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.

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

Alibaba's supermarket chain Freshippo said on Sunday it was adding more couriers to meet high demand in Shanghai but this was not yet catching up with the rising needs of locked-down residents as the city battles a surge in COVID-19 cases.

Alibaba's Freshippo adds more couriers, still unable to meet Shanghai demand

The Chinese government is looking for ways to boost its stock market.

Why Alibaba Was Rising Today on a Terrible Day for the Markets

Amazon

The stock market is notorious for completely ignoring business fundamentals at its extremes: Either extreme greed or extreme fear. A comparison between Alibaba and Amazon serves as an illustrating example of both of these extremes.

Alibaba Vs. Amazon Stock: Back To Fundamentals

Shares of U.S.-listed Chinese tech firms Alibaba Group Holding Ltd (NYSE: BABA), Tencent Holdings (OTC: TCEHY), JD.Com (NASDAQ: JD), and Baidu Inc (NASDAQ: BIDU) slid for the fourth consecutive session in Hong Kong on Friday. How Big Tech Stocks Are Faring Hong Kong Today Stocks Movement.

Alibaba, Other Tech Peers Slide For Fourth Session: What's Up With Hong Kong Tech Stocks Today?

Alibaba Group pledges to make nine energy efficiency patents technology available for free for the first time Alibaba Cloud aims to have its global data centers running entirely on clean energy by 2030 HANGZHOU, China , April 21, 2022 /PRNewswire/ -- Alibaba Group Holding Limited (NYSE: BABA and HKEX: 9988, "Alibaba" or "Alibaba Group") has joined Low Carbon Patent Pledge (LCPP), an international platform that encourages sharing patents for low carbon technologies, to accelerate adoption of green technology and foster collaborative innovation by making nine key patents for green data center technology available for free to external parties. In keeping with its support for green initiatives, Alibaba Cloud, the digital technology and intelligence backbone of Alibaba Group also aims to have its global data centers running entirely on clean energy by 2030, starting with upgrades to five of its hyper-scale data centers in China.

Alibaba Group Joins Low Carbon Patent Pledge to Accelerate the Adoption of Green Technology

Shares of several Chinese stocks, including Alibaba Group Holding Ltd - ADR (NYSE: BABA), are trading lower as traders continue to digest the economic consequences of China's zero Covid policy. The COVID-19 lockdown in Shanghai and other parts of China has continued to weigh on the.

Why Alibaba Shares Are Sinking Thursday

Shares of U.S.-listed Chinese tech firms Alibaba Group Holding Ltd (NYSE: BABA), Tencent Holdings (OTC: TCEHY), JD.Com (NASDAQ: JD), and Baidu Inc (NASDAQ: BIDU), which had a subdued closing in the U.S. Markets, continued to slide in Hong Kong on Wednesday morning, as well. How Big Tech Stocks Are.

Why Alibaba, Other Tech Peers Are Sliding For A Third Straight Day In Hong Kong

Shares of Chinese companies, including Alibaba Group Holding Ltd - ADR (NYSE: BABA), are trading lower, possibly on continued weakness amid COVID-19 concerns in China, which have led to lockdown measures and caused economic uncertainty.  The COVID-19 lockdown in Shanghai and other parts of.

Why Alibaba Shares Are Falling

Banco Bradesco

Baidu

ICICI Bank Ltd.

Infosys

JD.com

NetEase

Dr. Reddy's Labs

Sasol

Grupo Televisa, S.A.B.

Right now, it's easy to be down on the global stock market. While the U.S. market is off about 7% so far in 2022, emerging market stocks are about 10% lower than where they were to start the year.

11 Emerging Market Stocks That Analysts Love

Coinbase

Nokia

Software stocks to consider as tech stocks experience slump following Netflix's lackluster quarterly figures.

Best Cheap Stocks To Buy Now? 3 Software Stocks For Your List

Certain institutional investors are still iterating their buys for BABA, though retail doesn't seem to be following their lead. Investors have many reasons to worry, given the macro pessimism, ongoing Ukraine war, inflation, rising interest rates, and tough government laws.

Alibaba: Still Being Punished By The Government - Is Recovery Ever Possible?

Shares of U.S.-listed Chinese tech firms Alibaba Group Holding Ltd (NYSE: BABA), Tencent Holdings (OTC: TCEHY), JD.Com (NASDAQ: JD), and Baidu Inc (NASDAQ: BIDU) slid again in Hong Kong trading on Wednesday morning. How Big Tech Stocks.

Alibaba Slips Alongside Tech Peers: What's Dragging Hong Kong Markets Today?

Didi Global

Investors are growing increasingly concerned about the future of U.S.-listed Chinese stocks following recent news out of the country. The post Chinese Stocks News: Why Are BABA, BIDU, BILI, JD Stocks Down Today?

Chinese Stocks News: Why Are BABA, BIDU, BILI, JD Stocks Down Today?

Bilibili

The Central Cyberspace Administration of China has launched a 'special action' to cut down on illegal content in the country's online live broadcasting and short video industries.

Alibaba, Bilibili, and China Tech Stocks Slide on Livestreaming Crackdown

Chinese e-commerce behemoth Alibaba stock has been one of the worst-performing mega-cap technology names. While the stock remains down by about 20% year-to-date, it has fallen by close to 70% from all-time highs seen in October 2020.

At $95 Is Alibaba Stock Worth The Risk?

Bilibili, Alibaba, and China Tech Stocks Slide on Livestreaming Crackdown

I always thought that investment analysis is closer to finance and mathematics. But now I'm starting to come to the conclusion that the basis here is psychology. Let's just look at the market and forget we're dealing with Alibaba.

Alibaba: What The Market Says

Tencent Holdings Limited

Shares of U.S.-listed Chinese tech firms Alibaba Group Holding Ltd (NYSE: BABA), Tencent Holdings (OTC: TCEHY), and Baidu Inc (NASDAQ: BIDU) slid on Tuesday morning in Hong Kong as the market opened after a four-day holiday. How Big Tech Stocks Are Faring In Hong Kong Today Stock Movement.

Why Alibaba, Tech Peers Are Deep In The Red In Hong Kong Trading Today

Shares of several Chinese companies, including Alibaba Group Holding Ltd - ADR (NYSE: BABA), are trading lower as investors digest recent economic data. Investors also continue to assess the economic impact of a surge in COVID cases in China.

Here's Why Alibaba Shares Are Falling

Why is the market putting so much emphasis on Charlie Munger's position? Why not look at the company's real top holders instead? Also, why is the market sidelining the positive news coming out of Beijing?

Alibaba: Now Is The Time To Buy

Charlie Munger sold half of its stake in Chinese e-Commerce firm Alibaba, according to a new 13F filing. Alibaba's e-Commerce brands provide a strong base for account and revenue growth going forward.

Alibaba: Charlie Munger Sale Changes Nothing

China has been hit by its worst COVID outbreaks since March 2020, as several cities went into full lockdowns. Therefore, Alibaba's recovery momentum has been significantly curtailed.

Alibaba Stock: Valuation Isn't The Focus - Irrational Fear Is

Recently the Daily Journal's 13F revealed that the company trimmed its Alibaba position by 50%. It isn't necessarily the case that former Chairman Charlie Munger sold due to weakening conviction on BABA stock itself.

Alibaba: Munger Is Not The Thesis

Legendary investor Charlie Munger cut 50% of his Alibaba holding after doubling his stake not so long ago.

Charlie Munger Dumped Alibaba, but Analysts Are Still Bullish

Shares of Chinese tech giant Alibaba Group Holding Ltd. ( BABA , Financial) have taken a hammering over the past year.

News for Alibaba Stock (BABA)