What is Alibaba?

The Western expansion of the Chinese digital mega-companies is underway. One of these gigantic companies is the Chinese digital shopping conglomerate Alibaba who recently had its own American IPO. Alibaba is often referred to as the Chinese Amazon (without the fulfillment element). With stats like the ones below, one can understand the general comparison.

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Alibaba User Count

How many people shop on Alibaba?

• 2020: 779 million annual active customers
• 2019: 757 million annual active customers
• 2018: 636 million annual active customers
• 2017: 515 million annual active customers
• 2016: 443 million annual active customers
• 2015: 407 million annual active customers
• 2014: 334 million annual active customers
• 2013: 231 million annual active customers

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Number of Alibaba monthly active mobile users:

• 2020: 902 million mobile MAUs
• 2019: 881 million mobile MAUs
• 2018: 699 million mobile MAUs
• 2017: 580 million mobile MAUs
• 2016: 493 million mobile MAUs
• 2015: 393 million mobile MAUs
• 2014: 265 million mobile MAUs

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Alibaba Revenue Totals

Alibaba revenue (annual):

• FY 2021: RMB 717.3 billion
• FY 2020: RMB 509.7 billion
• FY 2019: RMB 376.8 billion
• FY 2018: RMB 250.2 billion
• FY 2017: RMB 158.2 billion
• FY 2016: RMB 101.1 billion
• FY 2015: RMB 76.2 billion
• FY 2014: RMB 52.5 billion
• FY 2013: RMB 34.5 billion
• FY 2012: RMB 20 billion
• FY 2011: RMB 11.9 billion

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Alibaba net income (annual):

• FY 2021: RMB 143.3 billion
• FY 2020: RMB 149.2 billion
• FY 2019: RMB 80.2 billion
• FY 2018: RMB 61.4 billion
• FY 2017: RMB 41.2 billion
• FY 2016: RMB 71.2 billion
• FY 2015: RMB 24.3 billion
• FY 2014: RMB 23.4 billion
• FY 2013: RMB 8.6 billion
• FY 2012: RMB 4.6 billion
• FY 2011: RMB 1.6 billion

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Alibaba GMV:

• FY 2020: RMB: 7 trillion
• FY 2019: RMB 5.7 trillion
• FY 2018: RMB 4.8 trillion
• FY  2017: RMB 3.7 trillion

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Alibaba FY 2018 core commerce revenue:

$8.1 billion

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Alibaba FY 2018 cloud computing revenue:

$699 million

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Alibaba FY 2018 digital media and entertainment revenue:

$840 million

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Alibaba FY 2018 innovation initiative revenue:

$158 million

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Alibaba Advertising Stats

Alibaba’s estimated 2015 mobile internet ad revenue:

$4.75 billion

Last updated 4/2/15

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Alibaba’s estimated 2016 mobile internet ad revenue:

$7.3 billion

Last updated 4/2/15

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Alibaba’s estimated share of 2015 mobile internet ad revenue:

34%

Last updated 4/2/15

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Alibaba’s estimated net digital ad revenue for 2015:

$7.59 billion

Last updated 4/2/15

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Alibaba’s estimated net digital ad revenue for 2016:

$9.61 billion

Last updated 4/2/15

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Alibaba’s share of China digital ad revenue:

31.9%

Last updated 6/9/17

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Alibaba’s share of the global digital ad market:

7.8%

Last updated 6/9/17

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Alibaba’s share of the global mobile digital ad market:

10.9%

Last updated 10/20/16

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Singles Day Statistics

Alibaba’s GMV for 2019 11.11:

$38.4 billion

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Alibaba’s GMV for 2018 11.11:

$30.8 billion

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Alibaba’s GMV for 2017 11.11:

163.8 billion RMB ($25.3 billion)

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Number of transactions handled by Alibaba on Singles Day 2017:

1.48 billion transactions

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Percentage of Alibaba sales that were made via mobile on Singles Day 2017:

90%

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Tmall’s GMV for 2016 11.11:

RMB120.7 billion (US$17.4 billion)

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Percentage of Tmall 2016 11.11 sales from mobile:

82%

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Peak Tmall orders per second on 2016 11.11:

175,000 orders

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Average number of transactions Alibaba processed on Singles Day 2015:

85,900 per second

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Number of buyers that Alibaba’s marketplaces saw on Singles Day 2015:

115 million buyers

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Number of mobile buyers that Alibaba’s marketplaces saw on Singles Day 2015:

95 million buyers

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Amount spent by users on Tmall on Singles Day 2015:

$14.34 billion

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Percentage of Alibaba sales on Singles Day 2015 that came from mobile:

68.67%

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Number of delivery orders on Alibaba on Singles Day 2015:

467 million

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Number of delivery orders on Alibaba from Singles Day 2014:

278 million

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Number of packages Alibaba delivered in the 3 days following Singles Day 2014:

40 million packages

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Amount spent by users on Tmall and Taobao on Singles Day 2014:

$9.3 billion

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Amount spent by users on Tmall and Taobao in the first hour of Singles Day 2014:

$2 billion

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Percentage of Alibaba sales on Singles Day 2014 that came from mobile:

42.6%

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Additional Alibaba Statistics

Alibaba’s share of the Chinese ecommerce market:

60%

Last updated 8/13/18

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Number of Alibaba employees:

86,833 Alibaba employees

Last updated 8/23/18

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Number of businesses on Alibaba’s Ling Shou Tong platform:

1.3 million

Last updated 9/4/19

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How many people use Xiami?

14.4 million active users

Last updated June 2017

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Number of Alibaba cloud customers:

1 million

Last updated 8/17/17

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Alibaba Cloud’s share of the global IaaS market:

15.5%

Last updated 8/2/19

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Year Ant Financial was spun off from Alibaba:

2011

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Ant Financial’s reported market value:

$100 billion

Last updated 4/11/18

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Number of people that Ant Financial reaches:

520 million

Last updated 4/11/18

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Number of small businesses in China that Ant Financial helps:

15 million

Last updated 5/7/18

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Year Shenma was launched:

2013

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Shenma’s mobile search market share in China:

20.8%

Last updated 11/10/16

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Number of Alibaba Passport users:

100,000

Last updated 11/10/16

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Number of Fliggy (formerly Alitrip) members:

200 million

Last updated 11/7/16

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Average number of Fliggy (formerly Alitrip) daily visitors:

10 million

Last updated 11/7/16

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Number of YunOS users:

70 million

Last updated 7/30/16

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YunOS’ share of smartphone shipments in China:

16%

Last updated 6/30/16

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Year Koubei was launched:

2015

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Number of offline merchants Koubei has partnered with:

1.5 million

Last updated 1/25/17

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Average daily orders recorded on Koubei:

15 million

Last updated 1/25/17

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Percentage of Alibaba revenue that is generated from Alimama:

60%

Last updated 6/9/17

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Number of Alibaba Cloud data centers:

19

Last updated 3/17/19

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Alibaba’s share of global public cloud service revenue:

5%

Last updated 12/20/17

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Alibaba’s share of global total cloud service revenue:

3%

Last updated 12/20/17

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Average packages delivered daily on Alibaba’s Cainiao Network:

57 million packages per day

Last updated 1/24/17

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Alibaba’s share of China’s Infrastructure as a Service market:

19.6%

Last updated 4/25/19

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Alibaba’s share of the global Infrastructure as a Service market:

5%

Last updated 4/25/19

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Recent Alibaba News

• Alibaba opens DingTalk collaboration tool to enterprises and developers, 03/29/2022
• Alibaba’s answer to Slack gets a facelift in bid to ride on China’s business digitalisation wave, 04/10/2022
• Alibaba’s cloud services business emerges as bright spot for tech giant amid slower growth in core e-commerce operations, 02/28/2022
• Alibaba Group Will Announce December Quarter 2021 Results on February 24, 2022, 02/11/2022
• Alibaba goes after JD’s direct retail model with new e-commerce app, 02/18/2022
• Alibaba Group Announces December Quarter 2021 Results, 02/24/2022
• Alibaba Group to Host Investor Day, 12/09/2021

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Please note that some of these numbers are easier to find than others. A few of these Alibaba stats come from their own reports, but some are based on news reports and not official company tallies. No information contained on DMR should be relied upon to make investment decisions. Basically, this is the best I can find and I don’t guarantee anything to be 100%.

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