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 is the largest ecommerce company in China and has a thriving cloud business. The Cyberspace Administration of China, recently bought a 1% stake in Alibaba, as "Golden Shares", which could give them a board seat.

Alibaba: Golden Share Catalyst And Solid Technicals

Investor Ryan Cohen has reportedly built a stake in Alibaba worth hundreds of millions of dollars. He has also pushed the Chinese eCommerce firm to expand its stock buyback program, The Wall Street Journal (WSJ) reported Monday (Jan. 16).

Activist Investor Ryan Cohen Expects Alibaba Growth Over 5 Years

Autohome

Silicon Motion Technology

TAL Education Group

Yum China Hlds

China Southern Airlines Company

ZTO Express

When the pandemic first erupted in China, the government kept the nation under a tight zero-Covid policy, thus clouding the narrative for Chinese stocks to buy. However, late last year, Beijing said it would start reopening its economy, the world's second largest.

7 Chinese Stocks to Buy as the Asian Giant Reopens

Activist investor Ryan Cohen has built a stake in China's Alibaba Group Holding Ltd worth hundreds of millions of dollars, the Wall Street Journal reported on Monday, citing people familiar with the matter.

Activist investor Ryan Cohen builds stake in Alibaba -WSJ

Cohen first contacted the Chinese e-commerce giant's board in August to say he saw the company's shares as undervalued.

Activist Investor Ryan Cohen Takes Stake in Alibaba and Pushes for More Stock Buybacks

After three years of pain, investors might finally get some gains.

Alibaba Stock Suddenly Becomes Wall Street's 2023 Top Pick

DiDi Global Inc

There is sweeping optimism that Beijing's crackdown on the technology sector that has also hit Tencent and JD.com, is thawing as companies address issues such as market dominance and the sharing of data.

Alibaba and Other Chinese Stocks Are Soaring as Tech Clampdown Eases

BABA is the largest e-commerce and cloud computing provider in China. BABA has experienced a significant decrease in its market valuation since its peak at $835 billion.

Why Alibaba Is Well-Positioned For Continued Success

Credit Suisse

Global stocks and U.S. stock-index futures drifted on Monday as investors remain optimistic that inflation is cooling.

Credit Suisse, Just Eat, Alibaba, and More Market Movers

Alibaba started allowing shoppers in Europe to pay for purchases on its international e-commerce platform only after receiving their merchandise.

Alibaba Seeks to Boost Sales Abroad With Buy Now, Pay Later

Lowe's

These industry leaders have bright prospects and trade at low valuations.

2 Wildly Undervalued Stocks to Buy in 2023 and Hold Forever

Alibaba's low payment fees encourage more commerce, which results in higher revenue. Thanks in part to an asset-light digital logistics offering, Alibaba still enjoys a wonderful FCF margin relative to Amazon when we exclude AWS and Alibaba Cloud.

Alibaba Continues To Benefit As The World Goes Digital

Alibaba looks like it's been rescued by some major tailwinds that should carry it through 2023. Let's take a look at some of them.

Is The Great Alibaba Recovery About To Begin?

Tencent Holdings Limited

Move marks shift in focus by Beijing as it tries to extend influence and keep sector in check

China to take ‘golden shares' in tech firms Alibaba and Tencent

Beijing is working to take ‘golden shares' in units of both companies, according to reports. The plan could represent an alternative to the regulatory crackdown that has hit Chinese technology stocks hard in recent years.

China 'Tries New Tactic' to Control Alibaba, Tencent. The Stocks Are Climbing.

Alibaba's shares have exploded higher this week. Ant Group announced that Jack Ma, controlling shareholder of Ant Group, will cede control of the FinTech.

Alibaba And The Ant Group Saga

China is moving to take minority stakes with special rights in the local units of Alibaba Group Holding Ltd and Tencent Holdings Ltd , the Financial Times reported on Friday.

China moving to take 'golden shares' in Alibaba, Tencent units - FT

China's Alibaba Group has reportedly sold half its take in Indian payments firm Paytm. The company sold its 3.1% stake in Paytm for $125 million via a block deal on Thursday (Jan. 12), Reuters reported, citing a source with direct knowledge of the sale.

Alibaba Sells Half Its Stake in India's Paytm

Jack Ma's fate serves as a reminder of what could happen to Alibaba shareholders.

Why Jack Ma's Departure From Ant Group Is Not a Reason to Buy Alibaba

We continue to be bullish on Alibaba - the stock is up nearly 46% since we last published our buy rating in November. We expect China's rapid move away from the lockdown environment to serve as a major tailwind for Alibaba, as China still accounts for the bulk of its revenues.

Alibaba: Better Positioned To Benefit From China's Reopening

China's Alibaba Group sold a 3.1% stake in Indian digital payments firm Paytm worth $125 million through a block deal on Thursday, a source with direct knowledge of the matter told Reuters.

Alibaba sells Paytm stake worth $125 mln via block deal - source

Developments of Alibaba reminded me of American Express during the salad oil scandal in the 1960s. A few essential similarities. Both Alibaba and Express faced horrendous uncertainties. But their core businesses remained intact.

Alibaba's Salad Oil Episode And Munger Unfazed Role

Why did Alibaba's stock price surge recently? We look at the numerous factors that helped this stock rebound so far in 2023, after a tough two years.

The Story Behind BABA's Recent Stock Surge

Payoneer Global

Second annual grants program nearly doubled applicant pool across dozens of industries; winners receive US $10,000 grants and US $5,000 in Alibaba.com logistics resources to support growth of entrepreneur economy Company also announces "Bonus Round" to select grand prize winner NEW YORK , Jan. 10, 2023 /PRNewswire/ -- Alibaba.com, one of the world's largest B2B e-commerce marketplaces and a business unit of Alibaba Group (NYSE: BABA), announced today the 50 recipients of its second annual Manifest Grants Program. The winners, representing a broad range of industries, regions and cultures across the United States, will each receive US $10,000 along with a host of resources from Alibaba.com and Manifest Grants Program partners to help them continue to innovate and build their businesses in this competitive market.

Alibaba.com Announces Recipients of 2022 Manifest Grants Program, Commits US $750,000 to 50 Innovative American Small Businesses

KE Holdings

Kingsoft Cloud Holdings

OneConnect Financial Tech Co Ltd ADR

Pinduoduo Inc - ADR

Tencent Music Entertainment Group 

Full Truck Alliance Co Ltd

Hong Kong IPOs fell sharply last year, but the fundraising is expected to rebound this year as global inflation moderates and China reopens. The fading threat of forced de-listings for Chinese companies in New York could have a negative impact on Hong Kong IPOs this year.

News for Alibaba Stock (BABA)