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

The Ant Group restructuring and a $2.8 billion anti-monopoly fine for Alibaba removed a major source of uncertainty for investors in the e-commerce giant.

Alibaba shares rise 2% after Beijing orders Ant Group to revamp business

Even as Alibaba Group Holding Ltd (NYSE: BABA) was slapped with a record $2.8 billion fine by the Chinese government for violating antitrust laws, the fortune of the e-commerce giant's co-founder Jack Ma rose by $2.3 billion. What Happened: Shares of Alibaba Group climbed almost 9.3% in New York on Monday, marking the biggest surge in nearly four years.

Jack Ma Is Already $2.3B Richer Since The Announcement Of Alibaba $2.8B Antitrust Fine

This past weekend, Chinese regulators concluded their anti-monopoly investigation of e-commerce and tech giant Alibaba Group Holding Ltd. (NYSE:BABA), fining the company $2.8 billion for placing illegal restrictions on its third-party merchants.

Alibaba Soars as Investors Cheer a Resolution to Anti-Monopoly Investigation

Alibaba stock looks like it's on sale after pulling back sharply off highs. But after a hefty fine from Chinese regulators, is BABA stock a buy right now?

Is Alibaba Stock A Buy Right Now After $2.8 Billion Fine? Here's What Earnings, Chart Show

Alibaba, the Chinese e-commerce juggernaut, appears ready to move forward as regulatory concerns start to subside.

Alibaba Now Has Antitrust Fine in Its Rear View

JD.com

Pinduoduo Inc - ADR

Tencent Holdings Limited

China imposed a record $2.8 billion antitrust fine vs. Alibaba. But BABA stock jumped on hopes that the bad news is priced in.

China Fines Alibaba $2.8 Billion, But BABA Stock Jumps; JD.com, Pinduoduo, Tencent Fall

Shares of Alibaba Group Holding Ltd. shot up 9.1% in afternoon trading Monday, putting them on track for the biggest one-day gain in four years, as investors expressed relief following the $2.8 billion fine assessed by China's antitrust regulator.

Alibaba's stock rallies toward biggest gain in nearly 4 years as antitrust fine removes overhang

Alibaba Group Holding Ltd - ADR (NYSE: BABA) shares ripped higher by 9.2% on Monday after the company was fined $2.8 billion by the Chinese government for violating antitrust laws. The fine triggered a relief rally in Alibaba's stock after CEO Daniel Zhang said the rule changes implemented on Alibaba in addition to the fine will not have a material impact on the company's finances.

Alibaba Analysts Remain Bullish As $2.8B Antitrust Fine Triggers Relief Rally

Relative to growth, BABA stock might be the cheapest in the market. Investors shouldn't let the noise distract from that key fact.

This Discount on Alibaba Stock Won't Last Forever

Chipotle

These two stocks are bucking a Wall Street downtrend.

Alibaba Breathes a Sigh of Relief, Chipotle Sizzles as Markets Fizzle

The Daily Journal Corporation (NASDAQ:DJCO) had recently acquired a significant position in Chinese e-commerce giant Alibaba Group (NYSE:BABA) in the first quarter of 2021.

Charlie Munger, The Daily Journal and Alibaba

Alibaba Group Holdings Ltd (NYSE:BABA) has been hit with a record US$2.8bn fine by Chinese authorities after they said the ecommerce giant had spent years abusing its market position. The penalty follows the conclusion of a Chinese antitrust probe that began in December when the authorities said they were investigating the firm over monopolistic behaviour, more specifically practices including Alibaba's tactic of using exclusive agreements with merchants to force them to only sell their products on its platform.

Alibaba slapped with record fine by Chinese regulators over market abuse practices

For Alibaba, it may be a case of "pay up and move on." The weekend brought a fine in the billions of dollars for the Chinese tech giant, which – though unlikely to have much financial impact – may carry reverberations for other large tech players in that country.

Alibaba's Antitrust Fine Means 'Pay Up And Move On'

The problem with Alibaba Group Holding Limited (NYSE: BABA) stock until now was the unknown, producer Spencer Israel said on Benzinga's "PreMarket Prep" show Monday. The company was the subject of an anti-monopoly investigation in which Alibaba was issued a record $2.8-billion fine by Chinese regulators.

Why This PreMarket Prep Host Plans To Buy Back The Alibaba Shares He Sold

Alibaba Group Holding Limited's (NYSE: BABA) Ant Group subsidiary has yielded to regulatory pressure and agreed to organize itself as a financial holding company. What Happened: Following an ultimatum from the People's Bank of China, Ant, a fintech company, said it will become a financial holding company that falls under the purview of the Chinese central bank.

Alibaba's Ant Group Buckles Under Regulatory Pressure, Agrees To Organize As Financial Holding Company

The shares of China-based tech giant Alibaba Group Holding Ltd (NYSE:BABA) are on fire this morning, already up 7.8% to trade at $240.09.

Alibaba Stock Surges After Massive Anti-Monopoly Fine

China slapped a record $2.75 billion antitrust fine on Alibaba Group Holding Ltd on Saturday, after regulators determined the e-commerce giant had abused its dominant market position for several years.

Events leading up to China's $2.75 billion fine on Alibaba

Shares of Alibaba rose 6 percent in premarket trading in the US after the e-commerce giant was fined $2.8 billion by Chinese regulators as a result of an anti-monopoly investigation.

Alibaba shares rise six percent in premarket trading after $2.8B fine

E-commerce firm feels penalty by Chinese regulators means focus on company is at an end

Alibaba shares jump after record $2.8bn anti-monopoly fine

Ant Group Co., the financial-technology giant controlled by billionaire Jack Ma, will apply to become a financial holding company overseen by China's central bank, overhauling its business to adapt to a new era of tighter regulation for internet companies.

The Wall Street Journal: Ant Group to fall under Chinese government oversight as Alibaba's Jack Ma yields to regulators

Plug Power

Tesla

One of the most common questions traders have about stocks is “Why Is It Moving?” That's why Benzinga created the Why Is It Moving, or WIIM, feature in Benzinga Pro.

Here's Why Alibaba, Plug Power And Tesla Are Moving

A contrite and apologetic Alibaba, ready to move on from a hefty regulatory slapdown, is cheering investors.

Alibaba Was Fined $2.8 Billion By China. Here's Why Shares Are Rallying.

Alibaba is trying to draw a line under accusations that it behaved like a monopoly after Chinese regulators hit the online shopping giant with a record fine over the weekend. But that doesn't mean the crackdown on tech in China is over yet.

Alibaba's record fine is a 'warning shot' in China's tech crackdown

Alibaba's Hong Kong-listed shares rose as much as 8% on Monday after China ended its antitrust probe into the e-commerce group with a record $2.8 billion fine. Chinese regulators opened an antitrust investigation into Alibaba in December and introduced a series of stricter rules for financial services.

Alibaba shares jump 8% as China ends its antitrust probe on Jack Ma's tech empire with a record $2.8 billion fine

The stock price of Alibaba Group Holding Ltd (NYSE: BABA) increased by over 6% pre-market. This is why it happened.

News for Alibaba Stock (BABA)