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

Tencent Holdings Limited

XPeng

JD.com

Shares of Alibaba Group Holding Limited (NYSE: BABA), Xpeng Inc. (NYSE: XPEV), JD.Com Inc. (NASDAQ: JD), Tencent Holdings Limited (OTC: TCEHY) and Baidu Inc. (NASDAQ: BIDU) are rising in Hong Kong on Friday, while Li Auto Inc. (NASDAQ: LI) is extending losses from the previous session. What's Moving: Chinese e-commerce giant Alibaba's shares traded 1.8% higher at HKD 154.20 ($19.81) in Hong Kong, while e-commerce company JD.com's shares are rising 3.7% to HKD 304.80 ($39.17) and tech conglomerate Tencent Holdings' shares are up 2.0% to HKD 460.20 ($59.14).

Alibaba, JD, Tencent And Nio Rival Xpeng Strike Gains In Hong Kong, Shrugging Off Regulatory Concerns

Amazon

Coupang

Carvana

In light of August retail sales posting a surprise increase, five retail stocks that Chase Coleman (Trades, Portfolio)'s Tiger Global Management and Lee Ainslie (Trades, Portfolio)'s Maverick Capital both own include Alibaba Group Holding Ltd. ( BABA , Financial), Amazon.com Inc. ( AMZN , Financial), Coupang Inc. ( CPNG , Financial), JD.com Inc. ( JD , Financial) and Carvana Co. ( CVNA , Financial).

5 Retail Stocks Chase Coleman and Lee Ainslie Agree On

BABA has fallen more than 50% in less than a year. The stock appears deeply undervalued, trading at 15x annualized earnings even before accounting for cash and equity investments that make up 30% of its market cap.

Alibaba Stock Forecast: Why Does It Keep Dropping And Where Does It Go From Here?

JPMorgan Chase & Co

NEW YORK--(BUSINESS WIRE)--Today, J.P. Morgan (NYSE: JPM) announced it went live with credit card payments processing for Alibaba.com, the B2B business unit of Alibaba Group (NYSE: BABA). Working together with Alipay, a leading digital life services platform operated by Ant Group, J.P. Morgan Merchant Services, the #1 payments processing provider in the U.S. according to Nilson, now powers payments made by U.S. credit cards on Alibaba.com. The rise of marketplaces is one of the biggest trends i

J.P. Morgan Supports Alipay to Provide Card Payment Services for Alibaba.com in the U.S.

With Chinese regulators aggressively cracking down on the country's tech giants, this leaves little room for optimism for BABA stock. The post Alibaba Is a Victim of the Big Trouble in Real China appeared first on InvestorPlace.

Alibaba Is a Victim of the Big Trouble in Real China

Li Auto Inc.

Shares of Alibaba Group Holding Limited (NYSE: BABA), Xpeng Inc. (NYSE: XPEV), Li Auto Inc. (NASDAQ: LI), JD.Com Inc. (NASDAQ: JD) and Tencent Holdings Limited (OTC: TCEHY) are all trading lower in Hong Kong on Thursday, while Baidu Inc. (NASDAQ: BIDU) is advancing. What's Moving: Chinese e-commerce giant Alibaba's shares traded 1.9% lower at HKD 151.10 ($19.42) in Hong Kong, while e-commerce company JD.com's shares are losing 0.4% to HKD 293.80 ($37.75) and tech conglomerate Tencent Holdings' shares are down 0.5% to HKD 451.20 ($57.98).

Alibaba, JD, Tencent And Nio Rivals Xpeng, Li Auto Fall In Hong Kong Amid Market-Wide Slump Fueled By China Crackdown On Casinos

BeiGene

Tencent Music Entertainment Group 

There are plenty of risks, but the rewards could be great.

3 Top Chinese Stocks to Watch in September

Alibaba is down 50% from all-time highs amid China's relentless crackdown.

China Is Breaking Up Alipay: Time to Sell Alibaba?

Shares of Alibaba Group Holding Limited (NYSE: BABA), Xpeng Inc. (NYSE: XPEV), JD.Com Inc. (NASDAQ: JD) and Tencent Holdings Limited (OTC: TCEHY) are trading lower in Hong Kong on Wednesday, while Li Auto Inc. (NASDAQ: LI) and Baidu Inc. (NASDAQ: BIDU) are advancing. What's Moving: Chinese e-commerce giant Alibaba's shares traded 1.8% lower at HKD 155.50 ($20.00) in Hong Kong, while e-commerce company JD.com's shares are losing 3.6% to HKD 302.20 ($38.86) and tech conglomerate Tencent Holdings' shares are down 2.6% to HKD 460.60 ($59.23).

Alibaba, JD, Tencent and Nio Rival Xpeng Slide in Mixed Hong Kong Market — Li Auto Strikes Gains

BABA stock is down 50% from its highs and the share price continues to slump as the Chinese government crackdown on big tech continues. The post Alibaba Stock Will Keep Plummeting, So Don't Buy It appeared first on InvestorPlace.

Alibaba Stock Will Keep Plummeting, So Don't Buy It

Alibaba Group Holding Ltd (NYSE: BABA) was trading lower Tuesday following more negative news for the company out of China. The country's data security law, likely to come into effect this September, will impose stricter rules on how Alibaba collects and handles user data.

Alibaba Can't Catch A Break: Options Traders Mixed On Stock's Future

The investment is the latest the Chinese internet behemoth has made in the automotive space having funded AutoX, and Xpeng, a rival to Tesla.

Alibaba Invests in Chinese Self-Driving Unicorn in Latest Electric Vehicle Move

DeepRoute.ai, a self-driving solution provider, announced a new funding round led by Chinese e-commerce giant Alibaba Group Holding Limited (NYSE: BABA). What Happened: DeepRoute.ai, based out of Shenzhen, China, as well as Fremont, California, said it has closed a Series B funding round, raising a total of over $300 million for the company.

Alibaba Leads Chinese Self-Driving Tech Startup DeepRoute.ai's $300M Funding Round

Alibaba's Price-to-FCF ratio of ~15x makes it one of the cheapest mega-cap tech stocks across the globe. According to our proprietary valuation model, Alibaba is worth ~$500 per share, and the stock could generate 20%+ CAGR returns over the next decade.

Alibaba: An Opportunity Of A Lifetime Or A Tragic Mistake?

Baidu

Didi Global

Goldman Sachs sees limited damage to economic growth and investment prospects from China's recent regulatory tightening, Bloomberg reports. The investment banking firm said the crackdown aimed to make the economy more equitable and productive in the long term instead of broadly targeting private companies.

Breather For Alibaba, Baidu, Tencent, Didi Investors From Goldman Sachs: Bloomberg

Alibaba has seen its shares drop massively over the last year, despite a strong operating performance.

Alibaba: Ant Group 'Breakup' And Why It Matters

Alibaba Group Holding Ltd (NYSE: BABA) has led an investment round of over $300 million into the Chinese autonomous driving start-up, DeepRoute.ai. Other investors included Greater China-focused tech investor Jeneration Capital, Chinese automaker Geely Automobile Holdings Ltd (OTC: GELYF), Reuters reported.

Key Takeaways From Alibaba's Investment In Self-Driving Firm DeepRoute.ai

Chinese autonomous driving startup DeepRoute.ai said on Tuesday it raised $300 million from investors including e-commerce company Alibaba

China self-driving firm DeepRoute.ai raises $300 mln from Alibaba, others

Alibaba's involvement in the funding round underscores the ambitions of China's technology giants to get a foothold in the area of driverless cars.

Alibaba leads $300 million investment into Chinese autonomous driving start-up DeepRoute.ai

Shares of Alibaba Group Holding Limited (NYSE: BABA), Xpeng Inc. (NYSE: XPEV) and Li Auto Inc. (NASDAQ: LI) are trading lower in Hong Kong on Tuesday, while Tencent Holdings Limited (OTC: TCEHY), Baidu Inc. (NASDAQ: BIDU) and JD.Com Inc. (NASDAQ: JD) are advancing. What's Moving: Chinese e-commerce giant Alibaba's shares traded 0.6% lower at HKD 159.80 ($20.53) in Hong Kong, while electric vehicle maker Li Auto's shares traded 3.6% lower at HKD 113.00 ($14.52) and peer Xpeng's shares are 1.3% lower at HKD 147.90 ($19.01).

Nio Rivals Xpeng, Li Auto Fall In Hong Kong After Minister's Comments, Alibaba Continues To Dip While Other Big Tech Firms Strike Gains

Concerns are at peak among investors and domestic tech companies, including China's cloud majors Baidu Inc's (NASDAQ: BIDU) Baidu AI, Alibaba Group Holding Ltd's (NYSE: BABA) Alibaba Cloud, Tencent Holdings Ltd's (OTC: TCEHY) Tencent Cloud, and Huawei Technologies' Huawei Cloud, Canalys reports. The four cloud companies account for 80% of total cloud spending in China's cloud infrastructure market, worth $6.6 billion, up 54% year on year as of Q2 2021.

How China Continues To Breed Danger For Alibaba, Baidu, Tencent's Prospects

According to the Hot Picks of Gurus Screen, a Premium feature of GuruFocus, more than 20 gurus bought shares of Alibaba Group Holding Ltd. ( BABA , Financial) during the past three months despite the ongoing crackdown of major Chinese technology companies.

Gurus Continue Buying Alibaba Despite China Crackdown

No one is asking whether China's crackdown on Alibaba might be justified, and whether BABA stock might survive it. The post Alibaba Is Being Crushed for Everything Except Good Valuation appeared first on InvestorPlace.

Alibaba Is Being Crushed for Everything Except Good Valuation

Chinese tech concern Alibaba Group Holding Ltd (NYSE:BABA) is down 1.4% at $164.21 this morning, struggling after a Financial Times report claimed the Chinese government is looking to put a halt to Jack Ma's Ant Group's payments company, Alipay.

Alibaba Stock Tumbles on Further Chinese Government Crackdowns

Meituan

The Chinese government wants Alipay parent Ant Group to turn over consumer data used for lending decisions.

News for Alibaba Stock (BABA)