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 fell after U.S. markets closed Wednesday, as reports surfaced that the Chinese government is conducting a probe into the tech giant.

Alibaba's U.S.-traded shares fall amid reports of anti-monopoly probe by China

Tencent Holdings Limited

China's Ministry of State Security (MSS) has demanded that big tech companies in the nation process stolen data for Chinese intelligence agencies, including data stolen from the US, according to a Wednesday report from Foreign Policy. The outlet spoke to 36 current and former US officials who told the publication that the nation's spy services order Chinese firms that are equipped with tools to handle large amounts of data to process sets of stolen information, according to the report.

China reportedly demanded that big Chinese tech companies like Alibaba and Tencent process stolen US data for the nation's top spies

Alibaba stock finds itself in a unique position of being targeted by both U.S. and Chinese regulators. And the concerns don't end there.

Beijing Cracks Down on Alibaba Stock for Good Reason

Columbia Sportswear Company

Foot Locker

Shoe Carnival

Ulta Beauty

These stocks have high business quality and are trading at a fair GF Value

5 Retail Companies to Consider Ahead of Christmas

Chinese e-commerce giant Alibaba shows growth potential, but the BABA stock price has slumped on concerns about U.S. and Chinese regulation. The post Threats of Government Regulation Could Spell Trouble for Alibaba Stock appeared first on InvestorPlace.

Threats of Government Regulation Could Spell Trouble for Alibaba Stock

Biogen

Pinterest

NEW YORK, NY / ACCESSWIRE / December 22, 2020 / Jakubowitz Law announces that securities fraud class action lawsuits have commenced on behalf of shareholders of the following publicly-traded companies who purchased shares within the class periods listed below. Shareholders interested in representing the class of wronged shareholders have until the lead plaintiff deadline to petition the court.

Lawsuits Filed Against BIIB, BABA and PINS - Jakubowitz Law Pursues Shareholders Claims

Berry Petroleum Corp.

First American Financial

NEW YORK, NY / ACCESSWIRE / December 22, 2020 / Levi & Korsinsky, LLP announces that class action lawsuits have commenced on behalf of shareholders of the following publicly-traded companies. Shareholders interested in serving as lead plaintiff have until the deadlines listed to petition the court.

CLASS ACTION UPDATE for FAF, BABA and BRY: Levi & Korsinsky, LLP Reminds Investors of Class Actions on Behalf of Shareholders

LOS ANGELES, Dec. 22, 2020 /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, announces the filing of a class action lawsuit against Alibaba Group Holding Limited ("Alibaba" or "the Company") (NYSE: BABA) for violations of §§10(b) and 20(a) of the...

SHAREHOLDER ACTION NOTICE: The Schall Law Firm Announces the Filing of a Class Action Lawsuit Against Alibaba Group Holding Limited and Encourages Investors with Losses in Excess of $1,000,000 to Contact the Firm

It may be time to say goodbye to bearish reports and make Alibaba stock a good buy for the portfolio using this trading strategy. The post After Rough Few Weeks, It's Not All Bad News for Alibaba Stock appeared first on InvestorPlace.

After Rough Few Weeks, It's Not All Bad News for Alibaba Stock

Alibaba shareholders are getting a lump of coal for Christmas. Here's how bulls and bears can trade BABA stock regardless.

How to Trade Alibaba's Persistent Weakness Into Christmas

Strong quarterly earnings and positive EBITDA in cloud business are near-term upside triggers for BABA stock. Core commerce and could business will continue to grow at a healthy pace in the long-term.

Long-Term Investment Alibaba Has Short-Term Juice in the Tank

NEW YORK, Dec. 19, 2020 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Alibaba Group Holding Limited  (“Alibaba” or the “Company”) (NYSE: BABA) and certain of its officers.   The class action, filed in United States District Court for the Southern District of New York, and docketed under 20-cv-10267, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired Alibaba securities between July 20, 2020 and November 3, 2020, inclusive (the “Class Period”).  Plaintiff pursues claims against the Defendants under the Securities Exchange Act of 1934 (the “Exchange Act”) and Rule 10b-5 promulgated thereunder.

Pomerantz Law Firm Reminds Shareholders with Losses on their Investment in Alibaba Group Holding Limited of Class Action Lawsuit and Upcoming Deadline – BABA

Amazon

Salesforce

These cloud stocks that are ahead of competition and are likely to deliver strong growth and cash flows in the coming years. The post 3 Cloud Stocks Ahead of the Competition appeared first on InvestorPlace.

3 Cloud Stocks Ahead of the Competition

It's hard to tell whether the recent dip in BABA stock means to buy the dip or wait for prices to head lower. The post After Recent News, Wait and See With Alibaba Stock appeared first on InvestorPlace.

After Recent News, Wait and See With Alibaba Stock

Kering SA

Alibaba Group Holding Ltd (NYSE: BABA) said in a statement Friday that the fashion brand Gucci — owned by Kering SA (OTC: PPRUF) — would be launching two flagship brands on its luxury e-commerce platform. What Happened: Gucci's line would be available on Alibaba's Tmall Luxury Pavillion, where the Jack Ma-led company said it has managed to gather high-end luxury-good companies that were previously skeptical of online retail.

Alibaba Ropes In Gucci To Attract Brand-Conscious Chinese Shoppers

Fashion label Gucci will open two flagship stores on Alibaba's online luxury shopping platform, underscoring the importance of the Chinese market for high-end brands seeking to reverse a revenue slide due to the coronavirus pandemic.

Gucci joins Alibaba's luxury e-commerce site to woo Chinese consumers

Chinese tech giants have drawn international criticism after research showed they have technologies that enable the authorities to profile Muslim Uyghurs. The cloud computing unit of Alibaba, Alibaba Cloud, developed a facial recognition algorithm that can identify a person's ethnicity or whether a person is “Uyghur”, according to research from surveillance industry publication IPVM.

Alibaba ‘dismayed' by its cloud unit's ethnicity detection algorithm

Alibaba Group Holding Ltd. (NYSE: BABA) in a statement Thursday said it would not allow any of its technology to be used for targeting specific ethnic groups.

Alibaba Says 'Dismayed' Over Cloud Unit Including Ethnic Profiling Feature In Facial Recognition Technology

Alibaba Group said it will not allow its technology to be used for targeting and identifying specific ethnic groups, following a report that its facial recognition technology can pick out Uighur minorities.

Alibaba says it won't allow its tech to target, identify ethnic groups

Alibaba runs a magnificent business with incredibly valuable assets. Therefore, the dip in BABA stock is a gift for long-term investors.

The Recent Sell-Off in Alibaba Stock Is a Major Gift

Alibaba's Q2 results demonstrate strong growth in multiple business categories. Growth looks strong for the foreseeable future, which should help the stock outperform the S&P 500.

Why Alibaba Still Looks Like A Top Stock To Own

Chinese tech behemoth Alibaba Group Holdings Inc's (NYSE: BABA) facial recognition software can track the ethnic Uighur minority group in China. The claim is based on a report by surveillance analysis firm IPVM in collaboration with The New York Times.

Alibaba's Facial Recognition Technology Specifically Capable Of Spotting Uighurs

Chewy

ProShares Long Online/Short Stores ETF

eBay

Etsy

GrubHub

Qurate Retail Inc

Stamps.com

Wayfair

SPDR S&P Retail ETF

A Smart Way To Play The Online Retail Trend: CLIX

Apple

Bank of America

Intel

Microsoft

As we look ahead to the Christmas holiday, GuruFocus users have placed several stocks on their Christmas wish lists. According to GuruFocus Baskets statistics, the six most-popular stocks in the "Considering" virtual basket as of Wednesday are Biogen Inc. (NASDAQ:BIIB), Apple Inc. (NASDAQ:AAPL), Intel Corp. (NASDAQ:INTC), Bank of America Corp. (NYSE:BAC), Facebook Inc. (NASDAQ:FB) and Microsoft Corp. (NASDAQ:MSFT).

Top 6 Stocks in GuruFocus Users' Christmas Wish Lists

The two tech giants were just fined for unapproved and unreported acquisitions.

News for Alibaba Stock (BABA)