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

Dollar Tree

XPeng

Dollar Tree, Ethereum, Xpeng and Alibaba were our top stock trades for Wednesday. Now, let's look at how the charts are setting up.

4 Top Stock Trades for Wednesday: Ethereum, XPEV, DLTR, BABA

Didi Global

China's agencies, including the antitrust watchdog, transport ministry, and public security bureau, issued a standard package of rules to protect the rights of the millions of ride-hailing drivers, Bloomberg reports. The agencies ordered DiDi Global Inc (NYSE: DIDI) and its smaller rivals to strengthen social insurance for drivers while adopting "reasonable" commissions.

China's Latest Ride-Hailing Regulations Likely To Spell Trouble For DiDi, Alibaba

For Munger and Buffett, the best thing is when a great company gets into temporary trouble so they can buy it on the operation table. Munger recently bought doubled down on his Alibaba bet despite the prevailing market's concerns over its uncertainties in China.

Alibaba Stock: Unjustifiably Cheap According To Buffett's 10x Pretax Rule

Investors are steadfast in ignoring Alibaba's enormous risks. The CCP will intensify its nationalist strategy to consolidate state power.

ADR Delisting Risk Could Spark An Alibaba Exodus

Alibaba Group Holding Ltd (NYSE: BABA) has lost over half its market value in the year since China postponed its finance arm Ant Group's IPO, Nikkei Asia reports. Alibaba's market capitalization slumped to $361 billion from the highs of $846 billion in October 2020.

Alibaba's Market Cap Has More Than Halved Since Ant IPO Debacle

Baidu

Investment firm Tweedy Browne (Trades, Portfolio) has revealed its portfolio for the third quarter of 2021. The firm's top trades include major reductions in Alibaba Group Holding Ltd.

Tweedy Browne Dumps Alibaba and Baidu, Buys FMC

Bilibili

Daqo New Energy

JD.com

SPDR S&P China ETF

Recent declines in prices of these China stocks have created buying opportunities for investors who can look past the near-term volatility. The post 7 China Stocks That Could Gain Momentum Right Now appeared first on InvestorPlace.

7 China Stocks That Could Gain Momentum Right Now

Factors that have been pressuring Alibaba stock will likely continue to do so for a while. Volatility will remain elevated over the coming quarters if not years. I'm a buyer nevertheless as I see the valuation as extremely attractive.

Alibaba: A Play On The Prosperity And Digitization Of The Region

Growth in its core Chinese e-commerce division, as well as in cloud computing and its international business, are likely to be crucial to Alibaba's stock.

Alibaba Stock Hits 4-Year Low. Goldman Sachs Maps Out How the Stock Can Rise - Or Fall.

Tencent Holdings Limited

Tencent Holdings Ltd. is opening its WeChat groups and will soon allow Alibaba's Tmall and Taobao, among other social media rivals, to display their own external shopping site links, marking the slow removal of obstacles between Tencent and its Chinese rivals, Bloomberg reported Monday (Nov. 29).

Tencent Opens WeChat to Alibaba, Other Social Media Rivals

China's regulatory crackdown compels Tencent Holdings Ltd (OTC: TCEHY) to allow soon WeChat groups to display links to external shopping sites like Alibaba Group Holding Ltd's (NYSE: BABA) Tmall and Taobao, Bloomberg reports. Previously Tencent resisted dismantling WeChat's barriers for fear of diluting the experience and driving users to rivals like ByteDance Ltd's Douyin.

Tencent Further Opens Up Its "Walled Gardens" To Alibaba

Alibaba stock currently faces a number of risks.

Alibaba Stock: A Deep Dive On The Biggest Risks

Despite regulatory pressures and a higher revenue base, Alibaba's growth rate has been higher than JD.

Alibaba Gains An Edge Over Arch-Rival

Markets dumped BABA stock after Alibaba issued weak earnings and revenue outlook, hurt by higher costs and lower demand, respectively. The post Despite Weak Outlook, the Dip in Alibaba Stock Will Come to An End appeared first on InvestorPlace.

Despite Weak Outlook, the Dip in Alibaba Stock Will Come to An End

Goldman Sachs analyst Piyush Mubayi is removing Alibaba Group Holding Ltd (NYSE:BABA) from his firm's Conviction List but keeping a Buy rating on the shares with a price target of $215, down from $252, implying a 61.2% upside.  Alibaba has been increasing its investments on both defensive-offensive strategies amid slowing retail spending and budding competition to acquire new users, build multiple traffic sources, and in the shorter term, raise merchant subsidies to retain merchants.

Goldman Sachs Removes Alibaba From Conviction List; Still Keeps 'Buy' With 61% Upside

Xtrackers Harvest CSI 300 China A-Shares ETF

KE Holdings

Invesco China Technology ETF

iShares China Large-Cap ETF

KraneShares CSI China Internet ETF

Meituan

NetEase

Pinduoduo Inc - ADR

Zillow

Already walloped from uninspiring third-quarter results in several Chinese internet companies, Chinese stocks were hammered further by the broader market slump on renewed pandemic concerns. BlackRock says "the time to position in the China market is right now," with signs of "bottoming out" for the internet and property sectors.

Chinese Internet Stocks: Throwing The Baby Out With The Bathwater

Alibaba has been experiencing a decline of stock value since late 2020 and the share price is currently at a 52-week low of $133. Major reasons for this were issues with Chinese regulatory authorities which escalated with the company's founder's, Jack Ma, statements condemning the Chinese government.

Alibaba Group: The CCP Might Back Off BABA, Strong Margin Of Safety

Intel

Texas Instruments

Generation Investment Management, chaired by former Vice President Al Gore, doubled down on Intel stock and bought more Alibaba shares in the third quarter. It also halved its position in Texas Instruments.

Al Gore's Firm Bought Intel and Alibaba Stock. It Sold Texas Instruments.

People's Bank of China accepted an application to set up a personal credit-scoring joint venture backed by Alibaba Group Holding Ltd's (NYSE: BABA) fintech affiliate Ant Group's, Reuters reports. The new venture Qiantang Credit Rating will be subject to regulatory approval.

China Central Bank Accepts Alibaba Affiliate Ant's Credit Scoring Venture Application

American Well Corporation

Both Amwell and Alibaba have been struggling mightily this year, down more than 40%.

2 Disappointing Stocks in 2021 That Could Be Hot Buys Next Year

Alibaba stock is near three-year lows and has been undergoing a reevaluation by Wall Street since disappointing quarterly earnings this month.

Alibaba Stock Price Target Cut Again as More Analysts Smile on Rival JD.com

Alibaba Group Holding Ltd (NYSE: BABA) shares have weakened from $165 to $131.22 since the beginning of November 2021, and the current price stands at $136. Alibaba reported weaker than expected second-quarter results last week and revised the fiscal year 2022 revenue guidance.

Should I buy Alibaba shares in December 2021?

Just when some investors were beginning to think the worst was over, shares of e-commerce giant Alibaba Group Holding ( BABA , Financial) plunged 11% on Nov. 18 and 2% more on the next day, adding to the stock's massive selloff following the company's announcement of weaker revenue growth expectations along with China's slowing economy and Beijing's ongoing regulatory crackdown on tech companies.

Why Is Alibaba Stock Still Plunging?

Alibaba is facing tough competition across its business segments, and it does not look like they are winning. Alibaba is under the scrutiny of the Chinese Government, and the regulation imposed on the company will affect the future growth of the company.

Alibaba - Dark Clouds Over Its Head

Shares of Alibaba Group Holding Ltd. bounced Wednesday, to put them on track to snap the worst five-day performance in their public history, as Susquehanna analyst Shyam Patil slashed his price target but continued to push his “positive” view on the China-based e-commerce giant.

News for Alibaba Stock (BABA)