Alibaba company report

Alibaba GroupHeri Zhao (zhaoheri)

Taobao.com

Taobao.com

● China’s largest online shopping destination with China’s most popular mobile commerce app

● 8 million sellers● 500 million registers● Creating 2.7 million jobs by 2011

Aliexpress

Alipay

● PayPal-like service● More than 80 million transaction/day● 300 millions users by the end of 2013

Financials

2014 IPO raised $21.8 billion

Financials

Current Market Cap $210.38 billion

History

1998: Founded by Jack Ma2001: Alibaba.com achieved profitability2003: Taobao founded as a C2C e-commerce platform2004: Alipay released2008: Taobao Mall (Tmall.com) released2014: IPO2015: Brought cloud computing service in US

What’s Hot?

Cloud + App

● AliCloudBiggest cloud computing provider in China

● MobileOver half of Alipay transactions in China from mobile device

Secret Sauce

Highly focusing on small merchants and customers

More like software company than a retailer

Create job for government

Competitors

AmazonEbayPaypal

Story Time - Shopping Festival

● Single’s Day (11/11), Shopping Festival created by Alibaba

● An amalgamation of all of North America’s biggest online retail days into one…

What happened in 24 hours?

● GMV (Gross Merchandise Volume) $1B in less than 20 mins

● 2.85M TXN/min (peak value)● 188M TXN ≈ 16 days * 11.5M

Story Time - Shopping Festival

Order a Tesla online!

Story Time - Shopping Festival

Order a Tesla online!

Story Time - Shopping Festival

Prediction

● Success in China? Yes

● Success in Global? Very likelycompetitionbut focus on small and medium-sized enterprisesmore opportunities

Questions?