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

Charlie Munger, the 97-year old vice chairman of Warren Buffett's Berkshire Hathaway, has long been bullish on China's economy. Now, Munger is putting more of his own firm's money into one of China's most well-known stocks: Alibaba.

Buffett pal Charlie Munger is doubling down on Alibaba bet

Baozun

Key takeaways: Alibaba-backed Cainiao is paying $217.9 million for 30% of Baozun's Baotong warehouse and fulfillment subsidiary

Baozun Stays Hooked on Alibaba With New Logistics Investment From Cainiao

Baidu

Daily Journal

JD.com

NetEase

Pinduoduo Inc - ADR

Trip.com

Many investors don't even realize they're in a key stock index.

These Nasdaq Stocks Are Leading the Charge Thursday

The Chinese government described this week's talks with the U.S. in Switzerland meeting as constructive, SCMP reports.  The talks in Switzerland between Yang Jiechi and White House National Security Adviser Jake Sullivan ended without the confrontational tone that damaged their March meeting in Anchorage, Alaska, with Beijing this time saying the discussion was "conducive to enhancing mutual understanding.

Why Are Alibaba, Baidu And Other Chinese Stocks Trading Higher In Thursday Premarket?

Charlie Munger was greedy when others were fearful over China and Alibaba this summer.

Charlie Munger Just Doubled Down on Alibaba: Should Investors Follow Suit?

Benzinga's PreMarket Prep airs every morning from 8-9 a.m. ET. During that fast-paced, highly informative hour, traders and investors tune in to get the major news of the day, the catalysts behind those moves and the corresponding price action for the upcoming session.

PreMarket Prep Stock Of The Day: Alibaba's Ugly Chart Gets Support From Munger

BABA is making huge investments in itself at the same time the rest of the market is selling out of fear.

Alibaba Stock Price Prediction: Can It Rebound To $200 Levels?

Warren Buffett's business partner ramped up his bet on the Chinese e-commerce giant despite mounting regulatory threats.

Charlie Munger's Daily Journal swooped on Alibaba's tumbling stock last quarter, boosting its stake by 83%

Moxian BVI

SGOCO Group

Skillz

SPDR S&P 500 ETF Trust

This week's Alpha Trader podcast features hosts Aaron Task and Stephen Alpher speaking first with Mark Minervini, author of several best-selling books, Trade Like a Stock Market Wizard and Think and Trade Like a Champion, among them, and then with Dan David, the founder of short-focused activist-research outfit, Wolfpack Research.

Mark Minervini And Dan David Join Alpha Trader (Podcast)

Alibaba is trading at just 12x EV/EBITDA, a historically low valuation. This multiple implies that revenue and profit growth will completely stop, or even decline. Revenue and profit growth may take a pause due to compressing margins and rising expenses, but it is likely to be temporary, not permanent.

Alibaba Stock: Record Low Valuation Looks Too Cheap To Pass Up

BABA stock is at low prices not seen in three years, but with these five challenges bearing down on Alibaba, don't bet on a quick recovery. The post The Top 5 Challenges That Still Plague Alibaba Stock Today appeared first on InvestorPlace.

The Top 5 Challenges That Still Plague Alibaba Stock Today

BABA stock proven that it has growth in store quarter after quarter. Most everyone covering it characterizes its troubles as external, so buy.

Alibaba Should Not Be Hurt by Evergrande as a Bottom is in Sight

Bed Bath & Beyond

Canopy Growth

Nano Dimension

AT&T

Wish

Which out-of-favor, most-hated stocks look like great buys right now? These knocked-down names may have a chance to climb again.

7 Most-Hated Stocks on Wall Street That Are Actually Hidden Gems

China Real Estate Shares Pummeled In Hong Kong; Alibaba Falls Again, Coal Gains

Amazon

British American Tobacco

Enbridge

Magellan Midstream Partners

September is living up to its reputation as the worst month for stocks. The debt ceiling crisis could lead to a 10% to 20% correction. Prudent long-term investors, who use the appropriate risk-management and asset allocation for their needs have nothing to fear.

The More They Fall The More I Buy: 5 No-Brainer Blue-Chip Bargains Set To Fly

Bristol-Myers

Humana

Lockheed Martin

Verizon

With the S&P 500 up 30.65% year over year and the Buffett Indicator showing the U.S. stock market as “significantly overvalued” with an implied future return of -2.5% per year, it may feel like there are no more value opportunities left.

5 Popular Guru Stocks Trading Near 52-Week Lows

Evergrande's woes and the ongoing regulatory threats in China pushed the stock lower.

Why Alibaba Stock Slipped 11% in September

Alibaba Group Holding Ltd (NYSE: BABA) is trading lower Monday amid continued Evergrande uncertainty, which has weighed on the broader Chinese market. Investors continue to weigh the possible implications of the potential default of China-based real estate company Evergrande.

Why Alibaba Shares Are Making New 52-Week Lows Today

2021 has been a disaster for Alibaba as they have incurred fines, a forced redistribution of cash, and changing business regulations which have created tremendous headwinds. If you don't have a long-term investment horizon or an iron stomach investing in BABA could be painful as things could get considerably worse in the short term.

Alibaba Stock Has Fallen So Far, It's Now A Value Play

Alibaba slumped to its lowest level since its shares began trading in Hong Kong in 2019

Hong Kong Stock Benchmark Closes Down 2.2%; Hopson Said Buying Evergrande Unit, Alibaba Drops

The shares of Alibaba Group Holding Ltd (NYSE: BABA) have received a $270 price target from Benchmark. These are the details.

BABA Stock: $270 Price Target From Benchmark

Shares of Alibaba keep dropping. The e-Commerce firm's market value hit a new one-year low last week. The theme of ‘common prosperity' is repelling non-Chinese investors. However, Alibaba is poised to grow rapidly in e-Commerce and related fields, like logistics, until FY 2025.

I Was Wrong About Alibaba Stock

The representative ETFs of Chinese companies outperformed their U.S. counterparts in the past week despite the lingering Evergrande debt crisis and power shortage that affected a large swathe of China. Judging by the share price action of TCOM, shareholders could have been bracing for a greater impact on travel due to the recent outbreaks and cheered the better-than-expected data release.

Alibaba And Pinduoduo Are Banking On ESG

The previous quarter was one of the most important in Alibaba's history. When earnings for the quarter are released, we will get to see how the Chinese government's new regulatory measures are impacting the company.

Alibaba: The Most Important Quarter Ever

After see-sawing through much of Thursday's session, Alibaba Group Holding Limited (NYSE:BABA) ended modestly higher. Two more sell-side firms tempered their expectations on the Chinese company even while retaining a bullish bias on the stock.

News for Alibaba Stock (BABA)