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 cratered on Monday after China's leader appeared to consolidate power. Alibaba shares have been brutalized this year, but investors have become too fearful.

Alibaba: The Market Is Horribly Wrong

Alibaba's stock price dropped by ~13% after news confirmed Xi Jinping's third term as the party chairman. Investors now face a high-risk and high-reward investment decision.

Alibaba: Thou Shall Look For 1x P/E Stocks

Alibaba Group Holding Ltd (NYSE: BABA) ended more than 10% down on Monday after Xi Jinping secured a precedent-breaking third term as the leader of China and handpicked members of the new Politburo Standing Committee.

Alibaba stock is now trading below its IPO price: buy the dip?

Baidu

JD.com

Pinduoduo Inc - ADR

The Nasdaq Golden Dragon China Index, which tracks dozens of Chinese companies listed on American exchanges, fell more than 14% to its lowest closing level since April 2013.

U.S.-Listed China Stocks Crash After Xi Jinping Stacks Party With Loyalists

Alibaba Group Holdings Ltd. (OTCMKTS:BABAF) fell 18% on Monday after negative China news.

Alibaba succumbs to bear pressure. How attractive is the stock now?

Tencent Holdings Limited

XPeng

Chinese stocks tanked on Monday as China's president Xi Jinping secured a third term as the country's leader and stacked the country's highest decision-making body with loyalists, fuelling investor's fears that the prioritization of national interests could curb economic growth. By early afternoon, US-listed shares of e-commerce platforms Alibaba Group (NYSE:BABA) Holding Limited, JD.com Inc (NASDAQ:JD), and Pinduoduo Inc (NASDAQ:PDD) had fallen 14.4%, 13.8%, and 25.7%, respectively, while multimedia company Tencent Holdings (HKG:0700, OTC:TCEHY) Limited shed 14.7% and internet services provider Baidu Inc was down 15.2%.

Chinese stocks sink as Xi's leadership team reveal spurs growth fears

Once the proud technology juggernaut of a fast-rising China, Alibaba (NYSE: BABA ) now finds itself in an unusual position: struggling for air amid severe fundamental headwinds. On Monday, BABA stock found itself printing an ugly loss exceeding 15% in the afternoon session.

What to Know as Alibaba (BABA) Stock Hits a 6-Year Low

Trip.com

Investors have made one thing clear: They don't like Xi Jinping's moves to consolidate power.

Xi's power move punishes Chinese stocks, pushing them down as much as 26% in one day

The party meeting came also amid geopolitical tension with the U.S. over Taiwan and Beijing's close ties with Russia.

China Stocks Plunge In U.S. On Concerns Policy Will Turn Left After Communist Congress

Alibaba's stock price and numerous China technology stocks took a significant dive on Monday.

Is It a Bad Time to Invest in China Tech Giants?

Unfortunately, many analysts continue to convince us that "BABA is a great value buy" while retail investors are buying the dips. I have noticed that no one (or only a very small fraction of the authors) writes about currency risks BABA has.

Alibaba Stock: Yuan Devaluation Is A Major Concern

TAL Education Group

Big political news in China's Communist Party rocked most Chinese stocks this morning.

Why Shares of Alibaba, JD.Com, and TAL Education Group Crashed Today

A consolidation of power by President Xi alarms investors that have already faced down years of political and regulatory risk from China.

Alibaba, JD.com, and Other Chinese Stocks Are Sinking. It's About Xi Jinping.

KraneShares CSI China Internet ETF

Hong Kong stocks suffered their worst single session since the 2008 financial crisis after Chinese leader Xi Jinping tightened his grip on power.

Hong Kong stocks suffer worst single-day rout since 2008 as Xi consolidates power

JD.com and Baidu fell as President Xi packed his core team with loyalists. "There are no centers of power that can challenge him," said one analyst.

Alibaba sinks to lowest in 6 years and Nio plummets as US-listed Chinese shares sell off on growth worries after President Xi locks in 3rd term

Meituan

Investors fear Chinese President Xi Jinping's tightened grip on power will lead to continued strict policies on the tech sector.

Alibaba, Tencent shares plummet 11% alongside China tech stocks as Xi tightens grip on power

The U.S.-listed shares of China-based companies were rocked Monday, as China President Xi Jinping's moves to consolidate power fueled fears that current policies that have led to a slowing economy will continue.

Nio stock dives below $10, Alibaba hits 6 1/2-year low Xi's power move fuels fears

A consolidation of power by President Xi has alarmed investors that have already faced down years of political and regulatory risk from China.

Alibaba, JD.com, and Other Chinese Stocks Are in Free Fall. It's About Xi Jinping.

HANGZHOU, China--(BUSINESS WIRE)---- $BABA #alibaba--Alibaba Group today officially kicked off the 14th edition of its 11.11 Global Shopping Festival, featuring more than 290,000 brands.

Alibaba Group Kicks Off 2022 11.11 Global Shopping Festival

The selloff in Hong Kong came after President Xi Jinping filled his leadership team with loyalists, a concentration of power that could risk China's economic recovery.

Hong Kong stocks tank to 13-year low as re-elected Xi's reshuffle sparks worries about China's economic recovery

When Alibaba kicks off its Singles Day extravaganza on Monday, it will for the first time in years not be headlined by its two mega sales stars, casting a pall over China's biggest shopping event and leaving brands guessing how well they will do.

A Singles Day without livestream superhosts leaves Alibaba in a quandary

Chinese President Xi Jinping looks set to consolidate his power at the top as his No.2 Chinese Premier, Li Keqiang, is set to exit after the end of Congress. We assess that the market has shown its displeasure with China moving further into Xi's "one-man" rule, as Chinese equities have been broadly de-rated.

Alibaba: Bearish Sentiments Reaching A Peak As Xi Jinping Consolidates His Power

Alibaba Group Holding Ltd (NYSE: BABA) shares have weakened more than 30% since August 26, 2022, and the current price stands at $72.19. China's economy is facing many headwinds like ongoing Covid controls, a deteriorating relationship with the US, reduced export, a housing bubble, which keep investors away from Chinese companies.

Should I buy Alibaba shares after the relentless sell-off?

NetEase

The city is reeling from global headwinds compounded by Covid restrictions and Beijing's growing sway over every aspect of the financial hub.

Hong Kong's Stock Market Hit a 13-Year Low. Things Could Get Worse.

Shares of Alibaba are cheap at below 10x forwards earnings, but the elephant in the room remains alive and well. China is facing a series of economic headwinds from slowing consumption to worsening Sino-American relations.

News for Alibaba Stock (BABA)