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

Agnico Eagle Mines

CF Industries Holdings

Orla Mining Ltd. 

Sotherly Hotels

BABA, AEM, ORLA, SOHO and CF have been added to the Zacks Rank #1 (Strong Buy) List on October 15, 2024.

New Strong Buy Stocks for October 15th

SOHO, BABA and CF made it to the Zacks Rank #1 (Strong Buy) value stocks list on October 15, 2024.

Best Value Stocks to Buy for October 15th

Baidu

iShares China Large-Cap ETF

JD.com

KraneShares CSI China Internet ETF

iShares MSCI China ETF

Pinduoduo Inc - ADR

The market's price action and attention are making a new shift this quarter. For most of 2024, everyone wanted to find the next best thing in the United States technology sector, as the semiconductor industry saw massive rallies in shares of NVIDIA Co. However, it seems that the industry has run its course, and investors are now left to find the next hot trend, which came up in an unlikely place worldwide.

This Major Sell-Off in Chinese Stocks Could Be Your Buy Signal

Alibaba's ADRs have climbed 32% over the past month. Singles Day will test the stock's revival.

Alibaba Stock Is on a Roll. Singles Day Deals Could Help It Keep Going.

The potential for fiscal stimulus in China has investors excited about Alibaba stock.

Should You Buy AliBaba Stock Right Now?

Bilibili

China's finance minister laid out a plan to boost the country's faltering economy, but stopped short of sharing a concrete spending target.

Alibaba, Bilibili, Baidu Slip. Why China's Stimulus Pledge Isn't Boosting Stocks.

Chinese stocks had a mixed reaction Monday to a press conference over the weekend where officials promised further action but didn't deliver a clear number on how much the country would spend in doing so.

Chinese stocks see mixed reaction to stimulus press conference

Chinese stocks concluded a turbulent morning session on a positive note, buoyed by investor optimism regarding potential fiscal support measures announced by the finance ministry over the weekend. As of the midday break on Monday, the CSI 300 Index was up 1.5%, recovering from an earlier decline of 0.5% and approaching its session high.

Chinese stocks rebound amid fiscal support hopes, ending morning session higher

I rate Alibaba stock as a "buy" due to catalysts like China's $1.07 trillion stimulus, Alibaba's international growth, and the end of regulatory crackdowns. Ant Group's potential IPO is a major, overlooked catalyst, with Alibaba holding a 33.3% stake, despite regulatory changes since 2020. Ant Group's evolving business model, including new regulations and restructuring, positions it for sustainable long-term growth and a future IPO.

Alibaba: Ant Group's IPO 2.0 Is Progressing, Being A Hidden Catalyst

Alibaba's stock broke out of a prolonged trading range, reaching new highs above $117.50, prompting a bullish outlook. Despite missing earnings and revenue estimates, international segments like AliExpress and Lazada showed 32% annual growth. Alibaba Cloud posted $3.74 billion in revenue, indicating 6% annual growth, suggesting long-term growth potential.

Alibaba: Buy The Pullback (Rating Upgrade)

Armada Hoffler Properties

CoreCivic

Hudson Pacific Properties

Vanguard Real Estate ETF

Michael Burry is one of the best investors of our time. Just recently, he heavily invested in an office REIT. We review this investment and share our thoughts on it.

'The Big Short' Michael Burry Buys Real Estate And Chinese Tech

Alibaba faces challenges such as market share loss, increased competition, and regulatory scrutiny, but recent Chinese stimulus measures have boosted its stock by over 20%. Despite deteriorating fundamentals, Alibaba's e-commerce and cloud segments show potential for recovery, driven by the stimulus package and improved consumer sentiment. Alibaba's valuation remains attractive, with a share-repurchase program and potential for 28-30% annual returns, but political risks in China warrant a cautious "Hold" rating.

I Was Wrong On Alibaba, Stimulus Could Fuel More Gains (Rating Upgrade)

Alibaba - like many other Chinese stocks - saw its stock price jump, but the reason cannot really be found in the quarterly results. The reason is rather a sentiment shift, and Alibaba is a perfect example of a stock that was driven down by sentiment extremes and might now reverse. Alibaba is still deeply undervalued and in my opinion one of the best long-term investments.

Alibaba: The Early Stage Of Returning Bullish Sentiment?

Chinese stocks, represented by the Shanghai Stock Exchange (SSE) CSI 300 index, registered big losses after a recent massive surge. China's stock market reached a two-year high on October 9, a few days after the government provided significant financial stimulus.

Chinese stocks register big losses as China's stimulus cools down

Amazon

Billionaire investor David Tepper has a better track record in the stock market than his Carolina Panthers National Football League team has on the gridiron this year.

NFL Team Owner David Tepper's #1 Stock to Buy: BABA vs. AMZN

Appointment of former Alibaba exec Lester Cuneta as Chief Growth Officer expands leadership team and underlines expansion ambitions of etaily. Appointment of former Alibaba exec Lester Cuneta as Chief Growth Officer expands leadership team and underlines expansion ambitions of etaily.

etaily hires ex-Alibaba exec as it launches in Singapore with wider plans for the region

Alibaba (BABA) closed at $107.89 in the latest trading session, marking a -1.63% move from the prior day.

Alibaba (BABA) Stock Slides as Market Rises: Facts to Know Before You Trade

After a press conference by the National Development and Reform Commission yielded little in the way of new measures, Goldman Sachs says it recorded the largest single-day net selling of Chinese securities.

Record selling of Chinese stocks by hedge funds follows disappointing press conference, Goldman Sachs says

Microsoft

David Tepper is a legendary billionaire investor behind the hedge fund Appaloosa Management, a fund that has a solid track record of impressive gains in stocks and distressed debt.

37% of David Tepper's Fund Is Invested in These 4 Stocks

ADRs were getting hit following another down day for markets in the world's second-biggest economy.

Alibaba, JD.com, Baidu Stocks Slump. Why China Stimulus Skepticism Won't Go Away.

The Chinese e-commerce and cloud giant still has a bright future.

1 Growth Stock Down 63% to Buy Right Now

Li Auto Inc.

Chinese stocks came under pressure on Tuesday after a disappointing update from the government tempered some of last month's exuberance that propelled Chinese stocks out of a bear market in recent weeks.

What's Next For Chinese Stocks After Stimulus Rally Stumbles?

Alibaba remains a strong buy due to its growth prospects in E-commerce, Cloud, and smaller segments like AIDC & Cainiao, despite recent share price increases. The company's dual primary listing on NYSE and HKSE, and the decision to retain Cainiao, enhance its strategic positioning and valuation. Taobao & Tmall are stabilizing market share, driven by regulatory easing and a user-centric approach, promising accelerated revenue growth.

Alibaba: Fundamentals At An Inflection Point

NetEase

Trip.com

On Tuesday, major Chinese stocks experienced significant declines, leading to a 6.85% drop in the Nasdaq Golden Dragon China Index (HXC). Among those showing gains, Taiwan Semiconductor Manufacturing (TSM) rose by 0.86%, WSP Global (WSP) increased by 1.08%, and RLX Technology (RLX) edged up by 0.53%.

Chinese Tech Stocks Slump as Nasdaq's Golden Dragon Index Dips

Alibaba's AI and cloud businesses show strong growth potential, with advancements in AI models and increased enterprise investment in AI workloads. The e-commerce business has stabilized with high-single-digit GMV growth and innovative tools like Quanzhantui, despite intense competition and market maturity. Projected 5% revenue growth in FY25, driven by 2% e-commerce, 5% AI and cloud, and mid-teens growth in logistics.

News for Alibaba Stock (BABA)