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

Didi Global

ACM Research

BeiGene

iQIYI

Yum China Hlds

Zai Lab Ltd.

Chinese stock delisting news today has several big names in the country seeing their shares slip on fears they could be next. The post Chinese Stock Delisting News: Why Are BABA, DIDI, IQ, YUMC, ACMR, BGNE and ZLAB Down Today?

Chinese Stock Delisting News: Why Are BABA, DIDI, IQ, YUMC, ACMR, BGNE and ZLAB Down Today?

JD.com

Chinese tech stocks were hammered on potential delisting fears. However, we believe that the market reaction was unwarranted.

Alibaba And JD.com: Chinese Tech Stocks Hit By Delisting Fears, China's Russian Connection

Ford Motor Company

Recent sell-off created a rare entry window for value investors in a secularly expensive market.

10 Most Beaten-Down Graham Would Choose: Ford And Alibaba In Focus

SEC de-listing news has no material impact to Alibaba as it is not any new news and should have been priced in.

Alibaba: Time To Be A Contrarian

A team at UBS believes there is a reason the SEC only named five Chinese companies in a recent announcement, and why more will soon be named.

Why Alibaba and Other Chinese Stocks Could Face More Delisting Threats

The Alibaba (NYSE: BABA) stock price tragic collapse accelerated on Thursday this week. The shares dropped to a low of $92.90, which was the lowest level since January 2017.

Alibaba stock price has crashed. Is it too undervalued to ignore?

Baidu

Pinduoduo Inc - ADR

The SEC named Chinese companies that could face delisting under the Holding Foreign Companies Accountable Act.

Alibaba and Other Chinese Stocks Got Crushed Thursday. Here's Why.

Rivian Automotive

SPDR S&P 500 ETF Trust

The S&P 500, Alibaba, JD.com and Rivian were our top stock trades for Friday. Here's how the charts are setting up now.

4 Top Stock Trades for Friday: SPY, BABA, JD, RIVN

Shares of Yum China, which owns the franchise rights to KFC and Taco Bell in China, fell as much as 15% following the SEC notice.

Alibaba and other Chinese stocks plummet after the SEC identifies 5 companies for potential delisting

Bilibili

Tencent Holdings Limited

Chinese stocks are down accross the board today after the SEC listed five companies that have failed to adhere to audit requirements. The post Why Are Chinese Stocks BABA, JD, BIDU, PDD, BILI, TCEHY Down Today?

Why Are Chinese Stocks BABA, JD, BIDU, PDD, BILI, TCEHY Down Today?

Hutchison China MediTech Ltd.

KraneShares CSI China Internet ETF

Shares of many U.S.-listed Chinese stocks tumbled Thursday after the Securities and Exchange Commission put out an update about foreign companies using accounting firms or branches that cannot be adequately inspected.

MarketWatch: U.S.-listed China stocks sink as jitters build about overseas listings

If Alibaba can grow at 10% or better, its stock looks like a screaming buy.

Alibaba Stock Just Hit a 52-Week Low. Is It a Buy?

Alibaba Group Holdings Ltd - ADR (NYSE: BABA) was trading more than 7% lower on Thursday, compared to the S&P 500 which was trading less than 1% lower. The heavily beaten-down stock has suffered due to China's continued crackdown on its domestic technology sector and on.

Alibaba Slides, But Holds This Bullish Pattern: How To Trade It

Slowing consumer spending in China may be to blame.

Why Alibaba Stock Just Hit a 52-Week Low

For the first time in more than five years, BABA stock is trading near $100 as it struggles to overcome slowing growth and rising competition. The post Alibaba Stock Is Trading at a Psychological Inflection Point appeared first on InvestorPlace.

Alibaba Stock Is Trading at a Psychological Inflection Point

Li Auto Inc.

XPeng

Shares of U.S.-listed Chinese tech companies traded higher in Hong Kong on Thursday, lifting the benchmark Hang Seng Index into positive territory after a four-day slump.   Stock Movement (+/-) Li Auto Inc. (NASDAQ: LI) +9.8% Xpeng Inc. (NYSE: XPEV) +8.3% Baidu Inc. (NASDAQ:.

Alibaba, EV Stocks Snap Losing Streak In Hong Kong Today; Tesla Rival Nio Surges On Debut — What's Driving The Rebound?

Shares of U.S.-listed Chinese tech companies slumped in Hong Kong on Wednesday and weighed on the benchmark Hang Seng Index, which extended losses to a fourth straight day. Stock Movement (+/-) Alibaba Group Holding Limited (NYSE: BABA) -3.9% Li Auto Inc. (NASDAQ: LI) -3.5% Tencent.

Alibaba, Tech Peers Drag Hong Kong Shares Down For Fourth Day — What's Fraying Investor Nerves?

Cainiao Network, the logistics arm of Chinese online retail platform Alibaba Group, said it has entered an agreement with Qatar Airways to provide weekly all-cargo charter flights from Hong Kong to São Paulo, one of the company's fastest-growing e-commerce destinations in Latin America. Qatar is operating the service with a Boeing 777 freighter.

Alibaba expands cargo airline service to Brazil with Qatar Airways

A weak earnings report and an ongoing regulatory crackdown pushed the stock lower.

Why Alibaba Stock Lost 16% in February

Shares of U.S.-listed Chinese tech companies fell in Hong Kong on Tuesday, weighing on the benchmark Hang Seng Index, while Alibaba Group Holding Limited (NYSE: BABA) bucked the trend to jump over 1%.   Stock Movement (+/-) Xpeng Inc. (NYSE: XPEV) -9.2% JD.com.

Alibaba Strikes Gains Even As Tech Peers Drop In Hong Kong Today - What's At Play?

Alibaba's 10% YoY revenue growth amid all the crises is a forte, not a weakness, and its low share price has turned BABA into a value stock.

Alibaba: Investors Should Prioritize Understanding Its Politics

Alibaba Group Ltd. (NYSE: BABA) shares were trading lower Friday alongside other U.S.-listed Chinese tech companies as investors assessed the possible ripple effects from the escalating war between Russia and Ukraine.

Will Alibaba Stock Climb Out Of This Bearish Channel?

Alibaba (BABA) stock is in the news lately with the company's shares slipping and we're seeing what experts have to say. The post Is BABA Stock a Buy?

Is BABA Stock a Buy? 3 Analysts Weigh In on Alibaba.

Chinese stocks are slipping today as recent turmoil surrounding the war between Russia and Ukraine causes shares to slump. The post Chinese Stocks: Why BABA, XPEV, LI, JD, BIDU and TCEHY Stocks Are Down Today appeared first on InvestorPlace.

Chinese Stocks: Why BABA, XPEV, LI, JD, BIDU and TCEHY Stocks Are Down Today

Charlie Munger recently doubled down and defended his position in Alibaba.

News for Alibaba Stock (BABA)