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

Some dramatic scenarios that were suggested in 2021-2022 for Alibaba have not taken place. Instead, China faces an economic crisis and domestic competition is intense. Alibaba has a long track record of innovating and competing successfully, and with its strong cash flows and balance sheet, it has the wherewithal to continue doing so. Once an economic recovery does happen, Alibaba should be less disadvantaged relative to budget-focused competitors. Consumers don't want lower-quality goods over the long term.

Alibaba: A River That Will Not Flow Backwards

Chinese e-commerce giant Alibaba is back on track to be a top market player after a period of pressure, co-founder Joe Tsai told CNBC's Emily Tan.

After doubts about Alibaba's future, co-founder Joe Tsai says: 'We're back'

Advanced Micro Devices

Amazon

ASML Hld

Microsoft

Taiwan Semiconductor Manufacturing

Tech stocks are surging ahead, leveraging the artificial intelligence revolution to outshine broader markets. With the S&P 500 boasting a 25% gain fueled by AI's promise, it's safe to say that tech stocks had a monumental run last year.

Wall Street Favorites: 7 Tech Stocks With Strong Buy Ratings for February 2024

Peloton

Alibaba was slammed by macro, competitive, and regulatory headwinds. Peloton failed to capitalize on its explosive growth during the pandemic.

Better Comeback Stock: Alibaba vs. Peloton

Alibaba's empire goes far beyond China via units like Lazada, Alibaba Express, and Trendyol. The company's cross-border e-commerce business is showing promising prospects.

Hidden Gem: Unveiling the Rising Star Within Alibaba's Vast Empire, and Why Investors Should Be Paying Close Attention

Micron Technology

NVIDIA

Investors have always searched for signs of bullishness in stocks that the market has discounted. The pursuit of value is never-ending.

Sleeper Stocks: 3 Bulls in Bears Clothing to Buy Now

ADTRAN Holdings Inc

HUNTSVILLE, Ala.--(BUSINESS WIRE)-- #5G--Adtran today announced its readiness to support the Broadband Equity Access and Deployment (BEAD) program, welcoming the clarity and guidance provided by the Build America, Buy America (BABA) rule. With its commitment to US-based manufacturing spanning three decades, Adtran is at the forefront of the market with BABA-compliant fiber access solutions ready to enhance nationwide connectivity, economic growth and the digital inclusivity of communities across Amer.

Adtran confirms compliance with final BABA ruling and continues US investment

Taobao China Software will sell its 20% stake in Suning.Com to Hangzhou Haoyue Enterprise Management for 2.8 billion yuan ($389 million), Shenzhen-listed Suning.Com said in a filing on Friday.

Taobao China Software to sell Suning.Com stake to Alibaba affiliate

Investing in growth stocks is an excellent strategy that could increase your wealth in the long run.

1 Ridiculously Cheap Growth Stock Down 72% to Buy Hand Over Fist in 2024

Alibaba is a large and complex business with many working parts, but one part of the business makes up the bulk of the operations. The Cainiao Smart Logistics Network is one of Alibaba's fastest-growing segments, with revenue increasing by 27.1% and turning a profit.

Alibaba: An Attractive Prospect For Investors Seeking An International Growth Play

JD.com

Li Auto Inc.

NetEase

Wuxi Biologics Cayman Inc

Since its launch in 1969, the Hang Seng has always risen in the dragon years, with gains averaging around 14%. But any rally this time could be hampered by uncertainties over the U.S. presidential election and interest rate policy.

Hoping For Better Luck, HK Stocks Enter The Year Of The Dragon

Cisco Systems

Alphabet

Palantir Technologies

Cloud AI combines the power of artificial intelligence with the power of cloud computing. That combination offers significant benefits to businesses of all sizes.

The Best 7 Tech Stocks to Buy for AI Cloud Exposure

After enduring two challenging years marked by regulatory hurdles, Alibaba has embarked on a transformative journey, signaling a shift in focus towards its core e-commerce business. The strategy includes injecting money into the market, curbing short-selling, and addressing insider trading issues. The company's strategic pivot includes leveraging IPO catalysts and intensifying efforts in its foundational e-commerce segment, setting the stage for a promising outlook over the next 1-2 years.

Alibaba: Reclaiming The Throne

Alibaba stock has experienced a steep decline, losing as much as 81.83% and currently down 77%.

Alibaba: When Will The Sentiment Turn Around?

Walmart

Retail stocks are poised for transformation as artificial intelligence (AI) redefines shopping. AI is at the forefront of innovation in the retail sphere, elevating the consumer experience by personalizing marketing.

Early Adopters: 3 Retailers Already Harnessing Generative AI

Adobe

DocuSign

Cloud computing has been one of the most disruptive technological shifts of the past decade. As companies continue migrating more workloads to the cloud, some of the top cloud infrastructure and platform providers have seen tremendous growth.

3 Cloud Stocks to Buy for Multibagger Gains This Decade

The Chinese central bank moved aggressively to cut a key rate on Tuesday amid support for the property sector.

China Mortgage Stimulus Does Little to Boost Alibaba, Other Stocks. It's a Worry.

Taking the pulse of the market can be an impossible task at times. However, some things never change in how traders and portfolio managers choose where to allocate their capital, and it has everything to do with cycles.

Michael Burry just went all in on Alibaba stock, one value bet

Global Payments

Microchip Technology

SoundHound AI Inc

STMicroelectronics NV ADR RegS

Teradyne

The Nasdaq is currently sitting at all-time highs. Thus, there's no shortage of high-priced tech stocks at the moment.

7 Untapped Tech Stocks Primed for a Breakout

One bright spot in Alibaba's quarterly earnings was its international e-commerce arm which posted revenue of 28.5 billion Chinese yuan, up 44% from a year ago.

Alibaba bets on overseas e-commerce unit amid sluggish growth in China

Shanghai stocks advanced on Monday but posted relatively modest gains as Chinese investors returned from the Lunar New Year holiday.

Alibaba Stock Falls as Chinese Markets Disappoint on Return From Lunar New Year

Alibaba Group Holding Ltd. (BABA, Financial) announced its financial results for the third quarter of 2024 on Feb. 7.

No Clear Sign of a Turnaround for Alibaba

Royalty Pharma

Schlumberger

SLB expects strong growth in 2024. Alibaba stock is dirt cheap, and the company plans major buybacks over the next few years.

Wall Street Thinks These 3 Stocks Are Hidden Gems That Could Soar 43% to 59% Over the Next 12 Months

Alibaba reported mixed quarterly results, but all six segments could report growing revenue and four out of six are profitable. China is clearly in a bear market and an economic downturn, but we might be close to the bottom. Alibaba is trading extremely below its intrinsic value and is one of the better investments in the current market.

Alibaba Q3: It Is Always Darkest Before The Dawn

Booking Hlds

Citigroup

Crescent Energy

Euronav

HCA Healthcare

Hudson Pacific Properties

Nexstar Media Group

Oracle

Stellantis N.V. 

Michael Burry, the infamous investor known for being one of the first to bet against the housing market ahead of the 2008 financial crisis, made some big moves in Q4 2023. Indeed, Burry made hundreds of millions for his firm, Scion Asset Management, as subprime mortgage bonds started failing in the mid-2000s.

News for Alibaba Stock (BABA)