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

China is in the middle of a pivotal change for its international capital markets through the stock market connection mechanism. The relatively low implied volatility for Chinese companies listed in the US indicates that most risks are already factored into BABA's stock.

Alibaba: All You Need To Know

Baidu

Can Chinese companies Alibaba Group Holdings and Baidu recapture their glory days as leading growth stocks after a deal that takes delisting off the table?

Can Alibaba And Baidu Finally Rally With Delisting Fears Gone?

Burning Rock Biotech

JD.com

Chinese stocks continue to benefit from a preliminary agreement between the U.S. and China on a long-standing auditing dispute.

Why Shares of Alibaba, JD.com, and Burning Rock Biotech Are Rising Today

The US Public Company Accounting Oversight Board Review requested to review materials from the most recent financial year, Bloomberg said.

Alibaba, JD.com are among the Chinese stocks reportedly being targeted by US auditors for inspection next month

The Chinese e-commerce giants are among the first groups to be selected for inspection by U.S. auditors following a landmark bilateral agreement, according to a report.

Alibaba, JD.com Are Rising. Let the U.S. Audits Begin.

Investors will soon know whether Alibaba will comply with the audit requirements by the US PCAOB, as audit inspections should commence in September. However, we posit that delisting remains the base case for Alibaba and its Chinese peers. Therefore, any positive development that can avert a potential delisting is favorable for BABA.

Alibaba: Audit Inspection Is A Positive Step For A Re-Rating

Alibaba and JD.com Stocks Are Rising. Let the U.S. Audits Begin.

U.S. and Chinese authorities have addressed one concern with Alibaba, but it may take more than that to boost the stock.

Alibaba Avoids Delisting: Should You Buy This Growth Stock Now?

The U.S. has chosen Alibaba as one of its Audit targets after the U.S. and China reached an agreement to allow Chinese firms listed in America to be listed.

US regulators to vet Alibaba, other Chinese firms' audits

U.S. regulators have selected e-commerce giant Alibaba Group Holding Ltd and other U.S.-listed Chinese companies for audit inspections starting next month, three sources familiar with the matter said.

Exclusive-U.S. regulators to vet Alibaba, other Chinese firms' audits -sources

In the second quarter, Alibaba posted its first ever flat year-on-year quarterly revenue growth and Tencent reported its first sales decline on record.

Chinese tech giants had their worst quarterly growth on record, thanks to Beijing's zero-Covid policy

Chinese e-commerce giant Alibaba ( BABA , Financial)( HKSE:09988 , Financial) has been a rollercoaster investment for many investors. It's been through a lot the last few years with the pandemic and China's tech sector crackdown, but these days, the main thing plaguing it is the risk of being delisted from U.S. exchanges.

Alibaba Surges on Positive SEC and Hedge Fund Activity

U.S-listed shares of Alibaba Group Holding Ltd. and Nio Inc. were among Chinese names trading higher in morning action Friday after the Securities and Exchange Commission announced that it has struck an agreement with Chinese securities regulators and the country's ministry of finance regarding the inspection of auditors based in China and Hong Kong.

Alibaba, Nio stocks rally along with other Chinese names as SEC reaches audit deal with China

This month, Alibaba got approval for a primary listing on the Hong Kong stock exchange. This will allow mainland Chinese citizens to invest in BABA directly.

Alibaba: Hong Kong Is The Catalyst We Need

The US may soon conduct inspections of auditing firms that work with US-listed companies from China, The Wall Street Journal reported.

Alibaba, JD.com, and other US-listed Chinese stocks climb following report the US is near a deal for audits of Chinese firms

Alibaba stock is still a laggard, but BABA stock soared Thursday on reports that Beijing and the U.S. are near an audit-inspection deal. The post Alibaba Stock Jumps As Delisting Fears Fade , But Is BABA Stock A Buy Now?

Alibaba Stock Jumps As Delisting Fears Fade , But Is BABA Stock A Buy Now?

Alibaba among China stocks gaining after report details possible resolution to U.S.-China audit issue

Chinese stocks trading on U.S. exchanges are reacting positively to more stimulus in China.

Why Shares of Alibaba, JD.com, and Yatsen Are Rising Today

Teladoc

These stocks might be down, but don't count them out just yet.

2 Contrarian Buys With Massive Potential

NetEase

A fiscal stimulus package in China appears to have boosted risk sentiment among Asian investors, helping Chinese tech stocks notch gains.

Alibaba, JD.com, and Other Asian Stocks Jump. This Time, Thank China's Government.

Tencent Holdings Limited

Tencent Music Entertainment Group 

Several key Chinese stocks were rising on recent macro news in China, as well as bullish Wall Street sentiment.

Why Shares of Alibaba, JD.com, and Tencent Music Entertainment Group Are Rising Today

Alibaba Group Holdings, Ltd (NYSE: BABA) opened lower on Wednesday but surged over 7% off the open at one point intraday to trade up about 3.8% off Tuesday's closing price.

Why Alibaba Stock Looks Set To Soar Higher

Alibaba is considerably undervalued, even with the risks involved. The value is there, and it's remarkable. Alibaba achieved a GMV of $1.2 trillion in fiscal 2021, doubling Amazon.

Alibaba: Buy For The Next Decade

SEC has added Alibaba to the list of companies facing delisting. The agency is also not going to send its auditors to China before an audit deal between the Chinese and American regulators is reached.

Alibaba: SEC Steps In

Alibaba has posted encouraging results and is addressing its main problem. Risks persist, but Alibaba's worst enemy can also be its best ally.

News for Alibaba Stock (BABA)