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

ARK Innovation ETF

Xtrackers Harvest CSI 300 China A-Shares ETF

KE Holdings

Baidu

BYD Company Limited

Invesco China Technology ETF

DingDong Cayman Ltd

iShares China Large-Cap ETF

KraneShares CSI China Internet ETF

Luckin Coffee

Meituan

Tencent Holdings Limited

Full Truck Alliance Co Ltd

The swift rebound in several stocks demonstrated the difficulty of anticipating the share price movements in the short term.

Chinese Internet Stocks: Still An Enigma But Downside Appears Limited

Amazon

This is a simple head-to-head comparison between AMZN and BABA.

Amazon Vs. Alibaba: What The Charts Are Telling Us

Activision Blizzard

Chegg

Organon & Co

B. Riley Financial

The stock market is near all-time highs, but train-wreck season lies just around the corner.

If you're nervous about the stock market at record highs, consider these five companies that are loved by the smart money

DraftKings

Palantir Technologies

Twitter

Block

Cathie Wood-led Ark Invest on Thursday increased the exposure in Palantir Technologies Inc (NYSE:PLTR) as the shares of the data analytics firm soared amid strong customer growth in its U.S. commercial business reported for the second quarter.   The popular money managing firm snapped up 5.6 million shares — estimated to be worth about $139.44 million — in Palantir.

Palantir, Alibaba, Square, Twitter, DraftKings — Stocks Cathie Wood's Ark Bought Or Sold On Thursday

Alibaba said it would set up a five-woman committee that will be the "decision-making body for matters related but not limited to sexual harassment prevention."

After firing manager accused of sexual assault, Alibaba pledges 'zero-tolerance' with new measures

Chinese stocks remain very much out of favor and it's sinking Alibaba shares. Here's the only way to play BABA stock – if you play at all.

There's Only One Way to Trade Alibaba Stock Here

Chinese e-commerce giant Alibaba Group Holding Ltd said on Thursday it will set up a committee, initially comprising five female senior executives, to investigate sexual harassment complaints.

Alibaba to set up committee to probe sexual harassment complaints

The Q1 2022 report suggests the Chinese tech giant is well-positioned to sustain its growth over the coming quarters.

3 Big Takeaways From Alibaba's Latest Earnings

Which Chinese tech stock has a brighter future?

Better Chinese Tech Stock: Alibaba or Tencent

Tesla

Investment management firm Primecap Management that manages assets worth over $148.84 billion, significantly raised its exposure in the Chinese electric vehicle maker Xpeng Inc (NYSE:XPEV) and also added Alibaba Holdings (NYSE:BABA) during the second quarter, regulatory filings revealed on Tuesday. What Happened: The Pasadena, California-based firm added nearly 2.32 million shares in Xpeng, which is listed in both U.S. and Hong Kong, lifting the total exposure in the upcoming electric vehicle makers in China to $295.25 million at the end of the second quarter.

This Investment Management Firm With $149B Portfolio Trimmed Tesla, Apple Stakes In Q2, Added Alibaba And This EV Stock Instead

Netflix

NVIDIA

Cathie Wood-led Ark Invest on Tuesday further reduced its exposure in Netflix Inc (NASDAQ:NFLX) by about 71% as it shed 75,109 shares — estimated to be worth about $38.74 million — in the streaming video-on-demand service provider.  Netflix shares closed 0.79% lower at $515.84 on Tuesday.

Netflix, Nvidia, DraftKings, Alibaba, Square — Stocks Cathie Wood's Ark Bought Or Sold Tuesday

Didi Global

NetEase

TAL Education Group

Alibaba, Tencent, Didi, NetEase, and TAL Education Group have been among the Chinese stocks worst hit by Beijing. The post 5 Chinese Stocks the Chinese Government Has Harshly Targeted appeared first on InvestorPlace.

5 Chinese Stocks the Chinese Government Has Harshly Targeted

I am revisiting my previous prediction of Alibaba getting back to $300 per share amidst the crackdowns from the Chinese government. BABA is still in growth mode as its revenue has increased by $9.67 billion (8.83%) and gross profit increased by $2.59 billion (5.71%) in the TTM compared to last fiscal year.

Alibaba: Revisiting My Prediction Of BABA Getting Back To $300

China's Central Commission for Discipline Inspection, its top anti-corruption agency, has criticised what it called a "disgusting" culture of business drinking following a sexual assault scandal at e-commerce giant Alibaba Group Holding Ltd.

China anti-graft body criticizes business drinking after Alibaba scandal

Shares of Alibaba Group Holding Ltd. ( BABA , Financial) declined more than 8% in July after Chinese regulators tightened their grip on tech titans on account of anticompetitive practices and data security issues.

Bill Miller's Firm Believes the Worst Is Behind Alibaba

In addition to the termination, two other senior managers, Li Yonghe and Xu Kun have resigned, CEO Daniel Zhang said in a memo to employees.

Chinese e-commerce giant Alibaba fires manager accused of raping employee

A sexual assault scandal has rocked Alibaba and led to departures at the Chinese e-commerce giant.

Alibaba fires employee accused of sexual assault as pressure mounts on Chinese tech

Alibaba on Monday fired a manager accused of rape, as its CEO condemned the "ugly forced drinking culture" affecting one of China's most famous companies.

Alibaba CEO sacks manager accused of rape, condemns 'forced drinking culture'

Alibaba has much more power over China's economy than any of America's cloud czars. But BABA stock sells for half as much as Amazon or Microsoft.

Look Past the Meddling, It Makes No Sense for China To Keep Alibaba Down

Over the weekend, a female employee wrote a post on Alibaba's intranet accusing her supervisor Wang Chengwen and a company client of sexual assault.

Alibaba fires manager accused of sexual assault; CEO calls for change after 'shameful' incident

Alibaba has fired one of its managers over claims he sexually assaulted a female employee on a business trip, its chief executive has confirmed.

Alibaba fires manager over claims he sexually assaulted employee

Over the past year, Alibaba has been hit by a flood of negative news and actions from China's regulatory authorities. Alibaba shares are in a long fall and have lost around 37% of their highest historical level. The main reason for such a strong fall is fears of investors.

Alibaba: Too Big To Fall

Two senior managers also resigned for failing to respond appropriately after the woman reported the incident, the company's chief executive said in a memo.

Alibaba Will Fire Employee After Rape Accusation

The woman's account of the assault, published via an eleven-page PDF that circulated online, prompted a social media storm on China's Twitter-like microblogging website Weibo.

Alibaba is rocked by a sexual assault allegation and has launched an investigation and suspended several staff

Bilibili

Bargain-hunters who bought into the soothing reassurances from Chinese state media and officials had a rude awakening last week with articles targeting several industries sinking related stocks. The revelation of a potential expiration of preferential tax rate for tech companies like Alibaba and Tencent led to further market disappointment.

News for Alibaba Stock (BABA)