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

The statement came after Alibaba was added to the SEC's list of Chinese companies at risk of being delisted for not meeting auditing requirements on Friday.

Alibaba says will work to keep trading in U.S., Hong Kong after being added to SEC delisting risk list

Hong Kong-listed shares of Alibaba Group Holdings Ltd. continued to sink overnight, after U.S. regulators last week added the e-commerce giant to a list of Chinese-owned companies that could be delisted.

Alibaba shares keep sliding in Hong Kong following delisting threat from SEC

Alibaba Group Holding Ltd said it would work to maintain its New York and Hong Kong stock exchange listings after the Chinese e-commerce giant was placed on a delisting watchlist by U.S authorities.

Alibaba strives to keep New York and Hong Kong listings

Chinese e-commerce giant Alibaba Holding Co. ( BABA , Financial) has been at the center of the Chinese big tech regulatory crackdown. I have covered this topic extensively in previous articles, and so have many other writers, so I won't bore you with too many details of the past, but amid the regulatory crackdown and the U.S. government introducing legislation to delist the stocks of foreign companies that do not comply with U.S. audit regulations, Alibaba's stock has lost ~72% from its all-time highs in October 2020.

Will Alibaba Really Be Delisted in the U.S.?

Advanced Micro Devices

Starbucks

Earnings Season Rolls on: 3 More to Watch

3 More Earnings I Have My Eye On This Week

Alibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e-commerce player to its delisting list. As a result, BABA slumped. However, we urge investors not to overreact to such fears. Alibaba is seeking a primary listing in Hong Kong that would enable it to access capital and liquidity from Chinese investors.

Alibaba: The Delisting Fears Are Back - Time To Turn Bullish Again

The move came after Alibaba applied for a primary listing in Hong Kong.

SEC Adds Alibaba to List of Chinese Companies Facing Delisting

China's Alibaba is getting closer to being removed from American stock exchanges in response to Beijing's refusal to let U.S. inspectors examine the company's audits.

Alibaba Gets Closer to U.S. Delisting

Newmont Mining

The equities market is heating up and price recoveries dot the landscape. Given the strength, it is far easier to spot lagging large-cap stocks.

3 Large-Cap Stocks to Avoid Now

US regulators have been demanding complete access to audit working papers of New York-listed Chinese companies, which are stored in China.

Jack Ma's Alibaba among hundreds of Chinese firms facing delisting

There are now more than 200 Chinese companies that have been identified by the SEC for violating the HFCA law.

Alibaba tanks 10% and drives Chinese stocks lower after SEC says e-commerce giant faces potential delisting

Beleaguered technology firm Alibaba (NYSE: BABA ) — essentially China's flagship corporation and emblematic of the world's second-largest economy's meteoric ascendency — finds itself under extraordinary pressure. Primarily, the Securities and Exchange Commission (SEC) may delist BABA stock should the Chinese government continue to resist financial transparency efforts.

BABA Stock Alert: Will the SEC Delist Alibaba?

The Chinese e-commerce giant has been added to the list of Chinese companies that face possible delisting from the Securities and Exchange Commission.

Alibaba Added to SEC Delisting Watchlist. It's One More Reason the Stock Is Slumping.

(Reuters) -Alibaba Group Holding Ltd is among a list of Chinese companies that could face delisting, the U.S. Securities and Exchange Commission said on Friday.

U.S. SEC adds Alibaba to list of companies facing delisting

JD.com

iQIYI

Pinduoduo Inc - ADR

Tencent Holdings Limited

Source: Sean Pavone / Shutterstock Chinese stocks aren't doing so hot on Friday as a bevy of news bringing shares of companies from the country lower. The first bit of news pulling Chinese stocks down today has to do with Alibaba (NYSE: BABA ).

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

U.S.-listed shares of Chinese internet stocks including Alibaba Group Holdings Ltd. BABA, -9.64% were sinking Friday to cap off an eventful week that saw Chinese leaders reportedly acknowledge that the country could come up shy of its growth goals.

Alibaba leads sharp drop in Chinese internet stocks as it heads for worst month since November

TAL Education Group

Chinese stocks on U.S. exchanges have struggled this week despite a more upbeat market.

Why Alibaba, JD.com, and TAL Education Group Are Falling Today

Jack Ma plans to cede control of his fintech giant Ant Group, according to a Wall Street Journal report, as the company seeks to ameliorate concerns raised by regulators that derailed its massive $37 billion initial public offering plan almost two years ago.

Chinese Billionaire Jack Ma To Cede Control Of Fintech Giant Ant Group: WSJ

Shares of the Chinese e-commerce giant have slumped since Tuesday, after the company said it would apply for a primary listing in Hong Kong.

Alibaba Stock Has Slumped This Week. Here's Why.

The shift, long under consideration to reduce governance risks, comes as the Chinese fintech giant seeks to move on from a tough year.

Jack Ma Plans to Cede Control of Ant Group

News of Jack Ma giving up control of Ant Group has sent Alibaba (NYSE: BABA ) stock into a downward spiral today. According to sources close to him, the Alibaba founder and CEO has confirmed he plans on ceding control fintech giant Ant Group.

Why Is Alibaba (BABA) Stock Down Today?

I am a long-term Alibaba Bull, but here I will argue against my own bull thesis. My favorite Charles Munger quote is not to comment on a topic until I can argue against myself better than the people on the other side.

Alibaba Vs. JD.Com: Let's Hear The Bears Out

After almost a full year of exceptional pressure from the Chinese regulators, billionaire Jack Ma is planning to give up

Jack Ma to cede Ant Group control – what it means for BABA?

Ant Group and Alibaba have been pushed to cut ties by regulatory pressures, The Wall Street Journal reported. That has big implications for their founder.

Jack Ma Is Poised to Cede Control of Fintech Giant Ant. What It Means for Alibaba.

Baidu

BYD Company Limited

Li Auto Inc.

XPeng

Here are July's best Chinese stocks to buy and watch. Hopes for new stimulus and EV subsidies have helped Chinese stocks, but are crackdowns over?

News for Alibaba Stock (BABA)