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Alibaba Group
Strategic Analysis / What’s next for Alibaba Group?
Digital Quarterly, June 2014
2
Table of Content
1. Corporate Overview
2. B2B & B2C Services Analysis
3. Payment & Financial Services Analysis
4. Key Financials Analysis
5. Key Metrics & Indicators
6. Acquisitions & Strategic Investments
7. Focus: Mobile (Commerce) Strategy
8. Focus: Logistics & Delivery Strategy
9. Competition & Growth Strategy
10. Strategic Assessment
11. Data Factbook
Copyright © 2014 Digital Quarterly (Dr. Ralf Kaumanns ) – Confidential
3
Get in touch with us to receive your copy of the most comprehensive strategic
analysis of Alibaba Group available (research@digital-quarterly.com)
This analysis addresses the core questions regarding Alibaba Group:
› What is the current status quo of Alibaba Group in domestic and international markets by main business segment?
› Which growth strategies and competitive strategies can be observed for Alibaba in general and by line of business?
› What are the most promising growth areas for Alibaba Group within the next 3 years?
› What are the competitive strategies in focus areas like payment and financial services, logistics and delivery as well as mobile?
About the Strategic Analysis
› 150 Pages Plus, covering all relevant topics and information available about Aibaba Group (see Table of Content)
› Assessment of current strategies and predictions “What’s next for Alibaba Group?”
› Analyzed by a very experienced team of strategy advisors with deep knowledge in digital markets
License & Commercial Offer
› Full company license with an affordable price
› Price on application (POA); send us your request at research@digital-quarterly.com
Copyright © 2014 Digital Quarterly (Dr. Ralf Kaumanns ) – Confidential
4
Alibaba Marketplaces Eco-System (High-Level Overview)
Note / Source: Digital Quarterly Analysis *Comment: Launch of a new B2C branded stores marketplace in U.S. market in order to push intl. revenues
Buying
Selling
Wholesale
Sellers
Wholesale
Marketplaces
Retail
Sellers
Retail
Marketplaces
Buyers (Consumers &
Wholesale Buyers
Branded
retailers
Chinese
Wholesalers &
Manufacturers
Intl. Wholesalers
&Manufacturers
Chinese
Consumers
Intl.
Consumers
Intl.
Wholesale
Buyers
1688.com
Alibaba.com
Taobao
Tmall &
Tmall Intl.
AliExpress
Juhuasuan
SMB
retailers
11main*
Copyright © 2014 Digital Quarterly (Dr. Ralf Kaumanns ) – Confidential
Send us your request at research@digital-quarterly.com
5
Taobao saw a tremendous growth in the past years and is about reaching its de-
facto saturation point relative to the XXX million Chinese Internet users
Note / Source: Alibaba Group (only original data from press releases and financial reporting applied, no third-party data), Digital Quarterly Analysis
- Taobao Registered Users / Buyers (China only) -
0
100
200
300
400
500
600
700
Jan
06
May
06
Sep
06
Jan
07
May
07
Sep
07
Jan
08
May
08
Sep
08
Jan
09
May
09
Sep
09
Jan
10
May
10
Sep
10
Jan
11
May
11
Sep
11
Jan
12
May
12
Sep
12
Jan
13
May
13
Sep
13
Jan
14
May
14
Taobao - Registered Users / Buyers (Million) Poly. (Taobao - Registered Users / Buyers (Million))
Inmillion
Copyright © 2014 Digital Quarterly (Dr. Ralf Kaumanns ) – Confidential
Send us your request at research@digital-quarterly.com
6
Alipay has a tremendous growth and outperformed PayPal in terms of active
accounts by factor 5x while the overall transaction value is still lower
Copyright © 2014 Digital Quarterly (Dr. Ralf Kaumanns ) – Confidential
Alipay outgrew PayPal by number of accounts
› No. of accounts is 5x higher than PayPal
› Transaction value is lower than PayPal
› Majority of accounts from Chinese market
› 2.5 bn. transactions in 2013 (3 bn. PayPal)
› Penetration 2013: ∼300 million real-name users,
∼50% of China's 618 million internet users
Alipay has a very broad customer coverage
› Coverage (1): Business accounts from Alibaba
(sellers and domestic & international buyers)
› Coverage (2): Consumer accounts (mainly
Taobao, Tmall), domestic & international
› Coverage (3): Accounts from Third-Party Sites
› Share of domestic vs. international unknown
Source: Digital Quarterly Analysis
Note: Data for PayPal from eBay Investor Relations; Data for Aplipay estimated based on irregular announcements from Alibaba Group
130
250
400
620
700
820
70 81 94 106
123
143
0
100
200
300
400
500
600
700
800
900
FY 2008 FY 2009 FY 2010 FY 2011 FY 2012 FY 2013
Active Alipay Accounts (Mil.) Active PayPal Accounts (Mil.)
- Alipay Active Accounts 2008-2013 (vs. PayPal) -
Send us your request at research@digital-quarterly.com
7
Alibaba Group is building a comprehensive mobile ecosystem covering network
layer, devices layer and services layer based on a long-term strategy
Source: Digital Quarterly Analysis
Applications
Services
Layer
Devices
Layer
Network
Layer
Payment
Services
Cloud
Services
Mobile Browser
Mobile Operating System
Mobile Devices
Mobile Network
Data Tariffs
- Alibaba Mobile Ecosystem -
Developer
Services
Alibaba is building a comprehensive mobile ecosystem
› Alibaba moves into all relevant area of mobile technologies
› Building own capabilities or leverage strategic partnerships
› Following similar strategies like Google and/or Amazon
› Comprehensive approach covering services, devices and network
Achieving more control and secure the successful business model
› Secure its strong position in Mobile Commerce
› Manage to transformation towards mobile usage
› Laying the foundation for new offerings (esp. O2O services)
› Achieving more control and suppressing competition
› Changing competitive forces in domestic e-commerce market
Copyright © 2014 Digital Quarterly (Dr. Ralf Kaumanns ) – Confidential
Send us your request at research@digital-quarterly.com
8
Contact us now to receive your copy: research@digital-quarterly.com
Dr. Ralf Kaumanns
Talstrasse 122
D-40217 Duesseldorf
Germany
Mobile: +49 178 8722242
research@digital-quarterly.com
Digital.
Strategy.
Transformation.
Follow ‚Digital Quarterly‘ on LinkedIn:
http://www.digital-quarterly.com
Copyright © 2014 Digital Quarterly (Dr. Ralf Kaumanns ) – Confidential

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Alibaba Group - Strategic Analysis - Overview

  • 1. Alibaba Group Strategic Analysis / What’s next for Alibaba Group? Digital Quarterly, June 2014
  • 2. 2 Table of Content 1. Corporate Overview 2. B2B & B2C Services Analysis 3. Payment & Financial Services Analysis 4. Key Financials Analysis 5. Key Metrics & Indicators 6. Acquisitions & Strategic Investments 7. Focus: Mobile (Commerce) Strategy 8. Focus: Logistics & Delivery Strategy 9. Competition & Growth Strategy 10. Strategic Assessment 11. Data Factbook Copyright © 2014 Digital Quarterly (Dr. Ralf Kaumanns ) – Confidential
  • 3. 3 Get in touch with us to receive your copy of the most comprehensive strategic analysis of Alibaba Group available (research@digital-quarterly.com) This analysis addresses the core questions regarding Alibaba Group: › What is the current status quo of Alibaba Group in domestic and international markets by main business segment? › Which growth strategies and competitive strategies can be observed for Alibaba in general and by line of business? › What are the most promising growth areas for Alibaba Group within the next 3 years? › What are the competitive strategies in focus areas like payment and financial services, logistics and delivery as well as mobile? About the Strategic Analysis › 150 Pages Plus, covering all relevant topics and information available about Aibaba Group (see Table of Content) › Assessment of current strategies and predictions “What’s next for Alibaba Group?” › Analyzed by a very experienced team of strategy advisors with deep knowledge in digital markets License & Commercial Offer › Full company license with an affordable price › Price on application (POA); send us your request at research@digital-quarterly.com Copyright © 2014 Digital Quarterly (Dr. Ralf Kaumanns ) – Confidential
  • 4. 4 Alibaba Marketplaces Eco-System (High-Level Overview) Note / Source: Digital Quarterly Analysis *Comment: Launch of a new B2C branded stores marketplace in U.S. market in order to push intl. revenues Buying Selling Wholesale Sellers Wholesale Marketplaces Retail Sellers Retail Marketplaces Buyers (Consumers & Wholesale Buyers Branded retailers Chinese Wholesalers & Manufacturers Intl. Wholesalers &Manufacturers Chinese Consumers Intl. Consumers Intl. Wholesale Buyers 1688.com Alibaba.com Taobao Tmall & Tmall Intl. AliExpress Juhuasuan SMB retailers 11main* Copyright © 2014 Digital Quarterly (Dr. Ralf Kaumanns ) – Confidential Send us your request at research@digital-quarterly.com
  • 5. 5 Taobao saw a tremendous growth in the past years and is about reaching its de- facto saturation point relative to the XXX million Chinese Internet users Note / Source: Alibaba Group (only original data from press releases and financial reporting applied, no third-party data), Digital Quarterly Analysis - Taobao Registered Users / Buyers (China only) - 0 100 200 300 400 500 600 700 Jan 06 May 06 Sep 06 Jan 07 May 07 Sep 07 Jan 08 May 08 Sep 08 Jan 09 May 09 Sep 09 Jan 10 May 10 Sep 10 Jan 11 May 11 Sep 11 Jan 12 May 12 Sep 12 Jan 13 May 13 Sep 13 Jan 14 May 14 Taobao - Registered Users / Buyers (Million) Poly. (Taobao - Registered Users / Buyers (Million)) Inmillion Copyright © 2014 Digital Quarterly (Dr. Ralf Kaumanns ) – Confidential Send us your request at research@digital-quarterly.com
  • 6. 6 Alipay has a tremendous growth and outperformed PayPal in terms of active accounts by factor 5x while the overall transaction value is still lower Copyright © 2014 Digital Quarterly (Dr. Ralf Kaumanns ) – Confidential Alipay outgrew PayPal by number of accounts › No. of accounts is 5x higher than PayPal › Transaction value is lower than PayPal › Majority of accounts from Chinese market › 2.5 bn. transactions in 2013 (3 bn. PayPal) › Penetration 2013: ∼300 million real-name users, ∼50% of China's 618 million internet users Alipay has a very broad customer coverage › Coverage (1): Business accounts from Alibaba (sellers and domestic & international buyers) › Coverage (2): Consumer accounts (mainly Taobao, Tmall), domestic & international › Coverage (3): Accounts from Third-Party Sites › Share of domestic vs. international unknown Source: Digital Quarterly Analysis Note: Data for PayPal from eBay Investor Relations; Data for Aplipay estimated based on irregular announcements from Alibaba Group 130 250 400 620 700 820 70 81 94 106 123 143 0 100 200 300 400 500 600 700 800 900 FY 2008 FY 2009 FY 2010 FY 2011 FY 2012 FY 2013 Active Alipay Accounts (Mil.) Active PayPal Accounts (Mil.) - Alipay Active Accounts 2008-2013 (vs. PayPal) - Send us your request at research@digital-quarterly.com
  • 7. 7 Alibaba Group is building a comprehensive mobile ecosystem covering network layer, devices layer and services layer based on a long-term strategy Source: Digital Quarterly Analysis Applications Services Layer Devices Layer Network Layer Payment Services Cloud Services Mobile Browser Mobile Operating System Mobile Devices Mobile Network Data Tariffs - Alibaba Mobile Ecosystem - Developer Services Alibaba is building a comprehensive mobile ecosystem › Alibaba moves into all relevant area of mobile technologies › Building own capabilities or leverage strategic partnerships › Following similar strategies like Google and/or Amazon › Comprehensive approach covering services, devices and network Achieving more control and secure the successful business model › Secure its strong position in Mobile Commerce › Manage to transformation towards mobile usage › Laying the foundation for new offerings (esp. O2O services) › Achieving more control and suppressing competition › Changing competitive forces in domestic e-commerce market Copyright © 2014 Digital Quarterly (Dr. Ralf Kaumanns ) – Confidential Send us your request at research@digital-quarterly.com
  • 8. 8 Contact us now to receive your copy: research@digital-quarterly.com Dr. Ralf Kaumanns Talstrasse 122 D-40217 Duesseldorf Germany Mobile: +49 178 8722242 research@digital-quarterly.com Digital. Strategy. Transformation. Follow ‚Digital Quarterly‘ on LinkedIn: http://www.digital-quarterly.com Copyright © 2014 Digital Quarterly (Dr. Ralf Kaumanns ) – Confidential