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

Amazon

Alphabet

Micron Technology

Investors willing to accept downside of 10% to 15% may want to consider buying at current levels despite the ongoing coronavirus epidemic, billionaire investor and Appaloosa Management founder David Tepper said on CNBC.

David Tepper Says There's 'Nothing Wrong With Nibbling A Little Bit' For Now

Salesforce

Microsoft

Technology stocks have suffered 40% over coronavirus corrections. Now is the time to pick the levels to buy into CRM, MSFT and BABA stocks.

3 Technology Stocks To Buy After The COVID-19 Crash

Billionaire investor David Tepper said he is "nibbling" at some stocks, particularly in the tech sector, as the broader market tumbles amid the coronavirus outbreak.

David Tepper says he's buying some tech stocks, but market may have 10% to 15% more to fall

A first planeload of protective and medical equipment donated to Africa by Chinese billionaire and Alibaba co-founder Jack Ma to help it fight the coronavirus arrived in the Ethiopian capital Addis Ababa on Sunday.

Coronavirus supplies donated by Alibaba's Ma arrive in Africa

Tencent Holdings Limited

There will be economic pain for sure, but some stocks were built for times like this.

Alibaba and Tencent Show Some Businesses Will Be Fine During the Coronavirus Meltdown

Ma stepped down as chairman of China’s e-commerce giant Alibaba in September to focus on philanthropy.

Jack Ma, Alibaba Donate More Masks As High-Profile China Philanthropic Push Continues

Alibaba (BABA) presents Machine Learning (ML) based software that helps diagnose COVID-19 quickly with 96% accuracy to European health systems.

Alibaba's (BABA) Coronavirus Tool to Combat Fears in Europe

Amid the broader market panic, Alibaba stock has also suffered. But in the broader context, it’s doing rather well and should have upside thanks to positive fundamentals and reasonable political leadership in China.

Alibaba Stock Is a Beneficiary of Sound Leadership

Adobe

Disney

Johnson & Johnson

JPMorgan Chase & Co

Lockheed Martin

McDonald's

Invesco QQQ

Splunk

My Top 10 Stock Watch List

Ma, worth $39 billion on the Forbes Real-Time Billionaires List today, stepped down as chairman of China’s e-commerce giant Alibaba in September to focus on philanthropy.

Alibaba's Jack Ma Raises Philanthropist Profile, Plugs Coronavirus Handbook

A sick-looking market is even less healthy to kick off the week, but amid the panic, Alibaba stock remains a name to pick up on weakness.
The post Zombies and Bears Beware, Alibaba Stock Will Still Defeat You!

Zombies and Bears Beware, Alibaba Stock Will Still Defeat You!

The Chinese billionaire says shipments of test kits and face masks are on the way.

Alibaba's Jack Ma donating coronavirus test kits, masks to US, Europe, Africa

Alibaba stock has pulled back 18% from January highs. But as the impact of coronavirus fades in China, shares should bounce back sharply.

Alibaba Stock Is an Easy Buy Here for These Reasons

The Chinese billionaire is also sending 1 million face masks.

Alibaba co-founder Jack Ma donates 500,000 coronavirus test kits to US

Baidu

iQIYI

JD.com

Pinduoduo Inc - ADR

Stocks of Chinese companies continue to outperform U.S. ones by holding up better and declining less.

Chinese Internet Stocks Are A Better Bet Amid COVID-19

Alibaba Group Holding Ltd. co-founder Jack Ma said Friday that two of his affiliated foundations would be donating supplies to the U.S. to help combat outbreak of COVID-19, the disease brought on by the novel coronavirus.

Alibaba co-founder Jack Ma’s foundation to donate coronavirus testing kits, masks to U.S.

The Chinese billionaire says the test kits, as well as 1 million face masks, are ready to ship.

Alibaba co-founder Jack Ma to donate 500,000 coronavirus test kits to US

In the face of global volatility and turmoil, Alibaba stock remains one of the best "shelter from the storm" names to own throughout and after the crisis.
The post Here’s Why Alibaba Stock is Considered a Top Shelter From the Storm appeared first on InvestorPlace.

Here’s Why Alibaba Stock is Considered a Top Shelter From the Storm

Alibaba (BABA) opens Alipay to third-party vendors in order to offer food delivery and hotel bookings services.

Alibaba Intends to Offer Third-Party Vendor Service on Alipay

In September 2019, President Trump toyed with the idea of delisting Alibaba stock and other Chinese publicly traded companies. Now in the year of the coronavirus, this idea has far more significance.

President Trump Will Nuke Alibaba Stock If It Comes to That

China is showing signs that business is returning to pre-coronavirus levels, with Alibaba reporting its delivery operations are fully staffed again.

Alibaba's China Delivery Businesses Returns to Pre-Coronavirus Levels

Apple

Believe It or Not, There Was Actually Good COVID-19 News Today

An analyst at Credit Suisse came away impressed from a meeting with Alibaba Group Holding Ltd's (NYSE: BABA) management following the release of its fiscal year 2020 third-quarter earnings.

Alibaba Analyst: 'Short-Term Headwinds Well Know, Long-Term Story Intact'

Alibaba stock has been surprisingly resilient over the past few weeks, as Chinese equities hold up relatively well amid the coronavirus scare.
The post Alibaba Stock Seems Safe Despite Coronavirus Outbreak appeared first on InvestorPlace.

Alibaba Stock Seems Safe Despite Coronavirus Outbreak

Vipshop Hlds

China stocks are showing unusual strength as the country's infection numbers wind down and the recovery accelerates.

News for Alibaba Stock (BABA)