Company Report for EECS 497

3. What they do?
 C2C: Taobao.com
 B2C: Tmall.com
 B2B: Alibaba.com
 Electronic Payment Service
 Shopping Search Engine
 Cloud Computing

4. Financial information
 Market Cap: 211.27B
◦ Amazon: 179.95B
◦ eBay: 71.70B
 Market price:
◦ $ 84.66
 Net Income 2014:
◦ 3.81 B

5. Where is it ?

10. History 1995 English teacher

12. 1999 Jack Ma’s apartment

13. 2000 Raise US$20M Softbank

14. 2001 Surpass 1M users + Profits

15. 2003 Taobao founded again at Jack’s
apartment

16. 2005 Strategic partnership with Yahoo

17. Only one correct decision

18. 2006 ebay quitted China

19. 2007 IPO at HK stock exchange

20. 2008 B2C Tmall founded

21. 2009 Alibaba Cloud Computing

22. 2012 Buy back from Yahoo

23. 2014 Biggest IPO in history

24. What’s hot
 TaoBao Villages
◦ $1.6 B revenue each
◦ More chances in countryside
 Ali Cinema
◦ Strategic cooperation with HBO
◦ Internationalization
 Aliyun
◦ Cloud service
◦ Bank, Insurance, stock

25. Secret sauce
 Fast-developing China
 Made in China:
◦ Exports for B2B
 Yahoo and Softbank
◦ Risk Investment
Jack Ma
◦ Strategic
◦ Know the Market
 E.g. free C2C

26. Jack Ma -- Spiritual leader

27. Special Product: Taobao.com

28. Competition/competitors
 B2B:
◦ Global sources

29.  B2C:
◦ JD
◦ Amazon China

30.  C2C:
◦ Paipai
◦ Eachnet

31. My prediction
 Succeed
◦ Huge Market
 China
 Globe
◦ But still increasing size
 Fast-growing China

32.  Today:
◦ 248 B transactions in 2014
◦ > ebay, Amazon combined
 Tomorrow:
◦ Larger

33. “Today is cruel, tomorrow is cruel, the day
after tomorrow is pleasant, but most
people will die at tomorrow’s night.”
-- Jack Ma

34. Thank you