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's shares are so cheap that it has hiked its buybacks. BABA stock could move higher as this boosts the price and earnings per share.

Alibaba's Earnings Per Share Can Soar Thanks to Its Buyback Program

BABA stock may prove to be a long-term value play, but shares are likely to remain under pressure amid China's regulatory crackdown. The post Alibaba is a Speculative Trade With a 5-Year Time Frame appeared first on InvestorPlace.

Alibaba is a Speculative Trade With a 5-Year Time Frame

JD.com

Pinduoduo Inc - ADR

Sohu.com

Tencent Holdings Limited

Is There Opportunity In Chinese Stocks? Cathie Woods, founder of ARK Investment Management, appears to have made a U-turn in this regard.

Is There Opportunity In Chinese Stocks?

Baidu

Didi Global

Shares of several China-based stocks including Alibaba Group Holding Ltd (NYSE: BABA), Baidu Inc (NASDAQ: BIDU) and DiDi Global Inc (NYSE: DIDI)  are trading higher Tuesday after data showed that China's exports jumped 25.6% year over year in August, beating expectations of 17.1%. The data showed increasing overseas demand for cars, electronics and consumer goods.

What's Going On With Alibaba, Baidu, DiDi Global Shares Today?

Amazon

With the delta variant raging and cold weather upon us, e-commerce stocks could take off again.

3 E-Commerce Stocks to Buy in September

China's no-nonsense regulators are getting tough on tech companies, but panic-selling would be the wrong move if you own BABA stock. The post Alibaba Only Gets More Attractive as the Price Goes Down appeared first on InvestorPlace.

Alibaba Only Gets More Attractive as the Price Goes Down

A recent rape accusation at Alibaba has me wondering if I can continue to support investors owning BABA stock. Here's why I feel this way.

Alibaba Stock Is Tough To Recommend Owning Right Now

Cathie Wood-led money managing firm Ark Invest on Friday shed all of its exposure in Chinese e-commerce biggie Alibaba Group Holding (NYSE:BABA) while continuing to snap up shares in rival JD.Com Inc (NASDAQ:JD). The investment firm held less than 100 shares in the U.S.-listed company ahead of Friday's trades and deployed Ark Fintech Innovation ETF (NYSE:ARKF) and the Ark Space Exploration and Innovation ETF (BATS:ARKX) to sell Alibaba shares on Friday.

Cathie Wood's Ark Completely Exits All Alibaba Positions, Continues Piling Up Stake In This Chinese Rival

Li Auto Inc.

XPeng

Shares of Alibaba Group Holding Limited (NYSE: BABA), Baidu Inc. (NASDAQ: BIDU), JD.com Inc. (NASDAQ: JD), Tencent Holdings Limited (OTC: TCEHY), Xpeng Inc. (NYSE: XPEV) and Li Auto Inc. (NASDAQ: LI) are all rising in Hong Kong on Tuesday. What's Moving: Chinese e-commerce giant Alibaba's shares traded 1.2% higher at HKD 170.00 ($21.86) in Hong Kong.

Alibaba, JD, Tencent And Nio Rivals Xpeng, Li Auto Clock Gains In Hong Kong As Market Turns Optimistic Amid Chinese Vice Premier's Reassurance

Chinese prosecutors have dropped a case against a former Alibaba Group Holding Ltd employee accused of sexually assaulting a female colleague, saying they had determined he had committed forcible indecency but not a crime.

Chinese prosecutors drop case against former Alibaba employee accused of sexual assault

Is Alibaba a great value or a value trap?

A Close Look at Alibaba's Quarter

Despite already being fined earlier this year, Alibaba fell even more last month on continued concerns over the regulation of China's tech sector.

Why Alibaba Stock Fell Another 14.4% in August

Some would argue that Alibaba stock is an immense value at current levels. Others will call BABA stock a value trap.

Is Alibaba Stock a Value-Growth Play or a Value Trap?

AMC Entertainment

Clover Health Investments

GameStop

Robinhood

Moderna

Microvast Holdings

Palantir Technologies

Tesla

Wish

One of the defining characteristics of a meme stock is how much discussion it generates on social media, particularly on r/WallStreetBets and other Reddit groups focused on single stocks.

How the 10 Most Buzzworthy Meme Stocks Performed in August

The Stern School of Business professor considers  Alibaba Group Holding Ltd (NYSE: BABA), Tencent Holdings Ltd (OTC: TCEHY) as the most undervalued despite further downside risks from China's regulatory crackdown, Bloomberg reports. The constraints brought in by recent Chinese government actions on tech behemoths are "reasonable," and any potential ban on firms using shell companies for foreign listings will unlikely be retroactive, Aswath Damodaran blogged.

How Alibaba, Tencent, Didi Win Amid Odds Versus Their Western Counterparts?

The recent regulatory clampdown in China has resulted in the Alibaba (BABA) shares being down 40% in the past year. Many investors are now experiencing significant unrealized losses on their Alibaba purchases.

Alibaba - How To Deal With Unrealized Losses

Alibaba continues to decline and shares are back to where they were in the fall of 2018 as they have erased a significant portion of their gains. I provide an analysis on different valuation metrics and compare BABA's income statement to Amazon's to determine its current growth and project its future path.

Alibaba: Utilizing A Financial Breakdown To Reaffirm My Investment Thesis

BABA stock should do better now that it is fully aligned with the policies of its home country. That is a big move, and should equate to gains The post Alibaba Stock Is Ready for a Bounce After Getting Staight With Beijing appeared first on InvestorPlace.

Alibaba Stock Is Ready for a Bounce After Getting Staight With Beijing

The Chinese tech giant follows in the footsteps of Tencent and Pinduoduo in pledging vast sums of cash to initiatives in its home country.

Alibaba Donates a Third of Its Cash to Chinese Initiatives. The Stock Is Falling.

E-commerce giant Alibaba Group said Friday it will spend $15.5 billion to support President Xi Jinping's campaign to spread China's prosperity more evenly, adding to pledges by tech companies that are under pressure to pay for the ruling Communist Party's political initiatives.

China's Alibaba promises $15.5 billion for anti-poverty work

Move comes on back of Beijing encouraging firms to share wealth as part of a drive to ease inequality

China's Alibaba to invest billions by 2025 for ‘common prosperity'

Shares of Alibaba Group Holding Limited (NYSE: BABA), Baidu Inc. (NASDAQ: BIDU), JD.com Inc. (NASDAQ: JD), Tencent Holdings Limited (OTC: TCEHY), Li Auto Inc. (NASDAQ: LI) and Xpeng Inc. (NYSE: XPEV) are all trading lower in Hong Kong on Fridayr. What's Moving: Chinese e-commerce giant Alibaba's shares traded 3.4% lower at HKD 165.20 ($20.88) in Hong Kong.

Alibaba, JD, Tencent, And Nio Rivals Xpeng, Li Auto All Head Lower In Hong Kong As Regulatory Woes Take Toll

Alibaba is pouring 100 billion yuan ($15.5 billion) into China's drive to achieve "common prosperity," marking the latest big pledge from a Chinese company to support President Xi Jinping's campaign.

Alibaba pledges $15.5 billion to help China achieve 'common prosperity'

Cathie Wood-led Ark Invest continued to trim the exposure of its exchange-traded funds to Alibaba Group Holding Ltd. (NYSE:BABA) stock on Thursday.

Cathie Wood Continues Alibaba Selling With Just 40 Shares Left In Portfolio, Loads Up Heavily On These Chinese Rivals

Ant Financial is launching a JV with the support of state-owned companies.

News for Alibaba Stock (BABA)