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March Quarter 2017 Results May 18, 2017 DisclaimerThis presentation contains forward-looking statements. These statements are made under the “safe harbor” provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as “will,” “expects,” “anticipates,” “future,” “intends,” “plans,” “believes,” “estimates,” “potential,” “continue,” “ongoing,” “targets,” “guidance” and similar statements. Among other things, statements that are not historical facts, including statements about Alibaba’s strategies and business plans, Alibaba’sbeliefs and expectations regarding the growth of its businesses and its revenue for the full fiscal year, the business outlook and quotations from management in this presentation, as well as Alibaba’sstrategic and operational plans, are or contain forward-looking statements. Alibabamay also make forward-looking statements in its periodic reports to the U.S. Securities and Exchange Commission (the “SEC”), in press releases and other written materials and in oral statements made by its officers, directors or employees to third parties. Forward-looking statements involve inherent risks and uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward-looking statement, including but not limited to the following: Alibaba’sgoals and strategies; Alibaba’sfuture business development; Alibaba’sability to maintain the trusted status of its ecosystem, reputation and brand; risks associated with increased investments in Alibaba’sbusiness and new business initiatives; risks associated with strategic acquisitions and investments; Alibaba’sability to retain or increase engagement of consumers, merchants and other participants in its ecosystem and enable new offerings; Alibaba’sability to maintain or grow its revenue or business; risks associated with limitation or restriction of services provided by Alipay; changes in laws, regulations and regulatory environment that affect Alibaba’sbusiness operations; privacy and regulatory concerns; competition; security breaches; the continued growth of the e-commerce market in China and globally; risks associated with the performance of our business partners, including but not limited to Ant Financial, and fluctuations in general economic and business conditions in China and globally and assumptions underlying or related to any of the foregoing.Further information regarding these and other risks is included in Alibaba’sfilings with the SEC. All information provided in this presentation is as of the date of this presentation and are based on assumptions that we believe to be reasonable as of this date, and Alibabadoes not undertake any obligation to update any forward-looking statement, except as required under applicable law. This presentation contains certain financial measures that are not recognized under generally accepted accounting principles in the United States (“GAAP”), including adjusted EBITDA, adjusted EBITA, non-GAAP net income, non-GAAP diluted EPS and free cash flow.For a reconciliation of these non-GAAP financial measures to the most directly comparable GAAP measures, see GAAP to Non-GAAP Reconciliation.507 MM Mobile MAUs (1) Notes: Unless otherwise indicated, all figures above are for the three months ended March 31, 2017. (1)For the month ended March 31, 2017; in a given month, the number of unique mobile devices that were used to visit or access certain of our mobile applications at least once during that month. (2)All translations of RMB into US$ were made at RMB6.8832 to US$1.00. March Quarter 2017 Financial Highlights 60% YoY Total Revenue Growth 85% Mobile Revenue as % of China Commerce Retail Revenue 103%Cloud Computing YoY Revenue Growth 47% YoY Core Commerce Revenue Growth Cloud Computing Segment Adjusted EBITA Margin (8%) 59% Core Commerce Segment Adjusted EBITA Margin RevenueCloud Strong Profitability and Cash Flow Mobile US$1.2 Bn(2) Non-GAAP Free Cash Flow 18.323.4 24.1 40.8 25.8 Mar 31, 2016 Jun 30, 2016 Sep 30, 2016 Dec 31, 2016 Mar 31, 2017 China commerce retail revenueOthers 38.6 Total Revenue Quarterly Revenue segments, in particular our China commerce retail revenue growth. of total revenue, down from 76% in the same quarter of 2016. 39% 59% 55%54% 60% 37% 47% 41% 45% 47% Mar 31, 2016 Jun 30, 2016 Sep 30, 2016 Dec 31, 2016 Mar 31, 2017 Total revenue YoY growth rate (%) Core commerce revenue YoY growth rate (%) (RMB Bn)Total Revenue YoY Growth(%) 32.234.3 53.2 Note: For the three months ended on the respective dates. 24.2 China commerce retail revenue % of Total Revenue 67%77%70%73%76% 。。。以上简介无排版格式,详细内容请下载查看