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

NetEase

Tencent Holdings Limited

Several China stocks are doing well, with e-commerce king Alibaba and EV giant BYD among those in buy zones.

Three Top China Stocks Are In Buy Zones Now

Amazon

Chipotle

These profitable growth stocks have a lot of upside for long-term investors.

3 Growth Stocks That Shine on the Bottom Line

Alibaba's share price has seen a significant uptick, indicating renewed investor confidence following a potential easing of governmental clampdown on the tech sector in China. Despite regulatory pressures, Alibaba has demonstrated resilience and is currently undergoing a process of bottom formation, presenting I think a significant buying opportunity. I expect the company's stock price to rise further if the monthly closing price surpasses $121, making a long-term investment entry at the current level an appealing prospect with low risk.

Alibaba: Emerging As A Strong Buy Now (Technical Analysis)

In the dynamic world of investing, even the most experienced investors can change their minds. In February, Charlie Munger (Trades, Portfolio), a director at Daily Journal Corp. ( DJCO , Financial), acknowledged the position in Alibaba Group Holding Co. ( BABA , Financial) was a mistake.

Munger Is Holding On to Alibaba

Intel

Taiwan Semiconductor Manufacturing

In investing, going against the grain can sometimes yield the greatest rewards, which is why I'll be discussing some high-potential contrarian stock picks today. Contrarian investors have long understood the value of looking beyond popular choices and seeking out unconventional opportunities.

July's Top Contrarian Picks: 3 Stocks to Buy to Bet Against the Crowd

JD.com

U.S.-listed stocks of Chinese technology companies rose on Thursday as investors concentrated on signs of support from Beijing, while brushing off more disappointing economic data.

Alibaba, JD.com Stocks Gain. China Is Backing Tech as Economy Splutters.

Last week, China's Central bank imposed fines totaling over $1 billion on Alibaba's affiliate and digital payment services major Ant Group, while also noting that most

With Regulatory Issues In The Rearview Mirror, Alibaba Appears Cheap At $90

Bilibili

Meituan

Shares of Chinese internet platform companies jumped in Hong Kong Thursday as investors welcomed Beijing's latest signal supporting the sector.

Chinese internet stocks jump as Beijing signals support

Pinduoduo Inc - ADR

China's National Development and Reform Commission praised Chinese tech stocks today. Stocks traded in the U.S. are also rising thanks to a positive inflation report from this morning.

Why Shares of Alibaba, JD.com, and PDD Holdings Are Rising Today

Several China-based tech stocks are moving higher today, on hopes that the country is easing its three-year crackdown on the sector.

China-Based Tech Stocks Jump on Positive Sentiment

After trading sideways in a tight range for more than a year, the stars are finally aligning once more for Alibaba Group Holding Ltd NYSE: BABA stock. Shares of the Chinese e-commerce and cloud computing giant had to endure one of the more publicized slides from highs over the past two years, with them coming with a few cents of an all-time low as recently as last October.

Alibaba Just Flashed Green, Very Green

Alibaba Group is undergoing significant restructuring, with close associates of co-founder Jack Ma returning to leadership roles and Daniel Zhang leading the cloud intelligence division. Alibaba needs to leverage its momentum in generative AI to bolster its cloud offerings and compete against China AI leader Baidu. Despite regulatory fines and economic setbacks, investors are returning to Alibaba, anticipating further stimulus measures by the Chinese government and the potential for growth in the company's cloud division.

Alibaba: Exceptional Opportunity Won't Last Forever

Alphabet

Alphabet outperformed Alibaba by a wide margin over the past five years. Alibaba struggled with regulatory, macro, and competitive headwinds.

Better Buy: Alibaba vs. Alphabet

Alibaba's revenue grew just 2% in the last two quarters it reported earnings. The stock temporarily rose on a plan to break up the company into six different businesses.

Why Alibaba Stock Lost 5% in the First Half of 2023

Alibaba Group Holding Limited stock has rallied 7% over the past week, finding resilience at the $90 range on improved confidence in an easing regulatory backdrop. The completion of a year's long probe on Ant Group has lifted a huge cloud from over Alibaba stock performance as investors reprice the company's exposure to regulatory risks going forward.

Alibaba's Path To $120

Tesla

Investors can achieve solid returns by focusing on long-term investing in growth stocks with strong fundamentals. These potential millionaire-maker stocks have demonstrated top-and-bottom-line growth, operate in promising industries, and have a track record of rewarding long-term investors in recent decades.

3 Top Millionaire-Maker Growth Stocks to Own for the Next 10 Years

Xiaomi Corp

China's science and technology ministry held a meeting on July 5 with firms including Xiaomi, iFlytek and Alibaba Cloud to discuss innovation as well as national strategic scientific and technological initiatives, the ministry said on Tuesday.

Chinese ministry holds meeting with Xiaomi, iFlytek and Alibaba Cloud

Investors are optimistic that the recent fine against Ant Group could draw a line under the pressure firms have faced over corporate governance and accusations of money-laundering.

Alibaba, JD.Com, Other China Stocks Rebound Amid Optimism The Tech Crackdown Is Over

Alibaba's stock has struggled to break out of its trading range between $80 and $90, but recent developments in China's economy and the resolution of Ant Group's fine could provide a boost. Alibaba is ramping up its buybacks, with the company revealing it bought back more stock between April 1 and May 17 than in the entire preceding quarter. Despite the potential for U.S./China tensions to negatively impact Alibaba shareholders, the company's valuation and positive catalysts make it a bargain compared to other options in the market.

Alibaba: The Crackdown Is Over (Rating Upgrade)

Alibaba (BABA) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Alibaba (BABA) Soars 8.0%: Is Further Upside Left in the Stock?

GraniteShares 1.5x Long COIN Daily ETF

Cronos Group

Direxion Daily Electric & Autonomous Vehicles Bull 2X Shares

ProShares UltraShort Bloomberg Natural Gas

Wall Street was downbeat last week due to rising rate worries.

5 Winning Inverse/leveraged ETFs of Last Week

The announcement of a nearly $1 billion fine by Chinese regulators on Ant Group has drawn a line under the fintech giant's woes and given hope to investors that a regulatory crackdown on China's broader technology sector is over.

Explainer: What's next for Ant after its nearly $1 bln fine?

Chinese tech stocks fell in the U.S. following concerning Chinese data, after a rally caused by hopes the regulatory crackdown on the sector is easing.

Alibaba, JD.com Stocks Drop. China Deflation Fears Overshadow Regulation Hopes.

Alibaba, which holds a 33% stake in Ant, said any repurchased shares will be transferred into the fintech company's employee incentive plan.

Alibaba Considers Participating In Ant Group's $6 Billion Share Repurchase Program

Alibaba's Hong Kong-listed shares rose 4% in Monday morning trade amid hopes of the years-long scrutiny of its financial arm Ant Group coming to an end.

News for Alibaba Stock (BABA)