Alibaba Group
Tea House
Hangzhou, China
An Unlikely Story
The Alibaba Story
The beginning was just a dream. . . . .
•  Established in 1999
•  18 founders
•  A “Band of brothers (and
sisters)”
•  Big hopes, big dreams
•  Charismatic leader
Alibaba Group: A Time-tested Team
Employees: About 22,000
Offices: Corporate campus in Hangzhou
plus more than 60 offices in mainland
China, Hong Kong, Taiwan, Korea, India,
Silicon Valley and London
1999 2011
Employees: 18
Office: Jack Ma’s Hangzhou apartment
. . . And a decade later, Alibaba Group has become the largest e-commerce
company in China and a family of Internet-based businesses
An E-commerce Ecosystem
Third-party online payment platform
Chinese Internet portal
One-stop platform for shopping, socializing
and information sharing
B2B marketplaces
Alibaba.com Limited
(HK stock code: 1688)
Taobao
Alipay
Alibaba Cloud
Computing
China Yahoo!
Data-centric cloud computing services
Alibaba.com
Suppliers
International Marketplace
14.9 million members*
China Marketplace
41.8 million members*
•  Companies of
all sizes
•  Entrepreneurs,
e-retailers,
buying agents,
MNCs, etc.
•  Diverse end
markets
•  Typically
small
businesses
•  Ten to a few
thousand
employees
•  10,500+
product
categories in
40+ industries
* Company data as of September 30, 2010
Buyers
To make it easy for small companies to do business anywhereMission
Japan Marketplace
Alibaba.com is a global leader in business-to-business e-commerce
What Is Alibaba.com?
Alibaba.com Mission and Vision
Mission
To make it easy to do business anywhere
(让天下没有难做的生意)
Vision
To solve the challenges of small businesses in
procurement, sales and marketing, management and
financing through information technology.
  Big SME market:
~42 million SMEs in China
~22 million SMEs in the U.S.
~13 million SMEs in India
~4 million in Japan
  Critical to global economy and trade
China U.S. Japan India
~ 60% of GDP ~ 50% of GDP
~ 55% of industrial
production
~ 17% of GDP
~ 70% of Import/Export
Volume
~ 70% of Export Volume ~25% of Export volume
~ 40% of manufacturing
output
~ 80% of employment ~ 70% of employment ~70% of employment ~50% of employment
SMEs: Engine of Growth of Any Economy
Key Operating Data
No. of registered users (million)
Total registered users
No. of storefronts (million)
Total storefronts
No. of paying members
Total paying members
578,901
712,867 750,937
Q3'09 Q2'10 Q3'10
6.07
7.81
8.20
Q3'09 Q2'10 Q3'10
45.28
53.44
56.72
Q3'09 Q2'10 Q3'10
A Truly Global Marketplace
Alibaba.com’s 14.9 million international registered users come from
more than 240 different countries and regions
* Company data as of September 30, 2010
Our Business Model =
Membership Subscription
+
VAS
Business Model
Build – Invest in building our team globally
•  China – Hong Kong
•  Santa Clara, California – U.S.
•  U.K. – London
•  India – Mumbai, Delhi, Chennai, Amenabad
Build Partner Buy
Global Expansion Strategy
Global Expansion Strategy
Partner – Associated company and resellers
•  Alibaba Japan (Associated company formed in
collaboration with Softbank)
•  Korea: eSang
•  Turkey: The LOGO Group
•  Vietnam: OSB
•  Malaysia: Infodata Group
•  Brazil: Ludatrade
Build Partner Buy
Global Expansion Strategy
Build Partner Buy
Partner – Government collaboration
•  Korea: KOTRA and SMBA
•  Turkey: IGEME
•  Vietnam: VITIC
•  Taiwan: TAITRA
Export promotion leads to job creation!!
Buy – Strategic acquisitions to accelerate growth
• 
• 
Global Expansion Strategy
Build Partner Buy
Customer First
Teamwork Embrace Change
Passion
Integrity
Commitment
A Value-based Company

Alibaba Vision and Mission

  • 2.
  • 3.
  • 4.
    The Alibaba Story Thebeginning was just a dream. . . . . •  Established in 1999 •  18 founders •  A “Band of brothers (and sisters)” •  Big hopes, big dreams •  Charismatic leader
  • 5.
    Alibaba Group: ATime-tested Team Employees: About 22,000 Offices: Corporate campus in Hangzhou plus more than 60 offices in mainland China, Hong Kong, Taiwan, Korea, India, Silicon Valley and London 1999 2011 Employees: 18 Office: Jack Ma’s Hangzhou apartment . . . And a decade later, Alibaba Group has become the largest e-commerce company in China and a family of Internet-based businesses
  • 6.
    An E-commerce Ecosystem Third-partyonline payment platform Chinese Internet portal One-stop platform for shopping, socializing and information sharing B2B marketplaces Alibaba.com Limited (HK stock code: 1688) Taobao Alipay Alibaba Cloud Computing China Yahoo! Data-centric cloud computing services
  • 7.
  • 8.
    Suppliers International Marketplace 14.9 millionmembers* China Marketplace 41.8 million members* •  Companies of all sizes •  Entrepreneurs, e-retailers, buying agents, MNCs, etc. •  Diverse end markets •  Typically small businesses •  Ten to a few thousand employees •  10,500+ product categories in 40+ industries * Company data as of September 30, 2010 Buyers To make it easy for small companies to do business anywhereMission Japan Marketplace Alibaba.com is a global leader in business-to-business e-commerce What Is Alibaba.com?
  • 9.
    Alibaba.com Mission andVision Mission To make it easy to do business anywhere (让天下没有难做的生意) Vision To solve the challenges of small businesses in procurement, sales and marketing, management and financing through information technology.
  • 10.
      Big SMEmarket: ~42 million SMEs in China ~22 million SMEs in the U.S. ~13 million SMEs in India ~4 million in Japan   Critical to global economy and trade China U.S. Japan India ~ 60% of GDP ~ 50% of GDP ~ 55% of industrial production ~ 17% of GDP ~ 70% of Import/Export Volume ~ 70% of Export Volume ~25% of Export volume ~ 40% of manufacturing output ~ 80% of employment ~ 70% of employment ~70% of employment ~50% of employment SMEs: Engine of Growth of Any Economy
  • 11.
    Key Operating Data No.of registered users (million) Total registered users No. of storefronts (million) Total storefronts No. of paying members Total paying members 578,901 712,867 750,937 Q3'09 Q2'10 Q3'10 6.07 7.81 8.20 Q3'09 Q2'10 Q3'10 45.28 53.44 56.72 Q3'09 Q2'10 Q3'10
  • 12.
    A Truly GlobalMarketplace Alibaba.com’s 14.9 million international registered users come from more than 240 different countries and regions * Company data as of September 30, 2010
  • 13.
    Our Business Model= Membership Subscription + VAS Business Model
  • 14.
    Build – Investin building our team globally •  China – Hong Kong •  Santa Clara, California – U.S. •  U.K. – London •  India – Mumbai, Delhi, Chennai, Amenabad Build Partner Buy Global Expansion Strategy
  • 15.
    Global Expansion Strategy Partner– Associated company and resellers •  Alibaba Japan (Associated company formed in collaboration with Softbank) •  Korea: eSang •  Turkey: The LOGO Group •  Vietnam: OSB •  Malaysia: Infodata Group •  Brazil: Ludatrade Build Partner Buy
  • 16.
    Global Expansion Strategy BuildPartner Buy Partner – Government collaboration •  Korea: KOTRA and SMBA •  Turkey: IGEME •  Vietnam: VITIC •  Taiwan: TAITRA Export promotion leads to job creation!!
  • 17.
    Buy – Strategicacquisitions to accelerate growth •  •  Global Expansion Strategy Build Partner Buy
  • 18.
    Customer First Teamwork EmbraceChange Passion Integrity Commitment A Value-based Company