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 Group Holding Limited (NYSE: BABA), which is facing intense regulatory scrutiny in its home country, has committed a whopping sum to a Chinese government initiative to share wealth. What Happened: Alibaba has agreed to contribute 100 billion yuan ($15.5 billion) over five years to Chinese President Xi Jinping's "common prosperity" vision, according to reports citing state-backed Zhejiang Daily.

Alibaba To Invest $15.5B In Chinese Government-Driven 'Common Prosperity' Initiative

Mixed signals abound in shares of China's Alibaba, but the buyers are gaining power. Here's how to fish for a BABA stock bottom.

Here's the Choice for Traders as Shares of Alibaba Are Trying to Bottom

Shares of Alibaba Group Holding Ltd. BABA, +1.11% rose 0.8% in morning trading Thursday, to put them on track for a fourth straight gain, even as the China-based e-commerce giant continued to face regulatory scrutiny.

Alibaba stock extends corrective bounce after pledge to spend $15.5 billion for 'common prosperity' amid regulatory scrutiny

Didi Global

Meituan

China has ordered ride-hailing companies to make sweeping changes across data security, labor, and competition before the end of the year.

Didi, Alibaba, and Meituan Are Under Scrutiny in China, Again. The Shares Don't Care.

A few of the ARK Invest exchange-traded funds run by ETF star Cathie Wood sold around $600,000 worth of shares of Alibaba Group Holding Ltd.

Is ARK Invest Completely Done With Alibaba?

The stock price of Alibaba Group Holding Ltd (NYSE: BABA) increased by over 2% pre-market. This is why it happened.

BABA Stock: Over 2% Increase Pre-Market Explanation

Chinese regulators ordered car-hailing services run by DiDi Global Inc (NYSE: DIDI), Meituan (OTC: MPNGY), and Alibaba Group Holding Ltd (NYSE: BABA) to rectify instances of misconduct by December, Bloomberg reports. The Ministry of Transport and multiple regulators, including the Cyberspace Administration of China and State Administration of Market Supervision, summoned and interviewed 11 ride-hailing firms for alleged hiring of unapproved drivers and vehicles, CNBC reports.

Key Takeaways From Chinese Regulatory Summon Of DiDi, Alibaba

Agora

51job

Lufax Holding

RLX Technology

Trip.com

Full Truck Alliance Co Ltd

Traders are looking for a bottom in Chinese companies. However, these seven Chinese tech stocks could face even more downside going forward.

7 Chinese Tech Stocks To Sell Before Regulators Kill Them

Chinese e-commerce giant Alibaba Group will invest 100 billion yuan ($15.5 billion) by 2025 in support of "common prosperity", the government-backed newspaper Zhejiang Daily reported on Thursday.

China's Alibaba to invest $15.5 billion towards "common prosperity"

Alphabet

Pfizer

Teladoc

Cathie Wood's Ark Invest now holds just about 700 shares in Alibaba Group Holding (NYSE:BABA) after the money managing firm on Wednesday further reduced its exposure in the e-commerce giant. Ark Invest sold 3,626 shares — estimated to be worth about $628,313 — in Alibaba, as its shares closed 3.77% higher at $173.28 on Wednesday.

Cathie Wood Nearly Erases Alibaba Stake, Sells $3M In Google — Here's What It Bought Instead On Wednesday

Li Auto Inc.

Tencent Holdings Limited

XPeng

JD.com

Shares of Alibaba Group Holding Limited (NYSE: BABA), Baidu Inc., (NASDAQ: BIDU), JD.com Inc. (NASDAQ: JD) and Tencent Holdings Limited (OTC: TCEHY) are rising in Hong Kong on Thursday, while Chinese electric vehicle makers Xpeng Inc. (NYSE: XPEV) and Li Auto Inc. (NASDAQ: LI) are notably lower. What's Moving: Chinese e-commerce giant Alibaba's shares traded 2.2% higher at HKD 168.90 ($21.72) in Hong Kong, while e-commerce company JD.com's shares are trading almost 0.3% higher at HKD 312.20 ($40.15) and technology company Baidu's shares are 5.8% higher at HKD 163.60 ($21.04).

Alibaba, JD, Tencent Surge And Nio Rivals Xpeng, Li Auto Fall In Mixed Hong Kong Market

While BABA has a lot of regulatory risk to its operations, there is actually insufficient regulation when it comes to its financial reporting which is not discussed enough.

Alibaba's Greatest Risk Is Actually The Lack Of Regulation

Amazon.com Inc's (NASDAQ: AMZN) now requires 164 flights a day for stock transfer across the U.S., the Financial Times reports. Amazon flight activity has increased 17% over the past six months for its packages.

How Amazon Responded To Alibaba's 72-Hour Delivery Promise?

A rape accusation at the Chinese e-commerce giant has shed light on a work culture that some former employees say is humiliating and toxic.

After Proudly Celebrating Women, Alibaba Faces Reckoning Over Harassment

Amgen

Cardinal Health

SPDR Dow Jones Industrial Average ETF

Henkel AG & Co KGaA

Invesco QQQ

SPDR S&P 500 ETF Trust

While the stock market seems extremely expensive, it is still a market of stocks enabling us to find some good picks. Four sleep-well stocks might be the two consumer goods companies Reckitt Benckiser and Henkel as well as the two healthcare companies Cardinal Health and Amgen.

Remember, Remember To Come Back In September: 6 Stock Picks

Amazon

Aspen Technology Inc

Bayer AG

Baidu

British American Tobacco

Anheuser-Busch InBev

Campbell Soup

Enterprise Products Partners

GlaxoSmithKline

Imperial Brands PLC

Intel

Kellogg

Lockheed Martin

Merck

Polaris

Reckitt Benckiser Group PLC

Roche Holding AG

Sanofi

Western Union

Yum China Hlds

Our 3-step process focuses on wide-moat stocks (as per Morningstar's rating). We are only interested in those targets that are attractively valued in historical comparison.

Wide-Moat Stocks On Sale - The September 2021 Heat Map

Alibaba is a highly advantaged business, with a dominant position in e-commerce, digital payments and cloud computing in China.

Alibaba: Why I Finally Exited

China's Uber Technologies (NYSE: UBER) equivalent DiDi Global Inc (NYSE: DIDI) is exploring a landmark move to set up a union for its staff, Reuters reports. The company's Beijing headquarters' employees will manage the union, and the government-backed All-China Federation of Trade Unions (ACTFU) will guide the union.

DiDi, Alibaba's Latest Strategy To Counter Tech Crackdown

State-backed firms will acquire a sizeable stake in an Alibaba Group Holding Ltd (NYSE: BABA) backed Ant Group asset, the Reuters reports.  The shareholders will invest about 500 million yuan ($77.4 million) as registered capital.

How Alibaba's Ant Group Proposes To Revive Its IPO?

Alibaba Group Holding Limited's (NYSE: BABA) shares rebounded after opening lower in Hong Kong on Wednesday, while shares of other Chinese companies - Li Auto Inc. (NASDAQ: LI), Xpeng Inc. (NYSE: XPEV), JD.com Inc. (NASDAQ: JD), Baidu Inc. (NASDAQ: BIDU) and Tencent Holdings Limited (OTC: TCEHY) - are trading significantly higher. What's Moving: Chinese e-commerce giant Alibaba's shares traded 0.7% higher at HKD 166.60 ($21.42) in Hong Kong, while electric vehicle maker Li Auto's shares traded 4% higher at HKD 119.20 ($15.33) and Xpeng's shares traded 2.3% higher at HKD 163.50 ($21.03).

Alibaba Rebounds In Hong Kong Despite Regulatory Woes; JD, Tencent And Nio Rivals Xpeng, Li Auto Spike

BABA stock is depleted due to both systemic and fundamental matters. It's very unlikely that this is an opportunity to buy the dip.

News for Alibaba Stock (BABA)