The document provides an analysis of Alibaba's business performance for Q2 2015, detailing revenue contributions from various segments including China commerce and international commerce. It highlights the major revenue sources, particularly the retail marketplaces, and includes insights into user metrics and monetization trends. Overall, the majority of Alibaba's revenue comes from China commerce retail marketplaces.

1. Alibaba Business Analysis Q2’15
Revenues and Profits
www.revenuesandprofits.com

2. Presentation Outline
2
‣ 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

3. Alibaba Business Segments
3
Alibaba
China Commerce
International
Commerce
Cloud
Computing
and Internet
Infrastructure
Others
Wholesale
Marketplaces
Retail
Marketplaces
Wholesale
Marketplaces
Retail
Marketplaces
Taobao
TMall
Juhuasuan
1688.com AliExpress Alibaba.com
http://revenuesandprofits.com/how-alibaba-makes-money/

4. Alibaba Business Segments Revenue Share
Q2’15
4
Others
6.4%
Cloud Computing and Internet Infrastructure
2.4%
International Commerce - Wholesale Marketplaces
6.1%
International Commerce - Retail Marketplaces
2.5%
China Commerce - Wholesale Marketplaces
4.9%
China Commerce - Retail Marketplaces
77.7%

5. Alibaba Total Revenues
5

6. Alibaba China Commerce Retail Marketplaces
Total Revenues
6

7. Alibaba China Commerce Retail Marketplaces
Mobile Revenues
7

8. Alibaba China Commerce Retail Marketplaces
Mobile Revenues as a percentage of Total Revenues
8

9. Alibaba China Commerce Retail Marketplaces
Total GMV
9

10. Alibaba China Commerce Retail Marketplaces
Mobile GMV
10

11. Alibaba China Commerce Retail Marketplaces
Mobile GMV as a percentage of Total GMV
11

12. Alibaba China Retail Marketplaces Monetization
Trend
12

13. Alibaba Annual Active Buyers
13

14. Alibaba Mobile MAUs
14

15. Thank You
Copyright - http://revenuesandprofits.com/copyright/
Disclaimer - http://revenuesandprofits.com/disclaimer/
Contact Us - http://revenuesandprofits.com/contact-us/