Alibaba Business Analysis Q2’15

Revenues and Profitswww.revenuesandprofits.com

Presentation Outline

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‣ Alibaba Business Segments

‣ Alibaba Business Segments Revenue Share

‣ Alibaba China Commerce Retail Marketplaces Revenue Analysis

‣ Alibaba China Commerce Retail Marketplaces GMV Analysis

‣ Alibaba Monetization Trends Analysis

‣ Alibaba User Metrics

Alibaba Business Segments

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Alibaba

China Commerce International Commerce

Cloud Computing and Internet

InfrastructureOthers

Wholesale Marketplaces

Retail Marketplaces

Wholesale Marketplaces

Retail Marketplaces

Taobao

TMall

Juhuasuan

1688.com AliExpress Alibaba.com

http://revenuesandprofits.com/how-alibaba-makes-money/

Alibaba Business Segments Revenue Share Q2’15

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Others6.4%

Cloud Computing and Internet Infrastructure2.4%

International Commerce - Wholesale Marketplaces6.1%

International Commerce - Retail Marketplaces2.5%

China Commerce - Wholesale Marketplaces4.9%

China Commerce - Retail Marketplaces77.7%

Alibaba Total Revenues

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Alibaba China Commerce Retail Marketplaces Total Revenues

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Alibaba China Commerce Retail Marketplaces Mobile Revenues

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Alibaba China Commerce Retail Marketplaces Mobile Revenues as a percentage of Total Revenues

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Alibaba China Commerce Retail Marketplaces Total GMV

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Alibaba China Commerce Retail Marketplaces Mobile GMV

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Alibaba China Commerce Retail Marketplaces Mobile GMV as a percentage of Total GMV

11

Alibaba China Retail Marketplaces Monetization Trend

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Alibaba Annual Active Buyers

13

Alibaba Mobile MAUs

14

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