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 is our favorite investment globally, and it appears to be Charlie Munger's as well. Munger's 13F suggests his conviction is unfazed. With $40 billion of working capital and a forward P/E of just 11.5, massive share buybacks could be in store.

Alibaba: Charlie Munger Is Unfazed

Ant Group executives are stepping down as partners of affiliate company Alibaba as the two biggest tech firms in China seek distance from one another against a backdrop of increased regulatory oversight.

Ant Group Execs Step Away From Alibaba Amid Probes in China

Chinese tech giant Alibaba's global expansion plans — and efforts to rival Amazon by adding more U.S. businesses to its eCommerce platform — are on hold as the company has struggled to meet its goals, according to a Financial Times report Tuesday (July 26). Alibaba launched its B2B eCommerce site, Alibaba.com, in the U.S.

Alibaba Slows Global Expansion Plans as eCommerce Platform Struggles

Chinese companies listed in the U.S. could follow Alibaba's primary exchange switch as the U.S. continues its stance on stronger disclosure standards.

Alibaba Plans to Move Its Stock to Hong Kong. Watch for Other Chinese Companies to Follow.

Baidu

Bilibili

Li Auto Inc.

Tencent Holdings Limited

Trip.com

Bargain valuations and recovering business prospects have many investors considering buying Chinese stocks on the dip as a potential rebound. The post 7 Chinese Stocks to Buy on the Dip appeared first on InvestorPlace.

7 Chinese Stocks to Buy on the Dip

Ant Group is an affiliate of Alibaba in which the e-commerce giant owns 33%. But the fintech giant has been looking to distance itself since its halted IPO.

Ant Group execs step down as Alibaba partners as China's regulatory scrutiny pushes firms to seek distance

Alibaba announced a plan to allow more mainland Chinese investors to invest in the stock.

Alibaba stock jumps after announcing Hong Kong primary listing

HANGZHOU, China--(BUSINESS WIRE)---- $BABA #alibaba--Alibaba Group Holding Limited today announced that it filed its annual report on Form 20-F for the fiscal year ended March 31, 2022.

Alibaba Group Announces Filing of Annual Report on Form 20-F for Fiscal Year 2022

Alibaba posted its slowest revenue growth on record in its last financial year and its share price collapsed more than 50% amid a regulatory crackdown in China.

Alibaba CEO calls last year's external environment the 'most severe in decades'

Alibaba (NYSE: BABA) is looking to undertake another listing of its shares in Hong Kong, as the company announced on

Alibaba stock up premarket as firm announces listing in Hong Kong

Alibaba Group (NYSE:BABA), China's biggest e-commerce platform, announced plans to become a dual-primary listed company on New York Stock Exchange (NYSE) and Hong Kong Stock Exchange (HKSE). The company, which currently has a secondary listing in Hong Kong and primary listing in New York, said it will apply for a primary listing on the HKSE, with the dual listing expected to be completed by year-end.

Alibaba plans dual primary listing in Hong Kong

The following are quotes from analysts and lawyers after Alibaba said it would apply for a primary listing in Hong Kong and keep its U.S. listing, the first big firm to take advantage of a rule change in the Asian financial hub.

Reaction to Alibaba seeking dual primary listing in Hong Kong

CEO Daniel Zhang says the company is pursuing the primary listing in Hong Kong 'in the hopes of fostering a wider and more diversified investor base.'

Alibaba to Apply for Primary Listing in Hong Kong

Alibaba, the world's biggest e-commerce company by sales, announced plans Tuesday to change the status of its shares traded in Hong Kong, making them more accessible to Chinese investors at a time when Beijing is pressing tech companies to share their wealth with the public.

Alibaba to seek primary listing in Hong Kong, adding to NYSE

The Chinese e-commerce giant's application could give it better access to Chinese capital and a safety net against U.S. regulations.

Alibaba Seeks a Hong Kong Primary Listing

The Chinese tech giant's shares are already traded on both U.S. and Hong Kong exchanges, but the listing in Hong Kong is a secondary one.

Alibaba pops 6% after announcing plans for a dual primary listing in Hong Kong

Seven Ant Group executives including Chief Executive Eric Jing have stepped down from Alibaba Partnership, Alibaba's annual report released Tuesday showed, as the pair chart separate ways after regulatory scrutiny.

Ant Group executives step down from Alibaba Partnership

HONG KONG — Alibaba, China's biggest e-commerce company, said Tuesday that it would apply for a primary listing in Hong Kong.

Alibaba to seek primary listing in Hong Kong, in addition to to NYSE

Chinese e-commerce giant Alibaba Group Holding Ltd said on Tuesday that it would apply for a primary listing in Hong Kong.

China's Alibaba to apply for primary listing in Hong Kong

HONG KONG--(BUSINESS WIRE)---- $BABA #digitalization--Alibaba Group Holding Limited today announces that it will apply for a primary listing on the Main Board of Hong Kong Stock Exchange.

Alibaba Group Pursues Primary Listing on the Hong Kong Stock Exchange

Invesco BLDRS Emerging Markets 50 ADR Index Fund

MicroSectors FANG+ ETN

Proshares Online Retail ETF

Investment firm Bernstein upgraded Alibaba (BABA) shares recently and believes that they can rally more than 20% from here.

Should You Buy Alibaba-Heavy ETFs Right Now?

U.S. Bancorp

Wells Fargo

Renowned investor Charlie Munger (Trades, Portfolio), the chairman of Daily Journal Corp. ( DJCO , Financial), disclosed his California-based publishing company's second-quarter equity portfolio earlier this month.

3 Predictable Charlie Munger Stocks With a High Margin of Safety

Alibaba bottomed mid-March at roughly $80/share on the back of delisting fears for Chinese ADRs, and we do not think the stock will revisit that level. Investment banks are turning constructive on Chinese tech and the Chinese economy, with Citi being the latest to favor China stocks.

Alibaba: Will We Revisit $80 Next

I had been quite positive about Alibaba and its prospects. New risks and opportunities have since emerged.

Alibaba: No Longer As Safe

HANGZHOU, China--(BUSINESS WIRE)---- $BABA--Alibaba Group will announce June quarter 2022 results on August 4, 2022.

News for Alibaba Stock (BABA)