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

As fellow Chinese retailer Alibaba slumps and China's economy slows, Miniso fights to build on its already huge run.

Alibaba Slumps As This Chinese Retailer Aims To Extend 568% Gain

Alibaba's stock is trading at multi-year lows despite committed share repurchases and plans for spinoffs. The company has shown impressive profit improvements despite stagnant revenue growth. Alibaba has a strong balance sheet marked by ample net cash and an extensive equity portfolio which together make up around 57% of the market cap.

Alibaba: My Only Chinese Stock With 57% Net Cash And Investments

Chinese tech companies are racing for AI dominance, just like their American peers.

Alibaba Upgrades Its AI Model, Despite U.S. Chip Curbs

Amazon

Microsoft

Alibaba announced Tongyi Qianwen 2.0, its latest large language model, as the Chinese giant looks to compete with U.S. rivals like Amazon and Microsoft.

Chinese tech giant Alibaba launches upgraded AI model to challenge Microsoft, Amazon

Many consider Goldman Sachs NYSE: GS as one of the 'masters of the universe' when it comes to investment strategy and decisions. Fortunately for the rest of the world, these geniuses are - sometimes - generous enough to accumulate some goodwill with the public.

Alibaba Makes Goldman's ‘Conviction List': Earnings Beat Coming?

Alibaba (BABA) closed at $83.14 in the latest trading session, marking a +0.39% move from the prior day.

Alibaba (BABA) Advances But Underperforms Market: Key Facts

Apple

Alphabet

JD.com

Johnson & Johnson

NVIDIA

Procter & Gamble

Tesla

Zoom Video

Earlier this year, the investing world was rocked by the surprising revelation that famed investor Michael Burry had placed a massive bearish bet against the stock market.

What stocks is Michael Burry shorting?

Alibaba's stock has fallen below $80, reaching a level at which it has historically been a good buy. The company scores high marks on valuation, growth, and profitability in Seeking Alpha Quant. Alibaba has the potential for growth with strong financials and a good competitive position in the market, despite geopolitical risks.

Alibaba Is Getting Absolutely Cheap

SANTA CLARA, Calif.--(BUSINESS WIRE)-- #gateway--Actiontec today announced plans to manufacture BABA Compliant Industry-leading Optical Network Terminals (ONTs) and WiFi-6E/7 products. This effort will combine Actiontec experience in supplying millions of units to USA ISP and MSO operators with Cambridge Industries Group's (CIG) heritage of designing and manufacturing CPE globally. “Actiontec is an acknowledged leader in developing and supplying equipment for broadband networks,” noted Actiontec President.

Actiontec Announces Plans to Manufacture BABA Compliant ONTs and Wi-Fi Products for the Broadband Equity, Access, and Deployment Program

Costco

Costco and Alibaba have the potential to surpass Walmart's market cap by 2033, each carving a unique path towards this ambitious goal. Alibaba's resilience amid regulatory challenges, coupled with China's economic stimulus efforts, bodes well for its future market valuation.

2 Stocks That Could Be Worth More Than Walmart in 10 Years

Alibaba's most recent earnings were strong, demonstrating a resurgence in the company's performance. Alibaba also has many catalysts, such as its corporate restructuring that could act as a tailwind for the stock.

Why Undervalued Alibaba Could Become Great Again

Tencent Holdings Limited

Zhipu's statement about its investors comes at a time when the technology battle between the U.S. and China continues to ramp up with artificial intelligence front and center.

Alibaba, Tencent among investors in China's rival to OpenAI with $341 million funding

We remain buy-rated on Alibaba Group Holding Limited stock. We think the slower-than-expected China recovery in 2H23 has been priced into the stock; Alibaba is down 13% over the past quarter, underperforming the S&P 500 by around 10%.

Alibaba Stock: Maintaining Buy Rating, Upside Set For 2024

AbbVie

AGNC Investment

Allianz SE

Antero Midstream Partners

Apple Hospitality REIT

Ares Capital

Apollo Commercial Real Estate Finance

Broadcom

Boeing

Bank of America

BASF SE

Brookfield Renewable Partners

B&G Foods

Bank of Montreal

Bayerische Motoren Werke AG

Bank of Nova Scotia

BRT Apartments

Blackstone Group

Colgate-Palmolive

Canadian Imperial Bank of Commerce

My Dividend Stock Portfolio: New September Dividend Record - 98 Holdings With 22 Buys

Alibaba's international retail business is showing strong growth, with a 60% June quarter 2023 YoY increase in revenues. The company's international retail segment is becoming a key player in its overall growth and is expected to play a significant role in future growth. Despite a decline in net income in 2022, Alibaba's operating profits have been steadily increasing, making the current low share price an attractive opportunity.

Alibaba's Strong International Retail Makes It A Buy

Alibaba stock receives a strong buy rating due to its attractive valuation and multiple growth drivers. The e-commerce growth rate in China is expected to accelerate, driven by improved consumer sentiment and value for money programs. Alibaba's new organizational structure and increased capital returns are expected to enhance revenue growth and benefit shareholders.

Alibaba: New Structure To Increase Shareholder Value

There are signs the government's stimulus measures are starting to work but JD.com and Alibaba ADRs were falling in early trading.

China's Economic Growth Better Than Expected. Stocks Are Still Slipping.

China's consumers are finally starting to spend money again, supported by stimulus measures. Meanwhile, Alibaba is trying out new ways to connect with consumers inside and outside of China.

A Bull Market Could Be Here: 3 Reasons to Buy Alibaba Stock

Tencent's gaming and advertising businesses suffered tough slowdowns. Alibaba faced daunting regulatory, macro, and competitive headwinds.

Better Chinese Tech Stock: Tencent vs. Alibaba

Coca-Cola

Vanguard Short-Term Inflation-Protected Securities ETF

During the recent times of record high inflation (2021-2022), a few things have changed to dislocate markets from where they stood before the COVID-19 pandemic. However, this is not your grandfather's post-crisis rally; the next period could be what some economists call 'the lost decade.

Get A Grip On Inflation With These Two Bond ETFs

Cisco Systems

Dollar General

Economic weakness in China has been a drag on Alibaba stock, but the company's growth is undeniable. Shares of discount retailer Dollar General deserve their recent drubbing.

3 Cheap Stocks That Could Help You Retire Early

CHICAGO , Oct. 12, 2023 /PRNewswire/ -- Alibaba.com, a leading platform for global business-to-business (B2B) e-commerce and part of Alibaba International Digital Commerce Group, and America's Beauty Show, hosted by the Cosmetologists Chicago, a stalwart representative of the beauty industry since 1912, today announced a partnership aimed at creating an omnichannel platform that will provide new pathways for growth in the beauty industry landscape in the US and beyond. This collaboration is set to unveil a series of initiatives that will leverage Alibaba.com's wide array of digital tools and features, offering fresh business opportunities and insights into the latest trends in the beauty sector.

Alibaba.com and America's Beauty Show Bring Together Online and Offline Beauty Industry Players with Innovative Partnership

Amid China's dynamic socio-economic changes, Alibaba stands at a significant crossroads, with foreign investor skepticism putting pressure on Chinese tech stocks. Anticipation builds as rumors suggest China's plan for a massive stimulus boost, aiming to rejuvenate infrastructure and potentially benefit giants like Alibaba. US-based SpaceKnow's satellite imagery showcases renewed consumer confidence in China, with bustling activity in shopping malls pointing toward potential economic revival.

Alibaba's Turning Point: Stimulus And Satellite Optimism

Wells Fargo

Charlie Munger, vice chairman of Berkshire Hathaway (NYSE: BRK.A )/(NYSE: BRK.B ) is one of the biggest names in the investing world with an impeccable track record over the years. Consequently, Charlie Munger stocks serve as barometers many investors emulate in the pursuit of wealth-building strategies.

News for Alibaba Stock (BABA)