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 tricky part of the potential China crackdown on Alibaba's business practices will be quantifying the hit to revenue, if any, a Raymond James analyst says.

Alibaba Faces Crackdown in China. Its Stock Is Sinking.

Alibaba suffered its worst one-day decline ever since going public in 2014 after Chinese regulators opened an antitrust investigation into the e-commerce giant. Alibaba fell as much as 18%, far outpacing its previous record one-day decline of 8.8% in January 2015. The stock hit levels not seen since June. 

Alibaba sinks 18% in worst day ever after Chinese regulators open antitrust investigation (BABA)

NEW YORK--(BUSINESS WIRE)--Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of shareholders of Alibaba Group Holding Limited (NYSE: BABA) resulting from allegations that Alibaba may have issued materially misleading business information to the investing public. On December 23, 2020, Chinese regulators announced that it had launched an antitrust investigation into Alibaba, acting on reports that Alibaba was pressuring merchant

EQUITY ALERT: Rosen Law Firm Announces Investigation of Securities Claims Against Alibaba Group Holding Limited; Encourages Investors with Losses in Excess of $100K to Contact the Firm – BABA

XL Fleet

Christmas Eve brought relatively quiet trading and modest gains for most but not all stocks.

XL Fleet, Alibaba Head Lower Even as Stock Markets Rise

NEW YORK--(BUSINESS WIRE)--Labaton Sucharow LLP, a nationally ranked and award-winning investor rights law firm, announces it is developing a proprietary investigation concerning potential securities claims on behalf of shareholders of Alibaba (NYSE: BABA) resulting from allegations that Alibaba may have issued materially misleading business information to the investing public. On December 24, 2020, shares of Alibaba fell as reports surfaced that the Chinese government is conducting an anti-mon

ALIBABA INVESTIGATION: Labaton Sucharow Announces New Investigation of Alibaba (NYSE: BABA) and Strongly Encourages Investors with Losses to Contact the Firm

Shares of Alibaba Group Holding Ltd. tumbled Thursday toward the lowest close in nearly six months, after Chinese regulators launched an antitrust investigation into the e-commerce giant.

Alibaba stock suffering record drop after antitrust probe in China

The Alibaba chief paid for pushing back against Beijing. But the shift in attitude also speaks to a growing wealth gap and diminished opportunities for the young.

Why China Turned Against Alibaba's Jack Ma

U.S.-listed Chinese tech giants are falling Thursday after a regulatory blow to China's largest ecommerce firm.

Alibaba Shares Plunge 12%, Stocks On Track To End Week In The Red As Stimulus Uncertainty Remains Before Christmas

Alibaba Group's stock price plunged Thursday as Chinese regulators launched an antitrust investigation into the e-commerce giant. Alibaba's New York-listed shares dropped about 9.9 percent to $230.80 in premarket trading as of 9 a.m.

Alibaba stock plunges after China launches antitrust probe

Shares of Alibaba Group Holding Ltd (NYSE: BABA) were trading lower Thursday morning amid confirmation the Chinese government is investigating the company for anti-monopolistic behavior, Bloomberg was first to report. What Happened: China's State Administration for Market Regulation confirmed it started looking into Aliba's operations.

Alibaba Hit With Antitrust Probe By Chinese Government

The shares of Alibaba Group Holding Ltd (NYSE:BABA) are down 10.4% at $229.60 this morning, following news that the company is under antitrust investigation by the Chinese government.

BABA Blunders on Anti-Monopoly Probe

In a one-sentence statement issued Thursday morning, China's main business regulator announced that it has commenced investigations into Alibaba Group Holding Ltd.

Chinese Regulator to Investigate Alibaba for ‘Monopolistic Conduct'

Shares of Alibaba Group Holding Ltd. sank 7.2% in premarket trading Thursday, after Chinese regulators launched an anti-monopoly investigation into the e-commerce giant, as the Associated Press reported.

Alibaba stock set to open in bear-market territory after antitrust probe launched

Separately, other watchdogs said they would hold talks with Alibaba's affiliate fintech company Ant Group. The Chinese government is increasing its oversight of large tech companies and, in particular, has cracked down on Jack Ma's tech empire. US-registered shares in Alibaba, an e-commerce platform founded by Ma, were down 7.1% at $238.02 in pre-market trading on Thursday. This echoes the losses overnight in Asia, where the company's Hong Kong-listed shares closed 8.1% lower. This was the largest one-day drop in Alibaba's Asia-registered shares since mid-November, when Ant's IPO, which would have been the world's largest, was pulled at the last minute after China introduced stricter regulations for financial services.

Alibaba falls 7% in premarket trading after Chinese regulators open antitrust investigation into the company

China has launched an antitrust investigation into Alibaba as it steps up scrutiny of the country's rapidly growing internet firms.

Beijing investigates Alibaba's 'monopoly' and turns up heat on Ant Group

China is cracking down on Jack Ma's ever-growing tech empire. Chinese regulators said Thursday they had launched an anti-monopoly investigation into Alibaba, the nation's biggest tech company, and separately, other watchdogs said they would hold talks with Alibaba's affiliate fintech company Ant Group. It's yet another sign of the nation's increased scrutiny of tech giants.

China launches an antitrust investigation into Alibaba as its crackdown on Jack Ma's tech empire continues

China's antitrust regulator said on Thursday it had launched an investigation into the e-commerce giant, Alibaba Group (HKG: 9988). The tech company's Ant Group affiliate, as per the State Administration for Market Regulation (SAMR), will be summoned for a meeting in the upcoming weeks.

China's Alibaba Group faces an antitrust probe from the regulator

HANGZHOU, China--(BUSINESS WIRE)--Announcement from Alibaba Group

Announcement from Alibaba Group

Alibaba Is Now An Antitrust Target In China. How Real Is The Threat?

China's market regulator is pursuing an investigation into Alibaba for alleged monopolistic practices at the company, dealing yet another blow to the country's largest tech company.

China Launches Anti-Monopoly Investigation Into Alibaba

China has launched an investigation into Alibaba Group for suspected monopolistic behaviour and will summon its Ant Group to meet in coming days, regulators said, in the latest blow for Jack Ma's e-commerce and fintech empire.

Key events behind China's investigation into Alibaba Group

China's top market watchdog has begun a probe into Alibaba over alleged anti-competition practices at the e-commerce firm, the latest of Beijing's efforts to curb the country's ever-expanding internet titans. The State Administration for Market Regulation said Thursday in a statement that it is investigating Alibaba over its “choosing one from two” policy, in which […]

China's e-commerce titan Alibaba hit with antitrust probe

Shares of Alibaba Group plunged 7% on Thursday in early trading after Chinese regulators said they have launched an investigation into the company for suspected monopolistic behaviour.

Alibaba shares in HK tumble on China probe

AFP/Getty ImagesBEIJING — Chinese regulator launches anti-monopoly probe of e-commerce giant Alibaba HK:9988, stepping up pressure on tech industry.This is a breaking story and will be updated. Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move.

Alibaba shares sink in Hong Kong as China launches antitrust probe

China has launched an investigation into Alibaba Group for suspected monopolistic behaviour, regulators said on Thursday.

News for Alibaba Stock (BABA)