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

Apple

Advanced Micro Devices

Disney

General Motors

Home Depot

Gartner

While it's easy to associate Reddit with riskier financial plays, many stocks boast massive potential for long-term gains. These companies have plenty to offer to investors willing to look past their sensational headlines and dig deeper into their fundamentals.

7 Best Reddit Stocks to Buy Now

Baidu

Bilibili

The Chinese government has announced additional steps in advance of easing its zero-COVID policy.

Why Alibaba, Baidu, and Other Chinese Stocks Rallied on Wednesday

Pinduoduo Inc - ADR

China Stocks Regain Momentum

Investors are hopeful Covid restrictions will loosen

Why Are Chinese Stocks Up Today

JD.com

China ramping up vaccines for elderly residents and changes in testing in a major port city fueled speculation China may relax its zero-COVID stance.

Alibaba, JD, and other Chinese stocks jump as easing of some virus restrictions fuels hopes China will back down from zero-COVID policy

Avoiding risky stocks like Alibaba should be your investing New Year's resolution.

Why I'm Not Touching Alibaba in 2023

U.S.-listed shares of Chinese internet names were gaining in Tuesday's premarket action amid indications that the Chinese government was getting a better hold on the COVID-19 situation in the country.

China stocks including Alibaba, Nio rally as Chinese officials say they'll boost vaccines for the elderly

Investors are carefully monitoring Chinese tech stocks amid protests over COVID-19 restrictions. China's central bank last week loosened bank reserve requirements.

Wall Street's Most Accurate Analysts Reshuffled Their Best Chinese Internet Picks, Here They Are - Alibaba Group Holding (NYSE:BABA), Baidu (NASDAQ:BIDU)

The narrative has shifted, and investors see protests actually accelerating the easing of tough Covid-19 restrictions in China.

Alibaba and Other China Stocks Surge. Markets See the Bull Case in Unrest.

While top line growth is now close to zero, Alibaba could increase operating income, earnings per share, and free cash flow at a high pace. Despite different risks continuing to exist for Alibaba, the growth potential for the different business segments remains high.

Alibaba: Candidate For The Record Book Of Mispriced Stocks

Global X MSCI China Information Technology ETF

Invesco China Technology ETF

Direxion Daily CSI China Internet Index Bull 2X Shares

DiDi Global Inc

KraneShares CSI China Internet ETF

Tencent Holdings Limited

Increased regulation of China's consumer tech industry has seriously dented company revenues, with widespread implications. But the digitisation of industry - supported by government policies - provides an opportunity for growth, which could help the overall digital economy grow by an average of 16% per year over the next decade.

China's Digital Economy: Divided But Growing

Most Chinese stocks are down since 2021 started, and Alibaba is not an exception to the rule. Alibaba has entered the grocery industry, and this drove overall margins down, so although the overall business is growing, it also comes with less and less profitability.

Alibaba: Wait And See

Alibaba, JD.com and more widely-held Chinese stocks were slipping lower on Monday—but they haven't reacted all that much amid some of the worst social unrest to hit China in decades. At least not yet.

Chinese Stocks Like Alibaba Aren't Reacting Much to the Covid-19 Unrest. Not Yet.

There are good reasons for investors to hold on to Alibaba's shares.

I'm Getting More Comfortable With My Alibaba Stock. Here's Why

China just notched the most daily Covid-19 infections since the start of the pandemic. Investors hoping for a market turnaround should think twice.

Alibaba and Other Chinese Stocks Keep Rallying. A Big Risk Is Being Ignored.

Alibaba stock is down around 61% over the past five years. We believe the pullback creates an attractive entry point to invest in the company at a discount. We expect continuing COVID-19 lockdowns and weaker consumer spending in China to pressure the stock's main source of revenue, China e-commerce.

Open Sesame - Alibaba, Buy The Bottom

Debt-laden Chinese conglomerate Fosun International is seeking to offload a minority stake in Alibaba Group's logistics arm Cainiao, in a deal that could fetch up to $1 billion, two people with direct knowledge of the matter said.

China's Fosun seeks to sell stake in Alibaba's logistics arm Cainiao- sources

Without the ability to turn significant profits, Alibaba is struggling. Fortunately, the industry as a whole is facing challenges, so watch the sector closely.

Is This The Right Time to Invest in Alibaba?

Alibaba's mixed Q2 results show that the company is more than likely to continue to underperform as long as the structural issues of China's economy are not resolved. The devaluation of the yuan along with the constant implementation of movement restrictions and a declining demographic would continue to hamper Alibaba's business in the foreseeable future.

Alibaba: Fortunes Will Be Lost

I look at the company through the prism of its 7 business segments and try to understand why Alibaba stock fell so hard year-to-date. I consider BABA uninvestable - not only because of Taiwan, delisting, or authoritarianism. The problem is much deeper.

Alibaba's Asset Structure Is Another Reason To Stay Aside

The Chinese tech giant faces plenty of near-term challenges.

Alibaba Stock Is Down 75% From Its High. Time to Buy?

Alibaba and Tencent both reported earnings this week. Both companies rallied after their releases came out.

Alibaba Vs. Tencent - Which Is A Better Buy Post Earnings?

China internet stocks, including Alibaba, JD.com and Tencent, are facing a long list of challenges that have slowed revenue growth. The post China Internet Stocks Buffeted By Tough Challenges, Slowing Growth appeared first on Investor's Business Daily.

China Internet Stocks Buffeted By Tough Challenges, Slowing Growth

HUYA Inc - ADR

Tencent Music Entertainment Group 

Better-than-feared earnings and a real estate rescue package from the government helped beaten-down Chinese internet stocks find their footing.

Why Alibaba, Tencent Music Entertainment, and Huya Rallied This Week

Alibaba Group Holding Limited has just published its fiscal Q2 2023 quarterly earnings for the period ending 30 September 2022. The company's sales ($29.12B) were below the estimates of ($29.61B), whilst Alibaba reported a quarterly net loss of $2.89B.

News for Alibaba Stock (BABA)