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

iShares China Large-Cap ETF

August 10, I appeared on CNBC Asia to discuss Alibaba's surprise beat on earnings and China's weak economic data. I began the segment reminding investors (and myself) that regardless of the news, opinions of analysts and the talking heads, price pays.

Can Alibaba Stock (BABA) and China ETF (FXI) Push Through Resistance?

JD.com

The financial markets always change, but the world of e-commerce consistently shows dynamism and growth potential. As investors look for opportunities that match changing consumer trends and digital advancements, they focus on these tech-savvy ventures.

Evaluating E-Commerce Powerhouses: Alibaba and JD.com

Alibaba's stock has experienced significant volatility over the past decade, but recent technical analysis supports a bullish outlook. The monthly chart shows that the stock is bouncing higher from a long-term support level, indicating potential for further growth. The daily chart suggests a near-term pullback, but the longer-term outlook remains positive, with strong expected growth and a low valuation.

Alibaba: Plenty Of Upside Runway (Technical Analysis)

Alibaba's Q1 earnings easily beat analysts' expectations. Its revenue growth is accelerating, its margins are expanding, and it plans to spin off several of its lower-margin businesses in the near future.

Alibaba Stock: Bear vs. Bull

Taiwan Semiconductor Manufacturing

President Biden called China a "ticking time bomb" on Thursday at a fundraiser. Earlier this week, he signed an executive order limiting venture-capital and private-equity investment in the country.

Why Shares of Alibaba, JD.com, and Taiwan Semiconductor Sank Today

Alibaba's stock has experienced a significant decline in recent years, but there are signs of a substantial turnaround. The company provided excellent earnings, reaccelerating revenue growth, and EPADS beating the consensus estimate by 19%. Alibaba's improving growth, profitability, and better-than-expected earnings results suggest its stock price could increase considerably in future years.

Yes, Alibaba Is Still Dirt Cheap

MercadoLibre

Investors with an interest in Internet - Commerce stocks have likely encountered both Alibaba (BABA) and MercadoLibre (MELI). But which of these two stocks is more attractive to value investors?

BABA or MELI: Which Is the Better Value Stock Right Now?

Alibaba's (BABA) first-quarter fiscal 2024 results reflect strength across the China commerce, International commerce, local services, cloud and Cainiao logistics businesses.

Alibaba (BABA) Q1 Earnings & Revenues Beat Estimates, Rise Y/Y

The U.S.-listed shares of China-based companies traded broadly lower Friday as property developer Country Garden Holdings Co.'s financial troubles cast a pall on the group.

Nio and Alibaba shares sink, weighed down by Country Garden's financial woes and downbeat China data

Alibaba Group Holding Ltd. ( BABA , Financial) has exceeded market expectations with a remarkable first-quarter financial performance.

Alibaba's Resilient Growth Story

Alibaba topped estimates on the top and bottom lines. Revenue growth reached its highest point in several quarters.

Why Alibaba Stock Jumped Today

The mean of analysts' price targets for Alibaba (BABA) points to a 50.3% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Wall Street Analysts See a 50.27% Upside in Alibaba (BABA): Can the Stock Really Move This High?

Alibaba Group Holdings Ltd. delivered serious gains in the quarter ended June 30, with income from operations up 70% year-over-year, sending its stock up nearly 7% this morning.

Alibaba Grows Income from Operations by 70%, Pushing Stock Higher

Current economic environments and wild swings across the data that investors and traders digest, such as inflation and other important drivers, drive a wide wedge regarding where markets prefer to place their hard-earned cash. Chinese equities are - and have been for some time - a subject that most turn their heads to; however, some major investing superstars see massive potential in a few names.

Alibaba Explodes On Earnings, Inching Toward Triple Digit Prices

Alibaba stock has underperformed the market for many reasons, but the business is trending in the right direction.

Alibaba Stock Earnings: Has Wall Street Finally Flipped?

Alibaba Group (NYSE:BABA) on Thursday reported solid growth in revenue and profit in the financial first quarter reflecting improvements in all business segments, strong momentum and a focus on operating efficiency. Daniel Zhang, chair and chief executive officer said: "Alibaba delivered a solid quarter as we continue to execute our reorganization, which is beginning to unleash new energy across our businesses.

Alibaba in demand as earnings top expectations

Alibaba stock was in rally mode early Thursday as Wall Street cheered better than expected fiscal Q1 results.

Alibaba Stock Jumps On Bullish Fiscal Q1 Results , But Is BABA Stock A Buy Now?

Shares of Alibaba Group Holding Ltd. BABA, +0.67% were rallying more than 2% in Thursday's premarket trading after the Chinese e-commerce giant topped expectations with its latest revenue and earnings.

Alibaba's stock advances after earnings beat

Chinese e-commerce giant Alibaba on Thursday reported revenue grew by 14% year-on-year in the quarter ended June 30.

Alibaba reports solid earnings beat, revenue up 14% year-on-year

HANGZHOU, China--(BUSINESS WIRE)---- $BABA #alibaba--Alibaba Group Holding Limited today announced its financial results for the quarter ended June 30, 2023.

Alibaba Group Announces June Quarter 2023 Results

Applied Industrial Technologies

Amazon

CyberArk Software

Alibaba (BABA), Applied Industrial Technologies (AIT), and CyberArk Software (CYBR) stock are intriguing ahead of their quarterly reports on Thursday, August 10.

Top-Rated Stocks to Watch as Earnings Approach

Alibaba Group (NYSE:BABA) is set to post higher sales and profit for the June quarter when it hands down its first quarter fiscal 2024 financial results on Thursday, August 10. The Hangzhou, China-based digital marketplace is expected to report revenue of $30.79 billion, according to Zacks Consensus Estimate, up 0.3% from the comparable quarter last year.

Alibaba set to report strong earnings growth for 1Q

Alibaba's (BABA) first-quarter fiscal 2024 results are expected to reflect strength in the cloud business amid macro headwinds.

Will Alibaba's (BABA) Q1 Earnings Gain on Cloud Momentum?

The company's flagship event on B2B e-commerce and sourcing will provide insights on digital trade, logistics and manufacturing along with major product announcements NEW YORK , Aug. 9, 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 inaugural Co-Create conference on September 7-8, 2023 in Las Vegas, NV. The two-day event will bring together industry experts and stakeholders, manufacturers and e-commerce businesses to dive deep into the trends and opportunities driving e-commerce in the years to come.

Alibaba.com to Host Inaugural Co-Create Conference, Release the Next Generation of Digital Sourcing Tools

Wall Street expects the e-commerce giant to post decent earnings and revenue growth. Gloomy signs on China's economy cloud the outlook.

News for Alibaba Stock (BABA)