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

Anheuser-Busch InBev

ConocoPhillips

Kenvue

Block

STMicroelectronics NV ADR RegS

UnitedHealth Group

Ever had the experience of befriending the schoolyard bully? That's sort of the underlying catalyst behind hedge fund favorite stocks.

Hedge Fund Favorites: 7 Stocks the Big Money Is Loving Now

Alibaba operates through multiple segments, allowing them to tap into different consumer markets and expand their potential market. The China Commerce segment brings in less than half of Alibaba's total revenue but accounts for over 100% of their total EBITA. The slow growth in the China commerce segment is a concern, but the exponential growth in Alibaba's other segments presents an opportunity for increased profitability.

Alibaba: Buying Opportunity Despite Geopolitical Risk

Amazon

A cheaper valuation may assuage investor concerns about Alibaba's geopolitical risks.   Those preferring to avoid such risks might choose Amazon instead.

Better Bull Market Buy: Amazon vs. Alibaba Stock

Coupang

Pinduoduo Inc - ADR

JD.com

Alibaba Group has been fined 1 billion Yuan for engaging in monopolistic practices, which could lead to changes in its business strategy. JD.com, the winner of the lawsuit, will receive a one-time gain from the fine and could benefit from policy changes at Alibaba's Tmall. Other e-commerce retailers such as Coupang, Pinduoduo, and Vipshop Holdings may also see market share gains due to the ruling.

How China Court Ruling Could Impact Alibaba, JD, Pinduoduo, And Coupang

Baidu

These tech stocks have fallen in large part because of the slowing economy in China. Many analysts think they're poised for big rebounds.

Want 54% to 81% Returns Over the Next 12 Months? Wall Street Says to Buy These 3 Stocks.

Results at the Chinese e-commerce giant are stabilizing. The stock looks dirt cheap relative to Alibaba's earnings growth.

3 Reasons to Buy Alibaba Stock as It Revisits Its IPO Price

Roku

Amazon's most profitable business is seeing growing demand for AI services. Roku has a key advantage to win a growing share of a $60 billion U.S. TV advertising market.

3 Turnaround Stocks You'll Regret Not Buying in 2024

Lovesac Company

PayPal

Starbucks

Despite rallying 43% in 2023, the Nasdaq Composite remains 4% below its record-closing high, set in November 2021. Notable declines in the major stock indexes (including the Nasdaq) have always offered phenomenal buying opportunities.

4 Spectacular Growth Stocks You'll Regret Not Buying in the Wake of the Nasdaq Bear-Market Dip

Adobe

Alphabet

Regulatory pressure on businesses in the technology sector has been increasing since last year. Rules on content moderation and payment activities appeared in the government's supervisory agenda in several countries, while President Biden's executive order on the safety and security of artificial intelligence has already been signed.

3 Tech Stocks to Sell as the Sector Faces Regulatory Headwinds

Invesco China Technology ETF

Chinese stocks have been in a downturn for three years but may rebound considerably as we advance. The Chinese bear market in stocks may be coming to an end, leading to the next bull market in Chinese equities.

The Chinese Stock Bottom May Be Near

Investors had seized on reports that a government stimulus effort is on the way, but the gains began to fade on Friday.

Alibaba and Other Chinese Stocks Slump as Stimulus Rally Loses Steam

Alibaba shares have underperformed the S&P 500 by 51.75% over the last five years. Technical indicators suggest that Alibaba's stock has bottomed and is reversing, with a bullish trajectory gaining momentum. The company's strong fundamentals, including profitability, growth, and financial health, support its upward trajectory.

Alibaba Group Holding Limited: Buy This Dip, Fundamentals Are Strong

HANGZHOU, China--(BUSINESS WIRE)--Alibaba Group Holding Limited (NYSE: BABA and HKEX: 9988 (HKD Counter) and 89988 (RMB Counter), “Alibaba” or “Alibaba Group”) today announced that it will report its unaudited financial results for the quarter ended December 31, 2023 before the U.S. market opens on Wednesday, February 7, 2024, and will hold a conference call to discuss the financial results at 7:30 a.m. U.S. Eastern Time (8:30 p.m. Hong Kong Time) the same day. All participants must pre-registe.

Alibaba Group Will Announce December Quarter 2023 Results on February 7, 2024

HANOI, Vietnam--(BUSINESS WIRE)-- #Alibaba--Global leading technology company FPT Software recently announced a partnership with Alibaba Cloud, the digital technology and intelligence backbone of Alibaba Group, solidifying its position as a Global Managed Service Partner (MSP). As part of the Alibaba Cloud International MSP Program, FPT Software's Alibaba Cloud expertise is now further bolstered with customized enablement support, technical support, and training from the leading cloud provider, covering a.

FPT Software Becomes Alibaba Cloud Managed Service Partner, Boasting New Cooperation Prospects

In the most recent trading session, Alibaba (BABA) closed at $75.20, indicating a +1.59% shift from the previous trading day.

Alibaba (BABA) Beats Stock Market Upswing: What Investors Need to Know

Bilibili

Li Auto Inc.

iShares MSCI China ETF

NetEase

Trip.com

It's been a tough couple of months for leading Chinese stocks. Worries about a slowdown in the world's second-largest economy, particularly in the slumping real estate sector, have hurt China's stock market.

These Oversold Chinese Stocks Are Primed to Rebound

Archer-Daniels-Midland Company

Occidental Petroleum

The stock market might be sitting at an all-time high, with the Dow recently closing above 38,000 for the very first time, but the gains continue to be lopsided. About 70% of the stocks in the benchmark S&P 500 continue to trail the index's performance.

3 Stocks Hitting 52-Week Lows to Buy Now

Alibaba's (BABA) second-hand goods trading platform, Xianyu, is set to launch its first "all-category second-hand store" in the Gongshu district of Hangzhou.

Alibaba's (BABA) Xianyu Set to Open Offline Second-Hand Store

Alibaba co-founder Jack Ma has piled into the company's shares, according to a report.

Alibaba Stock Jumps as Jack Ma Bets Big. Is He Falling Into His Own Value Trap?

Chinese e-commerce and cloud behemoth Alibaba stock has considerably underperformed the broader tech indices, declining by about 7% year-to-date and by over 40% over the last 12 months. The company has been weighed down by multiple issues.

Down 40% In The Last 12 Months, Is Alibaba Stock Undervalued At $70 Per Share?

Alibaba (NYSE: BABA ) stock didn't have a great 2023, but 2024 is looking up. China's e-commerce giant supports online transactions domestically and internationally.

Alibaba Outlook: 3 Reasons Why BABA Stock Is Still a Buy

Jack Ma and Joe Tsai bought about $200 million of the company's stock in the latest quarter, giving the Chinese tech giant some welcome news amid a monthslong slide.

Alibaba Shares Rise as Co-Founders Buy Stock

The Chinese stock market has been on a decisive downward trajectory for more than a year, with the major indices for the Hong Kong, Shenzhen, and Shanghai exchanges dropping between 22% and 30% in the last 52 weeks.

Here's how Michael Burry's $4.3 million Alibaba bet is doing

Hong Kong, Hong Kong--(Newsfile Corp. - January 24, 2024) - On January 5, 2024, Alibaba Pictures Group Limited (HKE: 1060) ("Alibaba Pictures" or the "Company"), a leading Internet film and television company in China, had a meeting with Studio Ghibli, a world-renowned top animation studio, where they successfully forged a strategic partnership encompassing various fields, such as animation and the development of immersive exhibitions. This auspicious occasion not only marked Studio Ghibli's first working day of the new year but also celebrated the 83rd birthday of the legendary animation master, Director Hayao Miyazaki.

Alibaba Pictures and Studio Ghibli Forge Strategic Partnership

A reverse DCF analysis indicates that the current stock price reflects revenue growth of -2%, which is overly pessimistic. My calculation of the intrinsic value of BABA is $348 billion, equivalent to $137 per share. For value investors who are willing to take risks and have a long-term view, the current stock price is a great opportunity.

News for Alibaba Stock (BABA)