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

Shares of Alibaba are cheap at below 10x forwards earnings, but the elephant in the room remains alive and well. China is facing a series of economic headwinds from slowing consumption to worsening Sino-American relations.

Alibaba: Let's Address The Elephant In The Room

KE Holdings

Full Truck Alliance Co Ltd

Chinese stocks struggled today as fears mounted over the economy and growing COVID cases.

Why Shares of Alibaba, Full Truck Alliance, and KE Holdings Fell Today

Alibaba Group Holdings Inc. (NYSE: BABA) was sliding over 3% on Wednesday following a key policy speech by Hong Kong leader John Lee.

Alibaba Trades Dangerously Close To Confirming This Trend Continues: Here's What To Watch - Alibaba Group Holding (NYSE:BABA)

Medtronic

These stocks may not stay this cheap for long.

Bear Market Bargains: 2 Stocks Near Multi-Year Lows That Are Red-Hot Buys

Baidu

NetEase

U.S. investors have been tentative in investing in Chinese securities of late. That is mainly because of the increased volatility due to country-specific risks and a worldwide economic slowdown.

3 Chinese Tech Stocks That Will Outwit the Bear

JD.com

President Xi Jinping, in his opening speech at China's top political summit, made reassurances over ensuring the success of Chinese tech.

Alibaba and Other China Stocks Jump as President Xi Reassures on Tech

A friendly reminder that BABA will be reporting its FQ2'23 earnings on 17 November 2022. It is evident by now that the bear market continues to deteriorate, significantly worsened by the geopolitical issues and the Fed's unenviable task through 2023.

Alibaba: The Black Sheep In A Bear Market

Alibaba stock prices continue to be directed by short-term events and disjointed from business fundamentals. Such disconnection creates both challenges and opportunities for value-oriented investors.

Alibaba Q3: Time To Consider An Option Play

This Sunday, October 16, China will hold its 20th party congress. The event will include speeches that will probably give some idea of where China's policies are headed.

Alibaba: Mark The 16th On Your Calendars

Alibaba stock is once again clouded by an extremely fearful outlook, with the stock trading again in the mid-70s. The last time Alibaba traded at similar levels (in mid-March), the stock aggressively rebounded by nearly 70% in the blink of one trading week.

Alibaba: Stock Rebound Could Be Fast And Aggressive

Alibaba Group Holding Limited (NYSE:BABA ) Q1 2023 Earnings Conference Call August 4, 2022 7:30 AM ET Company Participants Rob Lin - Head of Investor Relations Daniel Zhang - Chairman and Chief Executive Officer Joe Tsai - Executive Vice Chairman Toby Xu - Chief Financial Officer Conference Call Participants Ronald Keung - Goldman Sachs Thomas Chong - Jefferies Alex Yao - JPMorgan John Choi - Daiwa Yang Bai - CICC Alicia Yap - Citi Group Operator Good day, ladies and gentlemen. Thank you for standing by.

Alibaba Group Holding Limited (BABA) CEO Daniel Zhang on Q1 2023 Results - Earnings Call Transcript

In August this year, we rated Alibaba as a buy at $92. We reiterate our ”buy” rating following a further 10% decline and positive news developments. Alibaba's operating businesses trade at 7x owner earnings. At this valuation, compound returns of 25%+ over the next decade are realistic.

Alibaba: The Ultimate Contrarian Pick

Alibaba stock has been hit hard by selling in recent months amid increased tension between the U.S. and China. The post Alibaba Stock Slides On New U.S. Chip Export Controls, But Is BABA Stock A Buy Now?

Alibaba Stock Slides On New U.S. Chip Export Controls, But Is BABA Stock A Buy Now?

Tencent Holdings Limited

The Biden administration is trying to slow China's technological advances on concern they could be used for military purposes.

Alibaba, Tencent Stocks Tumble After U.S. Announces New Chip Restrictions

SimilarWeb Ltd

TEL AVIV, Israel--(BUSINESS WIRE)-- #affiliatemarketing--AliExpress, a global retail online marketplace and part of Alibaba Group, is expanding globally with the help of Similarweb digital intelligence.

Similarweb Digital Intelligence Helps AliExpress to Continue to Grow Its Footprint Around the World

China is heading to its monumental 20th CPC National Congress in mid-October, as Chinese President Xi Jinping aims to secure his unprecedented third presidential term. Alibaba stock has continued to fall toward its March/May lows through October as sellers intensified their bearish conviction.

Alibaba: Don't Give Up Now

There seems to be little disagreement among bulls and bears that both Alibaba and Tencent are in value territory. A fundamental disagreement between many bulls and bears is simply this: can value investing work in China?

Alibaba And Tencent: Can Value Investing Work In China?

Alibaba's rather volatile e-commerce platform can be problematic for long term investors, as it tracks China's economic growth rather closely. But with the company investing in new and existing customer retention and expansion in their cloud offerings, there's hope for long term growth which doesn't rely on that volatility.

Alibaba Is Betting Big And It Strengthens The Bull Case

Shares of Alibaba Group Holding Ltd. BABA, +4.01% dropped 2.8% in premarket trading Thursday, after J.P.

Alibaba stock drops after J.P. Morgan cuts price target, turns cautious on revenue outlook

Lowe's

QUALCOMM

This bear market has created a sea of blue-chip bargains for smart long-term investors, including some of the world's best growth stocks. Alibaba's growth outlook has risen by 50% in the last few months, but only to 12.8%. That's not that impressive given the highly speculative nature of this high risk investment.

Alibaba Is Dirt Cheap But So Are These 2 Faster-Growing Dividend Blue Chips

Alibaba's shareholders have had nothing but pain from their investment in the past year. In fact, the stock today is very close to its IPO price back in 2014. I put a spotlight on Alibaba's capital allocation strategy. Close to $10 billion in repurchases out the window, and what did it actually bring?

Alibaba: Nothing Positive Left

NVIDIA

Taiwan Semiconductor Manufacturing

Quantum computing is an emerging technology that has great potential to revolutionize businesses in various industries. These advanced machines can solve complex problems faster than traditional computers, making them well-suited for weather forecasting, financial modeling, and material science research tasks.

The 3 Most Undervalued Quantum Computing Stocks to Buy Now

XPeng

China's retail sales and industrial output data for August were definitely encouraging. Retail sales grew 5.4% year-over-year (YOY) in August, while industrial production was up 4.2%.

Which Chinese Stock Could Offer Higher Upside Potential on Rebound?

The Chinese tech giant is betting big on cloud computing—a business that the company and Wall Street view as critical to Alibaba's future.

Alibaba Pours $1 Billion Into Cloud Computing. The Move Is Critical for Its Growth.

Amazon

Alibaba and Amazon have both seen a significant slowdown in top line growth post-pandemic. Near-term revenue outlook favors Amazon. Amazon Web Services outperforms Alibaba Cloud.

News for Alibaba Stock (BABA)