On the Record · Alibaba
Alibaba competitors, on the record
The companies whose own annual reports name Alibaba as a competitor, each with the sentence it appears in and the filing it came from.
Who Alibaba names
Alibaba’s annual reports for 2023 to 2026 describe its competition by kind of business and do not name competing companies.
Who names Alibaba
Companies whose own annual reports name Alibaba as a competitor.
Word for word“Our current or potential competitors include (i) major e-commerce companies in China that offer a wide range of general merchandise product categories, such as Alibaba Group, which operates taobao.com and tmall.com , and (ii) major traditional retailers in China that are moving into online retailing, such as Suning.com Group Co., Ltd., which operates suning.com .” 20-F for 2025
Word for word“large cloud services companies with internal teams designing hardware and software that incorporate accelerated or AI computing functionality as part of their internal solutions or platforms, such as Alibaba Group, Alphabet Inc., Amazon, Inc., or Amazon, Baidu, Inc., Huawei, and Microsoft Corporation, or Microsoft;” 10-K for 2026
Word for word“Chinese internet companies, such as Alibaba, Tencent, ByteDance, and Xiaomi offer a broad range of online services, including search, feed, cloud services and smart devices, as well as foundation models and a diversified of AI native applications powered by foundation models.” 20-F for 2025
Word for word“• We may not be able to engage consumers as effectively as our large competitors with broad ecosystems – Some of our competitors, such as Alibaba, Alphabet (Google), Amazon, Apple and Meta (Facebook and Instagram), are larger than we are, have greater resources, have a dominant and secure position in other industries or certain significant markets, or offer other goods and services and product ecosystems to consumers and merchants that we do not offer, which can drive consumers to, and keep them locked-in to, their platforms instead of using ours.” 10-K for 2025
Word for word“With respect to both our Core Platform and A&C products and services: Wix, Squarespace, Automattic, Ionos, Google, Amazon, Microsoft, Alibaba and Tencent.” 10-K for 2025
Word for word“Additional sources of competition include large companies that offer online travel services as part of their business model, such as Alibaba, financial services providers such as credit card issuers, search engines such as Google, and peer-to-peer inventory sources that allow travelers to book stays on websites that facilitate the short-term rental of homes and apartments from owners, thereby providing an alternative to hotel rooms, such as Airbnb and Vrbo.” 10-K for 2025
Word for word“Similarly, CBI competes with e-commerce businesses such as Amazon.com, Inc. and Alibaba Group, the e-commerce platforms of traditional retailers such as Target Corporation and Wal-Mart Stores, Inc., and online marketplaces such as eBay Inc.” 10-K for 2025
Word for word“For example, Alibaba alone competes with us in almost every key aspect of our business, competing with us in media through its investment in Sina Corporation (“Sina”); in online video through its subsidiary Youku Tudou Inc. (“Youku Tudou”); and in online search through its subsidiary UCWeb Inc.” 10-K for 2017
Word for word“In China, certain large companies, such as Alibaba, Tencent and Suning, are increasingly investing in sports businesses, including in sports-related content and media channel development.” 20-F for 2019
Read from Alibaba’s annual reports (20-F for 2026, 20-F for 2025, 20-F for 2024, 20-F for 2023) and the financial data it files with the SEC, as of 2026-05-20. Every quotation is word for word from the filing linked beside it; how these pages are built and checked. The full record is in its company data sheet.