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

Didi Global

NetEase

Investors were temporarily bullish on Chinese stocks, but it may not last.

Why DiDi Global, Alibaba, and NetEase Popped Today

Baidu

Tencent Holdings Limited

Tencent Music Entertainment Group 

Chinese stocks were once all the rage, but a big sell-off this summer has them back in the spotlight for all the wrong reasons.

Should You Sell Your Chinese Stocks?

BABA has fallen 40% from all-time highs amidst the crash in Chinese tech stocks.

As Alibaba Falls, The Stock Faces This Critical Test

XPeng

Small-time traders have been jumping in to buy stocks discarded by big investors during the selloff triggered by China's regulatory crackdown, research showed on Wednesday.

Small-time traders turn 'dip buyers' in China share selloff

"Chinese ADRs are the latest example of how retail behavior has changed over the past four months," says Vanda Research.

Retail investors have been buying the dip in Chinese stocks slammed by Beijing's corporate crackdown

Alibaba Group Holding Limited (NYSE:BABA) is down over 40% from its October 2020 all-time high of $319.32. China-based stocks have taken a beating from the Chinese government, which continues to crack down on companies trading on U.S. exchanges, and worsening U.S./China relations has rubbed salt on the wounds.

Alibaba Stock Forms Powerful Reversal Pattern: What's Next?

BABA is stuck in the midst of increasingly challenging regulatory oversight in tech and could see more downside from recent initiatives. However, these risks have all been detailed in company filings and should not come as a surprise.

Forget The Geopolitical Risks, Alibaba's Growth Is Visible

Baozun

Which Chinese e-commerce stock is the more promising investment?

Better Buy: Alibaba vs. Baozun

Over the past three trading sessions, Alibaba's share price has dropped 13%. Although, in fact, nothing extraordinary for the company happened during this time.

Alibaba: Moment Of Truth

New Oriental Education & Technology Group

GSX Techedu Inc.

Meituan

TAL Education Group

Days of heavy selling in Chinese stocks have left two major indexes in the country as the worst-performing markets of Asia-Pacific.

Chinese stocks are now among Asia's worst-performing as Beijing crackdown spooks investors

JD.com

Li Auto Inc.

Pinduoduo Inc - ADR

Back in April, I wondered if China stocks were untouchable given the current climate where AliBaba (NYSE:BABA) founder Jack Ma went missing from the public eye.

Revisiting China: the recent government crackdowns

Alphabet

Marathon Digital Holdings

Alphabet, Nio, Alibaba and Marathon Digital Holdings were our top stock trades for Wednesday. Let's take a look at the charts now.

4 Top Stock Trades for Wednesday: GOOGL, NIO, BABA, MARA

iShares MSCI China ETF

Full Truck Alliance Co Ltd

Shares of Alibaba, JD.com, and Full Truck Alliance were all sliding this morning.

Why Chinese Tech Stocks Were Slipping Again Today

Chinese tech stocks listed in the U.S. were pummeled for the third day after popular messaging app WeChat temporarily blocked new users from registering.

Chinese stocks listed in US hammered as Beijing tightens grip

Amazon

MercadoLibre

Don't let a single day's market movements make you lose your long-term mindset.

These Growth Stocks Are Bargains Because of 1 Unreasonable Fear

HANGZHOU, China--(BUSINESS WIRE)--Alibaba Group Holding Limited (NYSE: BABA and HKEX: 9988) today announced that it filed its annual report on Form 20-F for the fiscal year ended March 31, 2021. The annual report can be accessed under the SEC Filing section on the Company's investor relations website at https://www.alibabagroup.com/en/ir/secfilings. The Company will provide a hard copy of its annual report containing the audited consolidated financial statements, free of charge, to its sharehol

Alibaba Group Announces Filing of Annual Report on Form 20-F for Fiscal Year 2021

The Alibaba (NYSE: BABA) stock price crashed to the lowest level since May 2020 after China intensified its crackdown against technology companies. The stock declined by more than 10% in Hong Kong and by more than 4% in premarket trading.

Alibaba stock price keeps getting cheaper. Is it a buy?

Alibaba is a stock with great historical results and fundamentals.

Alibaba: Don't Worry About The ADRs

A broad index tracking US-listed Chinese stocks has lost 30% of its value this year alone.

US-listed Chinese stocks crash to their lowest point in more than a year as Beijing ramps up its crackdown on corporations

China's Ministry of Industry and Information Technology directed the domestic internet giants to fix certain anticompetitive practices and data security threats, the Wall Street Journal reports. The telecommunication and industry policies watchdog proposed a new six-month rectification program to rectify multiple industry issues.

China Commands Tech Giants To Resolve Anticompetitive, Security Matters: WSJ

Media outlets are highlighting that the entire tutoring industry could be converted into non-profit entities. For-profit tutoring in the K-9 sector is now banned according to China state media reports.

Unprecedented Fear In The Chinese Tutoring Market Has Arrived, Silver Linings To Consider Now

The Chinese government wants Alibaba to help create a digital currency.

Why Alibaba Stock Just Fell 4%

BABA stock is cheap right now and there's little to suggest investors should be fearful about its long-term prospects. The post Alibaba Stock Faces Risks, But It Should Climb Over the Long-Term appeared first on InvestorPlace.

Alibaba Stock Faces Risks, But It Should Climb Over the Long-Term

What Happened: China has announced a set of regulations that effectively ban the operation of for-profit education companies in the country. The new rules will no longer allow companies that teach school subjects to accept overseas investment, which could include capital from offshore registered entities of Chinese firms, according to a notice released by the State Council of China.

China Announces Ban On $100B For-Profit Education Sector

KE Holdings

Bilibili

GDS Hlds

Morgan Stanley

A crackdown on tutoring stocks set off another panic.

News for Alibaba Stock (BABA)