lower this morning. Here are some big stocks recording losses in today's pre-market trading session.

XPeng, Baidu, Nio And Some Other Big Stocks Moving Higher In Today's Pre-Market Session - Alibaba Group Holding (NYSE:BABA), Atour Lifestyle Holdings (NASDAQ:ATAT)

Shares in Hong Kong rallied as Beijing authorities relaxed measures designed to control the spread of the coronavirus.

Alibaba, JD.com Rise in Chinese Stock Rally on Loosening of Covid-19 Restrictions

China has seen widespread protests in recent weeks due to its prolonged zero-COVID policy. Alibaba posted a decent quarter with slight revenue growth and continued to maintain its rock-solid balance sheet.

Alibaba: An Update On Protests And The Most Recent Quarter

iShares China Large-Cap ETF

Invesco Golden Dragon China ETF

Shares of U.S.-traded Chinese stocks on Friday posted their best week since at least March, with one popular exchange-traded fund clinching its biggest weekly advance since 2011, as shared recovered from last week's punishing selloff.

U.S.-traded Chinese stocks clinch best week since at least March as reopening hopes help spark rebound

iQIYI

Chinese stocks are climbing higher on Friday as investors continue to hope that the country will ease off of Covid-19 restrictions. China remains one of the few countries in the world still holding firm to lockdowns and restrictions due to the pandemic.

Why Are Chinese Stocks BABA, BILI, IQ Up Today?

Amazon

The stock market habitually disregards business fundamentals when the mood is at either the greed or fear extreme, with Alibaba and Amazon as the most recent examples. Both are dominated by greed not that long ago, and both are dominated by fear now (especially in the case of Alibaba).

Alibaba Vs. Amazon: Fundamentals Still Matter

Alibaba Group Holding Limited ( BABA , Financial) is one of the largest e-commerce companies in the world and, at its peak, occupied more than 50% of the market share. However, as most value investors are probably already aware, the stock has fallen to bargain-basement levels in recent years due to a wide variety of setbacks, including a tech regulatory crackdown in China, the U.S. government passing legislation that poses a very real threat of de-listing Chinese stocks from U.S. exchanges, and last but not least, macroeconomic issues brought about by the Covid-19 pandemic and China's ongoing Covid lockdowns.

News for Alibaba Stock (BABA)