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's shares may seem undervalued at current levels but they're really not, when compared with industry comparables. To make matters worse, recent policies by Chinese regulators limit the upside potential, and elevate the risk profile, for Alibaba.

Alibaba: Beijing Problem Gets Worse

As Alibaba Group wraps up the world's biggest online shopping festival on Friday, the operative word seems to be flat - potentially flat sales and flat in tone with the Chinese e-commerce giant not even holding its usual gala show.

Alibaba's Singles Day shopping event set to end with subdued sales and no fanfare

Starbucks

With more countries across Asia reopening, China is expected to loosen its Zero-Covid policy and reopen as well for international business and travel at some point in the near future.

Alibaba (BABA) vs. Starbucks (SBUX): Which Stock is Better if China Reopens

Jack Ma's decline in net worth to $20.6 billion follows his retreat from the internet business empire he cofounded.

Alibaba's Jack Ma Stays At No. 5 On China's 100 Richest 2022 Despite A Drop In Wealth

Alibaba's setback is likely more temporary than permanent.

Down But Not Out: 2 Reasons to Hang On To Alibaba Stock

BABA lost 82% of its value in 727 days, a significant reversal will not happen overnight and a long-term uptrend will only form when institutional investors build up their trust. The problem with such a steep decline is the massive technical, but also psychological, overhead resistance that the stock has to overcome before possibly setting up a sustained rally.

Alibaba: Not The Time To Buy (Technical Analysis)

AliExpress said it spent 10 billion won this year in South Korea to lower product prices, after launching three-to-five-day shipping last year.

Alibaba's international arm is spending millions to expand into South Korea

Alibaba has a new positive catalyst as China is expected to change its zero-COVID policy. Alibaba is significantly undervalued in my opinion, leaving room for strong stock price appreciation.

Alibaba Stock Could Potentially Double In 2023

Investor sentiment is overly pessimistic on the PCAOB audit where there are multiple signs that Alibaba could walk away without any issues. Online retail sales were better-than-expected and show improvement in the recent quarter, which bodes well for Alibaba.

Alibaba: This Is The Time For Bottom Fishing

JD.com

Chinese authorities repeatedly have quashed rumors that the country would ease restrictive Covid-19 policies. The market doesn't seem to be listening.

Alibaba and Other Chinese Stocks Are Rallying Again. It Doesn't Make Sense.

A data-centric juggernaut with a diversified business model boasting elevated consumer mindshare, strong network effects, and robust fundamentals and financials, trades at a discount. Lots of compelling reasons to buy. Credible competitors, business deceleration off a large base implying growth concerns, execution complexity, risks of margin compression for new ventures, constitute key business parameters challenging this bullish case.

Risky Alibaba's Irresistible Appeal

Alibaba Group Holdings Inc (NYSE: BABA) gapped up over 9% Friday but immediately ran into a group of sellers who knocked the stock down to almost completely fill the empty range.

Alibaba Climbs As Hang Seng Bounces In Relief: Here's What's Going On

Li Auto Inc.

Chinese stocks bounced today on hopes that the Chinese government will soon ease restrictive COVID policies.

Why Shares of Alibaba, JD.Com, and Li Auto Are Rising Today

Bilibili

Reports are starting to trickle out that China may soon start easing up on its strict Covid-19 protocols in a reopening effort.

China Reopening Rumors Are Boosting These 3 Stocks

A former top disease control official in China said the country will make changes to its zero-COVID policy in the coming months, Reuters reported.

Alibaba leaps 10% as US-listed Chinese stocks rally on further speculation Beijing is set to reopen its economy after strict lockdown measures

U.S.-listed shares of Chinese internet companies including Alibaba Group Holding Ltd. and Nio Inc. were rallying sharply in premarket trading Friday as hopeful sentiment continued to build over the possibility that the country was planning to relax its strict COVID-19 policies.

Alibaba, JD.com, Nio extend rally in Chinese stocks amid continued hope for relaxing COVID rules

HANGZHOU, China--(BUSINESS WIRE)--Alibaba Group Holding Limited (NYSE: BABA and HKEX: 9988, “Alibaba” or “Alibaba Group”) today announced that it will report its unaudited financial results for the quarter ended September 30, 2022 before the U.S. market opens on Thursday, November 17, 2022, and will hold a conference call to discuss the financial results at 7:30 a.m.

Alibaba Group Will Announce September Quarter 2022 Results on November 17, 2022

Tencent Holdings Limited

A report that audits of U.S.-listed Chinese companies had been completed also was boosting the stocks.

Alibaba, JD.com, and Tencent Stocks Are Climbing on China Reopening Hopes

Baidu

Pinduoduo Inc - ADR

American investors are ultra-bearish on Chinese stocks right now. The reelection of President Xi Jinping and his focus on nationalism over economic growth has darkened the mood.

5 Chinese Stocks Worth Buying on the President Xi Freefall

Investors and western media have misread Xi Jinping's reelected third term as leader of the ruling Communist Party. Instead, Xi's right-hand man, Li Qiang, indicates China's digital economy plan. However, a rebound is not expected in the short run, and investors who can't stomach BABA's volatility and political risks should stay away from the stock.

Alibaba: Why The West Misread Xi

HANGZHOU, China--(BUSINESS WIRE)--Alibaba Cloud, the digital technology and intelligence backbone of Alibaba Group, started its annual Apsara Conference today by announcing the launch of ModelScope, an open-source Model-as-a-Service (MaaS) platform that comes with hundreds of AI models, including large pre-trained models for global developers and researchers.

Alibaba Cloud Launches ModelScope Platform and New Solutions to Lower the Threshold for Materializing Business Innovation

Coinbase

25 Tech Stocks to Sell Before They Die

The stock price of Alibaba (BABA) increased by 3.59% in the most recent trading session. This is why.

Alibaba (BABA) Stock Increased 3.59%: Details

HANGZHOU, China--(BUSINESS WIRE)--Alibaba Cloud, the digital technology and intelligence backbone of Alibaba Group, will be showcasing the new additions to its cloud computer offering at its Apsara Conference.

Alibaba Cloud Showcases Wuying Cloudbook at Apsara Conference

The potential of loosening COVID-19 restrictions in China helped fuel a massive rally.

News for Alibaba Stock (BABA)