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

Alibaba will split itself into six units in a bid to unlock shareholder value—the biggest overhaul in the history of one of China's most important companies.

Alibaba Splits Into Six Units in Unprecedented Shakeup

Lyft

Here are some of the biggest movers on Tuesday with banks no longer featuring at the extremes as volatility in the sector subsides.

Alibaba's and Lyft's stocks surge, Tommy Hilfiger parent PVH shares rally and other stocks on the move

Alibaba Group plans to split its business into six main units covering e-commerce to cloud in the biggest restructuring of its 24-year history.

Alibaba to break up business into six units, seek IPOs

Alibaba Group plans to split its business into six independently run entities, the biggest structural overhaul in its history.

Alibaba to Split Into Six Separate Groups in Biggest Shake-Up

Alibaba Group (NYSE:BABA) Holding Ltd has announced plans to split its business into six separate units, covering e-commerce, media, and cloud operations, marking the most significant overhaul of the Chinese e-commerce giant since its founding in the late 90s. The shake-up is expected to pave the way for future spinoffs and individual IPOs of the six separate units: Cloud Intelligence Group Taobao Tmall Commerce Group Local Services Group Cainiao Smart Logistics Group Global Digital Commerce Group and Digital Media and Entertainment Group Alibaba chief executive officer Daniel Zhang will head up the cloud intelligence division, while former international retail chief Jiang Fan will lead the digital business unit.

IPOpen Sesame! Alibaba and the six public listings

Alibaba Group Holding Ltd said it plans split its business into six main units covering e-commerce, media and the cloud, adding that each of the units will explore fundraising or initial public offerings.

Alibaba to split into six units

Alibaba plans to split itself into six units, each of which will explore fundraising including possible IPOs, according to reports.

Alibaba Stock Is Soaring. Brace for a Big Change to the Company—and Spinoffs.

Alibaba said Tuesday it will split its company into six business groups, each with the ability to raise outside funding and go public.

Alibaba shares pop 6% after it says it will split into 6 business units

Alibaba Group is planning to split into six units and explore fundraisings or listings for most of them, it said on Tuesday, in a major revamp as China vows to ease a sweeping regulatory crackdown and support its private enterprises.

China's Alibaba to break up empire into six units as Jack Ma returns home

Alibaba founder Jack Ma has been spotted in China in a potential sign that Beijing is warming to technology giants again after a crackdown on the sector.

Alibaba founder Jack Ma back in China after months abroad in sign Beijing may be warming to tech

Jack Ma's unexpected return to China may signal a turning point for Alibaba and the nation's tech sector, with potential implications for business confidence and regulatory relations.

Jack Ma's Surprising Reappearance in China

Alibaba founder Jack Ma has resurfaced in China after months of overseas travel, visiting a school Monday in the city where his company is headquartered and discussed topics such as artificial intelligence.

Alibaba's Jack Ma returns to mainland China

Jack Ma, the billionaire founder of Alibaba and once one of China's most prominent entrepreneurs, has made a rare public appearance in the country.

Jack Ma makes rare public appearance in China

Alibaba Group Holding Limited shares climbed after news broke that billionaire founder Jack Ma has reportedly returned to China, ending a stay overseas of more than a year. Ma has had a rocky 2021 with the Chinese government, leading to time out of the public eye.

Alibaba shares climb after founder Jack Ma reportedly returns to China

Jack Ma's whereabouts are making headlines again roughly a year after the billionaire founder of Alibaba disappeared from the public eye. Bloomberg reported Monday that Ma had chosen to stay abroad despite China's efforts to restore confidence in entrepreneurs, citing unnamed sources.

Alibaba founder Jack Ma returns to China after a year of uncertainty

Jack Ma has returned to China, a positive development to help improve business sentiments in China's private sector after its unprecedented regulatory clampdown. China's consumption growth has seen signs of recovery. As China's leading e-commerce platform, it should improve Alibaba's ability to meet analysts' estimates.

Alibaba: Jack Ma's Return Should Bolster Investors' Sentiments

HONG KONG/BEIJING, March 27 (Reuters) - Alibaba (9988.HK) founder Jack Ma has returned to China, ending a stay overseas of more than a year that industry viewed as reflecting the sober mood of its private businesses, and which sources said eventually spurred the new premier to reach out.

Jack Ma returns to China as government tries to allay private sector fears

Billionaire is thought to have remained outside country after state crackdown on tech sector

Alibaba founder Jack Ma seen in China after months of absence

Alibaba co-founder Jack Ma returns to China after spending roughly a year overseas, The Wall Street Journal reports.

Jack Ma Returns to China. What It Means for Alibaba.

The billionaire's trip home after a year away comes as Beijing winds down a tech crackdown that hit entrepreneurs' confidence.

Alibaba Co-Founder Jack Ma Returns to China

Shopify

Alibaba faces tough macroeconomic, regulatory, and competitive headwinds in China. Shopify's expansion of its lower-margin businesses is compressing its gross margins.

Better Buy: Alibaba vs. Shopify

Alibaba undoubtedly suffered severe profit speed bumps in recent past years. However, it coped with these challenges successfully in my view, and I see even better days lie ahead now due to several immediate catalysts.

Alibaba: Valuation Unjustifiably Low

A U.S. judge narrowed a lawsuit by Alibaba Group Holding Ltd shareholders accusing the Chinese e-commerce company founded by Jack Ma of misleading them about its alleged monopolistic practices and a shelved initial public offering for its Ant Group affiliate.

U.S. judge narrows shareholder lawsuit against Alibaba

A U.S. judge on Wednesday dismissed part of a shareholder lawsuit against Alibaba Group Holding Ltd , and dismissed shareholder claims against Alibaba founder Jack Ma.

U.S. judge dismisses part of Alibaba shareholder lawsuit

ARK Industrial Innovation ETF

Coinbase

Intuitive Surgical

Palantir Technologies

Snowflake

Many institutional and retail investors and traders often embrace fads for relatively short amounts of time. In other words, many entities will buy stocks within a “hot” category for six months to a year.

News for Alibaba Stock (BABA)