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

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 Q3 2021

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

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.

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

Innovative Industrial Properties

Innovative Industrial Properties is a unique example of a profitable business in the marijuana industry. Alibaba hasn't delivered enviable returns of late, but there's more to consider beyond its share price.

A Bull Market Is Here: 2 Spectacular Growth Stocks to Invest $1,000 in Right Now

Investing in Alibaba has been challenging, but there may still be an opportunity for investors with a high tolerance for risk. Despite external negative factors, Alibaba's financials and balance sheet remain strong, with significant liquidity and profitability. The company's capital allocation plan, including dividends and share buybacks, adds credibility and potential attractiveness to the investment.

Alibaba: Something's Got To Give And It's Been The Share Price

Amazon

Oracle

Tepper initiated a big new position in Oracle during the fourth quarter of 2023. He boosted his hedge fund's stake in Alibaba by nearly 21% in Q4.

Billionaire David Tepper Is Loading Up on These Artificial Intelligence (AI) Stocks -- and Nvidia Isn't One of Them

Alibaba's plan to buy full control of its logistics subsidiary rather than spinning it off could signal the Chinese giant is taking competition from e-commerce rivals Shein and Temu more seriously in overseas markets, analysts said.

With Cainiao buyback, Alibaba takes aim at rivals' overseas advance

JD.com

Pinduoduo Inc - ADR

Chinese industrial activity shows encouraging signs, but sustainable economic growth needs a recovery in the beaten-down property sector.

Alibaba and Other Chinese Stocks Slide as ‘Uneven' Economic Recovery Laid Bare

Baidu

Artificial intelligence (AI) may represent a $15.7 trillion opportunity by the turn of the decade. Though no company has more directly benefited from the rise of AI than Nvidia, it's reasonable to question if its stock has entered a bubble.

Artificial Intelligence (AI) Stock Nvidia May Be in a Bubble, but These 3 AI Stocks Have Never Been Cheaper

Alibaba dropped a spinoff plan for its Cainiao logistics unit, the latest restructuring plan setback.

Alibaba Calls Off Logistics IPO That Was Part of Big Restructuring Plan

Chinese e-commerce titan Alibaba is withdrawing a planned initial public offering for its logistics arm Cainiao, the company said Tuesday, as a major company overhaul faces setbacks.

Alibaba withdraws Hong Kong IPO for logistics arm

Shares in Alibaba have fallen almost 20% since it announced a bold restructuring a year ago. Plans fell apart.

Alibaba Ditches Cainiao IPO in Final Blow to Stock Boosting Restructuring Plans

The Chinese internet company has abandoned plans to spin off its logistics arm Cainiao, dealing a blow to Hong Kong's beleaguered initial public offering market.

Alibaba Scraps Spinoff Plan as Hong Kong IPO Woes Worsen

Alibaba said on Tuesday it would shelve plans to list its logistics arm, the latest twist in the Chinese e-commerce giant's restructuring efforts since embarking on the biggest shake-up in its history a year ago.

Chinese e-commerce giant Alibaba's bumpy restructuring journey

Alibaba said Tuesday it is cancelling the proposed initial public offering of its Cainiao smart logistics unit.

Alibaba scraps IPO of logistics unit Cainiao, says it will take full ownership

Months after calling off a planned spinoff of its cloud-computing unit, Alibaba Group Holding Ltd. said its logistics unit will forego initial-public-offering plans as well.

Alibaba logistics unit ends IPO plans in further setback for effort to unlock value

Alibaba Group said on Tuesday its logistics unit, Cainiao Smart Logistics Network, has withdrawn its initial public offering and listing application on the Hong Kong Stock Exchange.

Alibaba dumps logistics arm IPO; to buy rest of Cainiao stake for up to $3.8 bln

HANGZHOU, China--(BUSINESS WIRE)--Alibaba Group Holding Limited (NYSE: BABA and HKEX: 9988 (HKD Counter) and 89988 (RMB Counter), “Alibaba” or “Alibaba Group”) announced that its logistics subsidiary Cainiao Smart Logistics Network Limited (“Cainiao”) has withdrawn its initial public offering and listing application on the Hong Kong Stock Exchange. At the same time, Alibaba Group plans to offer to minority shareholders of Cainiao (including employees) an opportunity to sell all of the outstandi.

Alibaba Group Cainiao IPO Update and Share Purchase Offer Conference Call

In the latest trading session, Alibaba (BABA) closed at $71.46, marking a -0.93% move from the previous day.

Alibaba (BABA) Suffers a Larger Drop Than the General Market: Key Insights

Much has been said about some of Michael Burry's recent relatively questionable stock market decisions such as the bet on the Chinese technology and e-commerce giant, Alibaba (NASDAQ: BABA), or his bet against the U.S. semiconductor industry in spite of the artificial intelligence (AI) boom.

This is Michael Burry's biggest loser of 2024

MercadoLibre

Tencent Holdings Limited

Amazon (NASDAQ: AMZN ) remains the undisputed king of e-commerce. Alphabet's (NASDAQ: GOOG ,NASDAQ: GOOGL ) continues to dominate the search advertising market.

7 Stocks That Could Be the Next Amazon or Google: March 2024 Edition

Alibaba's stock price trends have been weak in recent months owing to underwhelming financial updates, particularly for its big e-commerce segment. However, the company's focus on AI to drive growth has potential, particularly for its cloud business, which is a relatively small revenue contributor but saw a big EBITDA rise recently. The stock market multiples also continue to look attractive for now, though it's important that the impact of its revival strategy show up in the results sooner rather than later.

Alibaba: The AI Bet Has Potential

Broadcom

Intel

Pfizer

PayPal

Taiwan Semiconductor Manufacturing

The financial landscape is a dynamic arena with opportunities for the astute investor keen on solving its complexities. Within this broad spectrum of investment choices, entities exist that shine as ideals of innovation, steadfastness, and potential for expansion.

7 High-Value Stocks With Massive Wealth-Building Potential

Alibaba Group Holding Limited is one of the world's leading e-commerce businesses, with 50% market share in China and rapidly-growing international operations. The company's operations span various sectors, with half its revenue derived from Chinese retail platforms and the remainder attributable to smaller segments such as cloud services, overseas retail, and logistics. Despite its dominant market position, Alibaba is extremely cheap. With TBV at >50% of the company's market cap, the valuation looks even more untenable on an Enterprise Value basis.

Alibaba: The Cheapest Chinese Megacap Keeps Getting Cheaper

U.S. SMEs increasingly turning to online B2B marketplaces to create their own distinctive products NEW YORK , March 21, 2024 /PRNewswire/ -- Alibaba.com , a leading platform for global business-to-business (B2B) e-commerce, today announced it has recorded a 14% increase in the number of active B2B buyers across the U.S. between March 1 and March 18 during this year's March Expo . March Expo is Alibaba.com's annual online trade fair that connects buyers and sellers from around the world to help them discover new products, services and possibilities to grow their business.

Alibaba.com Witnesses Notable Increase in U.S.-Based SME Buyers During Its Annual March Expo

Apple

Dell Technologies

Alphabet

Intuitive Surgical

Microsoft

Tesla

Western Digital

The popularity of artificial intelligence (AI) has to do with its application in virtually every sector and industry. Despite being the hottest thing since sliced bread, shares of AI infrastructure titan Nvidia were aggressively sold by three successful billionaire asset managers.

3 Billionaires Are Selling Artificial Intelligence (AI) Stock Nvidia and Buying These 10 AI Stocks Instead

XPeng

XPeng's stock fell sharply in Hong Kong as Alibaba sold more shares in the electric-vehicle maker, potentially divesting itself of noncore assets.

XPeng Shares Fall in Hong Kong as Alibaba Continues to Trim Stake

Last quarter's results were much better than expected.

News for Alibaba Stock (BABA)