PETIT DEJEUNER DU COMMERCE 4.0

1er Mars 2017

SEBASTIEN BADAULT

@sebadault

Our Mission & Vision

FOUNDED IN HANGZHOU IN 1999

OUR MISSION

To make it easy to do business anywhere

OUR VISION

To build the future infrastructure of commerce

To be a company that lasts at least 102 years

Our Evolution

We started as an

e-commerce business

Connecting buyers

and sellers

Platform model with no

inventory

We benefited from China’s

growing internet

population and lack of

brick-and-mortar

Today, Alibaba is the

largest retail commerce

company in world

And much, much more than just a

sales channel

GMV on China retail marketplaces

in FY 2016

$485 billion

Source: Company filings

Our Ecosystem

DIGITAL MEDIA & ENTERTAINMENT LOCAL SERVICES CORE COMMERCE

SERVED BY PAYMENTS, FINANCIAL SERVICES, LOGISTICS, ADVERTISING, DATA MANAGEMENT & CLOUD COMPUTING

DATA-

DRIVEN DATA-

REFUEL

PAYMENT & FINANCIAL SERVICES

LOGISTICS

ADVERTISING

DATA MANAGEMENT PLATFORM

CLOUD COMPUTING

(1) For the month ended June 30, 2016

Social Commerce Platform

Digital Shelf

Product Listing

Sharing &

Recommendation Explore Community Content

Multimedia

& Social Recommendation

Livestreaming

– Celebrity Model

Angelababy (“Chinese

Taylor Swift”)

livestreamed the new

Maybelline lip gloss

– Watched by

5 Million Users

– 10,000 Units Sold

in 2 Hours

Taobao Mobile

427 million monthly

active users

Innovating for the Future

Buy+ Leveraging virtual reality to transcend

the consumer experience

Internet Car Integrating the Alibaba ecosystem into

everyday life to develop smarter

transportation and smarter cities

Our Globalization Strategy

ENABLING BUSINESSES

2BN CONSUMERS

TENS OF MILLIONS

OF MERCHANTS

Alibaba: Gateway to the China Consumer…

…and to the Indian and South East Asian Consumer

Alibaba: Connecting Chinese Suppliers to the World

THANK YOU