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

JD.com

The new month of negative inflation—the consumer price index dropped 0.2% from a year earlier in October—isn't quite deflation.

China's Consumer Prices Are Falling Again. Why It's a Problem for Stocks.

Etsy

MercadoLibre

Overlooking the rapid growth potential of e-commerce might leave some investors feeling out of step, perhaps even a bit behind the curve. While general consumer behavior has stabilized post-pandemic, e-commerce spending is expected to continue trending up.

Alibaba Just Launched Its Latest AI Model. Here's Why You Should Still Avoid the Stock.

Chinese exports fell for a sixth consecutive month in October, dropping 6.4% from a year ago.

Alibaba, JD.com Fall After China Trade Data. Here's the Good News.

PayPal

AT&T

In investments, the pursuit of stocks that promise to be gems in the rough is a thrilling endeavor. But how do you identify the stars among the multitude of options?

Wall Street's Whisper: 3 Stocks That Could Double Your Wealth in 2025

Alibaba's investment in Zhipu (and AI in general) could lead to significant growth. I view BABA's low P/E ratio, both in absolute terms and in comparison to its peers, as a dramatic mispricing of such growth potential. Besides AI, other positive catalysts include the easing of China's regulatory crackdown and the completion of its business reorganization plan.

Alibaba: A Buy As The Company Invests In AI

The EU on Monday announced an investigation into Chinese e-commerce giant AliExpress, seeking more details on what measures it is taking to protect consumers online from illegal products, including fake medicines.

EU probes AliExpress to examine curbs on illegal products

Ant Group has received Chinese government approval to release products powered by its "Bailing" artificial intelligence (AI) large language model to the public, a spokesperson for the Chinese firm said on Monday.

Ant Group wins approval to release AI products to Chinese public

Alibaba stock has stalled recently due to negative headwinds from China's property market after a massive selling spree from its August highs. Investors are likely assessing the strategic direction of Alibaba Cloud under its new top leadership and its progress in the generative AI space. Alibaba's upcoming earnings release after China's Singles' Day shopping festival will provide crucial insights into the health of the Chinese consumer.

Alibaba: My Only 'Strong Buy' Chinese Stock

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 September 30, 2023 before the U.S. market opens on Thursday, November 16, 2023, 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-regist.

Alibaba Group Will Announce September Quarter 2023 Results on November 16, 2023

Fiverr

Lithium Americas Corp

NerdWallet

Solid Power

Tesla

I asked Google's Bard to give me 7 AI stock picks it believes will double in value in 2024. The results weren't far off from what I would expect.

AI Predicts These 7 Stocks Will Double Your Investment in 2024

In the bustling financial realm, e-commerce stocks are shining brighter than ever, effectively reshaping commerce. Once just a convenient alternative, online retail has essentially bulldozed traditional brick-and-mortar offerings.

E-Commerce Stars: 3 Top Stock Picks in Online Retail

Chinese e-commerce giant Alibaba is back on growth mode in the latest quarter. The company is well-positioned to drive further growth in its domestic market.

This E-commerce Giant Is on Sale Now

As fellow Chinese retailer Alibaba slumps and China's economy slows, Miniso fights to build on its already huge run.

Alibaba Slumps As This Chinese Retailer Aims To Extend 568% Gain

Alibaba's stock is trading at multi-year lows despite committed share repurchases and plans for spinoffs. The company has shown impressive profit improvements despite stagnant revenue growth. Alibaba has a strong balance sheet marked by ample net cash and an extensive equity portfolio which together make up around 57% of the market cap.

Alibaba: My Only Chinese Stock With 57% Net Cash And Investments

Chinese tech companies are racing for AI dominance, just like their American peers.

Alibaba Upgrades Its AI Model, Despite U.S. Chip Curbs

Amazon

Microsoft

Alibaba announced Tongyi Qianwen 2.0, its latest large language model, as the Chinese giant looks to compete with U.S. rivals like Amazon and Microsoft.

Chinese tech giant Alibaba launches upgraded AI model to challenge Microsoft, Amazon

Many consider Goldman Sachs NYSE: GS as one of the 'masters of the universe' when it comes to investment strategy and decisions. Fortunately for the rest of the world, these geniuses are - sometimes - generous enough to accumulate some goodwill with the public.

Alibaba Makes Goldman's ‘Conviction List': Earnings Beat Coming?

Alibaba (BABA) closed at $83.14 in the latest trading session, marking a +0.39% move from the prior day.

Alibaba (BABA) Advances But Underperforms Market: Key Facts

Apple

Alphabet

Johnson & Johnson

NVIDIA

Procter & Gamble

Zoom Video

Earlier this year, the investing world was rocked by the surprising revelation that famed investor Michael Burry had placed a massive bearish bet against the stock market.

What stocks is Michael Burry shorting?

Alibaba's stock has fallen below $80, reaching a level at which it has historically been a good buy. The company scores high marks on valuation, growth, and profitability in Seeking Alpha Quant. Alibaba has the potential for growth with strong financials and a good competitive position in the market, despite geopolitical risks.

Alibaba Is Getting Absolutely Cheap

SANTA CLARA, Calif.--(BUSINESS WIRE)-- #gateway--Actiontec today announced plans to manufacture BABA Compliant Industry-leading Optical Network Terminals (ONTs) and WiFi-6E/7 products. This effort will combine Actiontec experience in supplying millions of units to USA ISP and MSO operators with Cambridge Industries Group's (CIG) heritage of designing and manufacturing CPE globally. “Actiontec is an acknowledged leader in developing and supplying equipment for broadband networks,” noted Actiontec President.

Actiontec Announces Plans to Manufacture BABA Compliant ONTs and Wi-Fi Products for the Broadband Equity, Access, and Deployment Program

Costco

Costco and Alibaba have the potential to surpass Walmart's market cap by 2033, each carving a unique path towards this ambitious goal. Alibaba's resilience amid regulatory challenges, coupled with China's economic stimulus efforts, bodes well for its future market valuation.

2 Stocks That Could Be Worth More Than Walmart in 10 Years

Alibaba's most recent earnings were strong, demonstrating a resurgence in the company's performance. Alibaba also has many catalysts, such as its corporate restructuring that could act as a tailwind for the stock.

Why Undervalued Alibaba Could Become Great Again

Tencent Holdings Limited

Zhipu's statement about its investors comes at a time when the technology battle between the U.S. and China continues to ramp up with artificial intelligence front and center.

News for Alibaba Stock (BABA)