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

The Chinese tech giant is still a polarizing investment.

1 Green Flag for Alibaba in 2022, and 1 Red Flag

Munger pushed BABA shares higher in early Q4 2021.

We Are Still Short FXI - The Munger-Alibaba News Is Out!

Investors have been rushing to buy Alibaba stock since the beginning of the year. That's largely due to the shares looking attractively cheap.

Alibaba Stock Gets a Target Price Cut. Here's Why It's Still a Buy.

XPeng

Shares of major Chinese tech companies traded mostly higher in Hong Kong on Monday, leading the benchmark Hang Seng Index higher. What's Moving: Shares of Tencent Holdings Inc. (OTC: TCEHY), Baidu Inc. (NASDAQ: BIDU), JD.Com Inc. (NASDAQ: JD) and Li Auto Inc. (NASDAQ: LI) are higher in a range of 1% to almost 3%, while Alibaba Group Holding Limited (NYSE: BABA) and Xpeng Inc. (NYSE: XPEV) traded lower by about 0.3% and 4.7%, respectively.

Alibaba, Xpeng In Red Even As Hang Seng Drifts Higher Led By Other Tech Stocks

Forget about "fighting the Fed." Alibaba tried to fight the Chinese government last year and got cut off at the knees.

Why Alibaba Stock Got Cut in Half Last Year

Alibaba may have finally bottomed. Several factors suggest that the stock is ready to start heading in the right direction.

Alibaba: The Deal Of The Decade

Charlie Munger doubled his stake in bruised e-Commerce enterprise Alibaba in the fourth-quarter. Shares of Alibaba ended the year 50% down.

Alibaba: Charlie Munger Is Teaching The Market A Lesson Again

JPMorgan analyst Alex Yao lowered the price target on Alibaba Group Holding (NYSE:BABA) to $180 from $210 and kept an Overweight rating on the shares. The price target implies an upside of 42.1%.

Here's Why JP Morgan Sees Sharp Upside In Alibaba Despite Cutting Price Target

Valuation, sentiment on regulation, and big moves by a famous fund manager are helping the case for Alibaba stock. But there remains a case for caution.

Alibaba Stock Is on a Tear. Here Are 5 Reasons Investors Are Buying the Dip.

Alibaba Group Holding Limited's (NYSE:BABA) DingTalk workplace app is planning to launch augmented reality glasses that can be used to conduct meetings in the Metaverse. What Happened: DingTalk's glasses will not require nearsighted persons to wear glasses as they will feature self-adjusted optical functions, Ye Jun, president of DingTalk, said as reported by South China Morning post, citing a report from state-owned Beijing News.

Alibaba To Launch AR Glasses For DingTalk Virtual Meetings In The Metaverse

Lockdowns in China could be a boon for businesses like Alibaba Group Holding Ltd (NYSE: BABA), says Stonehorn Global Partners CEO Sam Le Cornu, CNBC reports. Cornu's firm is buying more shares in the Chinese tech giant.

Here's Why This Fund Manager Sees Buying Opportunity In Alibaba

Benchmark analyst Fawne Jiang lowered the price target on Alibaba Group Holding Ltd (NYSE:BABA) to $235 from $245 and reiterated a Buy rating on the shares. The price target implies an upside of 94% to January 5, 2022, closing price of $121.16.

Benchmark Remains Bullish On This E-Commerce Giant

Lockdowns in China could be a boon for businesses like Alibaba, says Sam Le Cornu of Stonehorn Global Partners.

This investor is bullish on Alibaba, says now is a 'great opportunity' to buy

Alibaba Group Holding Limited (NASDAQ: BABA) shares have started 2022 on a firm note after grossly underperforming in 2021. Alibaba Regains Momentum At Start Of Year: Alibaba got off to a strong start in 2022, gaining over 1% Monday before ending at $120.38.

Alibaba Stock Goes Parabolic: Is It Turning A Corner?

U.S.-listed shares of Alibaba Group Holding Ltd. have come under pressure in recent months amid concerns about U.S.-China tensions and a slowdown in the company's key business, but one analyst says the bigger picture still looks good.

The Ratings Game: Alibaba's ‘long-term strategy is intact,' analyst says as stock rises

This analyst thinks Alibaba stock could double.

Why Alibaba Stock Popped 5% Again Today

Alibaba has an edge when data-fed AI is used for advertising, fraud prevention, product search, customer service and more. Using troves of data, Ant Group can help many merchants and customers in China who are underserved by legacy banks.

Alibaba: Massive Data Advantages

Investors wouldn't be blamed for thinking the recent selloff in technology stocks could only add more weight to the weakened shoulders of Alibaba.

Alibaba Stock Rises — as Others in Tech Tumble — Even as It Gets a Price Target Cut

Baidu

JD.com

NetEase

Tencent Holdings Limited

2021 has been a painful year for shareholders of Chinese stocks in general. Could they be the proverbial coiled springs ready to be released in 2022? I identified Alibaba Group, NetEase, Tencent Holdings, Baidu, and JD as the five watchlist members.

Which Are The Best Chinese Stocks To Watch In 2022?

Atour Lifestyle Holdings Ltd

Autohome

KE Holdings

Kanzhun Ltd

Didi Global

New Oriental Education & Technology Group

Missfresh Ltd

Pinduoduo Inc - ADR

TAL Education Group

Trip.com

UP Fintech Holding

Weibo

Jin Medical International Ltd

The regulatory storm that decimated U.S.-listed Chinese stocks last year is winding down, with shares likely to recover lost ground in 2022. By lowering the threshold for second listings, the Hong Kong Stock Exchange is becoming more attractive to mid-cap U.S.-listed Chinese companies.

U.S.-Listed Chinese Stocks May Be Set For Rebound In 2022

This article is largely an update to my previous coverage on Alibaba Group published on Aug 17, 2021. The main updates are twofold. First, I will reflect on the mistakes made and key lessons learned.

Alibaba Group: Where I Was Wrong In 2021 And Why I'm Bullish In 2022

The headlines won't support it, but the price action in BABA stock makes Alibaba's miserable 2021 look increasingly distant. The post Alibaba Stock Is Set to Rise From the Grave in 2022 appeared first on InvestorPlace.

Alibaba Stock Is Set to Rise From the Grave in 2022

Warren Buffett's best friend sure seems to think so.

Alibaba Stock Soared Today -- Is It a Buy?

Alibaba Group Holdings, Ltd (NYSE:BABA) and Baidu, Inc (NASDAQ:BIDU) were trading opposite to the general markets on Wednesday, rising over 5% and 1% at one point, respectively, while the SPDR S&P 500 continued to consolidate sideways by printing an inside bar on the daily chart. Both stocks have tumbled significantly over the past many months, with Alibaba plummeting over 60% from its Oct. 27, 2020 all-time high of $319.32 and Baidu plunging about 58% from its all-time high of $354.82 that it printed on Feb. 22, 2021.

News for Alibaba Stock (BABA)