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

Restructuring and leadership plans offer growth, says long-time insider and author Brian Wong

As Alibaba's Stock Slides, Employee No. 52 Still Believes In Its “Tao”

China's e-commerce leader says it will still spin off its cloud and artificial intelligence division, but investors shouldn't hope for any time soon.

Alibaba to Make Its AI Model Public in Regulatory Win for China

Alibaba's price has remained flat to lower for most of 2023, one of the worst investment performances from any Big Tech stock. The company's 2023 restructuring and decentralization of business units could hinder its growth and income levels. A weaker economy in China during the second half of the year is worrisome, while global stock markets could get hit in the seasonally weak September-October period.

Avoid Alibaba, One Of The Weakest Momentum Picks In Big Tech

Apple

Citigroup

Intel

McDonald's

ON Semiconductor

PayPal

Blue-Chip bargains are a sure way to add value to your portfolio. During high market volatility and uncertainty, identifying sound investment opportunities for long-term growth is akin to finding a pearl at the bottom of a waterfall.

7 Promising Blue-Chip Bargains for Long-Term Growth

iShares MSCI China ETF

There are opportunities for investors in China's internet stocks, life insurers, sportswear makers and the supply chain for solar energy.

Some Chinese Stocks Are a Real Bargain Now. Alibaba Is One of Them.

Alibaba Group's new CEO, Eddie Wu, has reportedly elevated artificial intelligence (AI) and user experience to be the company's top priorities moving forward. As Alibaba faces competition in the eCommerce industry, the company must adjust its approach and become AI-first, Wu said in a memo to staff, Bloomberg reported Tuesday (Sept.

Alibaba CEO Says AI and User Experience Are Top Priorities

JD.com

Tencent Music Entertainment Group 

In 2023, Chinese stocks have massively underperformed in developed markets contrary to expectations. Investors anticipated a lift from economic growth after the end of the COVID-19 lockdown measures, but this has yet to materialize.

The 3 Most Undervalued Chinese Stocks to Buy in September 2023

Eddie Wu tells employees that Alibaba will promote staff born after 1985 over the next four years to form the core of the business management teams.

Alibaba's New CEO to Prioritize AI and Younger Leadership

The new CEO Eddie Wu is laying out his strategic priorities for Alibaba.

Alibaba CEO warns of being ‘displaced' if the Chinese tech giant doesn't keep up in AI

Alibaba Group will embrace artificial intelligence (AI) and promote younger people to senior management, its new CEO says, as the e-commerce and cloud giant tackles its most ambitious restructuring in its history.

Alibaba's new CEO embraces AI and wants a younger management team

Amazon

Amazon and Alibaba are running similar business models in different parts of the world.

Top Stocks to Buy: Amazon Stock vs. Alibaba Stock

Jack Ma returned to China, and Alibaba underwent major organizational restructuring. Organizational silos risk weakening Alibaba's competitive advantage and data synergies. Loss-making businesses may struggle without Alibaba's capital support.

Alibaba: Breaking Down The Walls

The Chinese tech giant's outgoing CEO has also stepped down from one of its key business units. The move was unexpected, although he's being replaced by a familiar figure.

Why Alibaba Stock Got Mashed on Monday

Installment payment platforms Splitit and AliExpress are bringing their “Pay After Delivery” offering to the United States. The service, already offered throughout Europe, lets consumers pay for goods after delivery using a “custom-branded experience embedded in the AliExpress checkout flow,” the companies said in a news release Monday (Sept.

Splitit and AliExpress Bring ‘Pay After Delivery' to the US

Alibaba stock came under selling pressure Monday on news that former CEO Daniel Zhang will no longer lead the company's cloud computing unit.

Alibaba Stock Falls As Zhang Exits Key Cloud Position, But Is BABA Stock A Buy Now?

Alibaba (NYSE: BABA ) stock is in the news Monday as investors react to news of Daniel Zhang stepping down as the company's cloud division leader. Investors will note that Zhang's departure from Alibaba comes alongside him giving up the chairman and CEO positions at the company.

BABA Stock Alert: What to Know as Alibaba Executive David Zhang Steps Down

Recent hiccups probably won't derail the firm's restructuring, but the stock could struggle without further concrete signs of progress—and a healthier China.

The Alibaba Spinoff Trade Loses More Steam

Daniel Zhang, the outgoing chairman and CEO of Alibaba, has stepped down from his position running the company's cloud division in a surprise move announced just months after he assumed the pivotal role.

Former Alibaba CEO quits cloud unit in surprise move amid landmark restructuring

Daniel Zhang was due to stand down as CEO on Sunday to focus on the cloud unit, which is set to be spun off as the company separates into six parts.

Alibaba's Zhang Steps Down From Cloud Unit. The Stock Is Falling in Hong Kong.

The former CEO of Alibaba, Daniel Zhang, resigned as head of its cloud computing unit Monday in a surprise move as the Chinese e-commerce empire wraps up a leadership reshuffle.

Former CEO of China's Alibaba quits cloud business in surprise move during its leadership reshuffle

The move comes just months after announcing a June announcement that Zhang was departing as chairman and CEO of Alibaba Group to focus on the cloud intelligence unit.

Shares of Alibaba tumble more than 3% after outgoing CEO unexpectedly quits cloud business

The Hong Kong-listed shares of China's Alibaba Group fell more than 4% on Monday after the surprise departure of outgoing Alibaba CEO Daniel Zhang from the company's cloud computing business.

Alibaba shares slide 4% after outgoing CEO quits cloud unit

Alibaba Group said former CEO Daniel Zheng has unexpectedly left the Chinese internet giant's cloud unit as well.

Alibaba's Daniel Zhang Exits Chinese Internet Giant Entirely

Alibaba Group Holding's former chairman Daniel Zhang stepped down as chairman and chief executive of its cloud business unit on Sunday.

Alibaba's ex-chairman Daniel Zhang steps down as CEO of cloud business unit

Blue Apron

With inflation persistently bringing costs higher and a recession looking likely, it's easier to find retail stocks to sell rather than buy. Any company that was struggling with stagnating growth or shaky financials is probably entering a tailspin in current conditions.

News for Alibaba Stock (BABA)