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

Amazon

BABA trades at a massive discount to AMZN on nearly every metric, offering investors one of the best buying opportunities in a decade. While Amazon has focused on revenue growth at all costs even at shareholder expense at times, BABA has grown more conservatively and maintained positive cash flow.

Alibaba: Like Amazon, But Better

The U.S. is gearing up for cabinet-level talks with China, which is expected to have a significant impact on trade between the two countries. Options traders are betting this could be great news for China's Alibaba Group Holding Limited BABA

Alibaba Options Traders Bet On Stock Jumping This Much By July Expiration - Alibaba Group Holding (NYSE:BABA)

Alibaba announced major organizational changes that could have major implications for investors.

Why Is Everyone Talking About Alibaba Stock?

Thanks to the upcoming spin-offs of its businesses, Alibaba Group Holding Limited's shares could rally in the short term. Despite this, there are reasons to believe that they remain uninvestable for long-term investors who were planning to hold the company's shares in their portfolios for the next few years.

Alibaba: Beijing Goes All In

MongoDB

Collaboration enables Alibaba Cloud customers to use MongoDB's flexible and highly scalable document-based data model and has led to 8x growth in usage since 2019 G-bit, Xindong, and Pumpkin Film among customers using ApsaraDB for MongoDB on Alibaba Cloud to build highly scalable applications NEW YORK , May 25, 2023 /PRNewswire/ -- MongoDB, Inc. (NASDAQ: MDB) and Alibaba Cloud, the digital technology and intelligence backbone of Alibaba Group (NYSE: BABA), today announced a four-year extension to their strategic global partnership that has seen significant growth since being announced in 2019. MongoDB provides the world's most popular non-relational database, and through this partnership, customers can easily adopt and consume MongoDB-as-a-service—ApsaraDB for MongoDB—from Alibaba Cloud's data centers globally.

MongoDB and Alibaba Cloud Extend Global Partnership

A senior health advisor has warned that China could face 65 million weekly Covid-19 infections in June, according to reports. It risks the rebound story.

Alibaba Leads China Stocks to Slump as Covid Fears Return, Risking Economic Rebound

BYD Company Limited

Tencent Holdings Limited

Finding the best Chinese stocks to buy can be tricky. Pandemic-induced lockdowns had a crippling effect on the Chinese tech industry, hitting manufacturing and clouding the industry outlook.

3 Chinese Stocks to Buy Before They Skyrocket in 2023

Coherent Corp

JD.com

Sibanye Stillwater

Capital One

Signet Jewelers

Zoom Video

With the Scion Asset Management hedge-fund manager rocketing to fame thanks to the film “The Big Short,” seemingly everyone wants to talk about Michael Burry stock picks. Recently, CNBC featured the contrarian and often-enigmatic investor, disclosing Scion's top 10 holdings as of the first quarter's end.

4 Michael Burry Stocks to Buy (and 3 to Sell)

Alibaba Group Holding Ltd. ( BABA , Financial) has lost significant value since 2021 due to Covid-19 disruptions, the regulatory tech crackdown and macro adversities.

Alibaba's Cloud Potential

Generation Investment exited its stake in Chinese online giant Alibaba in the first quarter. It bought Microsoft, Texas Instruments, and Coupang stock.

Al Gore's Firm Says Buying Alibaba Stock Was a ‘Mistake'

Reports indicate the CV19 lockdowns in China are easing, which I believe will benefit China's largest local commerce segment, which is weighing down the business' growth. I admire managements rapid response and the laying out of timelines for various IPO's from its AI enhanced Cloud to its logistics business.

Alibaba: Deep Value With IPOs Ready To Launch

After years of growth, Alibaba's Cloud division slowed its roll last year. Now the Chinese e-commerce giant is looking to sell the division.

Why Alibaba Stock Ticked Lower Today

Alibaba (NYSE: BABA ) is the latest major tech company to announce job cuts recently. Indeed, Alibaba layoffs are the talk of Wall Street today after the Chinese tech giant announced cutting about 7% of its cloud unit.

Alibaba Layoffs 2023: What to Know About the Latest BABA Job Cuts

Alibaba announced the biggest restructuring in its history earlier this year, and signaled last week that its cloud unit could be the first division to go public on its own.

Alibaba's Prized Cloud and AI Arm Is Slashing Jobs. Brace for the IPO.

Alibaba's CEO Daniel Zhang has long-seen cloud computing as a key part of the e-commerce giant's future.

Alibaba to cut 7% of workforce in its cloud unit as it pursues IPO for the division

Apple

AbbVie

AGNC Investment

AGNC Investment Corp - FXDFR PRF PERPETUAL USD 25 - Ser D 1/1000th int

AGNC Investment Corp. Deposit Shs Repr 1/1000th Cum Conv Red Pfd Registered Shs Series C

Allianz SE

Antero Midstream Partners

Apple Hospitality REIT

Ares Capital

Apollo Commercial Real Estate Finance

Broadcom

Boeing

Bank of America

BASF SE

Brookfield Renewable Partners

B&G Foods

Bank of Montreal

Bayerische Motoren Werke AG

Bank of Nova Scotia

Markets are racing higher as the earnings season turned out much better than expected. Sector rotation into tech stocks has led to a surge in big-tech with Nvidia clearly leading the pack.

My Dividend Stock Portfolio: New April Dividend Record - 99 Holdings With 21 Buys

Baidu

On their March quarter earnings calls, Chinese tech giants Baidu, Alibaba and Tencent outlined progress they're making with the development of generative AI.

China's internet giants bet big on A.I. as Beijing looks to rival U.S. on tech 'paradigm shift'

Charlie Munger (Trades, Portfolio)'s Daily Journal Corp. ( DJCO , Financial) owns four stocks, collectively valued at more than $160 million according to 13F filings. Chinese e-commerce giant Alibaba Group Holding Ltd.

Alibaba's Business Value Keeps Rising

Alibaba is benefiting from the economic reopening in China.

Should You Buy Alibaba Stock Right Now?

Zai Lab Ltd.

Pinduoduo Inc - ADR

Many Wall Street analysts still see an economic recovery playing out in China. President Biden recently said he expects relations with China to improve "very shortly.

Why Shares of Alibaba, PDD, and Zai Lab Are Rising Today

Alibaba FY4Q23 revenue was in-line with expectations while margins beat as a result of continued narrowing losses and improving operating efficiencies. I believe that Alibaba is executing well on its cost reduction initiatives as free cash flow margins expanded to 20% in FY2023 and free cash flow yield is now 11%.

Alibaba: Significant Discount To Sum-Of-The-Parts Valuation Not Warranted

Alibaba investors are caught at a crossroads as they must decide whether spinning off Alibaba Cloud entirely is good for BABA. With Alibaba losing a critical growth driver, investors must depend on its international commerce segment for growth.

Alibaba: Pessimistic Investors Send Another Buying Signal

Alibaba's Q4 earnings exceeded analysts' expectations. It's spinning off its cloud unit in an IPO.

Is Alibaba Stock a Buy Now?

ProShares Long Online/Short Stores ETF

First Trust International Equity Opportunities ETF

Proshares Online Retail ETF

Invesco Golden Dragon China ETF

Alibaba beat earnings estimates but missed on revenues when it reported fourth-quarter fiscal 2023 results.

Alibaba's Q4 Earnings Put These ETFs in Focus

Alibaba's move to spin out its Cloud services is a “no-brainer” that should help to increase the Chinese tech giant's value, analysts are saying. The company announced on Thursday its intentions to spin off its cloud business unit and prepare two other units for initial public offerings (IPOs) as part of its ongoing organizational restructuring.

News for Alibaba Stock (BABA)