Alibaba dominates e-commerce in China, accounting for 4 out of 5 yuan spent online and over half of all packages delivered in China. It has over 800 million active buyers and 8.5 million merchants on its platforms. Alibaba has expanded beyond its origins in e-commerce through investments and acquisitions in payments, cloud computing, social media, maps and more to build an ecosystem catering to China's growing middle class and mobile internet usage. With less than half of China's population currently online and global e-commerce projected to reach $1.5 trillion, Alibaba sees significant further growth opportunities both within China and internationally.

1. Alibaba
EVERYTHING YOU
NEED TO KNOW
ON ONE P AGE
THE MASSIVE CHINESE MARKET
600M+ users
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.
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.
CONTINUED GROWTH
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.
4OUT OF 5
internet
E-COMMERCE DOMINATION
yuan spent
online runs
through Alibaba
BUILDING THE EC OSYSTEM
ALIYUN
CLOUD
¥
WEIBO*
SOCIAL
TAOBAO
TMALL
ALIEXPRESS
E-COMMERCE
YOUKU
TUDOU*
VIDEO
UCWEB
ALIYUN
MOBILE
ALIPAY*
PAYMENTS
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.
Alibaba did $248B in transactions in 2013
more than eBay and Amazon combined
In China
Alibaba 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 Mobile
Mobile 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.
International
Globally 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
TIMELINE
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
* Investment or affiliate
#1 China is now the top
e-commerce market
in the world