What they do?
C2C: Taobao.com
B2C: Tmall.com
B2B: Alibaba.com
Electronic Payment Service
Shopping Search Engine
Cloud Computing
Financial information
Market Cap: 211.27B
◦ Amazon: 179.95B
◦ eBay: 71.70B
Market price:
◦ $ 84.66
Net Income 2014:
◦ 3.81 B
History 1995 English teacher
1999 Jack Ma’s apartment
2000 Raise US$20M Softbank
2001 Surpass 1M users + Profits
2003 Taobao founded again at Jack’s
apartment
2005 Strategic partnership with Yahoo
Only one correct decision
2006 ebay quitted China
2007 IPO at HK stock exchange
2008 B2C Tmall founded
2009 Alibaba Cloud Computing
2012 Buy back from Yahoo
2014 Biggest IPO in history
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
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
Jack Ma -- Spiritual leader
Special Product: Taobao.com
Competition/competitors
B2B:
◦ Global sources
B2C:
◦ JD
◦ Amazon China
C2C:
◦ Paipai
◦ Eachnet
My prediction
Succeed
◦ Huge Market
China
Globe
◦ But still increasing size
Fast-growing China
Today:
◦ 248 B transactions in 2014
◦ > ebay, Amazon combined
Tomorrow:
◦ Larger
“Today is cruel, tomorrow is cruel, the day
after tomorrow is pleasant, but most
people will die at tomorrow’s night.”
-- Jack Ma