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

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 Q3 2021

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

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 ADR price continues to find resilience at the $80 level, in line with our previous expectations for continued range-bound trading despite gradual, yet consistent, improvements to quarterly fundamentals. Although a tepid revenue showing at first glance, a deeper dive shows sustained margin expansion in the long-run as its revamped business model under new management delivers durable scale benefits. Pairing Alibaba's underlying business fundamental improvements with impending inflection drivers, the stock is likely ripe for a sustained valuation uplift in the near-term.

Has Alibaba Bottomed? Hints From Q1 FY2025 Earnings

Alibaba Group reported disappointing financial results for the June quarter of 2024, missing both revenue and profit expectations.  The company's struggles reflect broader challenges in its core domestic market, where competition and consumer sentiment have exerted significant pressure.

Alibaba misses Q2 revenue targets with 29% decline in net income amid domestic e-commerce slump

Michael Burry, the founder of Scion Asset Management and renowned for his visionary bet against the housing market in 2008, continues to captivate the investment community with his unconventional strategies. His latest portfolio disclosures, revealed in the recent 13F filing for the second quarter of 2024, have sparked considerable interest, particularly his significant increase in Alibaba Group Holding Ltd NYSE: BABA shares and a substantial reduction in his overall portfolio size.

Michael Burry's Alibaba Bet and the Broader Market Implications

Alibaba Group (NYSE:BABA) reported mixed financial results for the second quarter, with earnings ahead of estimates but revenue falling short. The China-headquartered online marketplace said its revenue increased 4% to $33.47 million, missing the Street consensus estimate of $34.81 billion.

Alibaba misses quarterly revenue estimates amid China retail slump

Alibaba's Chinese commerce business has shrunk for the first time amid weak consumer spending. The Chinese conglomerate released earnings Thursday (Aug. 15) showing a 27% decline in profit, which dampened the hopes of a turnaround for the company, Bloomberg News reported.

Alibaba's Profits Fall 27% as Chinese Consumers Cut Back

Alibaba Group Holding Limited (NYSE:BABA ) Q1 2025 Results Conference Call August 15, 2024 7:30 AM ET Company Participants Joe Tsai - Chairman Eddie Wu - Chief Executive Officer Toby Xu - Chief Financial Officer Jiang Fan - Chief Executive Officer, Alibaba International Digital Commerce Rob Lin - Head of Investor Relations Conference Call Participants Ronald Keung - Goldman Sachs Alicia Yap - Citigroup Thomas Chong - Jefferies Ellie Jiang - Macquarie Gary Yu - Morgan Stanley Kenneth Fong - UBS James Lee - Mizuho Youssef Squali - Truist Operator Good day, ladies and gentlemen. Thank you for standing by.

Alibaba Group Holding Limited (BABA) Q1 2025 Earnings Call Transcript

Is Alibaba Stock Worth Buying Today?

Chinese e-commerce giant Alibaba reported a 29 percent fall in quarterly profit on Thursday as it battles sluggish consumption during an economic slowdown.

Chinese tech giant Alibaba's quarterly profit shrinks 29 percent

Alibaba Group Holding Ltd. shares are heading lower in Thursday's premarket action after the Chinese e-commerce giant posted a revenue miss driven by a shortfall in its big e-commerce marketplaces.

Alibaba's stock falls as e-commerce pressure sparks revenue miss

Alibaba continues to face headwinds in its core e-commerce business amid rising competition and a cautious Chinese consumer.

Alibaba shares dip 3% after quarterly earnings miss expectations despite cloud acceleration

Alibaba Group Holding missed market expectations for first-quarter revenue on Thursday, as the company's domestic e-commerce sales came under pressure from cautious spending by Chinese consumers in a faltering economy.

China's e-commerce giant Alibaba misses first-quarter revenue estimates

HANGZHOU, China--(BUSINESS WIRE)---- $BABA #alibaba--Alibaba Group Holding Limited today announced its financial results for the quarter ended June 30, 2024.

Alibaba Group Announces June Quarter 2024 Results

Amazon

Baidu

Shift4 Payments

Alphabet

JD.com

Molina Healthcare

Oracle

As investors around the world continue to attentively watch his stock bets, Michael Burry of ‘ The Big Short ' has shaken up his stock portfolio, demonstrating particularly bullish sentiment and increasing his exposure to shares of Chinese companies, now making up nearly half of his entire holdings.

‘Big Short' Michael Burry stock portfolio update

Occidental Petroleum

Take-Two Interactive Software

Alibaba's fee-based revenue model is turning out robust free cash flows that are undervalued by the market. Occidental Petroleum has a plan to profitably expand its energy assets.

3 Stocks Prominent Billionaires Can't Stop Buying

Michael Burry, the investor made famous by the book and movie “The Big Short,” shifted more of his portfolio into Chinese Internet stocks including Alibaba Group Holding Ltd. and Baidu Inc. during the second quarter, according to a filing with the Securities and Exchange Commission released Wednesday.

Michael Burry of ‘Big Short' fame ups his bets on Chinese Internet stocks

Alibaba stock and rival JD.com are mired in deep slumps. Can earnings reports on Thursday help rebuild momentum?

Alibaba, JD On Deck: China E-Commerce Giants Report Earnings Thursday

Alibaba's stock has eked out modest gains this year despite worries about the health of the world's second-largest economy.

Alibaba Is About to Post Earnings. Why the Stock Can Shake Off China's Economic Struggles.

Ahead of its Q1 earnings scheduled for August 15, Alibaba (NYSE: BABA) stock has shown strong performance in recent months, as investors believe that the report will bring good news to BABA stock.

Wall Street sets Alibaba stock price for next 12 months

Tencent Holdings Limited

As we enter August 2024, the allure of stocks from companies in China remains strong among savvy investors looking for substantial growth opportunities to buy on the dip. Over the past few years, the Chinese market has experienced its share of volatility.

3 China Stocks to Buy on the Dip August 2024

GoDaddy

Super Micro Computer

Investors are triggering a recession outlook, with many saying the Fed's decision to keep interest rates higher for longer , coupled with growing unemployment – figures showed unemployment rose to 4.3% in July, the highest in three years – and slower economic activity will begin to reveal serious cracks in the U.S.

4 Tech Stocks to Buy Now

Sprouts Farmers Markets

For most investors, the best fit for their capital is a passive index fund or mutual fund, which outsources their financial future to the hands of the stock market, often the S&P 500. While this is the surefire way to build capital over the long term, another way could provide a faster path to wealth without necessarily added risks.

3 High-Potential Stocks That Could Turn Into Multi-Baggers

Walmart

The 2024 Q2 earnings season is slowly winding down, which has remained positive and uplifting. Earnings growth is on pace to be positive yet again, with the trend expected to continue in the upcoming Q3 cycle.

Walmart & Alibaba Earnings: What Can Investors Expect?

Alibaba (BABA) unveils a group of maths-specific large language models, Qwen2-Math, in a bid to boost its generative AI capabilities.

Alibaba (BABA) Boosts Generative AI Efforts With Qwen2-Math

Alibaba's (BABA) Q1 results are likely to reflect the impacts of strength in its e-commerce business. However, macroeconomic headwinds and weak conditions in China are likely to have been concerning.

Alibaba's (BABA) Q1 Earnings Coming Up: Should You Hold or Sell?

Though Michael Burry is best known for ‘ The Big Short ' during the Great Recession, his most controversial investment is at the time of publication and has been for more than a year the bet on the Chinese e-commerce and technology giant Alibaba (NYSE: BABA).

News for Alibaba Stock (BABA)