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 FXI has gained more than 3% since the start of the year.

Options Traders See iShares China Large-Cap ETF Gaining This Much Within A Few Months - Alibaba Group Holding (NYSE:BABA), iShares China Large-Cap ETF (ARCA:FXI)

The Chinese tech giant, announced the unexpected decision to split its operations into six different units, each of which will have its own CEO and the possibility to seek future. With the new split, the management expects Alibaba to regain flexibility enabling the new six independent units to be completely focused on innovation and organic growth.

Alibaba: Valuing The 6 New Companies To Assess True Unlocked Value

Alibaba Group Holding Ltd ( BABA , Financial) is the largest e-commerce company in China. Over the past decade, the company has benefited from the astronomical growth in China's GDP and the rapid adoption of e-commerce.

Alibaba: A Post-Breakup Valuation Breakdown

With a core business in e-commerce, the tech giant remains sensitive to trends in the Chinese economy—and growth is picking up.

Alibaba's Split Isn't the Only Reason to Be Bullish

Alibaba will be reorganized into six business groups and other investments, which will help unlock shareholder value and foster market competitiveness.

Alibaba: Sum-Of-The-Parts Valuation Reveals Deep Value Opportunity

Foreign investors are steadily marching into China in the wake of Alibaba's plans to restructure, with money managers reckoning it is the latest sign the national leadership is turning friendlier to business as economic growth gains traction.

Foreign cash streaming back to China after Alibaba's plans

Fitch Ratings on Tuesday said that it doesn't expect Alibaba Group Holding Limited's new structure to bring about an immediate change in its credit profile.

Fitch says Alibaba's new structure will not impact credit profile

Alibaba announced plans to split its business into six distinct segments. My Sum of Parts valuation model indicates potentially strong upside and thus Alibaba is deeply undervalued (post-split) based on individual segment revenue forecasts and valuation multiples.

Alibaba: Sum Of The Parts Valuation Reveals Potentially Strong Upside

Alibaba Group is undergoing organizational reform, establishing six major divisions under the company. The restructuring plan, coupled with the reappearance of Jack Ma, suggests that the Chinese government is ready to ease pressure on tech firms.

Alibaba: Road To $160

This growth stock is capitalizing on continued momentum in the economic recovery from COVID-19.

1 Growth Stock Down 72% You'll Regret Not Buying on the Dip

Expedia

JD.com

As per a report by The Business Research Company, the global e-commerce industry is expected to reach $4.90 trillion by the end of 2027. Accordingly, this translates into a compounded annual growth rate of 11.4%.

3 Growth Stocks That Are Dominating the E-commerce Industry

Plus an investor's framework for evaluating company leadership.

It's Early Days for Alibaba's Potential Breakup

Amazon

In this article, I express my opinion on why Amazon should follow the example of Alibaba and spin off its business into separate, independent segments. This corporate action can unlock the value of its business units by creating more streamlined businesses that are easier for investors to value.

Why Amazon Should Follow Alibaba's Example

Disney

First Citizens BancShares

Here are seven major companies whose stocks moved on the week's news

Disney, First Citizens, Alibaba: Stocks That Defined the Week

Alibaba is splitting its business into six stand-alone divisions. Each division will be led by a separate CEO, and most will pursue new IPOs.

Will Alibaba's Historic Split Into 6 New Business Units Supercharge Its Stock?

China's Alibaba Group is reportedly planning to take its logistics business public. The tech giant is in discussions with banks for an initial public offering (IPO) for its Cainiao Smart Logistics Group on the Hong Kong market, Bloomberg News reported Thursday (March 30), citing people familiar with the matter.

Report: Alibaba Preparing IPO for $20 Billion Logistics Unit

Alibaba is planning to split into six different divisions. Many, if not all, of these units will explore initial public offerings.

Why Shares of Alibaba Are Flying This Week

The Chinese billionaire used his influence within Alibaba Group, the e-commerce empire he built, to orchestrate its breakup plans, people familiar with the matter said.

Jack Ma Engineered Alibaba's Breakup From Overseas

Alibaba Group Holding Ltd.'s BABA, +4.85% Cainiao logistics unit has started to prepare for an initial public offering in Hong Kong that could occur as soon as the end of this year, Bloomberg News reported Thursday.

Alibaba's Cainiao logistics unit prepping for Hong Kong IPO: report

Chinese e-commerce giant Alibaba (NYSE: BABA ) is in a major transition period, and some experts on Wall Street are very bullish on BABA stock. Could shares actually double, though?

BABA Stock Price Predictions: Can Alibaba Hit $200?

Alibaba stock has been on a tear after the Chinese bellwether announced a major business reorganization to unlock shareholder value. The post Alibaba Stock Strengthens After Business Shakeup Plans, But Is BABA Stock A Buy Now?

Alibaba Stock Strengthens After Business Shakeup Plans, But Is BABA Stock A Buy Now?

The Chinese equity market has been out of favor since the United States decided to stimulate the economy with newly printed dollar bills and rock-bottom interest rates as a way to pull the nation out of the slump brought on by the COVID-19 pandemic. While the American equity market has received all the attention and preference from investors, through investment influx as well as overall bullishness with earnings multiples exceeding the historical norm of 18x to 20x.

Alibaba Just Changed The Game For Chinese Tech Conglomerates

Alibaba stands to lose its cloud leadership in China. Alibaba remains attractive and cheaply valued when compared to Western alternatives.

Alibaba Stands To Lose Its Cloud Crown In 2023

It's the largest restructuring ever for the group, with important implications for shareholders as well as the wider Chinese tech sector.

Alibaba May Cede Control of Some Units in Split-Up Plan. Probably Not These Two.

The division of the E-Commerce giant is lifting the grim sentiment around the company, and a new chapter of Jack Ma's empire is beginning. Alibaba meets the requirements of a wonderful business. Despite the uncertainties associated with an investment in a Chinese company, the reward may significantly outweigh the risk.

News for Alibaba Stock (BABA)