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

China's Alibaba Group has replaced the CEO of its Lazada Group eCommerce platform amid an intensifying battle for control of the Southeast Asian internet economy. As Bloomberg News reported Friday (June 3), James Dong, who had been running Alibaba's Thailand business, has been named new chief executive, replacing Chun Li.

Alibaba Replaces Lazada CEO

Shares of Alibaba Group are down YTD due to regulatory pressures and threats of Western sanctions. The company is using this opportunity to buy back shares and some investors believe the company to be undervalued at its current levels.

Alibaba Group: Rallying on Fundamentals & Improved Macro Backdrop

Shares of Alibaba Group Holdings Ltd (NYSE: BABA), JD.Com Inc (NASDAQ: JD), Baidu Inc (NASDAQ: BIDU), Nio Inc (NYSE: NIO), and other U.S.-listed Chinese companies were not trading on Friday in Hong Kong. Financial markets in mainland China.

Why Alibaba, Nio, Other Chinese Stocks Are Not Trading In Hong Kong Today

Alibaba Group Holding Ltd - ADR (NYSE: BABA) shares are trading higher by 3.71% at $96.84. Strength is possibly due to hopes of a Shanghai reopening.

What's Going On With Alibaba Shares Today?

Key Takeaways: Alibaba's revenue for the January-March quarter increased 8.9% year-on-year, the slowest pace for any quarter since it went public Yet revenue beat analyst expectations, driven by the China commerce and cloud businesses By Tina Yip Like other once high-flying Chinese.

Alibaba Logs Slowest Revenue Growth But Investors See Bright Side

Alibaba is cheaper today than 8 years ago. Is this one of life's great rarities?

Alibaba Update: It's Down 75%. Is It Still A Value Play?

Recent quarterly report by Alibaba has shown a strong performance within its delivery business. The Local Consumer Services business segment grew by 29% on a YoY basis and improved EBITA margin by 30 percentage points.

Alibaba Shows A Surprising Win

Baidu

JD.com

Pinduoduo Inc - ADR

Shanghai is offering tax incentives and subsidies to kickstart the local economy after two months of lockdowns to reduce the spread of COVID-19.

Alibaba and other Chinese stocks get a boost after Shanghai lifts COVID-19 restrictions and officials unveil stimulus measures

HUYA Inc - ADR

A loosening of restrictions in China's largest city helped fuel a broad-based rally.

Why Alibaba, JD, and Huya Stocks Surged on Tuesday

Marvell Technology

Zscaler

Could tech stocks be worth your attention this week?

3 Tech Stocks To Watch In June 2022

My two favorite Chinese companies, Alibaba and Baidu, have declined for more than a year. During that time, both stocks became drastically oversold and dramatically undervalued.

Alibaba And Baidu: The Bottom Is Finally Here

KE Holdings

Bilibili

Didi Global

iQIYI

Tencent Music Entertainment Group 

The U.S.-listed shares of China-based companies traded broadly higher Tuesday, as investors were emboldened by the major steps to be taken to lift COVID-19-lockdown measures in Shanghai.

China stocks enjoy big, broad rally as Shanghai moves toward lifting COVID-lockdown measures

Lifting lockdowns is helping shares. The index tracking the 50 largest Chinese companies is down 47% this year.

Alibaba, JD.Com, and Other Chinese Stocks Are Rising. Here's Why.

Shares of U.S.-listed Chinese companies were nearly flat in Hong Kong on Tuesday morning.  Major tech names like Alibaba Group Holding (NYSE: BABA), JD.com Inc (NASDAQ: JD), Tencent Holdings (OTC: TCEHY) and Baidu Inc (NASDAQ: BIDU).

Why Alibaba, Nio, Chinese Peers Are Struggling For Direction In Hong Kong Today

Salesforce

Cisco Systems

Microsoft

Generation Investment bought shares of Alibaba and Salesforce, exited a Cisco investment, and slashed its Microsoft stake.

Al Gore's Investment Firm Bought Alibaba and Salesforce. It Sold Cisco, Microsoft.

Alibaba is highly reliant on discretionary spending. The severe Covid-19 lockdowns have weighed heavily on the Chinese economy.

Alibaba Stock Is Rallying After China Moves to Ease Lockdown Measures

Alibaba beat revenue and EPS predictions for the last quarter, causing shares to soar. Due to COVID-related uncertainties, Alibaba skipped its earnings guidance which the company usually provides at the beginning of the year.

Alibaba: The Valuation Is Just Wrong

Alibaba Group's March earnings can be properly interpreted without a broader political background. For every Alibaba investor, high conviction from an independent thinker and China expert like Ray Dalio should definitely be part of the thesis.

Alibaba: March Earnings And Bridgewater Position

Macy's

NVIDIA

Williams-Sonoma

Could today's recovery in stocks make for a good chance to cycle into these cyclical firms?

Stocks To Invest In Today? 4 Cyclical Stocks To Check Out

Alibaba ( BABA , Financial) is a leading e-commerce and cloud computing giant which has been dubbed the “Amazon ( AMZN , Financial) of China.” They have the number one market share in cloud and the leading market position in B2B e-commerce.

Alibaba Obliterates Earnings, Stock Pops by 14%

Alibaba (NYSE: BABA) stock price has staged a strong comeback after the company published strong quarterly results. The stock surged by more than 15% on Thursday, pushing it to the highest level since May 17th.

Alibaba stock price popped. Will this recovery last?

Benchmark analyst Fawne Jiang slashed its price target on Alibaba stock to $200 from $220 on Friday while reiterating a Buy rating.

Alibaba Stock Falls Back After Rallying. China Lockdowns Dampen an Earnings Beat.

Tencent Holdings Limited

Chinese tech giants Alibaba, Tencent and JD.com have all posted their slowest revenue growth on record as Covid and Beijing's tech crackdown took their toll.

Alibaba, Tencent and JD.com all just posted their slowest revenue growth on record

Alibaba's stock jumped in Hong Kong after the Chinese e-commerce giant reported record transactions on its digital platform even as the resurgence of Covid-19 infections battered the world's second-largest economy.

Alibaba Shares Jump As Chinese E-Commerce Giant Posts Record Transactions

Alibaba Group Holding Ltd. shares 9988, +12.15% soared in Hong Kong trading on Friday, extending the positive momentum from U.S. trading overnight as investors welcomed the company's better-than-expected earnings.

News for Alibaba Stock (BABA)