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

Amazon

Home Depot

Would these e-commerce stocks be a steal at their current price points?

Top Stocks To Buy Now? 4 E-Commerce Stocks To Watch Today

NetEase

NetEase Inc's (NASDAQ: NTES) online music business Cloud Village Inc has revived its listing plans and aims to launch a Hong Kong initial public offering before 2021, the Wall Street Journal reports. Alibaba Group Holding Ltd (NYSE: BABA), Baidu Inc (NASDAQ: BIDU), and private-equity firm General Atlantic backed Cloud Village aims to raise $1 billion at a market valuation of $5 billion - $6 billion.

Alibaba Backed NetEase's Online Music Business Gears For Hong Kong IPO Worth $1B

Many Alibaba investors are on the edge of their seats anxiously waiting for the delayed September quarter earnings release on November 18, 2021. This article examines the facts and fundamentals critically to help reduce your anxiety.

Alibaba's Growth Will Continue Regardless Of September Quarter Earnings

Pinterest

Walmart

DUBAI (Reuters) -The Public Investment Fund (PIF), Saudi Arabia's sovereign wealth fund, nearly tripled its holdings of U.S.-listed stocks to $43.45 billion in the third quarter, adding shares of Alibaba Group, Walmart and Pinterest.

Saudi PIF nearly triples U.S. stock holdings; adds Walmart, Pinterest

Atlas Air Worldwide

Atlas Air Worldwide Holdings, Inc. (NASDAQ: AAWW) subsidiary Atlas Air, Inc. expanded its partnership with Cainiao Network, the logistics arm of Alibaba Group Holding Ltd (NYSE: BABA), to enhance overall shipping efficiency in response to the growth of cross-border trade between China and Latin America. Financial terms were not disclosed.

Atlas Air Partners With Alibaba's Cainiao To Enhance Shipping Efficiency

The Public Investment Fund, Saudi Arabia's sovereign wealth fund, almost tripled its holdings of U.S.-listed stocks to $43.45 billion in the third quarter, up from $16 billion, Reuters reports. The fund added shares of Alibaba Group Holding Ltd (NYSE: BABA) and Walmart Inc (NYSE: WMT).

Saudi Fund Ramps Up US Stock Holdings By Adding Alibaba, Walmart

Like FB, BABA has been hit hard by negative sentiment whilst maintaining strong fundamentals. In the past 12 months, BABA has fallen along with many other Chinese stocks in response to Common Prosperity as well as the negative sentiment surrounding the antitrust investigations.

Alibaba Stock: A Safe Growth Play

Baidu

Three of China's online leaders have big quarterly reports on tap this week.

NetEase, Baidu, and Alibaba Have a Lot to Prove This Week

Johnson & Johnson

Merck

Pfizer

Royal Dutch Shell's pension fund exited an investment in Alibaba, and slashed positions in Pfizer, Johnson & Johnson, and Merck in the third quarter.

Shell's Pension Dropped Alibaba and Sold Big Pharma Stocks

Rivian Automotive

It was another busy week for the IPO market as 15 new issuers went public, with Rivian in the spotlight. Expensify priced at the high end of the upwardly revised range to raise $263 million at a $2.7 billion market cap.

U.S. IPO Weekly Recap: Rivian Completes The Largest Deal Since Alibaba In A 15 IPO Week

One year after the failed IPO, Alibaba's share price is half of peak levels and merely 7%-8% above the VWAP over its entire trading history since listing (at $155/share). This article is an attempt to help investors frame the current situation by reviewing prior periods of significant drawdown, which include:

Alibaba: The View From 30,000 Feet

Alibaba ( BABA , Financial) shares are down over 50% from their October 2020 peak of $319 per share. In contrast to the pessimism from investors, the company grew its revenue by 34% over the last year and is now trading at what is one of its lowest valuations ever: 18 times projected earnings for the next 12 months and 15 times projected earnings for fiscal 2023.

Alibaba: Back on Track to Be the Next Trillion-Dollar Company?

Alibaba's Singles Day, the world's biggest online shopping event, saw record sales of 540.3bn yuan (US$84.5bn) this year, compared with 498.2bn yuan in 2020. The shopping festival now dwarfs the US Black Friday event.

Alibaba posts record sales from Singles Day shopping festival, but growth slows

JD.com

Chinese ecommerce titan Alibaba enjoyed record sales during its Singles Day shopping extravaganza, giving a much-needed boost to the firm after a torrid year in which it became the symbol of a government crackdown that hammered the country's tech sector.

Alibaba, JD enjoy record Singles Day despite tech crackdown

The 8.45% on-year increase in Singles' Day sales marks the first single-digit growth since the Chinese e-commerce giant created the event in 2009.

Alibaba posted $84.5 billion in Singles' Day sales this year. That's a new record - but also its slowest growth ever.

Despite the big sales numbers, Singles Day was a slightly more muted affair as Chinese technology companies face scrutiny from regulators.

Alibaba, JD smash Singles Day record with $139 billion of sales and focus on 'social responsibility'

Alibaba's Singles' Day sales are up 14% from $74 billion last year. It comes amid a toned down event on the back of Beijing's tech crackdown.

Chinese ecommerce giant Alibaba raked in a record $84.54 billion in sales amid a toned-down Singles' Day

The Singles Day shopping festival, aka Double 11, that falls on Nov. 11 customarily is a shopping bonanza in China that domestic retailers use to great advantage. Chinese online retail giant Alibaba Group Holding Ltd - ADR (NYSE: BABA), which spearheads the shopping push during the annual affair, maintained a low profile this time around but ended up doing well.

How Did Alibaba Fare With Its 2021 'Singles Day' Shopping Event?

Sales grew 8.5 percent from last year, but had grown 26 percent in 2020 from the year before.

Alibaba reports slower sales growth for its Singles Day shopping event.

Alibaba Group Ltd. BABA, +3.16% said Thursday that its 11.11 shopping event generated gross merchandise volume of RMB540.3 billion ($84.54 billion) this year.

Alibaba, JD.com shares rise as Singles Day comes to a close

Chinese stocks BABA and JD are enjoying sizable upticks after the e-commerce giants reported record sales numbers on Singles' Day. The post Chinese Stocks: Why Are BABA and JD Stocks Both Gaining Today?

Chinese Stocks: Why Are BABA and JD Stocks Both Gaining Today?

HANGZHOU, China--(BUSINESS WIRE)--Alibaba Group Holding Limited (NYSE: BABA; HKEX: 9988) today successfully concluded its 13th annual 11.11 Global Shopping Festival (“11.11”), which generated RMB540.3 billion (US$84.54 billion) in gross merchandise volume (GMV) during the 11-day campaign. "This 11.11 Global Shopping Festival, we delivered steady and quality growth that is a reflection of the dynamic Chinese consumption economy. We also leveraged the power of 11.11 as a platform to fulfill our s

Alibaba 2021 11.11 Global Shopping Festival Delivers Steady Growth

Chinese e-commerce giant Alibaba Group Holding Ltd recorded Singles' Day gross merchandise value (GMV) of 540.3 billion yuan ($84.54 billion) over the 11-day sales period, the company said on Friday.

China's Alibaba records Singles' Day GMV of $84.54 billion over 11-day sales period

Zoom Video

Three of last year's hottest stocks are trading 49% to 57% off their recent highs. Let's go shopping.

Why Wait for a Crash to Buy? These 3 Top Stocks Are Already Down More Than 40%

British American Tobacco

Medifast

The red hot market continues, with stocks rising for eight straight days, and five straight weeks (this could be the sixth). The S&P 500 is now 30% overvalued.

News for Alibaba Stock (BABA)