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

Alibaba (BABA) introduces a suite of advanced business-to-business sourcing tools designed for uplifting small businesses.

Alibaba (BABA) Unveils New B2B Products for Small Businesses

Expectations are that the world's second-largest economy remained narrowly in deflation in August. Chinese CPI data are due Saturday.

Economists See China Still in Deflation. What Knife-Edge Estimates Mean for Alibaba.

China reported another month of sharp declines in imports and exports. Alibaba showed signs of a growth rebound in its latest quarter, but its growth is closely connected to the strength of the Chinese economy.

Why Alibaba Stock Was Sliding Today

Shares of Nio Inc. were suffering a third-straight loss toward a two-month low Thursday, as part of a broad selloff in the U.S.-listed stocks of China-based companies.

Nio, Alibaba stocks drop as part of broad selloff in the ADS of China-based companies

The platform's biggest in-person event in over 20 years visualizes and inspires the future of B2B sourcing alongside reveal of small-business survey results NEW YORK , Sept. 7, 2023 /PRNewswire/ -- Alibaba.com , a leading platform for global business-to-business (B2B) e-commerce and part of Alibaba International Digital Commerce Group, today unveiled a suite of new products and enhancements to existing sourcing tools during its first Co-Create conference.

Alibaba.com Launches Suite of Next-Gen B2B Sourcing Tools at Co-Create Conference to Boost Procurement Efficiency and Transform the Sourcing Experience

Shares in China's e-commerce giant have been rising and falling, but mostly falling, on the back of economic data. The Chinese slowdown continues.

Alibaba's Stock Falls. China's Imports Beat Expectations but It's Still Bad News.

General Motors

Lyft

PayPal

QUALCOMM

Waste Management

As a rule of thumb, investors ought to consider securities with strong volume and chart mobility as opposed to sleeper stocks. It's like baseball.

The 7 Best Sleeper Stocks to Buy Now: September 2023

The consensus price target hints at a 50.4% upside potential for Alibaba (BABA). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Does Alibaba (BABA) Have the Potential to Rally 50.43% as Wall Street Analysts Expect?

Airbus SE

Asia's powerhouse has been going through a rough patch lately, so much so now that the major players in the world of investing are calling it 'uninvestable' and beating down its equities. China's economy may be weak today, but past performance does not indicate future performance; the future is filled with upside potential.

The 3 Stocks To Play China's Return To Travel

Baidu

By most accounts, China's economy is in trouble. A severe slowdown in consumer spending coupled with a full-blown crisis in the domestic property market are causing turmoil.

The 3 Best Chinese Stocks to Buy Now: September 2023

PT Telekomunikasi Indonesia

Vale S.A.

If you - like the rest of the market - were betting on the United States FED cutting interest rates this year, then a rude awakening was the catch of the day at the last FOMC meeting, where chairman Jerome Powell indicated that there could be further hikes for the rest of 2023.

3 Emerging Market Stocks To Cushion FED Hikes

Deeproute.ai, the Shenzhen-headquartered robotaxi startup with $350 million in funding and over 500 employees worldwide, is aiming to open an operations center in Germany in 2024. The move will make it yet another Chinese mobility upstart to set up a physical presence in Germany, home to some of the world's largest automakers, as they venture abroad.

Alibaba-backed autonomous driving darling Deeproute sets sight on Europe carmakers

Defiance Quantum ETF

Quantum Computing

Quantum computing has been on my radar for a while now, but the recent volatility in tech stocks had me wondering if it was the right time to buy in. After digging into the latest developments, I'm convinced a quantum computing turnaround is likely in play.

The 3 Best Quantum Computing Stocks to Buy Now: September 2023

Alibaba stock has the potential to rise by 30% in the next 2 years, driven by growth in Taobao/Tmall, international commerce, and cloud services. Key questions for long-term investors include the expansion of core commerce, potential value from other businesses, long-term margin expansion, and improvement in monetization and value delivered to retailers/advertisers. Alibaba's resurgence in revenue growth is attributed to economic recovery, success in Taobao, localization efforts in international markets, sustaining double-digit growth, margin management, and customer management revenues.

Alibaba: Long Term Bull Case Is Still Intact

JD.com

The large e-commerce companies have become sensitive to macroeconomic developments in recent weeks, given their reliance on the health of the consumer.

Alibaba, JD.com Stocks Surge. Why Property Sector Stimulus Is Boosting the Tech Giants.

China's cyberspace regulator has received 110 applications from Chinese technology companies such as Huawei (HWT.UL) and Alibaba for approvals related to models that can be used to manipulate visual and audio data.

Huawei and Alibaba among companies seeking Chinese deepfake approvals

Alibaba Group has shifted to a "1+6+N" governance structure, transforming into a holding company overseeing six key business segments and various other enterprises. The new structure aims to enhance autonomy, innovation, and agility while mitigating regulatory pressures. The market responded positively to the announcement, with Alibaba's U.S.-listed shares surging over 14%.

Alibaba's Transformation: A New Era Of Decentralization And Innovation

The platform's largest annual sale is driven by global buying trends and offers attractive savings for digital entrepreneurs  NEW YORK ,  Aug. 31, 2023 /PRNewswire/ -- Alibaba.com , a leading platform for global business-to-business (B2B) e-commerce and part of Alibaba International Digital Commerce Group, will host its highly anticipated Super September sale from September 1-30, 2023. This year's event promises new features and benefits aimed at empowering digital entrepreneurs to thrive in a complex global business landscape.

Alibaba.com's Super September is Back with Competitive Prices and Spotlight on Sustainability

Data revealed a further contraction in the world's second-largest economy, but it wasn't as bad as expected and there are bright spots to look to.

Alibaba Stock Slumps After More Gloomy Economic Data. Here's the Upside.

New Oriental Education & Technology Group

NetEase

China's economy has been slammed recently by a multitude of concerning developments. The real estate market is again going through a painful deleveraging, demographic issues are putting pressure on labor force participation and economic growth is being challenged by a wave of deflation.

Have Investors Become Too Bearish on China? 3 Top Ranked Stocks to Watch

Under the ongoing uncertainties in the global market, a trio of Chinese tech giants have lost significant value. This article lists the three stocks that, once titans of innovation and market dominance, face adversity.

Go Contrarian! 3 Beaten-Down Chinese Stocks to Buy Before the Comeback

In investing, few individuals possess the wisdom and acumen that Charlie Munger (Trades, Portfolio) does. A celebrated investor, businessman, and partner of Warren Buffett (Trades, Portfolio), Munger's approach to decision-making goes beyond traditional financial analysis.

Munger's Mental Models and Alibaba

Perion Network

ePlus

Diving into the investing world often feels like a treasure hunt. Among these treasures are promising sleeper stocks, those undervalued gems that have failed to attract mass investor attention despite their strong fundamentals and compelling business models.

The 3 Most Promising Sleeper Stocks to Own Now

Alibaba's shares seem to be finally approaching their bottom and gearing up for the next leg up. There are a number of catalysts at play which suggest that the worst is over for BABA. This may be an opportune time for long-term investors to accumulate their shares on price corrections.

Alibaba: A Coiled Spring

Despite China's economic woes, Alibaba's Q1 FY2024 earnings report exceeded expectations with strong revenue growth across multiple business segments. The company's management remains focused on optimizing costs, improving profitability, and enhancing shareholder value through stock buybacks and spin-offs. While economic challenges in China are likely to persist for the foreseeable future, Alibaba's stock is deeply undervalued and presents a truly asymmetric risk/reward opportunity for investors.

News for Alibaba Stock (BABA)