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 stock is down 70% from all-time highs and trades at the same levels it did in 2014. Growth has slowed but should pick up as China moves past pandemic restrictions.

Alibaba Stock: What To Consider After Earnings

Tencent Holdings Limited

Alibaba and Tencent have felt the effects of a Covid-induced economic slowdown in China which is hitting areas from consumer spending to advertising budgets.

Once high-flying Chinese tech giants are now looking to scale back costs

Alibaba is the ecommerce market leader in China and is investing strongly into new markets and territories. With Alibaba's operating businesses currently trading at around 9 times at a time when margins are depressed, 30%+ annual compound returns over the next decade are possible.

Alibaba: Fortunes Will Be Made

Alibaba Group has faced a volatile few years with regulatory crackdowns in both China and the United States, but has found some stability as its core business remains unaffected. With international expansion being the company's major revenue growth driver, I believe they will easily outperform current growth expectations, leading to a more stable company.

Alibaba: Investment Of The Decade As Expansion Drives Growth

Activision Blizzard

Chipotle

Chevron

Robinhood

Roku

Twitter

Nothing drives interest the way speculative stocks seem to. Buy the rumor and sell the news.

7 Speculative Stocks to Buy If You Believe the Rumors

Apple

Coca-Cola

Netflix

NVIDIA

QUALCOMM

Uber

Many of the hedge fund favorites are technology companies, my analysis of the most popular stocks among the 40 largest hedge funds shows. Additionally,  the top five hedge funds in 2022 hold widely followed names like Coca-Cola (NYSE: KO ).

7 Stocks That Are Still Hedge Fund Favorites

Global X Artificial Intelligence & Technology ETF

Microsoft

Recent technological advancements in artificial intelligence have companies diversifying their revenue streams across the value chain. In this piece, we highlight four companies in the Global X Artificial Intelligence & Technology ETF (AIQ) that are shaping the growth path of technologies along the AI value chain.

4 Companies Leading The Rise Of Artificial Intelligence And Big Data

Chinese tech giants including Alibaba, Tencent and ByteDance have submitted details to a state regulator of algorithms used in some of their products, in an unprecedented move as authorities strengthen oversight of the sector.

Alibaba, ByteDance share algorithm details with Chinese regulator

Bilibili

JD.com

Meituan

A potential sale likely would appease Chinese authorities who have taken a tough regulatory stance on the technology sector, issuing heavy fines.

Alibaba, JD.com, and Bilibili Fall on Report Tencent to Sell Meituan Stake

Bridgewater Associates, the investing firm founded by Ray Dalio (Trades, Portfolio) in 1975, recently disclosed its 13F report for the second quarter of 2022, which ended on June 30.

Alibaba's Delisting Risk Proves Too Much for Ray Dalio

Didi Global

NetEase

The world's second-biggest economy shows signs of cooling. China's central bank cut interest rates after data showed a weakening of retail sales.

The World's Largest Hedge Fund Sold 5 Chinese Stocks. Here's Why.

This article reviews Alibaba FQ1 results from a less-discussed perspective: the perspective of asset valuation. Jack Ma's ceding of control over Ant Group might delay its 2nd IPO attempt but adds clarity to its asset valuation, in my view.

Alibaba FQ1: Ant Group And Asset Valuation Clarity

SoftBank Group Corp

Softbank Group Corp. (OTCMKTS: SFTBY), a Japanese multinational company, has gained much reputation over the years for investing in startups and making money.

Why Softbank's Sale of Alibaba Stock was a Good Move

Aluminum Corp of China Ltd

China Life Insurance Co. Ltd.

PetroChina Company Ltd.

Sinopec Shanghai Petrochemical

China Petroleum & Chemical

Multiple Chinese companies have announced plans to delist from the New York Stock Exchange.

Five Of China's Largest State-Owned Firms Reveal Plans To Delist From NYSE

Reporting issues could push Alibaba off the New York Stock Exchange.

This Stock Could Delist From the NYSE: What It Means for Investors

Chinese stocks are down across the board today after five of the largest state-owned companies in China announced plans to delist from U.S. exchanges. Shockwaves are rippling through markets today on news that China Life Insurance (NYSE: LFC ), PetroChina (NYSE: PTR ), China Petroleum & Chemical Corp. (NYSE: SNP ), Aluminum Corp. of China (NYSE: ACH ) and Sinopec Shanghai Petrochemical (NYSE: SHI ) each plan to delist from U.S. exchanges and trade exclusively in Asia.

Chinese Stocks Alert: Why Are BABA, PDD, JD, TCEHY Down Today?

China's top internet watchdog said on Friday tech giants such as Tencent Holdings and Alibaba Group have submitted details of algorithms used in some of their products, complying with a drive by authorities to tighten oversight of platform algorithms.

China regulator says Alibaba, Tencent have submitted app algorithm details

SoftBank Group Corp's decision to sell down its Alibaba Group Holding stake for a $34 billion gain may be aimed at shoring up cash reserves, but it also underlines how CEO Masayoshi Son has cooled on China tech.

With Alibaba stake cut, SoftBank's Son cools toward China tech

Shares in SoftBank Group Corp rose 3% in morning trading in Tokyo on Friday after the Japanese conglomerate said it would book a $34.1 billion gain by trimming its stake in Alibaba Group Holding.

SoftBank shares rise 3% on news of trimming Alibaba stake

SoftBank Group Corp (TYO:9984) (OTCMKTS:SFTBY) is unloading a sizable chunk of its stake in Alibaba Group Holding Ltd (NYSE:BABA) (HKG:9988), raking in over $34 billion by selling one-third of its stake in the Chinese e-commerce giant via transactions involving derivatives.

Softbank To Raise $34 Billion In Cash By Selling Some Of Its Alibaba Stake

Softbank, the Japanese corporation and technology investment group, seems to have stumbled on hard times recently.

SoftBank Posts $24.34bn Loss in Q2, Buyout Rumors Resurface

Full Truck Alliance Co Ltd

Inflation data is coming in better than expected and the Street had some positive sentiment on Alibaba.

Why Shares of Alibaba, JD.com, and Full Truck Alliance Are Rising Today

I explain why investors should not repeat the mistakes of Charlie Munger - it is better to follow Softbank's CEO, Masayoshi Son. Mr. Son has decided to reduce his stake in Alibaba from 23.7% to 14.6% - in my opinion, this may create headwinds for BABA in the medium term.

Alibaba Stock: Follow Masayoshi Son, Not Charlie Munger

Walmart

First Eagle Investment (Trades, Portfolio) disclosed its second-quarter equity portfolio earlier this month.

First Eagle Dumps Alibaba, Buys Walmart

Masayoshi Son is going to bolster the coffers of his SoftBank Group with a $34 billion gain from cutting its stake in Chinese e-commerce giant Alibaba.

News for Alibaba Stock (BABA)