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 (NYSE: BABA ) stock is rising higher on Tuesday as investors prepare for the e-commerce company to release earnings later this week. When that earnings report comes out, Alibaba is expected to announce a 4.3% increase in revenue.

Why Is Alibaba (BABA) Stock Up 10% Today?

JD.com

KraneShares CSI China Internet ETF

Pinduoduo Inc - ADR

A strategist who has been cautious toward the world's second-largest economy for two years is changing his view.

Bank of America strategist says he's tactically bullish on China for first time in two years as Hang Seng enters bull market

The Chinese e-commerce and cloud giant still has a lot to prove.

1 Green Flag for Alibaba in 2023, and 1 Red Flag

Tencent Holdings Limited

Chinese retail sales fell 0.5% in October from a year earlier, although online sales of physical goods rose.

Alibaba, Tencent Gain in China Rally Despite Gloomy Economic Data

Shares of Chinese internet giants jumped in Hong Kong, after official data showed better-than-expected October retail sales in the world's second-largest economy.

Alibaba, Tencent, lead Hong Kong tech stocks higher after upbeat China online retail sales data

Cainiao, the logistics arm of Alibaba, is traveling far from home to seek expansion for its business. The company recently launched its first parcel distribution center in Brazil, adding to its regional network of sorting centers in Mexico and Chile, it said Monday.

Alibaba eyes logistics growth in LatAm as China commerce slows

Alibaba's (BABA) second-quarter fiscal 2023 results are expected to reflect strength in e-commerce and the cloud business despite macroeconomic concerns.

What's in the Offing for Alibaba (BABA) in Q2 Earnings?

Kanzhun Ltd

Full Truck Alliance Co Ltd

The government in Beijing announced more measures to contain China's property sector decline and relaxed some COVID-19 restrictions.

Why Chinese Stocks Alibaba, Kanzhun, and Full Truck Alliance Were Surging Today

Alibaba's stock price crashed to a new low below $60 recently. While everyone's busy wondering where the bottom is in Alibaba, the bottom could be in.

Alibaba: Now A Strong Buy

Chinese stocks have outperformed after progress was made with two key market headwinds. It has little to do with the Singles Day shopping event.

Alibaba and JD.com Stocks Are Rising. Don't Thank Singles Day Sales Results.

I expect Alibaba to deliver above-expectations earnings when the company releases its Q2 FY 2023 financial results this Thursday. The key items to watch for Alibaba, apart from the probability of an EPS beat, include Double 11 performance, China's pandemic policy, and regulatory risks.

Alibaba: Key Items To Watch Before The Earnings Report

The expansion comes as China's retail growth has slowed — Alibaba for the first time didn't release total sales for its Singles' Day shopping festival.

Alibaba's Cainiao opens LatAm headquarters in Brazil

Historically, China's e-commerce sales event has generated striking sales gains. This year looks subdued.

Was Singles Day a Dud? Alibaba and JD.com Decline to Give Numbers.

Alibaba heads into its FQ2'23 earnings release on November 17 without disclosing its sales figures for its recently concluded Singles' Day (11.11) sales event. We discuss why even a relatively weak FQ2 earnings release should not impact the potential re-rating of BABA as China has started to refine its zero COVID policy.

Alibaba: Refinement Of Zero COVID Policy Lifts Market Sentiments

Chinese e-commerce giant Alibaba has not released full sales figures for its annual Singles Day event for the first time ever, as a cooling economy dampened demand.

Alibaba keeps Singles Day sales tally under wraps for first time

The annual retail festival is another sign of depressed consumer sentiment under China's stringent Covid-19 policy.

Alibaba Reports Weak Singles Day Sales Growth

Baidu

Things seem to be getting worse in China. In recent months, Chinese President Xi Jinping has consolidated his grip on power.

3 Chinese Stocks Smart Investors Shouldn't Touch With a 10-Foot Pole

In what has been a tough year so far for Chinese stocks, e-commerce titans Alibaba (NYSE: BABA ) and JD.com (NASDAQ: JD ) popped higher on Friday, the latter winning bragging rights and rising 6% versus BABA at 2%. The enthusiasm aligns with China's Singles Day event, an initiative sparked from an anti-Valentine's Day movement that catapulted into a national barometer for consumer sentiment.

Chinese Stocks BABA, JD Rise on Singles Day Event

HANGZHOU, China--( BUSINESS WIRE )--Alibaba Group Holding Limited (NYSE: BABA; HKEX: 9988) today successfully concluded its 14th annual 11.11 Global Shopping Festival (“11.11”) and delivered results in line with last year's GMV performance despite macro challenges and Covid-related impact.

Alibaba's 2022 11.11 Global Shopping Festival Facilitates Quality Growth for Brands and Merchants

Yesterday's flush of bullishness is tempering in the early trading session today. All major indices are down, but not significantly.

Markets Give Back Some Gains on Bank Holiday

Alibaba stock has been hit hard by selling in recent months amid a Covid outbreak, regulatory concerns and an economic slowdown in China. The post Alibaba Stock Rips Higher On China Covid News, Singles Day Optimism, But Is BABA Stock A Buy Now?

Alibaba Stock Rips Higher On China Covid News, Singles Day Optimism, But Is BABA Stock A Buy Now?

Hong Kong's Hang Seng Tech Index closed 10% higher on Friday as stocks surged on optimism over a fuller reopening.

JD. Com, Alibaba Stocks Surge After China Relaxes Some Covid-19 Measures

On Thursday morning, Alibaba stock rallied 7.5% on the NYSE despite falling in Hong Kong the night before. There could be more large rallies in BABA stock this year if the audit review goes well and the next earnings release is good.

Alibaba: FOMO Is No Reason To Buy

Fisher Investments, the firm led by Ken Fisher (Trades, Portfolio), disclosed in a regulatory filing that its top trades during the third quarter included reductions to its holdings of Tencent Holdings Ltd. ( TCEHY , Financial) and Alibaba Group Holding Ltd.

Ken Fisher's Firm Chops Tencent, Alibaba Positions in 3rd Quarter

Singles Day matters, but it is far from the biggest factor influencing Alibaba stock. Can the Chinese e-commerce giant beat out history?

News for Alibaba Stock (BABA)