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

China's official manufacturing purchasing managers index came in hotter than expected for February, also marking the fastest growth in more than a decade.

Alibaba and China Stocks Are Rallying. Chinese Growth Means Lockdown Pain Is in the Past.

Bill Ackman's Pershing Square Management doesn't own many stocks, but this one is my favorite.

My Top Bill Ackman Stock to Buy Now in March

Michael Burry's portfolio does not look as bearish as it did three months earlier.

My Top Michael Burry Stock to Buy Now in March

Alibaba reported solid third-quarter results and could not only beat revenue and EPS estimates but could increase operating income and its bottom line again. And while risks still exist – especially political issues are concerning – we should not forget that we are dealing with a great business that has a wide economic moat.

Alibaba: At Some Point, The Buying Opportunity Will Pass

Alibaba continues repurchasing shares at an aggressive pace, with over 45 million share repurchases done during the quarter. BABA significant free cash flow generation continues to enhance its liquidity position and give it flexibility to invest in growth segments such as Alibaba Cloud and Cainiao.

Alibaba: Q3 Earnings Display Its Cash Cow Potential

Charlie Munger (Trades, Portfolio) injected massive capital into Alibaba Group Holding Ltd. ( BABA , Financial) by accumulating American depositary receipts through Daily Journal Corp. ( DJCO , Financial) in 2021.

Munger's Alibaba Regrets

Solid quarterly earnings have spurred optimism over Alibaba among analysts. But an unnerving development involving a tech financier may warrant caution.

Alibaba's Recovery Has Momentum. This Is One Potential Risk.

Alibaba stock posted a better-than-expected set of Q3 FY'23 results despite relatively weak macroeconomic conditions and Covid-19-related supply chain and logistics disruptions over the quarter.

Alibaba Stock's Low Relative Valuation, Strong Earnings Make It A Buy

Alibaba is the largest e-commerce company in China and also is a leader in the cloud. The company reported solid financial results in the fourth quarter of 2022, as it beat both revenue and earrings forecasts.

Alibaba: Double Earnings Beat And Undervalued Intrinsically

The business is much more profitable than you would expect.

1 Thing Everyone Missed About Alibaba's Quarter

The economic reopening in China could be a massive tailwind for Alibaba stock.

Is Alibaba Stock a Buy After Q4 Earnings?

Apple

Amazon

Alphabet

Microsoft

Charles Schwab

Tesla

Some hedge funds are known to deliver market-beating returns, so many retail investors want to know which stocks hedge funds are betting on.

These Were the Top 10 Hot Stocks Among Hedge Funds in Q4 2022

Alibaba's (BABA) third-quarter fiscal 2023 results reflect strength across International commerce, cloud and Cainiao logistics businesses.

Alibaba (BABA) Q3 Earnings Beat Estimates, Revenues Rise Y/Y

Chinese e-commerce giant Alibaba Group (BABA) reported robust third-quarter fiscal 2023, wherein it beat the Zacks Consensus Estimate for both earnings and revenues.

Alibaba Tops Q3 Earnings Estimates: ETFs to Tap

Alibaba reported results for its December quarter yesterday. The e-Commerce company disclosed revenue growth in the low-single-digit and strong free cash flow.

Alibaba Remains A Top Pick For 2023

After a major earnings beat announced on Thursday, Alibaba (NYSE:BABA) stock soared over 6%, before crashing back down to earth less than 24 hours later.

Concerns Over Chinese ‘Price War' Sees Alibaba Stock Plunges Despite Major Earnings Beat

Jack Ma's wealth gain for the year all but evaporated, after Alibaba's stock was dragged lower on renewed worries over the company's growth prospects.

Jack Ma Loses His $3 Billion Gain As Investors Worry About Alibaba's Growth Outlook

Online sales remained weak this year through early February, Alibaba CEO Daniel Zhang said during a quarterly earnings call.

China's online shoppers started the year cautiously, Alibaba says

Baidu

Geopolitics are weighing on investors, especially as flashpoints between the U.S. and China continue.

Chinese Stocks Are a Big Risk. Russia and Taiwan Are the Reasons Why.

Alibaba's quarterly revenue rose 2% from a year earlier as the Chinese tech company recovers from last years zero-covid lockdowns and a recent regulatory crackdown.

Alibaba posts lackluster growth, hit by China's pandemic control measures

Alibaba Group Holding Ltd (NYSE:BABA ) Q3 2023 Earnings Conference Call February 23, 2023 7:30 AM ET Company Participants Robert Lin - IR Daniel Zhang - CEO & Executive Chairman Toby Xu - CFO Conference Call Participants Alex Yao - JPMorgan Chase & Co. Ronald Keung - Goldman Sachs Group Eddie Leung - Bank of America Merrill Lynch Alicia Yap - Citigroup Jiong Shao - Barclays Bank Jerry Liu - UBS Operator Good day, ladies and gentlemen. Thank you for standing by.

Alibaba Group Holding Ltd (BABA) Q3 2023 Earnings Call Transcript

Black Knight

Coherent Corp

JD.com

MGM Resorts

SkyWest

Wolverine World Wide

Michael Burry, the famed investor covered in Michael Lewis' book, “The Big Short,” and portrayed by Christian Bale in a 2015 movie of the same name, released the fourth-quarter 2022 equity portfolio for Scion Asset Management earlier this month.

Michael Burry's Top Buys of the 4th Quarter

Alibaba Group (NYSE:BABA) easily topped fiscal third-quarter expectations on the top and bottom lines, but investors may already pricing in a banner fiscal fourth quarter, too.  The Chinese telecommunications titan has been hampered in recent months by severe restrictions in the country due to Covid-19 — restrictions that were abruptly lifted in December.

Alibaba beats expectations and that was before China lifted 'zero Covid' restrictions

Alibaba Group (NYSE: BABA) rose in pre-market trading in New York; its shares increased by more than 6%. The online retailer considerably surpassed the average expectation of 35 billion yuan by reporting net profits of 46.8 billion yuan ($6.8 billion).

Can Alibaba Sustain the earnings Boost?

China's Alibaba Group said Thursday its revenue rose two percent year-on-year in the quarter ending December 2022, as the internet giant shook off the impact of strict COVID containment measures and a slump in consumer demand.

News for Alibaba Stock (BABA)