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 impact from the regulatory crackdown and increased competitive pressure are starting to reflect in Alibaba's financial statements as the core commerce organic growth grew only 15% YoY.

Alibaba: A Battle With Shopee, JD.Com And Pinduoduo

Companies achieve high valuations at the capricious, manic-depressive pleasure of the markets.

Alibaba: A Lesson In Investor Psychology

Alibaba Group Holding Ltd. ( BABA , Financial) is closing the year with a paroxysm of fear and a sharp bounce.

It Could Be Time to Say 'Open Sesame' to Alibaba

Among the five holdings of Charlie Munger (Trades, Portfolio)'s Daily Journal Corp. ( DJCO , Financial), Alibaba Group Holding Ltd. ( BABA , Financial) finished the year in the red while the other four holdings saw gains.

Munger's Alibaba Loses Its Sparkle in 2021

Alibaba seeks a way out of its Weibo controversies.

Why Alibaba Stock Bounced Back Today

Shares of several Chinese stocks, including Alibaba Group Holding Ltd – ADR (NYSE:BABA), are trading higher after the Chinese government vowed to focus on consumption recovery and reduce some income tax rates. Shares of several Chinese stocks have otherwise been under pressure amid continued COVID-19 omicron variant concerns, which have prompted travel restrictions in some nations and added to lockdown fears.

Why Alibaba Shares Are Rising

Brookfield Asset Management

Citigroup

Canadian Natural Resources

Enterprise Products Partners

Alphabet

Lockheed Martin

Merck

Simon Property Group

In 2022, macro themes such as reopening, inflation, and rising interest rates could be important. It makes sense to position one's portfolio accordingly.

10 Top Picks For 2022

Alibaba Group Holding Ltd's (NYSE: BABA) grocery retail chain Freshippo looks to add three new membership stores in January 2022, China Daily reports. Dubbed Freshippo Business Group-X Wholesale Store (X store), Alibaba will set up the three stores in Shanghai, Suzhou, and Nanjing in the neighboring Jiangsu province.

Alibaba's Grocery Retail Chain To Add 3 Membership Stores Shortly: Report

Didi Global

New Oriental Education & Technology Group

TAL Education Group

Enticed by the giant market, U.S. and other foreign investors have invested vast amounts in the Chinese stocks listed in the U.S. In many cases, while their operations are in China, the company listed in the United States is a holding company that is based outside of both countries and may not own stock or other equity in the China-based operating company.

China's VIE Issue Appears to Be Improving

Since Dec.16, at least 23 analysts have reissued target prices for Alibaba stock. Of those, 17 analysts cut their estimates.

Alibaba Stock Is Falling. The Shares Could End 2021 at a Year Low.

Weibo

The shares of Alibaba Group Holding Ltd (NYSE:BABA) are down 1.8% at $112.70 this morning.

Alibaba Stock Slips on Talks to Sell Weibo Stake

The Chinese tech giant will remain a battleground stock for the foreseeable future.

1 Green Flag and 1 Red Flag for Alibaba's Future

Amazon

Carvana

Etsy

JD.com

PayPal

Wayfair

Ecommerce stocks are a sure bet at most times. However, due to wider supply chain issues, these seven companies are trading at a discount.

7 Ecommerce Stocks That Will See a Santa Surge This Year

Twitter

Alibaba Group Holding Ltd (NYSE: BABA) is discussing possible stake sale in Twitter Inc (NYSE: TWTR)-like social media Weibo Corp (NASDAQ: WB) with Shanghai Media Group, Bloomberg reports. SMG could acquire Alibaba's entire ~30% stake in Weibo.

Alibaba Looks To Divest Stake In Twitter Like China Counterpart Weibo

China's ruling Communist Party is pushing Alibaba Group Holding Ltd (NYSE: BABA) to take on the tricky, expensive business of designing its processor chips to help make China a self-reliant "technology superpower," Gadgets 360 reports. In October, Alibaba's 3-year-old chip unit, T-Head, showcased its third processor, the Yitian 710, for Alibaba's cloud computing business.

China Presses Alibaba To Design Chips

BABA now trades at 13.26x FCF, and 1.88x equity at a P/E of 16.74, and a P/S of 2.54 making it a deep value play.

Alibaba: A Tremendous Value Play Down Over 50% As Headwinds From The CCP Destroy Shareholder Value

Alibaba Group Holding Ltd (NYSE: BABA) backed fintech, Ant Group Co, looks to shut down its "mutual aid" healthcare platform Xianghubao, Bloomberg reports. The initiative follows moves by other internet giants, including Meituan (OTC: MPNGF) (OTC: MPNGY) and Waterdrop (NYSE: WDH) amid China's crackdown on the once-booming fintech business.

Alibaba's Fintech Affiliate Shuts Mutual Aid Platform

Alibaba is arguably 2021's most controversial trade, the stock being very cheap on the one hand, very risky on the other. If BABA were valued based purely on past fundamentals, it would unquestionably be undervalued, but some think that the damage from the CCP's tech crackdown will just keep piling up.

Alibaba: Why I Went Long 2021's Most Controversial Trade

Shares of Alibaba Group Holding Ltd. BABA, +0.78% rose 0.8% in morning trading Monday, after China's securities regulator's draft rules on overseas listings released over the long weekend OK'd the listing structure known as variable-interest entity (VIE) used by the e-commerce giant to list its shares on the NYSE.

Alibaba stock rises in wake of China regulator's draft rules on overseas listings

On Friday, Chinese regulators released a draft of new policies for companies wishing to offer shares in foreign countries. It's not providing much of a boost.

China Issued New Rules for Overseas Listings. Alibaba Stock Is Rising.

Alibaba has strongly underperformed the S&P 500 and offers enormous upside if profit margins recover and revenue growth reaccelerates. When good companies fall in price, it is often a good opportunity.

Alibaba Valuation And Growth Should Cause A Stock Rally Amid Delisting Fears

China looks to impose new restrictions on offshore listings by firms in sectors that are off-limits to foreign investment, Bloomberg reports. Curbing VIEs from foreign listings would close a gap abused for two decades by technology giants from Alibaba Group Holding Ltd (NYSE: BABA) to Tencent Holdings Ltd (OTC: TCEHY) to sidestep restrictions on foreign investment and list offshore.

Why Are Alibaba And Other Chinese Stocks Trading Lower Premarket?

As we head into 2022, there's reason to believe that the worst may finally be over for Chinese e-commerce giant Alibaba. The post Alibaba Stock Looks to Be out of the Woods, But Tread Carefully appeared first on InvestorPlace.

Alibaba Stock Looks to Be out of the Woods, But Tread Carefully

Shares of Alibaba skidded almost 50% in 2021. However, 2022 could be a much better year for Alibaba if the company executes well on its e-Commerce and logistics businesses.

Alibaba: A Top Turnaround Stock For 2022

Alibaba is certainly cheap and for good reasons. Smart investors have a checklist that applies to any company they want to buy.

News for Alibaba Stock (BABA)