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

The regulatory clampdown on Chinese internet and tech stocks is ongoing, with Beijing continuing to announce incremental measures.  What Happened: China's Ministry of Industry and Information Technology has issued an ultimatum to internet companies that they should cease blocking each other's links on their sites or risk facing regulatory action, Reuters reported.

China Regulators Ask Tencent, Alibaba, Peers To Stop Blocking Each Others' Links

Shares in Alibaba slumped again on Monday after the Financial Times reported that Beijing is planning to break up Alipay, the hugely popular payment app owned by its financial affiliate, Ant Group.

Alibaba stock tumbles after report says Beijing wants to break up Alipay

Chinese regulators want Ant to spin off its lending business and hand over its proprietary credit scoring data to a company part-owned by the state.

Alibaba Shares Drop As China Reportedly Seeks To Break Up Jack Ma's Alipay

Apple

BioNTech SE

Dynavax Technologies

iShares MSCI Emerging Markets ETF

KraneShares CSI China Internet ETF

iShares MSCI China ETF

Netflix

NetEase

NXP Semiconductors

Pfizer

Invesco QQQ

SPDR S&P 500 ETF Trust

Valneva SE

Chinese regulators continue to apply pressure on the country's biggest tech companies, this time reportedly looking to split up Alibaba (NYSE:BABA) founder Jack Ma's Alipay. Beijing is pushing for Alipay to create a separate app for its loan business.

China Crackdown Continues

China's regulators targeting payments app as part of tech crackdown, say reports

Alibaba shares plunge as Beijing ‘seeks to break up Ant's Alipay'

Meituan

BYD Company Limited

XPeng

Chinese electric vehicle stocks fell after the country's industry minister said there are "too many" EV firms in China.

Chinese tech, EV stocks fall on regulatory fears; property developer Soho China drops 35% on failed deal

China's industry ministry has asked internet companies to conduct self examinations over the problem of website link blocking and will take measures against firms that fail to fully rectify accordingly.

China has asked internet firms to rectify link blocking issues -official

Baidu

Li Auto Inc.

Shares of Alibaba Group Holding Limited (NYSE: BABA), Tencent Holdings Limited (OTC: TCEHY), Baidu Inc. (NASDAQ: BIDU), JD.Com Inc. (NASDAQ: JD), Xpeng Inc. (NYSE:XPEV) and Li Auto Inc. (NASDAQ:LI) are all trading notably lower in Hong Kong on Monday. What's Moving: Chinese e-commerce giant Alibaba's shares traded almost 3.8% lower at HKD 161.60 ($20.78) in Hong Kong, while e-commerce company JD.com's shares are trading 3.9% lower at HKD 308.80 ($39.71) and technology company Baidu's shares are almost 1.4% lower at HKD 159.90 ($20.56).

Alibaba, Tencent, Baidu And Nio Rivals Xpeng, Li Auto Fall In Hong Kong Amid Concerns Of Further Crackdown On Tech Sector In China

Recently Alibaba disclosed that it intends to invest $15.5 billion into China's common prosperity fund over five years. The investment was treated by many investors as a simple cash transfer to the government, but in fact it may not be.

Alibaba: The $15.5 Billion Opportunity

China's industry ministry has told technology companies including Alibaba Group Ltd and Tencent Holdings Ltd to stop blocking each other's website links from their platforms, the 21st Century Business Herald said Saturday.

China tells Alibaba, Tencent to open platforms up to each other - media

This article analyzes Alibaba from the perspective of its profit sustainability and scalability.

Alibaba: Price Fluctuates But Profitability Does Not

The worst seems to be over for BABA stock with the company working with regulators to iron-out differences. Healthy business growth sustains.

Alibaba Stock Is Being Sold on Fear, so It Is Time to Be Greedy

Shares of Alibaba Group Holding Limited (NYSE: BABA), Tencent Holdings Limited (OTC: TCEHY), NetEase Inc. (NASDAQ: NTES), JD.Com Inc. (NASDAQ: JD), Baidu Inc. (NASDAQ: BIDU), Li Auto Inc. (NASDAQ: LI) and Xpeng Inc. (NYSE: XPEV) are all trading notably higher in Hong Kong on Friday. What's Moving: Chinese e-commerce giant Alibaba's shares traded 2.7% higher at HKD 165.40 ($21.27) in Hong Kong.

Alibaba, Tencent, JD And Nio Rivals Xpeng, Li Auto Strike Gains As Hang Seng Index Rebounds

Alibaba.com is looking to support U.S. small and medium-sized businesses (SMBs) with the introduction of new dropshipping services and a $500,000 grants program to help existing eCommerce platforms, the company said in a press release on Thursday (Sept. 9). John Caplan, president of North America and Europe for Alibaba.com, said the pandemic threw SMBs into […]

Alibaba.com Debuts New Dropshipping Tools, SMB Grants

Alibaba Group Holding Ltd (NYSE: BABA) launched a new Alibaba.com Dropshipping Solutions alongside new platform tools and a grants program totaling $500,000 in awards. It aims to support existing e-commerce businesses and the rise of "New Digital Entrepreneurs" by the initiative.

Alibaba's Latest Offering Amid China's Renewed Tech Crackdown

Alibaba.com, the business-to-business platform of the Chinese e-commerce giant Alibaba Group Holding (NASDAQ:BABA), said Thursday it has added dropshipping and other transport and logistics services for its U.S.-based small to midsize customers that increasingly rely on digital tools to grow their global sales. Under the dropshipping concept, an online merchant holds no inventory and usually depends on suppliers or third-parties to ship products directly to the end user.

Alibaba unit rolls out shipping tools for US small businesses

NEW YORK--(BUSINESS WIRE)--Alibaba.com, one of the world's largest B2B ecommerce marketplaces and a business unit of Alibaba Group (NYSE: BABA), is launching new Alibaba.com Dropshipping Solutions, alongside new platform tools and a grants program totaling $500,000 in awards to support existing ecommerce businesses and the rise of “New Digital Entrepreneurs.” In 2020, 600,000 more new businesses started than in 2019 in the US. According to the National Bureau of Economic Research, one third of

Alibaba.com Launches New Services, Support and Grants Program to Fuel the US Small- and Medium-Sized Business Recovery and Success of “New Digital Entrepreneurs”

The Chinese tech giant still has a viable path toward joining the 12-zero club.

Will Alibaba Be a Trillion-Dollar Stock by 2025?

Chinese regulators are temporarily halting approvals for new online games, delivering a big blow to Tencent Holdings Ltd (OTC: TCEHY), NetEase Inc (NASDAQ: NTES), Bilibili Inc (NASDAQ: BILI), Bloomberg reported based on SCMP. Tencent and NetEase led a selloff of Chinese tech stocks in Hong Kong following reports of further oversight of the industry and the need to deemphasize profits.

Why Are Alibaba, Baidu, NetEase And Other Chinese Tech Shares Trading Lower Today?

Shares of Alibaba Group Holding Limited (NYSE: BABA), Tencent Holdings Limited (OTC: TCEHY), NetEase Inc. (NASDAQ: NTES), JD.Com Inc. (NASDAQ: JD),  Baidu Inc. (NASDAQ: BIDU), Li Auto Inc. (NASDAQ: LI) and Xpeng Inc. (NYSE: XPEV) are all trading notably lower in Hong Kong on Thursday. What's Moving: Chinese e-commerce giant Alibaba's shares traded 3.4% lower at HKD 165.10 ($21.23) in Hong Kong.

Alibaba, Tencent, NetEase And Nio Rivals Xpeng, Li Auto Fall In Hong Kong On Renewed Regulatory Concerns

New Oriental Education & Technology Group

JD.com

TAL Education Group

Vipshop Hlds

According to the Aggregated Portfolio of Gurus, a Premium feature, five China-based stocks broadly sold by gurus over the past three months include Baidu Inc. ( BIDU , Financial), New Oriental Education & Technology Group ( EDU , Financial), JD.com Inc. ( JD , Financial), TAL Education Group ( TAL , Financial) and Vipshop Holdings Ltd. ( VIPS , Financial).

5 Chinese Stocks Broadly Sold by Gurus in Past Quarter

Didi Global

iShares China Large-Cap ETF

KraneShares SSE STAR Market 50 Index ETF

Pinduoduo Inc - ADR

Invesco Golden Dragon China ETF

Tencent Music Entertainment Group 

Uber

China faced an economic abyss in the 1990s that caused the Chinese Communist Party to improvise to keep even a tenuous hold on China's economic development. By 2010, China had surpassed Japan as the second largest economy on the planet.

China's Tech Diktat

Amgen

Dollar Tree

Looking for a deal? Don't overlook these stocks.

3 Beaten-Up Stocks for Bargain Hunters

Some Chinese companies have seen their industries uprooted, while others are facing increased regulations.

Chinese Tech Stocks Have Been Erratic Lately. Here's What's Going On

Shares of Alibaba Group Holding Limited (NYSE: BABA), JD.com Inc. (NASDAQ: JD), Tencent Holdings Limited (OTC: TCEHY), Baidu Inc. (NASDAQ: BIDU), Li Auto Inc. (NASDAQ: LI) and Xpeng Inc. (NYSE: XPEV) are all rising in Hong Kong on Wednesday. What's Moving: Chinese e-commerce giant Alibaba's shares traded 0.7% higher at HKD 171.10 ($22.00) in Hong Kong.

News for Alibaba Stock (BABA)