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

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.

First Eagle Evaporates Linde Position, Adds to Alibaba in 4th Quarter

A selloff in the technology sector and macroeconomic headwinds in China make Alibaba's looming earnings report sure to be an interesting one.

Alibaba Earnings Are Coming. 4 Numbers to Watch.

Alibaba Earnings Are Coming. Here's When, What to Expect and 4 Numbers to Watch.

SPDR S&P Biotech ETF

Opinion Follows Trend. Sentiment is at an extreme low on Biotech and Chinese Tech.

Biotech And China Tech, Left For Dead. Time To Step In - XBI, BABA?

HANGZHOU, China--(BUSINESS WIRE)--Alibaba Group Holding Limited (NYSE: BABA and HKEX: 9988, “Alibaba” or “Alibaba Group”) today announced that it will report its unaudited financial results for the quarter ended December 31, 2021 before the U.S. market opens on Thursday, February 24, 2022, and will hold a conference call to discuss the financial results at 7:30 a.m. U.S. Eastern Time (8:30 p.m. Hong Kong Time) the same day. Details of the conference call are as follows: International: +65 6780

Alibaba Group Will Announce December Quarter 2021 Results on February 24, 2022

Tencent Holdings Limited

The Cyberspace Administration of China (CAC) said its official publication had carried out interviews with companies like Tencent Holdings Ltd, Alibaba Group Holding Ltd, and TikTok parent ByteDance, Reuters reports.

Here's What Happened Between China Regulator And Alibaba, Tencent

Chinese e-commerce giant Alibaba Group Holding Ltd has released a virtual idol promoting the 2022 Beijing Olympics, riding on a trend that has swept China.

E-commerce giant Alibaba creates virtual idol to promote Olympics merchandise

JD.com

The Matthews China Fund (Trades, Portfolio) disclosed this week its fourth-quarter 2021 portfolio, revealing that its top trades included new holdings in China Tourism Group Duty Free Corp. Ltd. ( SHSE:601888 , Financial) and China Oversees Land & Investment Ltd.

Matthews China Fund's Top 5 Trades of the 4th Quarter

After a 50% Drawdown, BABA's cheap valuation and robust growth are an opportunity for investors looking for a long play in the tech space The post After Alibaba's Terrible 2021, It's Time to Catch This Falling Knife appeared first on InvestorPlace. More From InvestorPlace Stock Prodigy Who Found NIO at $2… Says Buy THIS Now Man Who Called Black Monday: “Prepare Now.

After Alibaba's Terrible 2021, It's Time to Catch This Falling Knife

SoftBank Group Corp

Alibaba's recent registration of additional American Depository Shares is not tied to any specific future transaction by SoftBank Group Corp, a spokesperson for the Japanese conglomerate said on Wednesday.

SoftBank says additional Alibaba ADS not tied to any specific future SoftBank transaction

NetEase

Shares in Asia-Pacific rose in Wednesday morning trade.

Hong Kong's Hang Seng index surges 2% as Chinese tech stocks bounce; SoftBank Group shares soar more than 5%

Didi Global

Shares of several Chinese companies, including Alibaba Group Holding Ltd - ADR BABA and DiDi Global Inc - ADR DIDI, are trading higher following news indicating China's state-backed investment funds may be buying local shares to help stem the recent declines. Bloomberg reported that Chinese state-backed funds intervened in the stock market during Tuesday trading in China.

Why Alibaba And DiDi Global Shares Are Rising

Shares rose after a bad day yesterday, as well as reports that Chinese state-backed funds began buying local stocks.

Why Alibaba Stock Surged Today

Shares of U.S.-listed Chinese tech companies traded notably lower in Hong Kong on Tuesday, dragging the benchmark Hang Seng Index into negative territory.  Why Is It Moving?

Why Alibaba And Tech Peers Are Extending Losses In Hong Kong Today

BABA stock looks to have hit a legitimate bottom very recently meaning there's probably serious returns to be had. Watch this stock.

Authoritative Voices Are Starting to Back Alibaba's Resurrection

Alibaba Group Ltd. BABA shares are trading lower Monday amid media reports speculating that Softbank may sell part of its stake in the company.

What Will It Take For Alibaba To Turn Up From Its Downtrend?

Alibaba isn't expected to overwhelm analysts when it reports earnings for its fiscal third quarter, but experts say to BABA stock anyway. The post There's a Consistent Story Unfolding for Alibaba appeared first on InvestorPlace.

There's a Consistent Story Unfolding for Alibaba

Citi warns: Someone may be planning to dump Alibaba stock.

Why Alibaba Stock Crashed 5.5% Today

Alibaba (BABA) stock is on the move Monday as investors discuss a recent SEC filing and what Softbank (SFTBY) might have to do with it. The post BABA Stock Alert: The Softbank Chatter Taking a Bite Out of Alibaba Today appeared first on InvestorPlace.

BABA Stock Alert: The Softbank Chatter Taking a Bite Out of Alibaba Today

Based on regulatory filings, analysts at Citi believe tech investor SoftBank is positioning to sell some or all of its 25% stake in Alibaba.

Alibaba Is Falling. SoftBank May Be Getting Ready to Sell Its Stake.

Tesla

Shares of U.S.-listed Chinese tech companies traded mixed in Hong Kong on Monday, while Alibaba Group Holding Limited's (NYSE: BABA) fall weighed on the benchmark Hang Seng Index.   Alibaba's shares fell after the company filed in the U.S. to register one billion new American Depositary Shares (ADS).

Why Alibaba's Shares Are Sliding In Hong Kong Today While Tesla Chinese Rivals Strike Gains

The market has been ugly for top growth stocks, as interest rates are set to rise and the pandemic trade continues to unwind. However in some cases, such as Alibaba, the market appears to have simply sold off way too far, despite the challenges and risks the company faces.

Alibaba: 30 Top Growth Stocks Down Big

Is Alibaba Stock A Buy Or Sell At Its Current Valuation?

News for Alibaba Stock (BABA)