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

Baidu

An unverified social media post said the Chinese government could form a "reopening committee" to examine how to taper its COVID-19 lockdowns.

Alibaba and other US-listed Chinese stocks jump following speculation Beijing is exploring an exit from its zero-COVID policy

JD.com

Pinduoduo Inc - ADR

Investors in beaten-down Chinese stocks desperately want to see good news. An easing of strict Covid-19 measures could be what they've been waiting for —if true.

Alibaba, JD.com, and Other Chinese Stocks Are Flying Amid Covid Rule Rumors

U.S.-listed shares of Chinese names were enjoying a sharp rally in premarket trading Tuesday as hopes built about a potential relaxation of the company's severe measures meant to help curb the spread of COVID-19.

Alibaba, Nio among Chinese stocks surging as hopes build about potential reopening

Alibaba, JD.com and Other Chinese Stocks Are Flying Amid Covid Rule Rumors

The past 12 months didn't have nearly as big an influence on Alibaba's value as the stock price decline would suggest. While headlines are screaming Sell from all directions, the recent market reaction to Xi tightening his power as a president added fuel to the fire.

The Market Has No Mercy On Alibaba

Bilibili

New Oriental Education & Technology Group

Tencent Holdings Limited

Vipshop Hlds

Chinese stocks have been beaten down in recent months. However, the broad group of China-based U.S.-listed stocks has taken another turn downward, reacting poorly to the recently-completed National Chinese Party Congress.

7 Chinese Stocks Set to Soar From 52-Week Lows

Amazon

Edwards Lifesciences

SVB Financial Group

As investors get ready for Halloween, five broadly held guru stocks that tumbled more than 10% during October are Meta Platforms Inc. ( META , Financial), Amazon.com Inc. ( AMZN , Financial), Alibaba Group Holding Ltd. ( BABA , Financial), Edwards Lifesciences Corp. ( EW , Financial) and SVB Financial Group ( SIVB , Financial) according to the All-in-One Screener, a Premium feature of GuruFocus.

5 Broadly Held Guru Stocks Trading at a Discount on Halloween

The U.S.-listed shares of China-based companies took a broad beating in early trading Monday, after data showing factory and services activity in China contracted in October. The iShares China Large-Cap ETF FXI, -2.80% dropped 3.1% in premarket trading, putting them on track to open at the lowest price seen during regular-session hours since October 2008.

Alibaba stock drops toward 6 1/2-year low, as weak data in China clips U.S. shares of China-based companies

ByteDance has launched a fashion website called If Yooou while Pinduoduo started an e-commerce site called Temu, selling items from electronics to clothing.

Chinese tech giants' push into U.S., Europe's markets sets up potential clash with Amazon

The shares of Alibaba (BABA) received two price targets this past week ranging from $90 to $114. These are the details.

Alibaba (BABA) Stock: $90-$114 Price Targets

Over the weekend, President Jinping Xi was named the leader of the Chinese Communist Party for a third straight tenure.

Chinese Stocks Tanked This Week and Why it was an Overreaction

Investors started panicking about the Chinese leader's third term although nothing has actually changed in China. China has been suffering from lockdowns for a while and its economy is not doing great right now.

Alibaba Is Officially Too Cheap But May Fall Further

NetEase

Bulls on Chinese stocks say that, at these prices, U.S. investors are being compensated for the risks. But if you think you can trust Xi Jinping, think again.

Chinese Stocks Look Cheap. But Bargain Hunters Risk Losing Everything.

KE Holdings

RLX Technology

Chinese stocks fell as the government doubled down on lockdowns following its recent party congress.

Why Alibaba, KE Holdings, and RLX Technology Fell Today

Wayfair

2 Unbelievably Cheap E-Commerce Stocks to Buy Before 2023

Risk-off sentiment from U.S. technology earnings sent Chinese stocks further down and caused the Hang Seng Index to hit 13-year lows.

Alibaba, JD, Baidu and Nio Sink as China Tech Stocks Follow U.S. Selloff

Subscribers to our Schaeffer's PowerTrend service scored a 110% profit with our recommended Alibaba Group Holding Ltd (NYSE:BABA) December, 2022 95-strike put in less than one week.

China-Based Tech Stock Just Doubled Put Traders' Money

The Chinese e-commerce giant is dirt cheap. But it's also risky.

Down 75%, Is Alibaba Stock a Bear Market Buy?

The Chinese tech giant faces brutal macro and regulatory headwinds.

Is Now the Right Time to Buy Alibaba Stock?

iShares MSCI China ETF

iShares China Large-Cap ETF

Starbucks

Many commentators, analysts and investors see China as uninvestable, and pessimism might be peaking right now. But when looking at the numbers, we have a country growing with a high pace and trading at a rather low valuation multiple.

Who Is Afraid Of Xi Jinping?

Didi Global

Here's what Xi Jinping's third term in power means for investors.

The Inexorable Descent of China

TAL Education Group

Bargain hunters came back into Chinese markets as economic regulators made soothing statements following Monday's drop. But will it last?

Why Alibaba, Pinduoduo, and TAL Education Group Soared Today

Alibaba Group Holding Ltd. ( BABA , Financial) is one of the most innovative companies in China.

Alibaba Will Remain Under Pressure Until Regulatory Environment Improves

Holding a significant position at a loss in Alibaba Group Holding Limited for a long time is certainly not pleasant, but it is an inevitable part of investing. The bears' only argument for not buying Alibaba seems to be some variation of "Xi is scary."

Alibaba Bears Cannot Hear The Music

DocuSign

Robinhood

Walmart

Disney

Gartner

Netflix

Images of soaring prices and investor gains may immediately come to mind when we think of the stock market. And while this is often the reality, there are also times when markets undergo periods of decline or bear markets.

News for Alibaba Stock (BABA)