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

Shares of Alibaba Group Holdings (NYSE: BABA) jumped more than 8% on Monday in Hong Kong as investors cheered the record $2.8 billion fine slapped on China's biggest e-commerce company as a result of an anti-monopoly investigation and hoped it could be the end of the regulatory troubles for ace entrepreneur Jack Ma's company. What Happened: Alibaba CEO Daniel Zhang said on Monday he does not expect any material impact due to the change in regulatory exclusivity arrangement and that it will introduce measures to lower entry barriers and business costs faced by vendors on its platforms, Reuters reported.

Why Is Alibaba Stock Surging Despite $2.87B Antitrust Fine?

Shares of Alibaba Group Holdings Ltd. surged more than 5% Monday in Hong Kong trading, after the e-commerce giant was fined a record $2.8 billion by China's antitrust regulator.

Alibaba shares jump in Hong Kong after record antitrust fine by China

Tencent Holdings Limited

The slew of new regulations is seen as part of a broader effort by China to rein in the power of its internet giants such as Alibaba and Tencent.

In a quest to rein in its tech giants, China turns to data protection

Alibaba was fined 18.23 billion yuan ($2.8 billion) by Chinese regulators as a result of an anti-monopoly investigation.

Alibaba shares jump 5% after being hit with $2.8 billion fine in anti-monopoly probe

SHANGHAI (Reuters) -Alibaba Group will introduce measures to lower entry barriers and business costs faced by merchants on e-commerce platforms, CEO Daniel Zhang said on Monday, after an antitrust probe found the firm had abused its dominant market position.

China's Alibaba says to lower entry barriers after record antitrust fine

Chinese authorities have fined Alibaba $2.75 billion for alleged antitrust violations, Reuters and other news agencies reported. The fine, according to Reuters, equals about 4 percent of Alibaba's 2019 domestic revenue and allegedly came in response to several years of market-power abuses, especially refusing to let some merchants it worked with also work with other […]

Chinese Regulators Levy Record $2.8 Billion Fine On Alibaba

Baidu

JD.com

Pinduoduo Inc - ADR

Much has been made about the recent performance of Chinese companies as some unknown headwinds are blowing in their direction

Are China Stocks Untouchable Right Now?

Daily Journal Chairman Charlie Munger says a new investment in Chinese internet giant Alibaba is part of a move into stocks because returns on Treasury bills are so low.

Charlie Munger Prefers Alibaba Stock to Treasury Bills. Here's Why.

Once seemingly untouchable, Alibaba founder Jack Ma has endured a tumultuous run that saw his Chinese e-commerce giant hit with a record 18 billion yuan ($2.75 billion) antitrust fine on Saturday, resolving one key uncertainty even as others persist for himself and his business empire.

Record penalty for Ma's Alibaba marks tumultuous stretch for its founder

China's State Administration for Market Regulation doles out a $2.75 billion penalty to the company founded by Jack Ma.

Alibaba, China's e-commerce giant, hit with record fine over antitrust

China fined its eCommerce giant Alibaba Group Holding Ltd (NYSE: BABA) a record £2.0 billion on Saturday after an investigation found it in breach of the anti-monopoly regulations. The investigation concluded that Alibaba has, for several years, abused its dominant position in the market, resulting in a fine that translates to 4% of its domestic […] The post China slaps Alibaba a record £2.0 billion fine on anti-monopoly violations appeared first on Invezz.

China slaps Alibaba a record £2.0 billion fine on anti-monopoly violations

The regulatory troubles that have beset Jack Ma since November may be nearing their end, culminating in a hefty fine slapped on the Chinese tech entrepreneur's biggest brand. What Happened: China fined Ma's Alibaba Group Holding Ltd (NYSE: BABA) a record $2.8 billion after a monopoly probe found that the company had abused its dominant market position, Reuters reported.

Why Alibaba Just Got Hit With A Record $2.87 Billion Fine In China

The shares of Alibaba Group Holding Ltd (NYSE: BABA) have received a price target decrease from $345 to $338 by Citigroup. These are the details.

BABA Stock: $338 Target (Down From $345) By Citi

China on Saturday fined Jack Ma's Alibaba Group a record $2.8 billion for abusing its leading market position. Alibaba Group said in a statement that the penalty came from the State Administration for Market Regulation, which had been investigating it since December.

Alibaba Group hit with record $2.8 billion fine amid increased government scrutiny of billionaire Jack Ma's tech empire

Chinese e-commerce giant Alibaba has been fined $2.8 billion for anti-competitive behavior as the ruling Communist Party tightens control over fast-growing technology industries.

Alibaba fined $2.8 billion on competition charge in China

China has ordered Alibaba to pay a record fine of 18.2 billion yuan ($2.8 billion) after antitrust regulators concluded that the online shopping giant had been behaving like a monopoly.

China hits Alibaba with record $2.8 billion fine for behaving like a monopoly

Alibaba Group was hit with the highest-ever antitrust fine imposed in China when the country's regulator announced on Saturday that it had slapped a $2.8 billion fine on the tech giant.

Jack Ma's Alibaba Hit With $2.8 Billion Fine For Abusing Its Dominant Market Position

Chinese regulators said on Saturday they have fined Alibaba Group Holding Ltd a domestic record $2.75 billion for antitrust violations, amid an unprecedented regulatory crackdown on Jack Ma's company and other technology conglomerates.

China's Alibaba hit with record $2.75 billion antitrust fine

Platform co-founded by Jack Ma, who has criticised Chinese authorities, misused its dominance, say state regulators

China fines Alibaba billions for alleged market abuses

Chinese regulators have hit Alibaba with a record fine of 18 billion yuan (about $2.75 billion) for violating anti-monopoly rules as the country seeks to rein in the power of its largest internet conglomerates. In November, China proposed a sweeping antitrust regulation targeting its tech industry.

China gets serious about antitrust, fines Alibaba $2.75B

HANGZHOU, China--(BUSINESS WIRE)--Alibaba Group will hold a conference call on Monday, April 12, 2021.

Alibaba Group Has Received the Administrative Penalty Decision Issued by the State Administration for Market Regulation of the People's Republic of China

In a Saturday statement, China's State Administration for Market Regulation accused Alibaba of abusing its market dominance.

China slaps Alibaba with $2.8 billion fine in anti-monopoly probe

The penalty is Beijing's toughest action to date in its campaign to tighten supervision of the country's internet Goliaths.

Alibaba Faces $2.8 Billion Fine From Chinese Regulators

Chinese regulators have fined Alibaba 18 billion yuan ($2.75 billion) - around 4% of its revenues in 2019 - for violating anti-monopoly rules and abusing its dominant market position.

China regulators fine Alibaba $2.75 billion for anti-monopoly violations

Apple

Biogen

Intel

A few months ago, GuruFocus launched the "baskets" feature, which allows users to place stocks in one of four virtual baskets based on their level of interest:

News for Alibaba Stock (BABA)