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 shares have been heavily discounted, making them a compelling buy with potential for future growth. Billionaires, including David Tepper, have been buying Alibaba shares, indicating confidence in the company. BABA itself has been buying back shares, and insiders, including Jack Ma and Joe Tsai, have made significant purchases, further boosting confidence in the stock.

Alibaba: Shares Decimated From $300 To $70, I'm A Buyer

Alibaba said it repurchased $4.8 billion worth of shares last quarter. But Alibaba stock traded slightly lower.

Alibaba Repurchased $4.8 Billion In Stock Last Quarter, As Buyback Plan Ramps Up

Alibaba (NYSE: BABA) stock price is not doing well in 2024 as the company faces a mountain of challenges in China and abroad. It has dropped by almost 6% this year, 26% in the past 12 months, and by 60% in the past 5 years.

What happened to the Alibaba stock price?

Renowned investor ‘The Big Short,' Michael Burry, celebrated for his lucrative investments during the 2008 recession where he accurately foresaw the housing market collapse, is poised to reap substantial gains from his confidence in Alibaba Group Holdings (NYSE: BABA) stock following recent developments.

Michael Burry's largest stock bet boosted by $25B buyback plan

Advanced Micro Devices

Intel

Super Micro Computer

It's been a tough start to the quarter for technology stocks. The tech-heavy Nasdaq Composite Index fell 1% Tuesday and looked set to open lower again Wednesday.

Alibaba, AMD, Super Micro, Intel and Other Tech Stocks in Focus Today

The Chinese e-commerce giant staged its second highest quarterly buyback on record, spending $4.8 billion on shares in the first three months of 2024.

Alibaba Ramps Up Share Buybacks

Ingredion

Lululemon Athletica

The United States economy is showing robust signs of growth, with the latest data indicating faster expansion than previously estimated. Strong consumer spending and increased business investment are key drivers, leading to higher profits and a more stable economic landscape.

The 3 Most Undervalued Consumer Stocks to Buy in April 2024

Archer-Daniels-Midland Company

PayPal

Investors seek possibilities that offer growth and durability in the face of volatility in an unpredictable market context. Three equities stand out as opportunities for bold investors to take on risk in exchange for perhaps large profits.

The Daredevil's Portfolio: 3 Stocks for Investors Willing to Embrace Risk

U.S.-listed shares of China-based e-tailer  Alibaba Group Holding Ltd (NYSE:BABA) are 0.8% lower at $72.80 at last glance, following news that the company bought back shares worth $4.8 billion -- its second largest repurchase ever.

Bearish Trendline Threatening Chinese E-Tail Stock

Baidu

Pinduoduo Inc - ADR

Chinese stocks are so incredibly unloved these days after many years of being dragged down by the bears. Undoubtedly, the geopolitical risks associated with the names are still very much present.

The 3 Most Undervalued Chinese Stocks to Buy in April 2024

Walmart

Walmart continues to grow as other big box retailers wither. Alibaba faces a hurricane of macro, competitive, and regulatory headwinds.

Best Stock to Buy: Walmart vs. Alibaba

Bank of America

Bank of Montreal

BYD Co Ltd

JD.com

Oaktree Specialty Lending

Toronto-Dominion Bank

Vanguard Real Estate ETF

Tech stocks are running hot in 2024, with the NASDAQ-100 approaching 40 times earnings. Most tech companies haven't delivered the kinds of results that justify such valuations. For this reason, I'm prioritizing income for fresh buys in 2024. This includes dividend stocks as well as term deposits.

Why I'm Greedily Buying Income In 2024

HelloFresh SE

Recently, the U.S. House of Representatives passed a bill to ban TikTok. Should this ban be ratified by the U.S. Senate, several U.S. companies and the stock market could react negatively.

3 Stocks to Exit Now Ahead of Any Chinese App Bans

Sellers have been dictating the action in Alibaba stock in recent months amid slowing growth and plenty of restructuring challenges.

Alibaba Shelves Another Spinoff Amid Restructuring Challenges, But Is BABA Stock A Buy Now?

Innovative Industrial Properties

Innovative Industrial Properties is a unique example of a profitable business in the marijuana industry. Alibaba hasn't delivered enviable returns of late, but there's more to consider beyond its share price.

A Bull Market Is Here: 2 Spectacular Growth Stocks to Invest $1,000 in Right Now

Investing in Alibaba has been challenging, but there may still be an opportunity for investors with a high tolerance for risk. Despite external negative factors, Alibaba's financials and balance sheet remain strong, with significant liquidity and profitability. The company's capital allocation plan, including dividends and share buybacks, adds credibility and potential attractiveness to the investment.

Alibaba: Something's Got To Give And It's Been The Share Price

Amazon

Oracle

Tepper initiated a big new position in Oracle during the fourth quarter of 2023. He boosted his hedge fund's stake in Alibaba by nearly 21% in Q4.

Billionaire David Tepper Is Loading Up on These Artificial Intelligence (AI) Stocks -- and Nvidia Isn't One of Them

Alibaba's plan to buy full control of its logistics subsidiary rather than spinning it off could signal the Chinese giant is taking competition from e-commerce rivals Shein and Temu more seriously in overseas markets, analysts said.

With Cainiao buyback, Alibaba takes aim at rivals' overseas advance

Chinese industrial activity shows encouraging signs, but sustainable economic growth needs a recovery in the beaten-down property sector.

Alibaba and Other Chinese Stocks Slide as ‘Uneven' Economic Recovery Laid Bare

Artificial intelligence (AI) may represent a $15.7 trillion opportunity by the turn of the decade. Though no company has more directly benefited from the rise of AI than Nvidia, it's reasonable to question if its stock has entered a bubble.

Artificial Intelligence (AI) Stock Nvidia May Be in a Bubble, but These 3 AI Stocks Have Never Been Cheaper

Alibaba dropped a spinoff plan for its Cainiao logistics unit, the latest restructuring plan setback.

Alibaba Calls Off Logistics IPO That Was Part of Big Restructuring Plan

Chinese e-commerce titan Alibaba is withdrawing a planned initial public offering for its logistics arm Cainiao, the company said Tuesday, as a major company overhaul faces setbacks.

Alibaba withdraws Hong Kong IPO for logistics arm

Shares in Alibaba have fallen almost 20% since it announced a bold restructuring a year ago. Plans fell apart.

Alibaba Ditches Cainiao IPO in Final Blow to Stock Boosting Restructuring Plans

The Chinese internet company has abandoned plans to spin off its logistics arm Cainiao, dealing a blow to Hong Kong's beleaguered initial public offering market.

Alibaba Scraps Spinoff Plan as Hong Kong IPO Woes Worsen

Alibaba said on Tuesday it would shelve plans to list its logistics arm, the latest twist in the Chinese e-commerce giant's restructuring efforts since embarking on the biggest shake-up in its history a year ago.

News for Alibaba Stock (BABA)