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 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

Earnings data Q3 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 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.

Alibaba Group Will Announce June Quarter 2022 Results on August 4, 2022

U.S.-listed Chinese electric-vehicle stocks surged in early Hong Kong trading on Friday, with Nio Inc (NYSE: NIO) and Li Auto Inc (NASDAQ: LI) adding more than 4%, following a firmer close on Wall Street overnight for a third straight session. The Hang Seng Index rose.

Nio, EV Peers Surge, Alibaba Edges Higher As Hang Seng Takes Strong Cues From Wall Street

It may seem tough to form a bull case for Alibaba ( BABA , Financial) given the headlines in the past couple of years. Its regulatory woes have weighed down its stock, while its e-commerce business suffered due to recent Covid-19 lockdowns in China.

It's Not Too Late to Pick Up Alibaba at a Discount

Amazon

Alibaba and Amazon are both great companies in an industry that's experiencing temporary headwinds. E-commerce over-earned in 2020 and 2021 and is now paying the price for it.

Alibaba Vs. Amazon: A Winner Emerges

Alibaba Group Holding Ltd (NYSE: BABA) shares are trading lower Wednesday. Bernstein analyst Robin Zhu upgraded Alibaba from a Market Perform rating to Outperform and raised the price target from $115 to $130, citing an end to the company's recent "winter.

What's Going On With Alibaba Stock?

Could Alibaba Group Holdings Ltd. shed its status as a “melting ice cube”?

After a rocky stretch, can Alibaba become ‘boring but steady' for investors?

China's easing of COVID measures and promising economic stimulus policies are a bullish sign for Alibaba. As its macro backdrop improves, its positioned to unleash pent-up demand from consumers who have recently come out of lockdowns.

Alibaba Group: A Huge Revenue Rebound Is Approaching

Home Depot

Coca-Cola

Lockheed Martin

PepsiCo

Snap

UnitedHealth Group

Hedge fund stocks can be a great way to build a portfolio focused on long-term profits. These seven stocks are among the most promising.

7 Stocks Hedge Funds Are Buying Right Now

Alibaba stock has been a laggard for months, but BABA stock is making a case for a bottom as Chinese regulatory concerns fade. The post Alibaba Stock Climbs Off Lows As Crackdown Fears Ease, But Is BABA Stock A Buy Now?

Alibaba Stock Climbs Off Lows As Crackdown Fears Ease, But Is BABA Stock A Buy Now?

Schaeffer's Investment Research was built from scratch on Bernie Schaeffer's vision of providing accessible professional-grade trading information to retail traders.

Why You Should Buy Alibaba Stock And Hold Through 2022

Alibaba was handed new regulatory fines for disclosure violations last week, reminding investors that regulatory risks have not disappeared from the landscape. After the announcement of new fines, shares of Alibaba plunged 15%.

Alibaba: The Dragon Is Set To Awake Soon

XPeng

Shares of major U.S.-listed firms on the Hong Kong stock exchange dropped on Tuesday as the Hang Seng index commenced the trading day in the red. The index was down over 1% on Tuesday morning.

Alibaba, Xpeng Lead Losers' Chart As Big Tech, EV Stocks Take A Hit In Hong Kong

Baidu

Alibaba Group Holdings, Inc (NYSE: BABA), Baidu, Inc (NASDAQ: BIDU) and Nio, Inc (NYSE: NIO) all gapped up higher to start Monday's trading session after news that China's banking and insurance regulator recommended lenders provide credit to developers in order to help them finish.

What To Watch On The Alibaba, Baidu And Nio Charts After The Chinese Stocks Lose Momentum

Alibaba Group Holding Ltd - ADR (NYSE: BABA) shares are trading higher by 2.24% to $104.74 Monday morning. Shares of several Chinese stocks at large are trading higher amid positive macroeconomic news in China related to the real estate sector.

Why Shares Of Alibaba Are Trading Higher Today

Bilibili

Coupang

Futu Holdings

JD.com

Weibo

Asian stocks have tremendous upside after China's lockdown eased, interest rates fell, and demand improved. The post 7 Best Asian Stocks to Buy Now appeared first on InvestorPlace.

7 Best Asian Stocks to Buy Now

Buying Alibaba's stock is not for the fainthearted.

Alibaba: The Good, the Bad, and the Ugly

BABA has lost two-thirds (>$500 billion) in market cap since its peak in late 2020. This article will break down the lost $500 bn into qualitative components:(i) lower profitability, (ii) slower growth, and (iii) higher risk premiums / required rates of returns by investors.

Alibaba: A Qualitative Breakdown Of $500 Billion In Disappeared Market Cap

The e-commerce giant was dealt a perfect storm of bad news; sometimes when it rains, it pours.

Why Alibaba Stock Cratered This Week

Lowe's

In light of retail sales outperforming estimates amid high inflation, five retail stocks broadly held by gurus based on first-quarter 13F filings include Amazon.com Inc. ( AMZN , Financial), Alibaba Group Holding Ltd. ( BABA , Financial), Lowe's Companies Inc. ( LOW , Financial), The Home Depot Inc. ( HD , Financial) and JD.com Inc. ( JD , Financial) according to the Aggregated Portfolio of Gurus, a Premium feature of GuruFocus.

5 Retail Companies in Gurus' Shopping Carts This Summer

Lately, Alibaba's stock price has been dominated by short-term events and disconnected from business fundamentals. Such disconnection creates both challenges and opportunities for investors.

Alibaba's Risk Matrix And One Way To Play It

Seems the Chinese e-commerce giant just can't catch a break.

Why Alibaba Stock Tumbled (Again) on Friday

Alibaba's management is making a significant effort to ramp up its international operations. This will help the company in opening new growth markets and also diversify the revenue base.

Alibaba Is Making The Right Moves

JPMorgan Chase & Co

Alibaba Group Holdings Ltd - ADR (NYSE: BABA), JPMorgan Chase & Co (NYSE: JPM) and XPeng Inc - ADR (NYSE: XPEV) are all trading down significantly from their all-time highs. Each of the three stocks has enjoyed brief bull cycles over the past few months, but the longer-term trend has.

News for Alibaba Stock (BABA)