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

Argus analyst Jim Kelleher downgraded Alibaba Group Holding Ltd (NYSE:BABA) to Hold from Buy.  The analyst notes that the company is facing lower domestic consumption spending and increased competition, which is slowing growth in its core business.

Read Why Argus Downgrades Alibaba To Hold

U.S. private equity firm Warburg Pincus, a major global investor in Alibaba Group Holding Ltd (NYSE: BABA) backed Ant Group, slashed its valuation of the Chinese fintech by 15% to below $200 billion, Reuters reports. Warburg also changed its valuation methodology, citing "regulatory developments and the impact of ongoing restructuring.

Alibaba Faces Another Setback As Ant's Major Investor Slashes Valuation: Reuters

Investing in China remains a tricky proposition, though some experts believe the worst is over for the country's embattled tech sector.

Alibaba Stock Gets More Price Target Cuts. But There Are Reasons to Be Bullish.

A well-known investor once said, "buy when there is blood in the streets." There certainly is a great deal of fear surrounding Alibaba shares right now.

Alibaba: Yes, There Is Blood In The Streets

Ceridian HCM Holding Inc.

Global Payments

Livent Corp

Simon Property Group

Robert Karr (Trades, Portfolio), founder of Joho Capital, disclosed last week that his firm's top trades during the third quarter included boosts in Alibaba Group Holding Ltd. ( BABA , Financial), Global Payments Inc. ( GPN , Financial) and Livent Corp. ( LTHM , Financial).

Robert Karr Boosts 3 Positions in 3rd Quarter

Coupang

Lee Ainslie (Trades, Portfolio) has revealed his equity portfolio for the third quarter of 2021. His top trades include a reduction to his top holding Coupang Inc. ( CPNG , Financial), additions to his Visa Inc. ( V , Financial), Workday Inc. ( WDAY , Financial) and Lam Research Corp. ( LRCX , Financial) positions alongside selling out of his Alibaba Group Holdings Ltd.

Lee Ainslie Dumps Alibaba, Pulls Back Top Holding Coupang

ARK Innovation ETF

PayPal

Big Tech names seem positioned for a multi-year cooldown in gains, if not a major bear market.

What Kind Of Downside Is Possible In Big Tech? Look At PayPal, Alibaba, ARKK

Baidu

China's cyberspace administration and police have summoned the cloud units of Alibaba Group Holding Ltd (NYSE: BABA) and Baidu Inc (NASDAQ: BIDU) for better telecom fraud prevention policies, Reuters reports. The Ministry of Industry and Information Technology stated via Weibo Corp (NASDAQ: WB) that Alibaba and Baidu's cloud platforms allow access to fraudulent websites.

Read Why China's Regulators Summoned Alibaba, Baidu

Alibaba Group Holding Ltd – ADR (NYSE:BABA) shares are threatening to break below their lowest level in about three years following a roller coaster year that was marked by regulatory woes,

Why This Alibaba Bull Is Taking Down The Price Target For Shares By 30%

Alibaba shares are down more than 40% this year, and are plumbing lows not seen since late 2018. But there remain reasons to be optimistic.

Alibaba Stock Is Near Three-Year Lows. Why One Analyst Prefers Its Competitor.

Alibaba reported an underwhelming FQ2'22 report card, while JD.com outperformed consensus estimates. BABA's growth engine was dragged down by China's slowing growth and weaker consumer confidence.

Is Alibaba Stock A Buy, Sell, Or Hold After Recent Earnings?

YTD shares of BABA have declined by 46% and the bottom may not be in as tax-loss harvesting season is upon us.

Alibaba: Has Become A Horrible Investment And Determining If It's Time To Sell

China's industry ministry on Tuesday said its cyberspace administration and police had summoned the cloud units of Alibaba and Baidu Inc to urge them to better prevent telecom network fraud.

China tells Alibaba, Baidu cloud units to better prevent telecoms fraud

After last weekend's regulatory action on Chinese tech behemoths, more trouble appears to be brewing on their horizon. What Happened: As Chinese President Xi Jinping furthers his "common prosperity" agenda that seeks equitable sharing of wealth, it has emerged that China could impose a "data tax" on platform developers, including big internet companies, the Nikkei reported.

Is More Trouble Brewing For Alibaba, Its Tech Counterparts? Beijing Reportedly Considers Data Tax

Merck

Pfizer

Sentiment on Wall Street is not great but it is still proper to seek stocks to buy. Today's bunch are fallen angels that should recover soon.

3 Falling-Star Stocks to Buy Into the Holidays

Bilibili

China's macroeconomic indicators provided equity markets with a solid backdrop as the week began. Unfortunately, disappointing earnings reports from Chinese internet companies subsequently rained on investors' parade.

Alibaba's And Bilibili's Kitchen-Sink Quarter

The latest round of fines from China's competition regulator focuses on the failure to declare deals as far back as 2012. But it's not all doom-and-gloom.

Alibaba Stock and Others Fall After New Chinese Scrutiny. Why the Worst May Be Over.

The Chinese tech giant just posted a disappointing quarterly report.

Is Alibaba Stock a Buy?

Tencent Holdings Limited

China is bringing the regulatory hammer down yet again on some of the country's largest tech firms.

China fines Alibaba, Tencent and Baidu for more antitrust violations

JD.com

Several Chinese companies, including Alibaba, Baidu and JD.com will have $78,000 in fines levied against them stemming from 43 acquisitions that were said to breach the country's anti-monopoly regulations, according to a Reuters report. The transactions, which were all said to be unreported, date as far back as 2012, according to the report.

China Anti-Monopoly Law Spurs Fines Against Alibaba, JD.com, Others

I wrote the first bearish article on Alibaba 2 months ago and since then the stock has not broken out of its downtrend, continuing to update its local lows.I believe that the bulls underestimate the risks, urging to buy BABA on its dips - obviously, the falling knife can fall deeper.

Alibaba: Don't Catch This Falling Knife, Watch From Sidelines

Firing a fresh salvo, Chinese regulators imposed fines on domestic tech stalwarts, which are yet to recover fully from an earlier clampdown that led to billions being wiped off their market capitalizations. What Happened: Alibaba Group Holding Limited (NYSE: BABA), Tencent Holdings Limited (PNK: TCEHY) and Baidu, Inc. (NASDAQ: BIDU) were among companies ordered to pay 500,000 yuan ($78,282) for each of the 43 M&A transactions that were not reported by these companies over the past eight years, reports said, citing filings by the State Administration for Market Regulation.

Chinese Regulators At It Again: Tech Stalwarts Including Alibaba, Tencent And Baidu Fined $3.4M For Violating Antitrust Regulations

Alibaba has been a popular stock on Seeking Alpha for a while, but has also been going down for a while, meaning that many investors are probably looking at losses. Yet, many of these investors - myself included - consider Alibaba a high-conviction position that they don't want to part with.

Alibaba: What To Do When Dealing With A Big Loser

China's State Administration of Market Supervision found 43 cases that violated regulations under antimonopoly legislation, involving companies including Alibaba, Baidu and JD.com, and imposed penalties, according to a notice from the regulator.

News for Alibaba Stock (BABA)