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

Alibaba stock has outpaced many U.S. tech giants and the S&P 500 index.

Invest in Alibaba Stock for the ‘What’ and not the ‘Where’

Baidu

JD.com

SINA

From e-commerce giant to Internet to online media company, here's how you should invest in China stocks amid the protracted trade war.

Deal Or No Deal, Investing Case for China Looks Good

Universal Beijing Resort has added Chinese e-commerce giant Alibaba as a strategic partner in order to create a next-generation theme park experience. The collaboration on the resort, which is due to open in 2021, will include the application of innovative technologies and the digitization of the entire operation. The companies said the partnership is designed

Universal Beijing Resort & Alibaba Set Strategic Partnership For Next-Generation Theme Park Experience

Alibaba is riding the wave of ecommerce and the cloud.  But AI (Artificial Intelligence) is another part of the growth story.

AI Is a Bigger Tailwind for Alibaba Stock Than You Might Think

Although China concerns have weighed on Alibaba stock, investors should consider BABA since the price factors in a "China discount."
The post Alibaba Stock Already Has the China Discount Priced In appeared first on InvestorPlace.

Alibaba Stock Already Has the China Discount Priced In

Chinese technology giant Alibaba Group is the target of some 300 million attempted cyber attacks per day, according to the company's founder and former executive chairman, Jack Ma.

Alibaba Group thwarts 300 million hack attempts per day, founder Jack Ma says

Initiate on BABA with $200/share SOTP target price, implying 16% upside from the current level. TP values BABA at 20x FY21 P/E vs. consensus 25x.

Alibaba: New Growth Drivers In A New Era

Pivotal Software

The Linux Foundation recently announced the launch of the Reactive Foundation. Its founding members are Alibaba, Lightbend, Pivotal and Netifi.

With Alibaba, Pivotal and Lightbend on board, Reactive flexes its ROI muscle in the microservices world

Alibaba stock has been rangebound for two years now - again. It's hard to see what can change that.

Two Years On, Alibaba Stock Still Lacks a Catalyst

Despite the abundant headline risks, Alibaba stock is readying itself for bullish investors to enjoy the benefits of capitalism.
The post Alibaba Stock is a Strong Buy Now — More Than Ever Before appeared first on InvestorPlace.

Alibaba Stock is a Strong Buy Now — More Than Ever Before

Citigroup

Freeport-McMoRan

Options trading was buzzing in FCX, BABA and C Friday. Here are the metrics and levels that matter moving forward.

Monday’s Vital Data: Freeport-McMoRan, Alibaba and Citigroup

Though Alibaba's current U.S. footprint can best be described as small but growing, the shares have been hamstrung by the ongoing trade row between the U.S.

With Trade Tensions Thawing, Alibaba Stock Can Be Awesome Again

Set your trade-war worries aside and stick to the fundamentals with a long position in Alibaba stock. Here's why BABA is still worth it.

Alibaba Stock Should Stay Profitable Regardless of Trade-War Outcome

Becton, Dickinson and Co.

Becton Dickinson & Co. Deposit Repr 1/20th Cum Conv Pfd Registered Series A

Gilead Sciences

Occidental Petroleum

For the first time in many years, active managers are outperforming index funds year to date, and that should be a loud wake-up call to passive investors.

5 Raymond James Analyst Favorite Picks With Huge Implied Upside

Alibaba Group Holdings Ltd's shares have taken a hit recently on delisting fears in the US. Here's why investors should stay calm and buy its stock.

Here’s Why Alibaba Shareholders Shouldn’t Panic

There’s no point in fighting the tape: if the U.S. and China cannot secure a trade negotiation, Alibaba stock is more likely to sink first before moving higher.

Alibaba Stock May Be Stuck in a Political Bear Trap Longer Than We Think

Alibaba stock is a bargain. It trades at lower multiples to comparable American companies yet its government fully supports it.

Alibaba Stock is Trading at a Discount Thanks to Trump’s Threats

Markets already forgot about BABA’s strong Q2 results, but that's a mistake you can profit from. Here's what to expect from Alibaba stock in the long term.

How Damaging Will the U.S.-China Trade War Be to Alibaba Stock?

Alibaba’s share price has been pushed around by the news flow around the trade war.

Alibaba: Still A Compelling Bargain

Is  (BABA) Outperforming Other Retail-Wholesale Stocks This Year?

Has Alibaba Group Holding (BABA) Outpaced Other Retail-Wholesale Stocks This Year?

Stitch Fix

Shopify

The holidays are coming, which should bode well for e-commerce stocks as more consumers shift their purchasing habits online.

3 'Top E-Commerce' Stocks to Buy Right Now

Tencent Holdings Limited

Chinese stocks are getting burned as trade fears grip Wall Street once again. Matt Maley of Miller Tabak sees two names facing a critical juncture.

Two Chinese stocks are at a make-or-break level, charts suggest

Chinese e-commerce firm Alibaba said on Wednesday it will stop selling e-cigarette components in the United States, amid growing regulatory scrutiny and reports of lung disease and some deaths linked to vaping.

Alibaba to stop sales of e-cigarette components in United States

Alibaba stock closed in the red on Monday, as the NBA’s attempts at damage control highlighted tensions between U.S. and China.

Alibaba Stock Dips as NBA’s China Fallout Continues

NVIDIA

Uber

Options trading was buzzing in Nvidia, Alibaba and Uber on Monday. Here are the metrics that matter moving forward.

News for Alibaba Stock (BABA)