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

China's biggest e-commerce company Alibaba Group Holding Ltd has filed confidentially for a Hong Kong listing that could raise up to $20 billion as early as the third quarter of this year, a person with direct knowledge of the matter said.

Alibaba files for HK listing that may raise $20 billion as soon as third quarter: source

The Chinese tech powerhouse wants people to be able to shop as they drive.

Alibaba Tethers Connected Cars to Its Smart Speaker Ecosystem

Alibaba has been increasingly volatile on the back of earnings, news, and Sino-US policy concerns.

How To Earn 3% Per Week With Alibaba Stock

Baidu

JD.com

Chinese stocks are showing signs of recovery after additional economic stimulus. Position for further gains using these trading tactics.

Additional Stimulus Boosts Chinese Tech Stocks

Although the rhetoric against Alibaba stock has legitimate justification, geopolitical winds suggest a possible favorable environment.
The post Not All Analysts See Trade War Woes for Alibaba Stock appeared first on InvestorPlace.

Not All Analysts See Trade War Woes for Alibaba Stock

Alibaba stock is under selling pressure due to the trade war concerns and economic uncertainty in China.

Alibaba Is Undervalued

NetEase

Alibaba (BABA), JD.com (JD), Baidu (BIDU), and NetEase (NTES) all opened Tuesday up over 2%, with Baidu jumping the most, over 4%.

Chinese Tech Companies Begin to Recover Following Trade War Hits

Honda

On the sidelines of the CES Asia in Shanghai, Chinese e-commerce giant Alibaba Group Holding Ltd announced a partnership with a few automakers to install its smart speaker in some of their internet cars in China.

Alibaba Ties Up With Audi, Renault And Honda For AI-powered Tmall Genie Auto Smart Speakers

UBS analyst Jerry Liu wrote Tuesday that Alibaba Group Holding Ltd. BABA, +2.85% investors appear "still bullish but slightly less so," based on his firm's recent survey of Wall Street sentiment.

Alibaba investors are 'still bullish but slightly less so,' says UBS

Alibaba's delivery platform should show better margins as the price wars with rival Meituan slows. That could be anotehr growth driver for BABA stock.

Alibaba’s Delivery Platform Provides a Big Opportunity

Alibaba dominates the Chinese ecommerce market.  And yes, the growth should last for some time.

This New Deal with Russia Makes Alibaba Stock Look Even Better

A large shareholder is exiting, for one thing.

Why Alibaba Group Stock Plunged 19.6% in May

Bilibili

Sohu.com

Tencent Holdings Limited

Weibo

China's digital ad market slowed dramatically in early 2019, and these Chinese ad stocks paid the price of that slowdown.

6 Chinese Stocks to Sell That Are Suffering From a Digital Ad Slowdown

Alibaba is growing at 54% year over year, all while BABA stock faces none of the regulatory pushback of its American cloud rivals. It's a buy.

Alibaba Stock Is The Cloud Emperor

Ctrip.com

New Oriental Education & Technology Group

58.com

Despite the ongoing U.S.-China trade war, gurus still have high conviction in Chinese securities as of June, ahead of China’s “Duan Wu Festival.

6 Chinese Stocks Gurus Broadly Own in June

Chinese e-commerce giant Alibaba Group Holding Ltd (NYSE: BABA) as a natural progression, is scouting for inorganic growth.

What To Know About Alibaba's Russian Joint Venture

Alibaba is building a big lead in cloud market share in China, and BABA stock improved its market share in South Asia and Southeast Asia.
The post Forget the Trade War, Alibaba Is Winning the Cloud Wars appeared first on InvestorPlace.

Forget the Trade War, Alibaba Is Winning the Cloud Wars

On paper, the cloud presents an opportunity for Alibaba to overcome the trade war, but the tensions disrupt the effectiveness of such a service.
The post The Cloud Cannot Save Alibaba Stock from the US-China Trade War appeared first on InvestorPlace.

The Cloud Cannot Save Alibaba Stock from the US-China Trade War

Alibaba: Too Cheap For Too Long

Alibaba is expected to list its shares on Hong Kong Stock Exchange after more than three years of its initial public offering on NYSE.

Alibaba's Undervaluation May Lead To A Rebound

There's a good chance that the trade war will be resolved at the end of this month, giving Alibaba stock and Weibo stock a tremendous lift.

Buy Weibo and Alibaba Stock Ahead of the G20 Meeting

After announcing plans in September 2018 to build a joint venture together, today Russian internet giant Mail.ru,  Megafon and China’s Alibaba announced that the deal has closed. With support also from Russia’s sovereign wealth fund RDIF, the three are forming a new operation called AliExpress Russia JV — which will include business assets and investment […]

Alibaba, Mail.Ru, Megafon form AliExpress Russia JV to double down on e-commerce in CIS

Alibaba stock has taken an unhealthy beating, falling almost 25% in just a few weeks. Is now the time to buy BABA stock?

Is Alibaba Stock Worth Buying at This Point?

Alibaba (BABA) unveils new products in a bid to expand presence in the cloud market on a global basis.

Alibaba (BABA) Boosts Global Presence With New Cloud Products

The Chinese internet giant has seen its price slashed in recent months. Could this be the opportunity bulls have been waiting for?

News for Alibaba Stock (BABA)