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

Jack Ma's Ant Group has just pulled off the biggest stock market listing in history.

Jack Ma's Ant Group pulls off the biggest stock market listing in history

Alibaba share price growth has seen strong growth in 2020, increasing 80% year to date and nearly 5x since the lows in early 2016. BABA's core secular growth businesses in commerce, payments and cloud computing will continue propelling strong double-digit revenue growth for the next 5 years or more.

Alibaba: As Compelling Now As Ever

Bayerische Motoren Werke AG

BEIJING--(BUSINESS WIRE)--BMW and Alibaba signed an MoU for strategic partnership. BMW becomes the first auto manufacturer to leverage the Alibaba Business Operating System.

BMW and Alibaba Sign a MoU for Strategic Partnership Promoting Digital Transformation Across Businesses

Some large Chinese fund managers have submitted bids in the range of 68-69 yuan per share for the Shanghai leg of the financial technology giant Ant Group's likely $35 billion dual-listing, people with direct knowledge of the matter said.

Exclusive: Ant Group's Shanghai IPO gets bids in 68-69 yuan/share range, say sources

Pricing for Chinese fintech giant Ant Group's giant dual-listing was determined on Friday night, Alibaba founder Jack Ma said on Saturday.

Ant IPO pricing was determined on Friday, Alibaba founder Jack Ma says

Alibaba (NYSE: BABA) shares have advanced from $266 above $310 in less than several weeks and the current price stands around $309. Fundamental analysis: Alibaba continues to dominate the Chinese e-commerce market Alibaba Group Holding Limited is a Chinese multinational technology conglomerate specializing in e-commerce as the online commerce company with hundreds of millions of users on its Taobao, Tmall and Alibaba.com marketplaces.

Is Alibaba a buy or sell in November?

But is it sacrificing its margins to boost its revenue and widen its moat?

Alibaba Aggressively Expands Its Brick-and-Mortar Presence

Polen Capital Management recently released its Q3 2020 Investor Letter, a copy of which you can download here. During the third quarter of 2020, the Polen Global Growth Composite Portfolio returned 9.09% gross of fees, while the MSCI All Country World Index was up 8.14%. You should check out Polen Capital's top 5 stock picks for investors to buy right now, which could be the biggest winners of this year.

Polen Capital is Betting on Alibaba Group Holding (BABA) Stock

Chinese fintech giant Ant Group's move to earmark a record 80% of the Shanghai leg of its $35 billion dual-listing for strategic investors has led to a scramble among smaller investors for what some see as a once-in-a-lifetime opportunity.

Ant's record strategic allocation in Shanghai IPO fuels small investor scramble

China is playing a major role in the world's evolving future payments system and Ant Group Co. is raising a massive amount of money to be an even bigger role.

China's Ant Group: World's Biggest IPO; World's Biggest Payments System

Alibaba Group Holding Ltd. announced in a Wednesday afternoon filing that it has agreed to subscribe for 730 million A shares in Ant Group Co. Ltd.

Alibaba says it will buy 22% of Ant Group shares in IPO

MercadoLibre

E-commerce stocks are booming. Which company is the better buy?

Better Buy: Alibaba vs. MercadoLibre

HANGZHOU, China--(BUSINESS WIRE)--Alibaba Group Holding Limited will report its unaudited financial results for the quarter ended September 30, 2020 on Thursday, November 5, 2020.

Alibaba Group Will Announce September Quarter 2020 Results on November 5, 2020

The company now owns 72% of the retailer.

Alibaba Grabs Majority Stake in Chinese Supermarket Operator With $3.6 Billion Deal

Ant Group has received approval from the Hong Kong stock exchange for its highly-anticipated initial public offering (IPO), CNBC has confirmed.

Ant Group gets Hong Kong stock exchange approval, clearing last major hurdle for its massive IPO

E-commerce giant Alibaba.com said Tuesday morning it will launch a four-week virtual program to educate U.S. small-business manufacturers on the benefits of global business-to-business (B2B) e-commerce platforms, the latest step in the Chinese company's efforts to dominate the U.S. online B2B market aimed at small to midsize producers. The first-ever program, which is free to qualified manufacturers, starts in mid-November and will be open to businesses nationwide, the unit of Alibaba Group Holdings (NASDAQ:BABA) said in its Tuesday announcement.

Alibaba.com launches educational program for US B2B e-commerce manufacturers

SHANGHAI--(BUSINESS WIRE)--Alibaba Group Holding Limited (NYSE: BABA; HKEX: 9988) today kicked off its 11.11 Global Shopping Festival (“11.11” or “Festival”) with new innovations and features to meet rapidly changing consumer trends. These include the participation of Alipay's digital lifestyle platform; broader consumer reach and bigger promotions; “double” the number of shopping windows that will spotlight more brands, products and special offers; as well as the popular livestreaming technolo

Alibaba Group Unveils Plans for 2020 11.11 Global Shopping Festival

Alibaba Group Holding Ltd. is deepening its ambitions in groceries with a big investment in a Chinese supermarket company.

Alibaba gets its Whole Foods with new $3.6 billion investment in Chinese supermarket operator

China e-commerce leader Alibaba will invest $3.6 billion for a controlling stake in Sun Art Retail Group, a leading supermarket operator in China, continuing its expansion into retail. The post Alibaba Invests $3.6 Billion To Continue Big Expansion Into Retail appeared first on Investor's Business Daily.

Alibaba Invests $3.6 Billion To Continue Big Expansion Into Retail

Singles' Day Set To Propel Alibaba Higher

Alibaba Group said today it will spend about $3.6 billion to take a controlling stake in Sun Art, one of China's largest big-box and supermarket chains. After the transaction is complete, Alibaba Group will own 72% of Sun Art.

Alibaba Group will spend $3.6 billion to take control of Chinese supermarket giant Sun Art

Alibaba has taken a controlling stake in one of China's leading supermarket chains as it tries to fend off rival JD.com in the fast growing online grocery industry.

Alibaba is spending more than $3 billion to dominate online groceries in China

Alibaba Group Holdings Limited (NYSE: BABA) disclosed an additional $3.6 billion investment in Chinese supermarket operator Sun Art Retail Group (OTC: SURRF) on Sunday. The Chinese e-commerce giant will now hold a controlling interest with a 72% stake, including both direct and indirect holdings.

Alibaba Gets Majority Stake In Sun Art Retail With $3.6B Funding, As It Eyes Offline Expansion

China's Ant Group has received approval from the Chinese securities regulator for the Hong Kong leg of its about $35 billion dual-listing, a person with knowledge of the matter said on Monday.

Ant Group gets Chinese nod for Hong Kong leg of $35 billion dual-listing: source

Alibaba Group Holdings said on Monday it will invest $3.6 billion to boost its stake in hypermarket operator Sun Art Retail Group Ltd , gaining further ground in China's retail market.

News for Alibaba Stock (BABA)