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 partnership will provide Alibaba's clients with a launchpad that aims to help businesses launch their own metaverse spaces on Avalanche's blockchain.

Alibaba Cloud, Avalanche partner to deploy metaverses on the blockchain

Alibaba is reportedly mulling a U.S. initial public offering (IPO) for its eCommerce unit. The Chinese tech giant is in the early stages of weighing the listing, Bloomberg reported Thursday (May 4), citing unnamed sources.

Report: Alibaba Considers Taking eCommerce Business Public

Sellers have hit Alibaba stock hard in recent weeks, but shares rallied early Thursday on reports the company is considering a U.S. IPO. The post Alibaba Stock Tries To Rebound Amid Renewed IPO Chatter, But Is BABA Stock A Buy Now?

Alibaba Stock Tries To Rebound Amid Renewed IPO Chatter, But Is BABA Stock A Buy Now?

JD.com

Pinduoduo Inc - ADR

China's economy has shown signs of life this year, but investors are not yet convinced it will turn into a full-scale recovery. An investigation by CNN revealed that there is evidence of malware on the Pinduoduo app.

Why Shares of Alibaba, JD.com, and PDD Fell in April

Charismatic figure has professorships in Hong Kong, Tokyo, Tel Aviv and Kigali, newspaper says

Alibaba Founder Jack Ma Returns To Public Life In Universities Outside Of Mainland China — SCMP

Baidu

Chinese stocks have underperformed of late. Despite an early bounce in 2023, many of the top U.S.-listed Chinese stocks have since declined.

3 Chinese Stocks I'm Considering Buying Right Now

Tencent Holdings Limited

The two biggest technology stocks in China are Alibaba ( BABA , Financial)( HKSE:09988 , Financial) and Tencent ( TCEHY , Financial)( HKSE:00700 , Financial). These companies are very different in their operations, with Alibaba being focused on e-commerce and cloud computing and Tencent focusing on social media and video games.

Alibaba Vs. Tencent: Which Is the Better Chinese Technology Bet?

Alibaba Group Holding Ltd.'s ( BABA , Financial) stock has been under pressure for over two years.

Alibaba Is Ready for Takeoff

Jack Ma, a cofounder of Chinese e-commerce giant Alibaba Group, will be a visiting professor at Tokyo College, a research institute run by the prestigious University of Tokyo, the university said Monday.

Alibaba's Jack Ma turns up in Japan as college professor

Apple

Alphabet

Taiwan Semiconductor Manufacturing

Big tech earnings season is well underway. By now, most of the big names have reported their first quarter numbers.

5 Tech Stocks I'm Holding Through Earnings Season

Alibaba Group Holding Limited is about to restructure its business operations in the coming months and execute spinoffs of its various divisions.

Alibaba: Beijing Gives The Green Light

The Chinese e-commerce giant is splitting into six separate entities. Eventually, these divisions may list as separate public companies.

Alibaba Looks Interesting Right Now. Here's Why.

Alibaba Cloud has cut prices for its core and storage products by up to 50%, Securities Times reported on Wednesday.

Alibaba Cloud cuts prices by up to 50% for core, storage products - Securities Times

Alibaba and Tencent are leaders in China's tech sector. Both are well-positioned to grow in the coming years.

Better Buy: Alibaba vs. Tencent Stock

Amazon

Pinterest

Under the Digital Services Act (DSA), Europe regulators will be able to police content to reduce harmful comments and set rules for the use of artificial intelligence.

Amazon, Apple and more: EU names the Big Tech platforms set to face tougher regulatory scrutiny

The generative AI world is evolving so rapidly that every few days we see startups rolling out new applications powered by large language models (LLMs).

AI assistants come to Alibaba and a16z-backed Cider

Three Chinese companies make the list of the cheapest AI stocks. Two U.S. AI leaders are also more attractively valued than many of their peers.

The 5 Cheapest Top AI Stocks on the Market Right Now

BEIJING , April 24, 2023 /PRNewswire/ -- 36Kr Holdings Inc. ("36Kr" or the "Company") (NASDAQ: KRKR), a prominent brand and pioneering platform dedicated to serving New Economy participants in China, today announced that it has opened an e-commerce store using AI technology, making the Company an industry frontrunner in the application of AI. 36Kr will continuously pursue business innovation by exploring AI technology and empowering its efforts in diversified monetization.

36Kr Pioneers the Application of AI Technology in Opening an E-Commerce Store and Leveraging AI to Explore Diversified Monetization Avenues

Alibaba and JD could both benefit from China's post-COVID recovery. Alibaba faces more regulatory challenges than JD, but its business is more broadly diversified and its stock is cheaper.

Better Chinese Stock: Alibaba vs. JD.com

Brazil's finance minister said on Thursday the country would implement a new "digital tax" on shipments from e-commerce giants, after backtracking earlier this week from a decision to tax individual-to-individual shipments of up to $50.

Brazil mulls 'digital tax' on shipments from e-commerce giants -minister

Alibaba.com highlights an 88% increase in buyers seeking sustainable products over the past year NEW YORK , April 20, 2023 /PRNewswire/ -- Alibaba.com, one of the world's largest B2B e-commerce marketplaces, a business unit of Alibaba Group (NYSE: BABA), released top insights on sustainable product demand from buyers worldwide from 2022 to 2023. As a leading hub for e-commerce buyers looking to purchase cost-effective, eco-friendly products, Alibaba.com is using this data to help SMB and suppliers alike recognize the global need and increasing demand for sustainable product offerings.

Alibaba.com Reports Substantial Increase in Demand for Sustainable Products Across the Globe

Alibaba Group Holding Limited is currently priced at only 8.5x its FY1 pretax earnings. As such, it provides a very asymmetric return/risk profile according to the so-called Buffett's 10x pre-tax rule (earnings before taxes, EBT).

Alibaba: Irresistible According To Buffett's 10x EBT Rule

Alibaba business units will have more discretion to act in their best interests. Investors can better understand the value of the Alibaba's individual businesses.

Alibaba's Decision to Break Out Its Empire Could Be Game Changing

The well-respected investment manager might be onto something with this stock pick.

1 Michael Burry Stock Down 70% You'll Regret Not Buying on the Dip

China's gross domestic product grew 4.5% in the first quarter of the year. However, parts of the economy remain weak.

News for Alibaba Stock (BABA)