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

GEN Restaurant Group Inc

HCA Healthcare

The latest filing detailing the stock holdings of the famous investor who predicted the 2008 crash – Michael Burry of “The Big Short” fame – published in mid-February covering the final trimester of 2023 was filled with interesting updates and revelations.

This ‘Big Short' Michael Burry stock is up 50% in a week

The updates roll out just in time for the brand's 14th Anniversary Sale, with deals up to 70% off from March 18 through March 27 LOS ANGELES, March 18, 2024 /PRNewswire/ -- AliExpress, an international online retail marketplace under Alibaba International Digital Commerce Group, has made significant updates to its platform designed to enhance the customer experience in the U.S. market, including faster shipping times, new delivery guarantees, and an updated mobile app for simpler browsing on its catalog. A majority of U.S. consumers state that recent price increases have put a strain on their wallets.

AliExpress Levels Up Experience for U.S. Customers with Updated Shopping Guarantees and a Redesigned Mobile App

JD.com

Baidu

China's industrial output grew 7% year-over-year in the first two months of 2024, the fastest growth in two year.

Alibaba, JD.Com, Other China Stocks Rise. Why Economic Data Point to More Gains.

eBay

MercadoLibre

The e-commerce trend continues to take share from traditional retail. Statista estimates a 9.79% compounded annual growth rate in worldwide e-commerce revenues between 2024 and 2029.

The 3 Most Undervalued E-Commerce Stocks to Buy in March 2024

Baidu is shifting its advertising focus and expanding its cloud business. Alibaba is expanding overseas to offset its slower growth in China.

Better Growth Stock: Baidu vs. Alibaba

U.S.-China tensions could weigh on earnings for Chinese tech stocks like Alibaba, according to an analyst.

Chinese Stocks Rallied. Why Caution on Alibaba and Others Is Still Warranted.

According to a report in a South Korean newspaper, the Chinese e-commerce powerhouse seems intent on building a large presence in that market. Alibaba is apparently investing the equivalent of $1.1 billion to build out a logistics network in South Korea.

Why Alibaba Stock Dived by Nearly 4% Today

The European Commission (EC) has opened formal proceedings to determine whether AliExpress breached requirements of the Digital Services Act.

EC Deepens Investigation of AliExpress Compliance With Digital Services Act

Alibaba's AliExpress could face a hefty fine after the European Commission on Thursday opened an investigation into dissemination of potentially illegal and pornographic materials, the third such probe after social media platform X and TikTok.

EU probes AliExpress over possibly illegal online products

Alibaba Group Holding Ltd (NYSE: BABA) is in focus today after the European Commission launched a probe into its eCommerce platform – AliExpress. Did AliExpress violated the Digital Services Act?

EU launches probe into AliExpress over pornography on platform

The European Union has opened its third formal investigation of a very large platform under the Digital Services Act (DSA), with China's AliExpress earning itself the dubious honor of being the first online marketplace to face formal probe by the Commission.

AliExpress is first online marketplace to face DSA investigation by EU

EU opens probe into Alibaba's AliExpress over illegal content, pornography on platform

Alibaba Group plans to invest $1.1 billion in South Korea over the next three years to build a logistics center and expand businesses, South Korean news agency Yonhap reported on Thursday.

Alibaba plans to invest $1.1 bln in South Korea, Yonhap reports

Alibaba's sales growth in Q4 2023 was only 5% YoY, raising concerns about a slowdown in growth. China's improving economic outlook and measures to boost consumer spending could benefit Alibaba in 2024. Alibaba's eCommerce segment is highly profitable and undervalued, with potential for stronger sales and profit growth in the future.

Alibaba Has Substantial Re-Rating Potential In 2024

Apple

AbbVie

AGNC Investment

Antero Midstream Partners

Apple Hospitality REIT

Ares Capital

Apollo Commercial Real Estate Finance

Broadcom

Boeing

Bank of America

BASF SE

Brookfield Renewable Partners

B&G Foods

Bank of Montreal

Bayerische Motoren Werke AG

Bank of Nova Scotia

BRT Apartments

Blackstone Group

Blackstone Secured Lending Fund

Colgate-Palmolive

Canadian Imperial Bank of Commerce

US stocks climbed higher in February with the DJIA adding 0.4% and the S&P closing in on the 5,000-point mark.

February's Dividend Portfolio Update Sets New Record - 100 Holdings, 19 Strategic Buys

Oracle

Michael Burry's stock market activities have been a major point of interest for investors ever since he made it big with a well-placed bet ahead of the 2008 crisis, which has since solidified its place in history as “ The Big Short .”

Here's how Michael Burry's stock portfolio is performing so far

The entertainment and media arm of Chinese tech giant Alibaba Group Holding will deploy at least HK$5 billion ($640 million) over the next five years to promote the development of Hong Kong's entertainment and film sectors.

Alibaba's Media Arm To Invest $640 Million In Hong Kong Entertainment Industry

Alibaba Group's media and entertainment arm will invest in movies, television dramas and creative events in Hong Kong over the next five years.

Alibaba's Media Arm to Invest $640 Million in Hong Kong Entertainment

Pinduoduo Inc - ADR

Consumer price growth accelerated, potentially signaling a rebound in consumer spending. Beijing concluded its annual parliamentary meeting with a 5% GDP growth target.

Why China Stocks Alibaba, JD.com, and PDD Holdings Were Climbing Today

Advanced Micro Devices

Alteryx

Alphabet

NVIDIA

Palantir Technologies

An article in the Wall Street Journal from July 2023 indicated that the AI Cloud boom has created significant opportunities for multiple firms in their stocks. The thrust of the article was that Cloud providers largely remained incapable of supporting large AI applications.

7 Stocks That Can Ride the AI Cloud Boom to New Heights

Ambev

AstraZeneca

British American Tobacco

Anheuser-Busch InBev

GlaxoSmithKline

Imperial Brands PLC

Kao Corp

Kone Oyj

Medtronic

Our 3-step process focuses on wide-moat stocks (as per Morningstar's rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may be worth your time for further analysis.

News for Alibaba Stock (BABA)