Alibaba : Everything you need to know on one page
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AlibabaEVERYTHING YOU
NEED TO KNOW
ON ONE PAGE
in China, more than the population of every country except India.
And with 522M smartphone users (vs 164M in the US), more people in China now access the internet via mobile than a computer. Smartphone use will continue spur e-commerce in China and the world.
CONTINUED GROWTH
Alibaba is more than just e-commerce.
It has spent $7B+ on more than 30 investments and acquisitions, all with the aim of building the audience and engagement. Alibaba is Amazon and Ebay, plus a dash of Google, a sprinkle of Hulu, a pinch of Paypal, and a splash of Twitter, and more.
4OUT OF
5
internet users 600M+
yuan spent online runs through Alibaba
BUILDING THE ECOSYSTEM
ALIYUNCLOUD
WEIBO*SOCIAL
TAOBAOTMALL
ALIEXPRESSE-COMMERCE
YOUKUTUDOU*VIDEO
UCWEBALIYUNMOBILE
ALIPAY*PAYMENTS
¥
Alibaba did $248B in transactions in 2013 more than eBay and Amazon combined
THE MASSIVE CHINESE MARKET
China has seen 8.5x growth in GDP in the last 15 years to reach #2 in the world, due to a growing middle class that has made online shopping a lifestyle. The lack of traditional retail infrastructure has paved the way for mass e-commerce adoption.
With 8.5M merchants and 279M active buyers - ordering once a week on average - Alibaba dominates e-commerce in China. In the past year it has accounted for 54% of all the packages delivered in China.
E-COMMERCE DOMINATION
In ChinaAlibaba signed up 24M new active buyers between April and June this year. As less than 50% of China’s population has access to the internet, there is significant growth still ahead.
In MobileMobile commerce will pass $50B in China this year, nearly double from last year. Alibaba is making significant investments in mobile, has seen mobile grow to 1/3 of its current transaction volume, and currently accounts for 86% of m-commerce in China.
InternationalGlobally there will be 1.76B smartphone users by the end of 2014 and e-commerce will reach $1.5T. Alibaba currently serves buyers in 190+ countries but international sales make up less than 10% of its revenue - making global expansion a huge oppor-tunity for growth.
AUTONAVI*MAPS
$248B
1999 Alibaba is founded by Jack Ma and 17 co-founders
Alibaba.com launches (B2B)
2003 $20M revenue
Taobao launches (C2C)
2004 Alipay launches
2008 Tmall launches (B2C)
2009 Investment in UCWeb
2010 Taobao mobile app launches
2012 Alibaba becomes the largest e-commerce company in the world
Aliyun App Store launches
2013 $5.75B in sales in one day (2.5x more than Cyber Monday in the US)
5B packages delivered (700M more than UPS delivered globally)
Investments in Weibo, Quixey, and Autonavi
Kanbox and Xiami acquired
2014 $8.5B revenue
Alipay becomes the largest mobile payments platform in the world
Investments in Youku Tudou and TutorGroup
Investments in US startups: Lyft, Kabam, Tango and others
TIMELINE
* In
vest
men
t o
r aff
iliate
#1 China is now the top e-commerce market in the world