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

Shares of Alibaba Group Holding Ltd. were rising more that 5% in premarket trading Thursday after the Chinese e-commerce company topped expectations with its latest financials and indicated that business trends improved as the June quarter wore on.

Alibaba stock shoots higher after company beats on earnings, says business improved in June

The Chinese e-commerce giant posts quarterly earnings that beat Wall Street's expectations.

Alibaba Stock Jumps on Earnings Beat. The Tech Giant Saw a Recovery in June.

In the quarter, Alibaba faced a number of headwinds including a resurgence of Covid and lockdowns that led to a sluggish Chinese economy.

Alibaba shares jump 7% after quarterly earnings beat expectations

China's Alibaba Group Holding Ltd, on Thursday beat market expectations for revenue in the quarter ending in late June, even though revenue growth was flat for the first time due to the impact of the Shanghai lockdown.

Alibaba revenue remains flat but beats market expectations

HANGZHOU, China--(BUSINESS WIRE)--Alibaba Group Holding Limited today announced its financial results for the quarter ended June 30, 2022.

Alibaba Group Announces June Quarter 2022 Results

SoftBank Group Corp

Under pressure amid a market rout, the Japanese technology investor has positioned itself to sharply sell down its Alibaba stake, according to a report.

SoftBank Is Ready to Slash Its Massive Stake in Alibaba. Here's Why.

Chinese e-commerce giant Alibaba in partnership with Perennial Holdings—which counts Singapore billionaires Kuok Khoon Hong and Ron Sim among its major shareholders—has won government approval to build the city-state's tallest skyscraper.

Alibaba, Singapore Tycoons Win Approval To Build Lion City's Tallest Skyscraper

HONG KONG--(BUSINESS WIRE)---- $BABA #corporategovernance--Alibaba Group today announced the appointment of two independent directors with enhanced corporate governance.

Alibaba Group Appoints Two Independent Directors with Enhanced Corporate Governance

Alibaba Group Holding Ltd - ADR (NYSE: BABA) shares have been on a downhill ride over the last two years amid increasing regulatory pressures in China, but one investor believes the only place the stock can go from here is up.

Is The Downside Risk In Alibaba Stock Priced In Ahead Of Earnings? Here's Why Kevin O'Leary Expects The Chinese E-Commerce Giant To Outperform

Alibaba's shares crashed after the company made it onto the SEC's list of potential delisting candidates last week. Investors are overreacting to the SEC announcement.

Alibaba: Charlie Munger Doesn't Worry About A Delisting

Alibaba is going through another round of selling. However, Jack Ma's step away from Ant Group is likely positive, and the delisting fears are overblown.

Alibaba Should Head Much Higher

Rolls-Royce Holdings PLC

Half-year results from Rolls-Royce Holdings PLC (LSE:RR.) will be among the most anticipated on Thursday, with the engine maker's shares having become a favourite of bargain-hunting investors during the pandemic.

Day ahead: Rolls-Royce, Next and Alibaba in the spotlight

XPeng

XPeng Motors, one of the Chinese automobile companies looking to rival Tesla Inc (NASDAQ:TSLA), has built China's largest self-driving computing center in Inner Mongolia. Based on Alibaba Group (NYSE:BABA)'s Cloud Intelligence computing platform, the Fuyao centre has a total computing power of 600 PFLOPS, increasing the training speed of XPeng's self-driving models by 170 times.

Tesla rival XPeng Motors teams up with China's Alibaba for driverless cars

Salesforce

Salesforce is repositioning itself in China as it looks to expand the reach of its customer relationship management software in the country. The company is “accelerating” its strategic partnership with Alibaba, a Salesforce spokesperson told TechCrunch.

Salesforce shutters Hong Kong office, leans on Alibaba in China

Alibaba's China commerce revenue is expected to remain under pressure due to Covid-related lockdowns in major Chinese cities during the June quarter.

Alibaba could see first revenue decline on record but analysts expect sales recovery later this year

ConocoPhillips

Nikola

Paramount Global

The three major U.S. equity indexes closed down slightly Monday. The Dow Jones Industrial Average dipped by 0.14%, the Standard & Poor's 500 slipped by 0.28%, and the Nasdaq Composite fell by 0.18%.

Earnings Previews: Alibaba, ConocoPhillips, Nikola, Paramount Global

U.S.-China tensions could once again overshadow Alibaba Group Holding Ltd.'s earnings when the company reports results Thursday morning.

Alibaba expected to post first revenue decline amid a storm of challenges

The Chinese tech giant and its electric-vehicle-making peer are working on driverless tech based on Alibaba's cloud computing platform.

Alibaba and Tesla Rival XPeng Are Teaming Up. Why the Stocks Are Falling.

For Xpeng, the move marks its ambitions to pull ahead in China's fiercely competitive electric vehicle market and attempt to challenge giants Tesla and BYD.

Chinese e-commerce giant Alibaba teams up with Tesla rival Xpeng on tech for driverless cars

Alibaba has sold off based on news about a potential delisting. That has happened in the past as well. Even if BABA were to be delisted, the underlying value of the company should remain the same. Cash flow, equity investments, and profits would not change.

Alibaba: Is The Panic Justified?

Alibaba Group Holding Ltd. BABA, -11.12% acknowledged in a Monday filing that it has been identified by the Securities and Exchange Commission as a foreign company whose auditing paperwork couldn't be fully inspected by the Public Company Accounting Oversight Board, though the company said it would work to stay listed on the New York Stock Exchange.

Alibaba says it will 'strive to maintain' NYSE listing after cracking SEC's delisting warning list

The Chinese tech giant's stock is on a roller coaster again as the company faces off against the risk of forced delisting in the U.S.

Alibaba Stock Rises as E-Commerce Giant Resolves to Maintain U.S. Listing

Alibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a PE of about x17. The stock is down about 70% from ATH and now trades at very attractive risk/reward levels.

Alibaba: Be Greedy When Others Are Fearful

Alibaba Group (NYSE:BABA) Holding will work with the US regulators to maintain its New York listing after a warning from the Securities Exchange Commission (SEC), the Chinese e-commerce giant said in a Monday statement. The SEC added Alibaba to its watchlist of Chinese companies last Friday, indicating that the US$250bln valued company could be delisted for failing to meet auditing standards.

Alibaba says it will work with US regulators to prevent New York delisting

Chinese e-commerce giant Alibaba led technology stocks lower in Hong Kong on Monday after US authorities put it on a watchlist that could see it delisted in New York if it does not comply with disclosure orders.

News for Alibaba Stock (BABA)