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

The biggest growth driver for Alibaba's total revenue growth in the recent quarter was International commerce which reported 41% YoY revenue growth. The international commerce segment contributed close to a quarter of the overall incremental revenue for Alibaba which shows the increasing importance of this business. The losses within this segment have reduced significantly and we could see a breakeven from this business in the next quarter or two.

Alibaba: Geographic Risk Is Declining Rapidly

Baidu

JD.com

Strategic decisions in tech investments can yield remarkable gains. As investors, we should know this firsthand.

Hold Tight! These 3 High-Growth Tech Stocks Still Have Potential

Alibaba stock's post-earnings sizzle is gone, as investors sold out of Chinese stocks in a hurry as they prepare for a meltdown in China's property market. Given Alibaba's scale, investors are likely concerned whether Alibaba's recovery could reverse if China undergoes a significant economic downturn. I assessed that such fears are premature and don't give due credence to Alibaba's robust fundamentals and substantial competitive advantages.

Alibaba: Meltdown Fears Have Returned - That's Why I'm Buying More

ePlus

United Continental Hlds

In analysis from July 2022, Michael Gapen, the chief United States economist at Bank of America (NYSE: BAC ), stated that he is expecting a mild recession this year. However, the unemployment rate in July fell by .2% to 3.5% and consumers continued to spend, which was not what analysts were expecting.

The 3 Most Undervalued Sleeper Stocks to Buy Now: August 2023

Coinbase

Wall Street continues to throw away all of the good will it built up in July.

2 Stocks Sinking Amid Sector Headwinds

Pinduoduo Inc - ADR

Investors in Chinese stocks are noticing a trend today as many major players in the market are seeing their shares fall. The biggest factor affecting Chinese stocks today is the real estate market struggling.

Why Are Chinese Stocks BABA, JD, PDD, NIO Down Today?

Alibaba returned significant revenue and earnings growth. But its status as an ADR listing may leave it vulnerable.

2 Reasons Investors Should Still Be Wary of Alibaba Stock, Despite Recent Revenue Increase

China's economic woes increase the pressure on some of the country's largest internet companies, including Alibaba, JD.com and Baidu.

Chinese Tech Stocks Tumble as Beijing Defends Yuan

The Beachbody Co.

DTE Energy

Altria

NVIDIA

PayPal

The stock market has historically been volatile in the month of August. Participants are generally on vacation making it more difficult to pin down the direction of indexes.

The 7 Most Undervalued Meme Stocks to Buy Now: August 2023

Tencent Holdings Limited

Corporate earnings releases are picking up on a few bright spots for China's consumer in a competitive market where people are less willing to spend. JD.com , Tencent and Alibaba this month reported results for the three months ended June that pointed to a steady pick-up in consumer spending that quarter, but with less clarity on whether that growth has continued.

What China's big earnings say about the consumer

Alibaba's financial performance is strong, with growing sales, profits, cash flow, and margins. The China risk debate is divided between those who see China as an unpredictable and risky market and those who believe in its potential for growth and stability. Alibaba has multiple catalysts for future growth, including its ownership stake in Ant Financial, the split-up/spin-off of business units, return of the founders, and fast-growing segments.

Alibaba: New Perspectives And Lesser Known Aspects

China has a gross domestic product (GDP) growth target of 5% for 2023, but economists are becoming increasingly skeptical about whether it can hit that goal.

Alibaba, JD.com Stocks Rebound. China Sets Out Plan to Hit Growth Targets.

The Chinese tech giant is bringing a business unit more directly under its wing, according to a media report. That asset is currently housed in the company's cloud division.

Why Alibaba Stock Slumped by Almost 3% Today

Etsy

Qurate Retail Inc

The e-commerce industry has been able to transform many lives over the past decade. The Covid-19 pandemic became a significant catalyst in shifting consumers to primarily shopping for items online as many were forced to remain in their homes due to government enforced lockdowns.

The 3 Most Undervalued E-Commerce Stocks to Buy Now: August 2023

Rackspace Technology, Inc.

Upland Software

Cloud computing undergirds, in one way or another, everyone's digital life. Whether you are accessing a piece of content on a video streaming platform or uploading documents for work, you are interacting with a network of cloud servers.

The 3 Most Undervalued Cloud Computing Stocks to Buy Now: August 2023

Shenzhen, China--(Newsfile Corp. - August 16, 2023) - Leading rugged device company Oukitel has just unveiled its latest rugged tablet: OUKITEL RT7 Titan. Boasting one of the world's biggest 32,000mAh batteries, and an advanced MediaTek Dimensity 720 processor with cutting-edge 5G connectivity.

OUKITEL RT7 Titan, One of the World's First 5G Rugged Tablets with 32,000mAh Battery Will Go Official on AliExpress

Results are picking up for the sprawling Chinese company's e-commerce business. Alibaba's other business segments reported solid improvements as well.

Alibaba Stock Looks Like It's Heading Toward a Recovery. Here's Why.

Cigna

Capital One

Coherent Corp

CVS Health

Devon Energy

iShares MSCI Japan ETF

iShares MSCI Japan Value ETF

Expedia

Franklin FTSE Japan ETF

First Republic Bank

GEO Group

Generac Holdings

SPDR S&P Regional Banking ETF

Liberty Latin America Ltd.

Liberty Latin America

MGM Resorts

New York Community Bancorp

PacWest Bancorp

Precision Drilling

Invesco QQQ

Qurate Retail Inc - Ordinary Shares - Series B

The RealReal

Michael Burry closed out most of his Q1 positions in the second quarter, reducing positions in Signet Jewelers, Liberty Latin America, and New York Community Bancorp. Burry more than doubled his position in The RealReal Inc. and added shares of The GEO Group. Burry purchased a substantial number of put contracts on the S&P 500 ETF and the Invesco Nasdaq 100 ETF and added new positions in Expedia Group, MGM Resorts International, Generac Holdings, and CVS Health Corporation.

Analyzing 13Fs: Michael Burry's Scion Asset Management Q2 Update

Alibaba, JD.com, and Meituan fell in Hong Kong trading Wednesday.

China Stocks Hit as Selloff, House Prices, and Yuan Add to Economic Pain

Alibaba reported double-digit growth rates again and all six business segments contributed to top line growth. The stock remains deeply undervalued in my opinion - even when calculating with rather moderate growth assumptions. But the high debt levels, the high youth unemployment and trouble in real estate should make us cautious about China in the foreseeable future.

Alibaba: Still Deeply Undervalued

Shares are sliding as investors show their disappointment in the latest stimulus efforts.

Alibaba Stock Reveals Doubts That Latest China Rate Cuts Can Save Economy

QUALCOMM

Altria is managing the slow demise of the tobacco business in a way that will keep the cash flowing. Qualcomm is not a top-of-mind semiconductor name, but that's what makes it such a compelling bet.

3 Stocks to Buy at a Massive Discount Right Now

Michael Burry (Trades, Portfolio), the famed investor covered in Michael Lewis' book, “The Big Short,” and portrayed by Christian Bale in a 2015 movie of the same name, released the second-quarter equity portfolio for Scion Asset Management on Monday.

News for Alibaba Stock (BABA)