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

Didi Global

If the U.S. forces Chinese companies to delist from New York, new rules from Beijing further complicates their path to raising money in public markets abroad.

Some U.S.-listed Chinese stocks will need Beijing's approval to stay public in other overseas markets

Charlie Munger (Trades, Portfolio) is widely regarded as one of the greatest investors of all time. The chairman of the Daily Journal ( DJCO , Financial), vice-chairman of Berkshire Hathaway ( BRK.A , Financial)( BRK.B , Financial) and good friend of Warren Buffett (Trades, Portfolio) shares his views on a variety of investing-related topics every year at the Daily Journal's annual meeting.

Charlie Munger Slams Crypto, Reaffirms Alibaba Pick

The U.S. government adds another Alibaba website to its "notorious" blacklist.

Why Alibaba Stock Dropped Today

Tencent Holdings Limited

China does not agree with the U.S. government's decision to include some e-commerce sites in its "notorious markets" list, calling the action "irresponsible," the Chinese ministry of commerce said on Friday.

China objects to U.S. inclusion of Chinese e-commerce firms in 'notorious markets' list

The report notes a correlation between the use of forced labor and child labor in producing certain goods that are most commonly counterfeited.

The US added China's AliExpress and WeChat to its notorious piracy list, saying China exports the most fake goods and those made with forced labor

The United States name-checked some of China's biggest companies, including platforms operated by Tencent and Alibaba, for allegedly dealing in "counterfeit and pirated goods," and added their businesses to its list of "notorious markets."

The US accuses Tencent and Alibaba of letting sellers traffic fake goods

The U.S. added Alibaba Group Holding Ltd's (NYSE: BABA) AliExpress and Tencent Holdings Ltd's (OTC: TCEHY) WeChat messaging platforms to its list of notorious markets for counterfeiting and piracy Bloomberg reports. The messaging platforms were "two significant China-based online markets that reportedly facilitate substantial trademark counterfeiting," the Office of the U.S. Trade Representative said.

US Adds Messaging Platforms Of Alibaba, Tencent To Its Counterfeit List

The U.S. government adds AliExpress and WeChat's e-commerce ecosystem to a list of marketplaces notorious for selling counterfeit and pirated goods.

Alibaba and Tencent E-Commerce Sites Added to U.S. Counterfeit and Piracy List

E-commerce sites operated by China's Tencent Holdings Ltd and Alibaba Group Holding Ltd were included on the U.S. government's latest "notorious markets" list of entities that allegedly sell or facilitate the sale of counterfeit goods, the U.S. Trade Representative's office said.

U.S. adds e-commerce sites operated by Tencent, Alibaba to 'notorious markets' list

In the latest trading session, Alibaba (BABA) closed at $125.56, marking a -0.54% move from the previous day.

Alibaba (BABA) Stock Sinks As Market Gains: What You Should Know

Alibaba Group Holding Limited (BER:2RR) is expected to report earnings in the course of this week. So, what could potentially happen with Alibaba stock when the earnings are finally out?

Will Alibaba beat earnings expectations?

Alibaba Group Holdings, Ltd BABA was holding strong compared to the general markets on Wednesday, trading mostly flat despite the SPDR S&P 500 falling almost 1% lower at one point. On Tuesday, it was reported Alibaba has partnered with Canaan Inc CAN to develop operating systems for artificial intelligence chips.

Alibaba Holds Strong Despite Indecisive Market Conditions: Moving Higher From A Triple Bottom

Hedge funds are publishing their 13F reports for the quarter ending December 2021. The reports, which need to be filed with the SEC no later than 45 days after the end of each fiscal quarter, provide investors with an exciting snapshot into the world of hedge funds.

Value Investors Continue to Pile Into Alibaba

Expect to See Extraordinary Numbers From Alibaba Group This Week. BABA stock looks like a good bargain at 14 times this year's estimated earnings per share assuming the fiscal numbers hit forecasts.

Expect to See Extraordinary Numbers From Alibaba Group this Week

Bank of China Ltd

Harley-Davidson

Mechel PAO Sponsored

Western Union

With inflation fears and geopolitical tensions contributing to a worrisome dynamic, you might want to avoid these stocks to sell. The post 7 Stocks to Sell as Global Tensions Rise appeared first on InvestorPlace.

7 Stocks to Sell as Global Tensions Rise

Canaan Inc.

Alibaba Group Holding Ltd (NYSE: BABA) has collaborated with Canaan Inc (NASDAQ: CAN), CoinDesk reports. The partnership is concerned with artificial intelligence.

Alibaba Partners With Canaan Over AI

Chinese tech giants are beginning to invest more in the metaverse, CNBC reported Sunday (Feb. 13). The ‘metaverse' usually refers to a virtual world where people can adopt online avatars and interact with others.

ByteDance, Tencent, Alibaba Invest in China's Regulated Metaverse

NetEase

India's Ministry of Electronics and Information Technology has banned 54 apps it says are of Chinese origin, including Sea Ltd (NYSE: SE) marquee game Free Fire, Bloomberg reports. The apps banned include those belonging to Tencent Holdings Ltd (OTC: TCEHY), Alibaba Group Holding Ltd (NYSE: BABA), and NetEase Inc (NASDAQ: NTES), and are re-branded versions of apps already banned by India in 2020.

India Bans 54 Chinese Apps Including That From Sea, Alibaba, NetEase, Tencent

Baidu

China's technology giants from Tencent to Alibaba and ByteDance are investing in the metaverse, a market that could be worth $8 trillion in the future.

China's tech giants push toward an $8 trillion metaverse opportunity — one that will be highly regulated

Alibaba reports its FQ3'22 earnings card on February 24th. Investors will certainly be monitoring closely. We discuss why Alibaba stock will continue to stay pressured until the end of 2022.

Alibaba: Be Patient - It's Still Not Time To Buy

Alibaba: Getting Closer To A Graham Net-Net Deal

Coinbase

Lucid Group

Rivian Automotive

New Jersey's pension sold all its Alibaba stock in the fourth quarter while initiating investments in crypto exchange Coinbase, and EV makers Lucid Group and Rivian.

Giant Pension Exited Alibaba and Bought Coinbase, Lucid, and Rivian Stock

Alibaba's China consumer base of 950 million users is one of the largest and most valuable assets the company can continue to leverage on. Alibaba's next phase of growth in international e-commerce is able to leverage on its replicable e-commerce strategy, strong brand, and logistics capabilities.

Alibaba: The Time To Buy Is Now

Recently Alibaba stock slumped on rumors that SoftBank was planning on selling its stake in the company.

Alibaba: SoftBank Is Not A Problem

New Linde PLC

First Eagle Investment (Trades, Portfolio) released this week its fourth-quarter portfolio, revealing that its top trades included the near-selling out of its stake in Linde PLC ( LIN , Financial), reductions to its holdings of Nutrien Ltd. ( NTR , Financial) and Schlumberger Ltd.

News for Alibaba Stock (BABA)