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

Adaptive Biotechnologies

AerCap Hlds

Disney

PG&E

Trinity Industries

During GuruFocus' annual model portfolio rebalance for 2021, the new stocks added to the Most Weighted Model Portfolio were Adaptive Biotechnologies Corp. (NASDAQ:ADPT), AerCap Holdings NV (NYSE:AER), Alibaba Group Holding Ltd. (NYSE:BABA), The Walt Disney Co. (NYSE:DIS), PG&E Corp. (NYSE:PCG) and Trinity Industries Inc. (NYSE:TRN).

6 Stocks Added to Most Weighted Portfolio in 2021

Expect BABA stock to reflect an international push from China's "Cloud Emperors," as regulators attack these companies' domestic policies. The post Expect a War in the Clouds as Alibaba Pushes Internationally appeared first on InvestorPlace.

Expect a War in the Clouds as Alibaba Pushes Internationally

Tencent Holdings Limited

The stocks of several Chinese companies are trading lower after a report emerged that U.S. officials are considering banning Americans from investing in Alibaba Group Holding (NYSE: BABA) and Tencent (OTC: TCEHY). What Happened: U.S. officials are considering prohibiting Americans from investing in the two most valuable publicly listed Chinese tech companies, according to the Wall Street Journal, citing people familiar with the matter.

Chinese Stocks Fall On Report US Is 'Considering' Alibaba, Tencent Ban

The U.S. government is contemplating a plan that would restrict Americans from buying shares of Alibaba Group Holding Ltd. and Tencent Holdings Ltd.

U.S. government considering banning investments in Alibaba, Tencent by Americans: report

U.S. officials are considering prohibiting Americans from investing in Alibaba Group Holding Ltd and Tencent Holdings Ltd, the Wall Street Journal reported on Wednesday, citing people familiar with the matter.

U.S. mulling to add Alibaba, Tencent to China stock ban - WSJ

Following the enigmatic co-founder of Alibaba isn't the only way to profit from e-commerce in China.

The Best Way to Invest in Chinese E-Commerce Without Jack Ma

BENSALEM, Pa., Jan. 6, 2021 /PRNewswire/ -- Law Offices of Howard G. Smith reminds investors of the upcoming January 12, 2021 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who purchased or otherwise acquired Alibaba Group Holding Limited...

Deadline Reminder: Law Offices of Howard G. Smith Reminds Investors of Looming Deadline in the Class Action Lawsuit Against Alibaba Group Holding Limited (BABA)

The order targets mostly mobile-payment apps, including leading platform Alipay, owned by Ant Group.

Trump Gives China Parting Shot With Chinese Apps Ban

Alibaba (BABA) announces the closure of its music streaming service, Xiami. This will free up resources for business diversification.

Alibaba (BABA) Puts Stop on Weak-Performing Xiami Service

President Donald Trump signed an executive order Tuesday banning Alipay, WeChat Pay, and six other Chinese apps, calling them a threat to national security.  The executive order prohibits any transactions on the apps Alipay, CamScanner, QQ Wallet, SHAREit, Tencent QQ, VMate, WeChat Pay, and WPS Office, calling them a threat to "the national security, foreign policy, and economy of the United States." The order raises the possibility that the apps could track federal employees and "build dossiers of personal information."

Trump signed an executive order banning Alipay, WeChat Pay, and 6 other Chinese apps, calling them a threat to national security

Alibaba plans to raise as much as $8 billion through a dollar-denominated bond sale this month as founder Jack Ma's business empire faces an intense regulatory crackdown, Reuters reported on Wednesday.  The group aims to raise at least $5 billion via the bond sale, but it could fetch more depending on investor response, Reuters said, citing a source. Proceeds from Alibaba's multi-tranche offering is expected to be used for general corporate expenses.

Alibaba looks to raise up to $8 billion through bond sale as Jack Ma's empire faces regulatory crackdown, report says

With just a fortnight remaining before the inauguration of Joe Biden, Donald Trump has signed an executive order banning transactions with eight Chinese apps and their developers.

Trump bans transactions with eight Chinese payment apps

Alibaba Group Holding Ltd. (NYSE: BABA) is planning to raise at least $5 billion through a sale of U.S.-dollar-denominated bonds this month, Reuters reported Tuesday, citing people familiar with the matter.

Alibaba To Raise Above $5B Via Dollar Bonds This Month: Reuters

Chinese e-commerce leader Alibaba Group Holding Ltd plans to raise at least $5 billion through the sale of a U.S. dollar-denominated bond this month, four people with direct knowledge of the matter said.

Exclusive-Alibaba plans to raise at least $5 billion via dollar bond this month -sources

Mobile applications provided by Alibaba Group Holding Ltd (NYSE: BABA)-backed Ant Group will be banned under an executive order issued Tuesday by outgoing President Donald Trump. What Happened: U.S. transactions with the Hangzhou, China-based Ant Group's Alipay, which had over 1.2 billion users worldwide as of October 2019 as per Xinhua, will be banned.

Alibaba Suffers Fresh Setback As Trump Bans Transactions With Alipay

President Donald Trump is continuing to pile the pressure on Chinese tech companies in the closing days of his administration.

Trump signs new order that would ban transactions with some Chinese apps

President Donald Trump has banned transactions with eight Chinese software applications, including Ant Group's Alipay, which will escalate tensions with Beijing as he prepares to leave office later this month, Reuters reported.

Trump Executive Order Bans Transactions With Alipay, 7 Other Chinese Companies

CamScanner, QQ Wallet, SHAREit, Tencent QQ, VMate, WeChat Pay, and WPS Office were also targeted.

Trump Signs Executive Order Aiming To Ban Alipay, Other Chinese Apps

Xiami Music has under 7 million subscribers, a comparatively low number.

Alibaba Abandoning Music Streaming Service

President Trump on Tuesday signed an executive order banning transactions with eight Chinese software applications, including Ant Group's Alipay, a senior administration official said, escalating tensions with Beijing before President-elect Joe Biden takes office this month. The order, first reported by Reuters, tasks the Commerce Department with defining which transactions will be banned under the.

Trump signs order banning transactions with eight Chinese apps

President says the apps pose a threat to US national security.

Trump signs order banning transactions with 8 Chinese apps

President Donald Trump signed an executive order banning transactions with eight Chinese-connected apps, including the Alipay payment platform owned by Chinese billionaire Jack Ma's Ant Group Co.

The Wall Street Journal: Trump signs order banning Alipay, WeChat Pay and other Chinese apps

The White House took a surprise parting shot at China on Tuesday by banning the popular Chinese payment service and other applications.

Trump Bans Alipay and 7 Other Chinese Apps

Alibaba Group Holding Ltd - ADR (NYSE: BABA) shares closed up 5.5% on Tuesday, and at least one large option trader is betting Alibaba will be back above $300 by this time next year. The Alibaba Trades: On Tuesday morning, Benzinga Pro subscribers received dozens of option alerts related to unusually large Alibaba option trades.

Alibaba Option Trader Makes $2M Bet On 33% Upside

Goldman Sachs

Eli Lilly

Mastercard

Peloton

Spiros Segalas (Trades, Portfolio) has revealed his portfolio for the fourth quarter, which ended Oct. 31, 2020, earlier this week. His top trades included reductions in Mastercard Inc. (NYSE:MA), Goldman Sachs Group Inc. (NYSE:GS) and Alibaba Group Holding Ltd.

News for Alibaba Stock (BABA)