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

Cloud computing, Freshippo and new e-commerce will be key growth triggers. A potential spinoff of Freshippo implies value unlocking.

Alibaba Stock Has Multiple Growth Triggers

Alibaba shares remain cheap after rumors spread that the Trump administration is seeking to delist Chinese shares.

Alibaba: Don't Fear The Delisting Chatter

Tencent Holdings Limited

Aversion to bank fees common in the U.S. and the inconvenience of cash as a medium of exchange prompted the need for a new payments system in China.

Alibaba And Tencent Are Turning China Into A Cashless Society

This morning, I’m recommending a bullish trade on Alibaba Group Holding Limited (NYSE:BABA), the online and mobile commerce company.
The post Alibaba Options Offer Good Premium as Trade Talks Start up Again appeared first on InvestorPlace.

Alibaba Options Offer Good Premium as Trade Talks Start up Again

Imagine skipping hotel check-in and walking straight to your room with a scan of your face. This could soon become a reality at many hotels in China and around the world.

Facial recognition is coming to hotels. I stayed at Alibaba's hotel of the future

In the long run, Alibaba stock will be a big winner. But, in the near term, political noise will cap potential upside in shares.

Alibaba Stock Is Dirt Cheap, but Optical Risks May Keep It That Way

BABA stock has sold off hard following reports that the White House is considering delisting Chinese stocks and banning U.S. investment in China.

Trump Provides Another BABA Stock Buying Opportunity

Alibaba stock reported over 30% decline in EBITA losses in the digital media segment. The rationalizing of costs in digital media should help.

Alibaba Stock Will Gain From Falling Digital Media Losses

American Eagle Outfitters

Philip Morris

These three stocks were tossed aside for the wrong reasons.

3 Top Stocks You Can Buy on Sale.

Alibaba has consolidated its leadership in China’s cloud computing market and will continue to expand its cloud market share at a rapid pace.

Why Cloud Computing Will be a Key Revenue Driver for Alibaba

Financial guidance unchanged, execution remains solid.

Alibaba: Solid Business With Lots To Like

Amazon

A comparison between BABA stock and AMZN yields some surprising results

Alibaba Stock vs. Amazon Stock – Which Should You Buy?

Concerns about the possible delisting of Chinese stocks in the U.S. could affect Alibaba, which remains strong in e-commerce and the cloud.

Alibaba Has Negative Chart on China's 70th Anniversary

Alphabet

In a battle of two tech giants, which one has the edge right now as a bargain stock?

Better Buy:  Alibaba vs. Alphabet

Alibaba announced its 5-year targets, its first ML chip, some partnerships, an investment in Taiwanese AR startup and a NetEase unit while the government announced that it would be sending reps.

Alibaba Roundup: 5-Year Targets, Cloud, Partnerships, Ant Stake, Investments

Alibaba (NYSE:BABA) has continued to report much higher revenue growth than its chief rival JD (NASDAQ:JD). This has increased Alibaba’s slice of the Chinese e-commerce pie.

Alibaba Stock’s Growth Rate Keeps Investors Bullish

Baidu

When it comes to finding advantages in the U.S.-China trade war, the U.S.

Investors Shouldn't Panic Over Trump's Threat to Delist Chinese Stocks

BABA's investor day released its 5-year outlook, which presents 15% annual GMV growth rate that would turn into 30+ percent revenue growth rate.

Alibaba: Key Takeaways From Investor Day

Shares of U.S.-listed shares of Chinese companies were mostly higher in morning trading Monday, after a U.S.

Alibaba, Baidu stocks bounce after denial of plans to ban Chinese companies from listing in the U.S.

iQIYI

Momo

Reports surfaced Friday that U.S.-listed Chinese stocks may be delisted.

U.S.-Traded Chinese Stocks Sink Amid Possible Delisting

Wells Fargo

Options trading was buzzing in Wells Fargo, Alibaba and Amazon on Friday. Here are the metrics that matter moving forward.

Monday’s Vital Data: Wells Fargo, Alibaba and Amazon

iShares China Large-Cap ETF

iShares MSCI China ETF

SPDR S&P 500 ETF Trust

Markets were blindsided on Friday by news that the Trump administration is considering choking off portfolio flows to China.

'Strap In Folks', Friday's China Portfolio Flows Story Is Bad News

Applied Materials

Jefferies Financial Group Inc

Some significant large-scale concerns hit these stocks.

Why Applied Materials, Alibaba Group Holding, and Jefferies Financial Group Slumped Today

Micron Technology

Micron's outlook comes up short, and Alibaba drops on possible action from the Trump administration.

Stock Market News Today: Sept. 27, 2019

The e-commerce giant expects its customer base to keep growing at a 3% yearly rate over the next five years.

News for Alibaba Stock (BABA)