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

Competition is heating up with PDD, but Alibaba maintains its strong and dominant position as the largest e-commerce player in China. BABA is undervalued and has valuable holdings in Cloud Computing and Ant Financial in addition to a variety of other businesses. Actions by management are expected to unlock significant value for the company supported by a general recovery of the Chinese market.

Alibaba: Increased Competition Making Dents In The Stronghold

SHANGHAI, Dec 19 (Reuters) - ByteDance said on Tuesday that it is not in talks with Alibaba to acquire its Ele.me food delivery business.

ByteDance denies reports it plans to acquire Alibaba's food delivery business

Alibaba has faced challenges, including the pandemic, CCP control, and delisting fears, but I see progress in China's retail sector supporting its profit growth.

Alibaba: Cheap And A Big Margin Of Safety

The Chinese government is enacting a set of measures it hopes will boost the domestic economy. These don't directly affect the tech sector, but Alibaba and its peers could benefit from higher economic growth.

Why Alibaba Stock Crushed the Market Today

BioNTech SE

Chevron

Barrick Gold

Alphabet

Hertz

Madison Square Garden Sports

PepsiCo

AMERCO

Barron's annual list of unloved stocks ranges from tech giant Alibaba to miner Barrick to auto rental stalwart Hertz Global.

Barron's Favorite 10 Stocks for 2024

Baidu

Fisker Inc

JD.com

Li Auto Inc.

Invitae

Chinese stocks are up today and investors wondering why can find out all about these movements with our coverage for Friday! All of this comes from recent data concerning the Chinese economy.

Why Are Chinese Stocks Up Today?

BABA stock bounced Friday as Alibaba led Chinese stocks higher, including JD.com and Baidu. But will the latest stimulus efforts pan out?

China Stocks: BABA, JD, BIDU, Miners Rise On Data, Stimulus

JD.com Inc (NASDAQ:JD), Baidu.com (NASDAQ:BIDU) and Alibaba Group (NYSE:BABA) rose on Friday after China announced new stimulus measures to support the economy suffering from a housing slump and weak demand. On Hong Kong's Hang Seng index, JD.com's jumped 7% while Alibaba was up 3.7% and Baidu gained 4.1%.

JD.com, Baidu and Alibaba lead Chinese tech stocks higher on China stimulus boost

JPMorgan Chase & Co

Pfizer

Walgreens

Here's a quick economics lesson to return to the good old college days. When markets think that a country's GDP is set to grow in the future, they will turn bullish (massively bullish) toward equity markets.

Quick list of bargain stocks to end the year

Etsy

Alibaba's recent business performance has been encouraging. Etsy's recent numbers have been ugly, but users are returning.

Better Bull Market Buy: Alibaba vs. Etsy Stock

The People's Bank of China offered commercial lenders a net 800 billion yuan ($112 billion) in one-year loans Friday—a record cash injection into the banking system through its one-year policy.

Alibaba, JD.com Stocks Rise on China Stimulus. There's More to Come.

Alibaba's stock is trading near all-time lows despite stabilizing fundamentals, a normalizing local regulatory landscape, and management's emphasis on AI integration. Concerns over Alibaba's market share loss to emerging rivals and the abandoned spinoff plans for its Cloud Intelligence Group have contributed to the stock decline. Despite its stronger balance sheet and market share, Alibaba is now valued at less than PDD Holdings, as the latter's outsized growth prospects trigger a valuation re-rate that outpaces peers'.

Alibaba's 3 Horsemen In Reclaiming Its Throne From PDD

Dollar General

Occidental Petroleum

The stock market is closing in on its all-time high. The S&P 500 is up over 20% in 2023, with less than three weeks to go in the year.

Market Misfits: 3 Beaten-Down Stocks Poised for a 2024 Comeback

Alibaba's (BABA) DAMO Academy introduces large language models designed for Southeast Asia.

Alibaba's (BABA) DAMO Academy Unveils LLMs for Southeast Asia

Albemarle

Amazon

Bilibili

Bristol-Myers

Farfetch

KeyCorp

Lucid Group

Medtronic

ModivCare

Nikola

NetEase

Organon & Co

Pinduoduo Inc - ADR

Insulet

PayPal

Sibanye Stillwater

Charles Schwab

Seagen

Block

Tencent Holdings Limited

Tandem Diabetes Care

VinFast Auto Ltd

Investors should consider tax-loss selling before December ends to offset capital gains. Two characteristics to consider for selling stocks are stocks bought at a higher price and broken companies with weak long-term prospects. Stock grades, sentiment, and fundamentals assessed.

8 Tax-Loss Sell Alerts For December

Alibaba stock is trading at a historically low multiple and deserves your attention.

Could Alibaba Stock Double in 2024?

Bank of America

BYD Co Ltd

Costco

Daily Journal

U.S. Bancorp

Wells Fargo

Shortly before he died last month, Charlie Munger told CNBC, “My game in life was always to avoid all standard ways of failing

In Memory of a Legend: 7 Stocks That Charlie Munger Loved

Alibaba's e-commerce growth rate is expected to accelerate over the next five years, driven by improved consumer sentiment and successful initiatives. The adoption of a new organizational structure is anticipated to enhance revenue growth and shareholder value. Despite challenges, Alibaba Cloud remains resilient and is focused on AI and technology leadership for continued growth.

Alibaba: Gets Even Cheaper

Charlie Munger's final interview with CNBC revealed his thoughts on Alibaba stock. Munger described Alibaba as a "pretty good" company despite calling his trade in its shares a mistake. Munger's use of the word "mistake" referred to the price he paid, not the company's quality.

Alibaba: Charlie Munger's Last Buy Is Dirt Cheap

News for Alibaba Stock (BABA)