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

Chinese regulators may be preparing to impose penalties, but the fears are overstated and BABA stock should be ready for a turnaround soon. The post If Anything Can Survive the China Security Crackdown, It's Alibaba appeared first on InvestorPlace.

If Anything Can Survive the China Security Crackdown, It's Alibaba

Baidu

JD.com

China Rapid Finance

Tencent Holdings Limited

Ping An Insurance Group Co of China Ltd

While China stocks have performed well over the last several years, recent headwinds suggest caution is in order. The post 7 Popular China Stocks to Avoid Until Further Notice appeared first on InvestorPlace.

7 Popular China Stocks to Avoid Until Further Notice

New Oriental Education & Technology Group

GSX Techedu Inc.

TAL Education Group

Foreign capital investment into tutoring companies may be banned under potential rule changes.

Chinese education stocks plunge as Beijing reportedly wants to turn tutoring companies into non-profits

BABA stock is trading at attractive valuations. Its core commerce and cloud businesses will enable it to continue growing meaningfully.

Alibaba Stock Looks Primed for a Breakout

American Express

VMware

If you want to have a higher likelihood to be successful when attempting to discover value opportunities, one method is to look for stocks with trailing 12-month price-to-free-cash-flow ratios lower than that of the S&P Global index, which stands at around 28.23 as of the writing of this article.

A Trio of Stocks Trading With a Low Price-to-Free-Cash-Flow Ratio

Costamare

Kinross Gold

Altria

Newmont Mining

Pfizer

Vale S.A.

These undervalued stocks have businesses with strong fundamentals. They are likely to get attention as investors look for value.

7 Undervalued Stocks to Buy Even as Markets Hit an All-Time High

BABA stock still is deeply undervalued as its Q2 results are likely to show. Alibaba is worth at least 44% more at around $300 per share using a similar FCF margin as last year.

Now's the Time to Nab Deeply Undervalued Alibaba Stock

BABA stock's overblown regulatory troubles have wrongfully weighed down its stock in the past few months The post Alibaba Stock Has Incredible Growth Runway Ahead appeared first on InvestorPlace. More From InvestorPlace Stock Prodigy Who Found NIO at $2… Says Buy THIS Now It doesn't matter if you have $500 in savings or $5 million.

Alibaba Stock Has Incredible Growth Runway Ahead

Amazon

British American Tobacco

Magellan Midstream Partners

Why My Retirement Portfolio Has Invested $600,000 Into These 4 Amazing Blue-Chips

Alibaba (BABA) closed at $208.91 in the latest trading session, marking a -1.5% move from the prior day.

Alibaba (BABA) Stock Moves -1.5%: What You Should Know

Pinduoduo Inc - ADR

The Biden administration has been critical of the People's Republic of China — a trend that appears to be continuing. Monday, the U.S. joined with allies, including the European Union, NATO and the United Kingdom, to criticize China for what it said is “malicious” cyber activity and “irresponsible state behavior,” according to a press release by the White House.

Why Some Chinese Companies May Be Trading Down

Risks remain, but off and on the price chart, the rewards are increasingly favoring a collar strategy for BABA stock investors. The post Why Investors Are Wary of Alibaba Shares appeared first on InvestorPlace.

Why Investors Are Wary of Alibaba Shares

New York Times

Peloton

StoneCo

Tesla

Walmart

Keeping up with market shifts has been difficult, but there are some names that investors should avoid at all costs right now as they are likely to continue falling over the short and medium term. The post 7 Stocks to Avoid… Unless You Like Losing Money appeared first on InvestorPlace.

7 Stocks to Avoid… Unless You Like Losing Money

The risk-reward balance might be too good to pass on, regardless of the China risk.

Time to Buy Alibaba Right Now?

Dictatorships often react very harshly to criticism, so BABA stock is very vulnerable after Jack Ma blasted Beijing last year. The post Alibaba Stock Is Too Risky as China's Crackdown Continues appeared first on InvestorPlace.

Alibaba Stock Is Too Risky as China's Crackdown Continues

HANGZHOU, China--(BUSINESS WIRE)--Alibaba Group Holding Limited (NYSE: BABA and HKEX: 9988, “Alibaba” or “Alibaba Group”) today announced that it will report its unaudited financial results for the quarter ended June 30, 2021 before the U.S. market opens on Tuesday, August 3, 2021, and will hold a conference call to discuss the financial results at 7:30 a.m. U.S. Eastern Time (7:30 p.m. Hong Kong Time) the same day. Details of the conference call are as follows: International: +65 6713 5330 U.S

Alibaba Group Will Announce June Quarter 2021 Results on August 3, 2021

Understanding Alibaba, Why It's Better Than Amazon?

Headlines screamed that China's second-quarter GDP growth not only slowed, but also came in below expectations. However, there's more than meets the eye. Market players shrugged off Cathie Wood's talking down of Chinese stocks and despite Ark Invest's dumping of its Chinese holdings, the share prices of affected stocks rose.

Alibaba: Tailwinds Growing Stronger

ARK Innovation ETF

Didi Global

ARK's Cathie Wood May Be Selling Chinese Tech Stocks at the Wrong Time

China may finally be ready to let Alibaba lead again, which would make this member of the cloud elite a bargain at current prices. The post Once the Regulatory Dust Settles, Alibaba Could Be a Knockout Success appeared first on InvestorPlace.

Once the Regulatory Dust Settles, Alibaba Could Be a Knockout Success

China tech giants Alibaba Holding Ltd. (BABA) and Tencent Holding Ltd.

Are Alibaba and Tencent Teaming Up to Fight Chinese Regulation?

JD.com's stock is approaching a make-or-break level on the technical charts, MKM Partners' JC O'Hara says.

China tech stocks are on sale — one key level to watch if you're considering buying

Chinese internet giants Alibaba and Tencent are rivals. Working together has different implications for each, analysts say.

Alibaba and Tencent Working Together? Analysts Say One Could Have an Edge.

Alibaba has been the closest thing China has to Amazon. However, China's crackdown on tech companies makes BABA stock a risky investment.

Alibaba Stock Is Too Vulnerable to China to Be the Sure Thing It Once Was

Shares of several China-based companies, including Alibaba Group (NYSE:BABA) and Nio (NYSE:NIO), are trading higher following economic data showing year-over-year growth in China retail sales for the month of June. Alibaba is the world's largest online and mobile commerce company.

News for Alibaba Stock (BABA)