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

U.S.-listed shares of Alibaba Group Holding Ltd. continued their decline Friday as analysts continued to weigh in on the company's disappointing earnings report and its slashed forecast driven by macroeconomic pressures in China as well as competitive dynamics in the market.

The Ratings Game: Alibaba stock slide continues: Analyst sees ‘few near-term positive catalysts' but upcoming event could reset expectations

Alibaba's (BABA) second-quarter fiscal 2022 results reflect strength across China commerce retail, cloud and logistics businesses.

Alibaba (BABA) Q2 Earnings Miss Estimates, Revenues Rise Y/Y

In Q2 FY2022, Alibaba reported minor misses on both top and bottom lines as revenue growth decelerated while margins came under pressure due to increased investments. Alibaba is finally flexing its financial muscle by accelerating stock buybacks under its share repurchase program, instilling a floor on the stock.

Alibaba: Weak Quarterly Results, But Accelerated Buyback Is Bullish

As the tech giant's regulatory troubles continue, founder Jack Ma is nearly $30 billion poorer than he was a year ago.

Alibaba Stock Keeps Falling, Sending Jack Ma's Net Worth Down $30 Billion In A Year

JD.com

Alibaba Group Holding Limited (NYSE: BABA) reported Thursday its heaviest quarterly profit decline in five years and issued a muted forecast. What's Behind Alibaba's Performance?

Alibaba Vs. JD.com: Who's Winning The Chinese E-Commerce Battle?

Alibaba missed both estimates for the first time in two years and lowered its fiscal year outlook.

Alibaba Tumbles on Weak Earnings Report: ETFs in Focus

David Fuller and Eoin Treacy's Comment of the Day November - 182021   Eoin Treacy's view Some of the topics discussed include: RBA delays raising rates, weights on banks, stay at home champions breaking out, virus spreading in Europe again, vaccine producers mixed, China growth moderating, crypto weak, gold steady, oil firms from $80.    Staples Center to become Crypto.com Arena in reported $700 million naming rights deal This article from the ESPN may be of interest to subscribers.

Alibaba Outlook Disappoints After China Slowdown Hurt Sales

Over the past few months I have checked in a few times on Chinese tech giant AliBaba (NYSE:BABA).

Is it safe to buy AliBaba stock yet?

Alibaba Group (NYSE:BABA) shares slumped more than 10% on Hong Kong overnight after chief executive Daniel Zhang warned about increased competition and a decline in consumer consumption in China. It is another twist in the story of a company that for westerners remains shrouded in mystery despite its huge global presence.

Alibaba shares slump as growth stalls

Alibaba had a triple whammy yesterday as the company missed on both the top and bottom line and also lowered their forward guidance. That said, Alibaba is still expected to grow revenues and EPS by 20%+ per year for the next few years.

Alibaba: It's Time To Back Up The Truck

Analysts cut their price targets on Alibaba Group Holding Ltd (NYSE: BABA) following Q2 disappointment and outlook. Morgan Stanley analyst Gary Yu lowered the PT to $180 from $220, implying a 25.3% upside, and kept an Overweight upon its lowered FY22 outlook.

Analysts Slash Price Targets On Alibaba On Dismal Q2 Performance, Outlook

Alibaba Group Holding Ltd (NYSE: BABA) agreed to acquire a 10% stake in a Shanghai state-owned online ride-hailing service Dazhong Transportation Group, Nikkei Asia reports. Alibaba will invest 40 million yuan ($6.27 million) in its ride-hailing subsidiary Letzgo.

Alibaba Ramps Up Ride-Hailing Investment Amid Regulatory Crackdown

Alibaba's third-quarter earnings card disappointed. Alibaba missed big on earnings.

Alibaba: Lean Into The Fear

Alibaba Just Confirmed Investors' Worst Fears

Shares in Alibaba plummeted in Hong Kong, after the e-commerce giant warned of slower growth this year amid China's weakening economy and Beijing's ongoing tech crackdown.

Alibaba stock plunges the most since its debut in Hong Kong

Alibaba is forecasting slower growth as consumption in China remains down. In fact, the eCommerce company expects its annual revenue to rise more slowly than any time since its stock market debut in 2014, Reuters reported Thursday (Nov. 18).

Facing Competition and Lower Consumption in China, Alibaba Forecasts Growth Decline

Apple

PayPal

Bitcoin, PayPal, Apple and Alibaba are our top stock trades for Friday. Let's look at how the charts are setting up now.

4 Top Stock Trades for Friday: Bitcoin, AAPL, PYPL, BABA

Alibaba Group Holding Limited (BABA) CEO Daniel Zhang on Q3 2021 Results - Earnings Call Transcript

SoftBank Group Corp

SoftBank Group Corp (OTC: SFTBY) (OTC: SFTBF) and Alibaba Group Holding Ltd (NYSE: BABA) backed Indian fintech giant Paytm lost more than 27% on its trading debut, TechCrunch reports. The 11-year-old company has sold itself as India's equivalent to Chinese financial groups like Alibaba-backed Ant, with businesses in everything from mobile payments, insurance, bank deposits and remittances, and fantasy sports to gold trading, Financial Times reports.

Alibaba-SoftBank Backed Indian Fintech Giant Disappoints On Trading Debut

Macy's

Could these e-commerce players outshine the competition with their latest positive earnings figures?

Best Stocks To Buy Now? 3 E-Commerce Stocks To Watch Today

Alibaba Group Holding Ltd (NYSE: BABA) announced its third-quarter financial report for 2021 and slid down by 10% .  How top management feels Alibaba Group's Chief Executive Officer and Chairman, Daniel Zhang, believes that in this third quarter of 2021, the company continued to invest strongly in its three main strategic pillars.

Alibaba slides 10% after reporting financial results

The stock price of Alibaba Group Holding Ltd (NYSE: BABA) fell over 10% today. This is why it happened.

Alibaba Group (BABA) Stock: Why The Price Dropped Today

A big earnings miss gets more complicated as Alibaba misses on guidance, too.

Why Alibaba Stock Crashed 11% Today

Alibaba Group Ltd.. (NYSE: BABA) shares were trading lower Thursday after the Chinese e-commerce company reported worse-than-expected quarterly financial results.

Alibaba Stock Keeps Spiraling Down: Could It Bounce?

Alibaba's Q2 earnings showed a slight miss on revenue and a wide miss on EPS. The earnings miss was due to heavy investments (about $1.6 billion) in new business activities, not poor operating results.

News for Alibaba Stock (BABA)