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

China central bank chief proposed to boost personal protections in the financial technology sector to curb unauthorized data collection and abuses, Reuters reports. Alibaba Group Holding Ltd (NYSE: BABA) backed fintech firm Ant Group is an important player harboring listing ambitions.

Alibaba Needs To Pay More Heed As China Ramps Up Crackdown On Fintech

Computer games and social media app WeChat owner Tencent Holdings Ltd (OTC: TCEHY) is offering a rare public glimpse of its R&D initiatives on semiconductor chip development and investment, Reuters reports. Tencent has been steadily investing in the research and development of semiconductors along with other Chinese tech firms.

Alibaba's Cloud Computing Competitor Highlights Chip Development Progress

A whale with a lot of money to spend (and possibly insider knowledge) has taken a noticeably bearish stance on Alibaba Group Holding. Looking at options history for Alibaba Group Holding (NYSE:BABA) we detected 75 strange trades.

What Are Whales Doing With Alibaba Group Holding

JD.com

Because of the Evergrande liquidity crisis and Beijing's regulatory environment, Chinese stocks are down, making them a value investor's dream. The post 3 Chinese Stocks to Buy on the Dip After Evergrande Default appeared first on InvestorPlace.

3 Chinese Stocks to Buy on the Dip After Evergrande Default

NEW YORK--(BUSINESS WIRE)--Alibaba Group's Tmall Global, the leading cross-border business-to-consumer marketplace in China, announced today the winners of its second annual “Go Global 11.11 Pitch Fest,” which was created specifically to help small and medium-sized U.S. brands expand their businesses globally. The seven winning brands have been fast-tracked to launch on Tmall Global, just in time for the first day of sales for Alibaba's 11.11 Global Shopping Festival, the largest shopping event

Alibaba's Tmall Global Announces Winners of the 2021 U.S. “Go Global 11.11 Pitch Fest” to Help American Brands Expand Globally

Alibaba Group Holding Ltd's (NYSE: BABA) annual 'Singles Day' shopping spree is set for its most sober tone ever in 2021, amid China's regulatory scrutiny drive on the giant companies, Reuters reports. Alibaba preaches sustainability and inclusiveness rather than hyping the usual sales boom amid calls by Beijing to promote "common prosperity.

Alibaba Changes Priorities During 2021 'Singles Day' Albeit With Exceptions

Amgen

Baidu

McKesson

Reckitt Benckiser Group PLC

SPDR S&P 500 ETF Trust

Tencent Holdings Limited

The stock market in the United States is extremely overvalued but we can find bargains in other countries. Especially tech stocks in China seem extremely cheap and Great Britain is also presenting some picks.

Hunting For Bargains Again: 9 Picks

There was positive coverage from the likes of Bloomberg and The Wall Street Journal yet the representative Chinese ETFs headed south instead. I highlight the contradictions in leaders' statements and their actions, explaining why investors need to look beyond the obvious rhetoric when assessing the geopolitical risks on their investments.

Alibaba's Earnings And Double-11 In Focus, Futu's Global Footprint Provides Relief

Alibaba faces a fresh catalyst next week when earnings are expected to be released. Earnings for the last quarter will likely see strong momentum in e-commerce sales.

Alibaba Is A Strong Buy Before Earnings

Alibaba Group's annual 'Singles Day' shopping spree is set for its most sober tone ever this year, as the retail giant preaches sustainability rather than hyping the usual sales boom amid calls by Beijing to promote "common prosperity".

From splurge to 'common prosperity': Alibaba tones down Singles Day

Alibaba stock has been taking a beating this year because of China's crackdown on its largest tech companies. However, the stock rallied shortly after it announced a new chip, Yitian 710.

Alibaba Stock: This Could Be A Game-Changer!

A year ago Alibaba – was worth well over $800 Billion (more than Facebook, or Warren Buffet's Berkshire Hathaway). Ant was ready to add another half a trillion in value.

Beijing's Jack Ma Kabuki Play Continues... Is Alibaba A Value Play?

AMZN's main profit-driver is cloud computing; BABA has a troublesome big stake in fintech. BABA's regulatory troubles and AMZN's inflation woes create conditional opportunities for a "buy-in"

Alibaba Presents A Short- To Mid-Term Opportunity

Bank of America

Intel

Netflix

State Teachers Retirement System of Ohio sold Netflix, Bank of America, and Intel stock in the third quarter. It bought Alibaba shares.

A Huge Pension Sold Netflix, Bank of America, and Intel Stock. Here's What It Bought.

DoorDash

Pinduoduo Inc - ADR

The University of California's investments unit scooped up Alibaba and PInduoduo shares, and initiated a position in DoorDash in the third quarter.

University of California Increased Alibaba, Pinduoduo Stock Investments

Alibaba Group Holding Limited (NYSE: BABA) unquestionably is a behemoth in the Chinese e-commerce market. It now appears the company is making serious inroads into the vibrant e-commerce market in Europe.

Alibaba Cements E-Commerce Market Positioning In Eastern Europe

Apple

Biogen

Micron Technology

Walmart

As investors prepare for Halloween, the top six stocks that GuruFocus members are researching for the holidays are Intel Corp. ( INTC , Financial), Apple Inc. ( AAPL , Financial), Biogen Inc. ( BIIB , Financial), Alibaba Group Holding Ltd. ( BABA , Financial), Walmart Inc. ( WMT , Financial) and Micron Corp. ( MU , Financial) according to GuruFocus Virtual Baskets statistics.

GuruFocus Members Are Researching These Stocks for the Holidays

China market watchdog State Administration for Market Regulation (SAMR) expects more from "super-large platforms" like Alibaba Group Holding Ltd (NYSE: BABA), Tencent Holdings Ltd (OTC: TCEHY), Meituan (OTC: MPNGF) (OTC: MPNGY) in data protection, treatment of workers, and fair competition, Reuters reports. The super large platforms definition includes over 500 million users, a wide range of business types, and a market value of over CNY 1 trillion ($16 billion).

Why Are Alibaba Shares Trading Lower Today?

Alibaba is flying higher on reports of Jack Ma's public appearance and a new computer chip for its cloud computing servers. The post A Solid October for Alibaba Stock Is a Good Sign for Future Months appeared first on InvestorPlace.

A Solid October for Alibaba Stock Is a Good Sign for Future Months

XPeng

Shares of Alibaba Group Holding Limited (NYSE: BABA), JD.Com Inc. (NASDAQ: JD), Tencent Holdings Inc. (OTC: TCEHY), Baidu Inc. (NASDAQ: BIDU) and Xpeng Inc. (NYSE: XPEV) fell in Hong Kong on Friday, while Li Auto Inc. (NASDAQ: LI) traded higher. What's Moving: Chinese e-commerce giant Alibaba's shares traded almost 0.7% lower at HKD 164.10 in Hong Kong, while e-commerce company JD.Com's shares were down 0.5% to HKD 311.00 and technology company Baidu's shares have lost 0.4% to HKD 162.80.

Alibaba, Tencent, Baidu And Nio Rival XPeng Dip As Hang Seng Index Extends Losses

India's leading digital ecosystem Paytm owner One97 Communications sets for a November 8 initial public offer ( IPO) at a valuation of $19.3–19.9 billion, Times of India reports. Paytm with over 317 million users and over 21.8 million registered merchants, plans to raise ₹183 billion ($2.4 billion), marking India's largest IPO to date.

Alibaba Is The Real Winner From India's Biggest IPO - Read How

(Reuters) -Alibaba-backed Best Inc said on Friday it would sell its express delivery business in China to J&T Express Co. Ltd in a deal valued at about 6.8 billion yuan ($1.06 billion), including debt, sending its shares up 22% before the bell.

Alibaba-backed Best to sell China express delivery business in $1.1 billion deal

Alibaba is investing heavily into Europe for Singles Day this year, as the Chinese tech giant competes with Amazon for the EU's exploding e-commerce market.

Alibaba is ramping up in Europe, and is already ahead of Amazon in one region

Alibaba has rallied strongly, and technical indicators support further upside. The growth story continues to hold. The important question though is profitability.

Alibaba Stock: Last Chance To Add At A Reasonable Price

Alibaba has reported strong revenue growth in the last few quarters. However, a big chunk of this growth came from low-margin businesses like physical retail, Tmall Supermarket, and others.

News for Alibaba Stock (BABA)