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

Raymond James analyst Aaron Kessler downgraded Alibaba Group Holding Ltd (NYSE: BABA) to Outperform from Strong Buy with a price target of $240, down from $300, implying a 62.1% upside.  While Kessler remains positive on Alibaba long-term and believes valuation remains attractive, the analyst feels the recovery in shares could take longer given the recent slowing of e-commerce growth combined with continued regulatory actions across China.

Analysts See Considerable Upside In Alibaba Despite Price Target Cut - Read Why

Alibaba's stock has been on a downtrend for nearly a year, even as the company looks well positioned for double digit revenue growth in the coming years. Despite claims to the contrary, history shows that fundamentals do matter for emerging market stocks.

Alibaba: An Exercise In Long-Term Investing

Raymond James analyst Aaron Kessler still likes shares of Alibaba Group Holding Ltd. BABA, +0.32% , though he's becoming a bit more cautious on the name.

Alibaba loses its 'strong buy' rating at Raymond James amid concerns about e-commerce growth

Positioning to be a buyer of BABA stock on further weakness, an out-of-the money bull put spread makes intuitive sense. The post Alibaba Stock Is Finally a Looking Like a Buy After a Brutal Bashing appeared first on InvestorPlace.

Alibaba Stock Is Finally a Looking Like a Buy After a Brutal Bashing

Home Depot

Navient

Roku

Markets turned lower after a fairly strong start to Thursday, and the S&P 500 is on track to post a monthly decline for September—its first since January.

Thursday Afternoon Analyst Upgrades and Downgrades: Alibaba, Home Depot, Navient, Roku, and More

Global Partners

Meituan

Tencent Holdings Limited

Tupperware

Why Are Chinese Stocks Down This Year?

Alibaba Group Holding Limited (NYSE: BABA) shares are reversing course after Wednesday's steep declines. What Happened: Alibaba started the week on a strong note by advancing Monday and Tuesday before pulling back on Wednesday.

Why Alibaba Shares Are Rebounding From Wednesday's Losses

Baidu

BYD Company Limited

China Construction Bank Corp

Yum China Hlds

China Southern Airlines Company

With the China Evergrande crisis imposing a dark cloud on the nation's commercial paper, it's time to trim Chinese stocks. The post 7 Chinese Stocks to Sell Before the Next ‘Lehman Brothers' Event appeared first on InvestorPlace.

7 Chinese Stocks to Sell Before the Next ‘Lehman Brothers' Event

Alibaba's future is uncertain, meaning there are many possible future outcomes for the company. Each outcome leads to a different valuation/target price since it affects BABA's performance and/or investor confidence.

Alibaba Stock: May The Odds Be Ever In Your Favor

Alibaba.com will be allowing Pakistani sellers more opportunities to grow their businesses by providing several B2B services, PhoneWorld reported. The site plans to offer advertising, logistics, payments and daily operations.

Alibaba to Offer B2B Services to Pakistani Merchants

BABA stock has taken a big hit thanks to a Chinese regulatory crackdown. But could the U.S. be the one pulling the strings?

A Bullish Take on China's Crackdowns and Alibaba Stock

BABA stock investors need a break and there could be good news coming. It's falling into pivotal levels that may bring buyers back.

Alibaba Stock Is Finally Showing Signs of a Bottom

Markets are not giving Alibaba stock a break as the Chinese government imposes strict regulations against the firm's business areas. Analysts' targets have big upside for BABA stock.

Beijing Battering Only Makes Alibaba Upside Potential That Much Bigger

AMC Entertainment

Alibaba and AMC Entertainment face massive challenges.

2 Toxic Stocks to Sell Right Now

Li Auto Inc.

XPeng

JD.com

Shares of Alibaba Group Holding Limited (NYSE: BABA), JD.Com Inc. (NASDAQ: JD), Xpeng Inc. (NYSE: XPEV), Li Auto Inc. (NASDAQ: LI), Tencent Holdings Limited (OTC: TCEHY) and Baidu Inc. (NASDAQ: BIDU) are all notably lower in Hong Kong on Wednesday. What's Moving: Chinese e-commerce giant Alibaba's shares traded 2.1% lower at HKD 147.70 in Hong Kong, while tech conglomerate Tencent Holdings' shares are down 3.2% to HKD 455.00.

Alibaba, JD And Nio Rivals Xpeng, Li Auto All Decline As Hong Kong Markets Extend Losses

Alibaba (BABA) closed at $152.39 in the latest trading session, marking a +1.47% move from the prior day.

Alibaba (BABA) Gains As Market Dips: What You Should Know

Alibaba can fit into a portfolio of global compounders so long as the risks are well understood.

Alibaba: A Careful Study Of Challenges And Opportunities

Chinese regulators have announced several mandates to curb the dominance of domestic tech behemothss. As a consequence, e-commerce giant Alibaba Group Holding Limited (NYSE: BABA) has been forced to open up its walled garden.

Alibaba Opens Up Walled Garden To Allow Rival Tencent's Payment System In Some Apps

Alibaba will also prohibit the sale of cryptocurrencies themselves and ban any tutorials, strategies, and software for obtaining digital assets.

Alibaba will block sales of crypto mining equipment beginning October 8 to comply with China's clampdown

In a push to even the playing field and stop monopolistic practices, Chinese regulators ordered Alibaba to adopt Tencent's WeChat Pay on its platform, CNBC and other news outlets reported on Tuesday (Sept. 28). “Removing external link barriers [among different Apps] can reduce operating costs for merchants, and bring convenience to the customers,” Zhang Yong, […]

Chinese Regulators Order Alibaba To Adopt Tencent's WeChat Pay

Chinese e-commerce giant Alibaba Group Holding Limited (NYSE:BABA) has announced it will stop selling cryptocurrency mining equipment on its platforms from Oct. 8. What Happened: Alibaba said it made the decision following the People's Bank of China's latest policy circular that bans all cryptocurrency-trading-related activities in the country.

Alibaba To Stop Selling Mining Equipment For Bitcoin, Other Cryptos Amid China Crackdown

Alibaba has reported strong growth rates in its international commerce segment in recent quarters. It is doubling down in Southeast Asia where it owns major e-commerce player, Lazada and Tokopedia.

Alibaba: Look Beyond China

For years, China's internet platforms have operated as walled gardens. Chinese regulators are forcing giants like Alibaba and Tencent to change their practices.

Alibaba apps are starting to support Tencent's WeChat Pay. Here's why it's a big deal

China's Alibaba Group Holding Ltd has begun offering payment services from Tencent Holdings Ltd's WeChat on a number of its apps, after the government ordered major tech firms to stop blocking each other's services and links.

Alibaba apps start offering WeChat Pay option after government orders

Shares of Alibaba Group Holding Limited (NYSE: BABA), JD.Com Inc. (NASDAQ: JD), Xpeng Inc. (NYSE: XPEV), Li Auto Inc. (NASDAQ: LI) and Tencent Holdings Inc. (OTC: TCEHY) are advancing in Hong Kong on Tuesday, while Baidu Inc. (NASDAQ: BIDU) is declining. What's Moving: Chinese e-commerce giant Alibaba's shares traded almost 2.5% higher at HKD 145.40 in Hong Kong, while e-commerce company JD.com's shares are advancing 1.9% to HKD 297.80 and tech conglomerate Tencent Holdings' shares are rising 0.8% to HKD 468.20.

News for Alibaba Stock (BABA)