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

Other gains, net

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.

Alibaba excels in Q2 2025, eyes AI innovation for growth

Alibaba's Q2 2025 performance reflects strong growth in core segments and successful initiatives like the 11-11 Global Shopping Festival. The company's focus on AI and cloud technologies underscores a commitment to innovation and market leadership.
While facing margin and profitability challenges, Alibaba's solid financial position and ongoing investments position it well for future growth. Careful management of fee implementations and a focus on AI-driven efficiencies present avenues for sustained success.

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 (NYSE: BABA) stock price record of underperformance has continued this year. It has dropped by over 1.50% this year as the Nasdaq 100 and S&P 500 indices soared by double digits.

Alibaba stock price analysis: the comeback could be epic

Alibaba stock has only returned 4% since we last wrote about it, down over 75% from its all-time high in 2020. Despite revenue growth slowing, Alibaba remains a cash flow machine with strong fundamentals and is trading close to all-time lows in multiple metrics. Alibaba's focus on share buybacks, dividend issuance, and expansion into AI and cloud computing make it a strong long-term investment with potential for significant returns.

Alibaba: Is It Really That Bad

Alibaba stock gapped down, then rose sharply after reporting earnings, but BABA stock has been stuck on a downtrend ever since.

After Post-Earnings Sell-Off, Alibaba Tries To Bottom, But Is BABA Stock A Buy Now?

Chinese tech giant Alibaba's international e-commerce unit is tapping generative AI-powered tools to help cross-border merchants with translation, content creation and product returns, group vice president Kaifu Zhang said.

Alibaba bets on gen AI tools for overseas merchants, executive says

Pinduoduo Inc - ADR

TAL Education Group

The iShares MSCI China ETF (NASDAQ: MCHI ) has surged by more than 8% in the past six months, suggesting that investors have gained renewed optimism about Chinese stocks. Despite having my reservations, I share investors' current sentiment as I believe China's leading emerging market status provides it with an edge, meaning systematic support is likely.

The 3 Most Undervalued Chinese Stocks to Buy in July 2024

In the most recent trading session, Alibaba (BABA) closed at $73.50, indicating a -1.37% shift from the previous trading day.

Alibaba (BABA) Stock Declines While Market Improves: Some Information for Investors

Morphic Holding Inc

Nasdaq flat, but Alibaba shares dip 1.17% pre-market as AI progress showcased at Shanghai conference.

Nasdaq Index, Dow Jones, S&P 500 News: Morphic Holding Shares Surge Over 75%; Alibaba Group Stumbles

DouYu International Holdings Ltd

Lufax Holding

Two Chinese companies, Lufax Holdings and DouYu, recently announced special dividends that yielded 50% for shareholders who held immediately after the payouts were announced. The Lufax special dividend has already been paid. The DouYu special hasn't been paid and is not ex-dividend yet. Although the stock has responded to the dividend announcement, the forward yield is still over 50%.

China's So Cheap, We're Seeing 50% Yield Special Dividends!

Pfizer

PayPal

Despite their recent struggles, these three industry giants hold the promise of significant upside. With favorable consensus price targets and ratings, attractive P/E valuations, solid earnings growth projections, and some highly attractive dividend yields, they present a hopeful picture for income and value-oriented investors.

3 Stock Giants Analysts Are Bullish On Despite Struggles

While Alibaba's Western peers keep shining, I think Alibaba's recent lackluster performance is due to the weakening of the Chinese economy. It's hard to believe, but with approximately half a trillion yuan in cash and equivalents on the balance sheet, BABA's current cash ratio is already 44%. I see an important bullish catalyst that may revive growth in undervalued Alibaba stock shortly.

Alibaba Stock: Stay Greedy, The Catalyst Is Coming

Amazon

Baidu

Intel

5 Historically Cheap Artificial Intelligence (AI) Stocks You Can Confidently Buy for the Second Half of 2024 (and Nvidia Isn't 1 of Them!)

Despite China's positive economic shifts, investors remain wary of Alibaba, overlooking new policies and stimulus measures. BABA, currently in a mid-term downtrend, shows potential for a bullish reversal with targets up to $113 by year-end. China's rapid modernization and economic rise position Alibaba to capitalize on significant growth opportunities amid shifting global dynamics.

How China's Shift Fuels Alibaba's Growth

Alibaba Group Holding Ltd. disclosed Tuesday that it continued to increase stock repurchases as prices struggled to gain traction.

Alibaba is buying back more and more stock as prices extend selloff

NEW YORK, July 01, 2024 (GLOBE NEWSWIRE) -- CertiK, Web3's leading blockchain security company, announced today that CertiK has successfully migrated its cloud infrastructure in Asia to Alibaba Cloud. This strategic move leverages Alibaba Cloud's advanced resource management services to enhance the security, reliability, and cost-efficiency of CertiK's blockchain applications.

CertiK Announces Completion of Migration to Alibaba Cloud In Asia

JD.com

The Chinese consumer is finally returning to spending, albeit at a slower-than-expected rate. Eventually, once economic confidence is restored, consumers will increase their spending.

3 Chinese Retail Stocks That Remain a Bright Spot as China Struggles

Tencent Holdings Limited

Shares in Tencent, like much of the rest of Chinese tech, have been slammed since Beijing began a crackdown on technology companies in late 2020.

Alibaba Stock Has Languished While Tencent Has Soared. One Reason Why.

Warner Bros Discovery Inc

Buying undervalued stocks may provide substantial profits for investors, particularly if the underlying businesses are poised for a huge upswing. These three cheap stocks have a lot of potential and should rise significantly by 2025.

The 3 Most Undervalued Stocks Ready for a Major Rebound by 2025

Strategic plans for a diverse supplier network and enhanced trade opportunities unveiled GENEVA , June 27, 2024 /PRNewswire/ -- Alibaba.com, a leading platform for global business-to-business (B2B) e-commerce and a unit of Alibaba International Digital Commerce Group, today honored businesses in their pursuit of success and global growth ahead of Micro-, Small and Medium-Sized Enterprise (MSME) Day on June 27. Reaffirming its dedication to supporting MSMEs, Alibaba.com said it has been rolling out artificial intelligence (AI) tools for global suppliers, which have so far attracted adoption by around 30,000 businesses on its platform.

MSME Day 2024: Alibaba.com Commits to Scaling AI Tools for MSMEs

CVS Health

Dollar General

DoubleVerify Holdings

Estee Lauder

Lululemon Athletica

Prologis

I think it is a good idea to buy some undervalued long-term stocks on weakness before they start to make a recovery. The current market environment is quite unforgiving for many stocks as investors have piled into just a few tech stocks.

Bargain Alert: 7 Long-Term Stocks to Buy Hand-Over-Fist

Alibaba stock is very inexpensive, especially when taking into account its large cash position. The company generates a lot of cash which it is using to buy back shares and reinvest in its businesses.

Billionaire David Tepper's Portfolio Is Loaded With "Magnificent Seven" Stocks, But His Top Holding Is This Chinese Stock. Is Now a Great Opportunity to Buy This Beaten-down Stock?

The shares are showing signs of a so-called golden cross, which indicates momentum.

Alibaba Stock Looks Poised for a Rally. China Trade Tensions Could Be a Catalyst.

Geopolitical risks are likely overestimated, with deep economic ties between the US and China and the historical crisis of the original Cold War suggesting a peaceful resolution. I am not claiming that BABA is a superior investment to Amazon, but its key business and financial metrics are certainly competitive with one of Wall Street's favorites. According to my intrinsic value calculations, the company that consolidates the world's largest e-commerce platforms by GMV and China's cloud leader is deeply undervalued.

Alibaba: Geopolitical Impact Overhyped

Alibaba (BABA) introduces AI programmer in a bid to boost its generative AI-backed offerings.

Alibaba (BABA) Boosts Generative AI Efforts With AI Programmer

Broadcom

Coherent Corp

Hess

Merck

NVIDIA

Taiwan Semiconductor Manufacturing

Artificial intelligence (AI) has the potential to add nearly $16 trillion to the global economy by the turn of the decade. Eight top-tier billionaires sent shares of Nvidia to the chopping block in the March-ended quarter.

Forget Nvidia: Prominent Billionaires Are Selling It in Favor of These 7 Top-Notch Stocks

Inspiring people from around the world to #FindYourSport Consumers have placed over 161 million orders for sporting goods on AliExpress since 2019* PARIS , June 25, 2024 /PRNewswire/ -- As the Worldwide Olympic TOP Partner of the Olympic Games for e-commerce platform services, AliExpress unveiled its latest global advertisement campaign, "Find Your Sport," at the Olympic Qualifier Series 2024 in Budapest ahead of the Olympic Games Paris 2024. The advertisement highlights that AliExpress has seen more than 161 million purchases of sporting-related goods and enabled consumers from around the world to actively engage in sports in the past five years*.

News for Alibaba Stock (BABA)