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

David Tepper (Trades, Portfolio), founder of Appaloosa Management, disclosed this week that his firm's top trades during the first quarter included a reduction in its Alibaba Group Holding Ltd. ( BABA , Financial) position and new buys in Chesapeake Energy Corp. ( CHK , Financial), ViacomCBS Inc. ( VIAC , Financial) and Paysafe Ltd.

David Tepper Slims Alibaba Holding in the 1st Quarter

DuPont de Nemours

Southeastern Asset Management recently disclosed its portfolio updates for the first quarter of 2021, which ended on March 31.

Mason Hawkins' Southeastern Sells DuPont, Invests in Alibaba

A consortium led by China's Alibaba and Baring Private Equity Asia has acquired a 5.5 percent stake in Vietnam's Masan Group's consumer-retail platform The CrownX for $400 million, the companies said in a Tuesday (May 18) press release. Masan set up The CrownX platform — its integrated consumer retail arm — in 2019 by consolidating its […]

Alibaba Consortium Acquires 5.5 Pct Stake In Masan Group's The CrownX

JD.com

Tencent Holdings Limited

Regulation is catching up to the Chinese tech sector. Lately, Beijing has made increasing attempts to rein in China's biggest names in tech, with big fines levied on Alibaba (BABA) and a forced restructuring at Ant Financial, Tencent, JD.com (JD), and others.

Chinese Tech: An Interview with Liqian Ren, Director of Modern Alpha, WisdomTree

Alibaba Group Holdings Limited (NYSE:BABA) announced on Monday it will back Vietnamese conglomerate Masan Group Corp. and has invested $400 million in its consumer retail arm. Alibaba has been in desperate need of positive news after finding itself in the crosshairs of the Chinese government's plans to enforce curbs on the e-commerce giant.

These Alibaba Options Traders See Upside Ahead

Apellis Pharma

Credit Suisse

Energy Transfer LP Unit

Nikola

Oppenheimer Holdings

Party City Holdco

Sibanye Stillwater

Tesla

UBS Group AG

Wells Fargo

This article contains long/short quick picks for short-term investors. Coverage includes drug development, EV, mining, O&G, high beta consumer goods, and China tech.

5 Movers To Look Into For The Rest Of May

Alibaba's stock has lost more than 30% since last fall but bargain hunters may want to wait. The company is facing fierce competition in its core e-commerce business.

Why Alibaba's Slumping Stock May Not Be a Bargain Yet

A consortium led by Chinese e-commerce giant Alibaba Group Holding Limited (NYSE: BABA) has invested $400 million in the consumer retail arm of Vietnamese conglomerate Masan Group Corp. What Happened: Masan Group said in a statement that the consortium, which includes Alibaba and Baring Private Equity Asia, acquired a 5.5% stake in the CrownX, Masan's retail arm.

Alibaba Backs Vietnamese Retailer In $400M Funding Round: What You Need To Know

Alibaba (BABA) released its FY21 results on 13 May and its share price continued to dip, in a six-month downward trend. However, the FY21 results actually reinforced BABA's strong business fundamentals in cloud computing and commerce.

Alibaba: FY21 Results Reinforce Strong Buy

The oft buzzed-about Alibaba Group Holding Ltd (NYSE:BABA) graced headlines yet again last week, limping out of the earnings confessional with a sizable net loss -- its first since 2012 -- thanks in part to a massive fine the China-based tech company incurred during the quarter, imposed by Beijing on accusations of monopolizing the market.

Option Bulls Blast BABA During Volatile Earnings Season

Alibaba's (BABA) fourth-quarter fiscal 2021 results reflect strength across China commerce retail, cloud and logistics businesses.

Alibaba (BABA) Q4 Earnings Miss, Revenues Beat Estimates

BABA stock is attractive on a fundamental, comparative, and technical basis. Time to be a buyer at lower levels with a bull put spread.

Alibaba Is a Finally a Buy After Prolonged Correction

Alibaba Group Holding Ltd.'s (NYSE: BABA) Cloud business has lost one of its key customers, impeding progress of this high-growth business.

Report: ByteDance's TikTok Severs Ties With Alibaba Cloud Services Outside of China: What Companies Will Be Potential Beneficiaries?

DraftKings

MicroVision

Palantir Technologies

Rocket Companies, Inc.

7 Reddit stocks, led primarily from an abrupt short-squeeze, could lead to a brand new wave of short-squeeze madness. The post CLOV and 6 Other Reddit Stocks Drinking the Short-Squeeze Juice appeared first on InvestorPlace.

CLOV and 6 Other Reddit Stocks Drinking the Short-Squeeze Juice

Etsy

Revolve

Shares of these three companies have fallen recently, setting up excellent buying opportunities.

3 Top Consumer Discretionary Stocks to Buy Now

BABA is one of the world's great e-commerce and tech giants.

Alibaba: Is The Reward Worth The Risk?

Xtrackers Harvest CSI 300 China A-Shares ETF

Invesco China Technology ETF

iShares China Large-Cap ETF

KraneShares CSI China Internet ETF

Meituan

Invesco QQQ

Jack Ma reappeared in good spirits, but efforts were made to maintain a low profile, placating investors wary of renewed attention on the fallen billionaire. A gaffe made by Meituan CEO could potentially result in the lifestyle services company take over the role as the new regulatory whipping boy.

Chinese E-Commerce Stocks Plunged As Alibaba Fired Warning Shots At Rivals

The shares of Alibaba Group (NYSE: BABA) have received a price target decrease from $338 to $306 by Citi. These are the details.

Alibaba Group (BABA) Stock: $306 Target By Citi

Alibaba continues its cascade following a "questionable" earnings announcement.

Alibaba Stock Is A Strong Buy Right Now

Alibaba Group Holding (BABA) is growing into a bigger but less profitable company.

Alibaba's New Game in China

Chinese electric vehicle maker NIO Inc. (NYSE: NIO) is teaming up with Alibaba Group Holding Limited (NYSE: BABA), the top Chinese e-commerce company. What Happened: Nio Life, the EV maker's unit focused on lifestyle products, has opened a flagship store on Alibaba's Tmall platform, the CnEVPost reported, citing the company.

Nio Opens Flagship Store For Lifestyle Products On Alibaba's Tmall: What You Need To Know

Alibaba recorded a quarterly operating loss of $1.17 billion in its  fiscal Q3 2021 (ended March 31, 2020) despite its strong performance during the period.

Alibaba recorded an operating loss of over $1 billion in its fiscal Q3 2021 despite its strong performance

Alibaba Group Holding Ltd – ADR (NYSE:BABA) shares are trading higher by 1.85% at $209.90 in Friday's pre-market session after Citigroup analyst Alicia Yap maintains Alibaba with a Buy and lowers the price target from $338 to $306. Keybanc analyst Hans Chung also maintains Alibaba with an Overweight and lowers the price target from $305 to $275.

Why Alibaba's Stock Is Moving Today

Alibaba's most recent quarterly results were very solid, as the company, once again, delivered strong user and revenue growth. Alibaba is a play on digitalization and consumer growth in China.

Alibaba: Shares Keep Dropping, Keep Buying

Alibaba Group reported its first quarterly operating loss since the company went public after getting hit with a massive fine imposed by China's antitrust regulators.

News for Alibaba Stock (BABA)