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

Alibaba Group Holdings Ltd (NYSE:BABA) rallied in Hong Kong on Monday and when the U.S. markets opened the stock gapped up over 4% higher before running into a group of profit takers. There is increased investor optimism the worst of China's regulatory crackdown may be over and beaten down China-based tech stocks could begin to recover.

Alibaba's Stock Stages Massive Reversal But Risks Remain: A Technical Analysis

Alibaba Group Holding Ltd (NYSE: BABA) and Tencent Holdings Ltd (OTC: TCEHY) backed Chinese startup Xiaohongshu, or “Little Red Book,” is weighing a Hong Kong initial public offering, after putting its U.S. listing plans on hold, Bloomberg reports. Xiaohongshu aims to raise anything between $500 million to $1 billion via the IPO.

Alibaba Backed Social Media Platform Migrates IPO Plans From US To China: Bloomberg

Shares of Alibaba Group Holdings Ltd. BABA, +3.54% surged 5.2% in premarket trading Monday, putting them on track for a fifth-straight gain, as part of a broad rally shares of China-based technology companies.

Alibaba stock surges toward 5th straight gain as part of broad rally in China-based tech stocks

The upside could be huge for BABA stock investors who can look past the regulatory headwinds Alibaba faces from Beijing. The post Here's Why I'd Buy Alibaba Stock for the Long Run Now appeared first on InvestorPlace.

Here's Why I'd Buy Alibaba Stock for the Long Run Now

Alibaba's been a public company for seven years. Yet BABA stock has barely doubled.

Is Alibaba the Biggest Disappointment of the Class of 2014?

The stock price of Alibaba Group Holding Ltd (NYSE: BABA) increased by over 5% pre-market today. This is why it happened.

BABA Stock: Why It Increased Today

Alibaba Group Holding (NYSE: BABA)-backed Ant Group has secured approval to boost its registered capital to $5.4 billion, up 47%, Bloomberg News reported on Sunday, citing National Enterprise Credit Information Publicity System. What Happened: The boost in the capital base comes nearly a year after Chinese regulators halted Ant Group's record $37 billion initial public offering and ordered the Jack Ma-founded company's fintech unit to overhaul its operations.

Alibaba's Ant Boosts Capital To $5.4B Amid Restructuring

Alibaba's business fundamentals haven't changed for a year since the negative sentiment hit. Authors, analysts, and investors are crunching numbers, adjusting valuations, and navigating through the noise of frequently contradicting news.

Common Sense Investing In Alibaba

Meituan

Shares of Meituan (OTC: MPNGF), Alibaba Group Holding Limited (NYSE: BABA), JD.Com Inc. (NASDAQ: JD), Baidu Inc (NASDAQ: BIDU), Tencent Holdings (NASDAQ: TCEHY), and BYD Co (OTC: BYDDY) are all trading higher in Hong Kong on Monday. What Happened: Shares of food delivery giant Meituan are trading 8.75% higher at HKD 278.40 after China fined the company $530 million for antitrust violations on Friday, the second such regulatory fine so far this year.

Alibaba Skyrockets 8% In Hong Kong As Meituan Regulatory Fine Fuels Market-Wide Optmisim

China's Ant Group has raised its registered capital to 35 billion yuan ($5.44 billion) from 23.8 billion yuan, public business registration records showed, as the fintech giant continues its government-mandated restructuring.

China's Ant Group increases registered capital by 47% to $5.4 billion

Charlie Munger added to his investment in battered e-Commerce company Alibaba in Q3'21. The investment came at a time of escalating uncertainty about China-based companies.

Alibaba Stock: Charlie Munger Is Teaching The Market A Lesson

Daily Journal, which Charlie Munger serves as chairman, bought more Alibaba shares in the third quarter, when they were tumbling.

Charlie Munger's Firm Doubled Down on Alibaba Investment

Alibaba has been almost incessantly in the news as of late. Some investors, including Charlie Munger, are implying a bottom is forming through their large stock purchases.

Alibaba - Extracting A 13.3% Yield From This Volatile Name

Increased regulation has wreaked havoc on Chinese stock investors this year and Alibaba has certainly felt the pain. The stock has bounced off of its recent lows, but uncertainty remains.

Alibaba: Perfect Setup For A 'Triple Play' Trade

SPDR S&P 500 ETF Trust

Energy Select Sector SPDR Fund

Stocks gained this week after a Wednesday turn-around when lawmakers in Washington, D.C.,agreed to a short-term deal on the debt ceiling.

Stocks Rally After Debt Ceiling Resolution: What Moved Markets This Week (Video)

Baidu

Tencent Holdings Limited

Chinese stocks, listed both in Asia--particularly in Hong Kong--as well as in the United States, just keep falling, much to the chagrin of investors and portfolio managers who thought exposure to Chinese stocks was an obvious and critical part of any 21st Century portfolio. Now, however, even though big Chinese stocks—especially tech plays—are trading at record lows, investors around the world are wondering whether it's just batsh@!t crazy to even consider buying the once-heralded BAT stocks— let alone more obscure Chinese penny plays.

China Stocks: A Clearance Sale Or A Sale To Steer Clear Of?

Shares of the Chinese tech giant is rebounding after suffering large losses. Can the momentum last?

Alibaba Stock Just Had Its Best Day in 4 Years. Here's What It's Doing Today.

You wouldn't expect a 97-year-old to necessarily have a lot of patience, but legendary investor Charlie Munger is doing just that with one of his holdings.

Need to Know: There's a lesson from Charlie Munger's increased bet on Alibaba

The Daily Journal recently disclosed that it had doubled down on its position in Alibaba Group stock in Q3. Charlie Munger manages investments for the Daily Journal.

Alibaba: Munger Buys, Stock Soars

Concerns over the CCP have led me to reduce my exposure to China in the last few months. However, with BABA so discounted, I am adding back to my position.

Alibaba: Just When I Thought I Was Out, They Pull Me Back In

Didi Global

JD.com

Li Auto Inc.

XPeng

Joe Biden and Xi Jinping are making plans to discuss trade relations and Chinese stocks are reacting well, soaring on U.S. indices. The post Chinese Stocks Alert: Why NIO, LI, XPEV, DIDI, BABA, JD Stocks Gained Today appeared first on InvestorPlace.

Chinese Stocks Alert: Why NIO, LI, XPEV, DIDI, BABA, JD Stocks Gained Today

China will continue to cooperate with anti-monopoly authorities to curb monopolies and actively deal with algorithm discrimination and other new forms of anti-competition behavior among internet platform companies and strengthen the protection of consumer privacy and data security, Bloomberg reports as per central bank Governor Yi Gang at the Bank for International Settlements' conference on Regulating Big Tech. The People's Bank of China will continue to strengthen the regulation of the payments sector and ask every financial services company, including personal information businesses, to be licensed.

How China's Continued Fintech Crackdown Affect Alibaba And Others?

Apple

According to GuruFocus Baskets statistics, the stocks broadly purchased by GuruFocus members as of October are Alibaba Group Holding Ltd. ( BABA , Financial), Intel Corp. ( INTC , Financial), Apple Inc. ( AAPL , Financial), Facebook Inc. ( FB , Financial) and Amazon.com Inc. ( AMZN , Financial).

GuruFocus Members Are Buying Buffett's Apple and Munger's Alibaba

A U.S.-China summit and Charlie Munger's buying seem to be pushing the stock higher.

Why Alibaba Shares Were Surging Today

Alibaba Group Holding Limited (NYSE: BABA) shares are on a roll Thursday, with the catalyst being the Chinese government's positive take on the talks between its diplomat Yang Jiechi and White House National Security Adviser Jake Sullivan in Switzerland earlier this week. Alibaba's Regulatory Woes: Alibaba's shares, which were on a broader downward trajectory since they hit a record high of $319.32 on Oct. 27, are seeing a resurgence Thursday.

News for Alibaba Stock (BABA)