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Alibaba Group Holding Limited is a holding company that provides technology infrastructure and marketing reach to help merchants, brands, retailers, and other businesses engage with their users and customers more efficiently. The company operates through various platforms offering digital retail marketplaces, cloud services, international commerce, logistics solutions, local services, and digital media and entertainment. Alibaba's diverse operations aim to empower small businesses through digital technology and facilitate commercial and social interactions globally .
- Taobao and Tmall Group - Operates digital retail marketplaces in China, including Taobao and Tmall, and offers consumer-to-consumer and direct sales through platforms like Xianyu, Tmall Supermarket, and Tmall Global .
- Cloud Intelligence Group - Provides a comprehensive suite of cloud services, including infrastructure-as-a-service, platform-as-a-service, and model-as-a-service to customers worldwide .
- Alibaba International Digital Commerce Group - Manages international commerce through platforms such as AliExpress, Trendyol, Lazada, Daraz, and Miravia, and conducts international wholesale business via Alibaba.com .
- Cainiao Smart Logistics Network Limited - Offers global logistics solutions, including express delivery and supply chain services, charging merchants delivery and service fees .
- Local Services Group - Includes "To-Home" services like Ele.me, an on-demand delivery platform, and "To-Destination" services through Amap, a digital maps and navigation provider in China .
- Digital Media and Entertainment Group - Encompasses platforms like Youku, an online video platform, and Alibaba Pictures, focusing on content production, promotion, and distribution .
- All Others - Encompasses various other businesses such as Sun Art, Freshippo, Alibaba Health, Lingxi Games, Intime, Intelligent Information Platform (UCWeb and Quark), Fliggy, and DingTalk .
| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
J. Michael Evans ExecutiveBoard | President | Board Member of Barrick Gold Corporation and Farfetch Limited; Trustee of the Asia Society; Member of the Advisory Council for the Bendheim Center for Finance at Princeton University. | Former Vice Chairman of Goldman Sachs, joined Alibaba in 2015, focusing on international business and strategy. | |
Joseph C. Tsai ExecutiveBoard | Chairman | Chairman of Cainiao Smart Logistics Network Limited; Board Member of Taobao and Tmall Group, Alibaba International Digital Commerce Group, and Ant Group. | Co-founder of Alibaba, instrumental in its global expansion and leadership in e-commerce and digital innovation. | |
Eddie Yongming Wu Executive | Chief Executive Officer | Founder of Vision Plus Capital. | Co-founder of Alibaba, held various leadership roles including Chairman and CEO of Taobao and Tmall Group. | |
Jane Fang Jiang Executive | Chief People Officer | None. | Founding team member of Alibaba, held various senior management roles, and became CPO in 2023. | |
Lin Wan Executive | CEO of Cainiao Smart Logistics Network | None. | Joined Alibaba in 2014, leads Cainiao's global logistics and digital transformation efforts. | |
Luyuan Fan Executive | CEO of Digital Media and Entertainment Group | Chairman and CEO of Alibaba Pictures. | Joined Alibaba in 2007, leads the Digital Media and Entertainment Group and Alibaba Pictures. | |
Sara Siying Yu Executive | General Counsel | None. | Joined Alibaba in 2005, became General Counsel in 2020, and is a director of the Digital Media and Entertainment Group. | |
Toby Hong Xu Executive | Chief Financial Officer | None. | Joined Alibaba in 2018, previously Deputy CFO, and has extensive experience in financial management. | View Report → |
Albert Kong Ping Ng Board | Independent Director | Independent Director at Ping An Insurance, Beijing Airdoc Technology, China International Capital Corporation, and Shui On Land Limited. | Former Chairman of Ernst & Young China, joined Alibaba as an independent director in 2022. | |
Irene Yun-Lien Lee Board | Independent Director | Executive Chairman of Hysan Development Limited; Independent Non-Executive Chairman of Hang Seng Bank Limited; Independent Non-Executive Director of HSBC. | Experienced financial services executive, joined Alibaba as an independent director in 2022. | |
Jerry Yang Board | Independent Director | Founding Partner of AME Cloud Ventures; Independent Director at Workday Inc.; Trustee of Stanford University. | Co-founder of Yahoo!, joined Alibaba as an independent director in 2014. | |
Kabir Misra Board | Independent Director | Managing Partner at RPS Ventures; Independent Director at PayActiv, Stratim Cloud Acquisition Corp., and Cargomatic. | Former SoftBank executive, joined Alibaba as a director in 2020 and became an independent director in 2023. | |
Wan Ling Martello Board | Independent Director | Founding Partner of BayPine; Director at Uber Technologies, Inc. and Stellantis N.V.. | Former Nestlé executive, joined Alibaba as an independent director in 2015. | |
Weijian Shan Board | Independent Director | Executive Chairman of PAG; Trustee of the British Museum. | Founder of PAG, a leading private equity firm, and author of several books on finance. |
- Given that competitors are reducing their take rates to attract more merchants, how does Alibaba plan to balance increasing its take rate through software service fees and marketing tools like Transient with the potential risk of losing merchants to platforms offering lower costs?
- With significant investments in AI infrastructure and cloud services increasing capital expenditures, how will Alibaba ensure a strong return on investment, especially considering the uncertainty around future AI demand and the competitive landscape?
- Despite recent price reductions in cloud services to attract new users, how does Alibaba plan to sustain profitability in its cloud business, and what strategies are in place to mitigate margin pressures in the face of intensified competition?
- You have high expectations for user growth after introducing interoperability with WeChat Pay on Taobao and Tmall. Can you share specific timelines or targets for this growth, and what strategies are in place to convert these new users into long-term active consumers?
- The Singles Day promotions this year relied heavily on platform-funded discounts, which could impact short-term profitability. How does Alibaba justify this approach in terms of long-term financial performance, and what are the expected effects on margins if such strategies need to be sustained to remain competitive?
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Shenzhen 4PX Information and Technology Co., Ltd. | 2024 | Alibaba converted RMB400 million in convertible loans in October 2024 to acquire an additional 6% equity interest, making Shenzhen 4PX a consolidated subsidiary; the company provides global cross-border e-commerce supply chain services. |
Moonshot AI Ltd | 2024 | Alibaba invested approximately US$0.8 billion (RMB5.9 billion) for a 36% equity interest in Moonshot AI Ltd through a preferred stock transaction, with the investment accounted for using the measurement alternative. |
Damai | 2023 | Alibaba Pictures acquired Damai on September 19, 2023 to leverage its leading position in the offline performance market, which saw triple-digit GMV growth and strategic collaborations with platforms like Youku. |
Sun Art | 2020 | Alibaba increased its stake in Sun Art by acquiring additional effective equity interests in October and December 2020 for a total consideration of RMB46,695 million, resulting in significant goodwill and intangible asset recognition while integrating its online and offline retail strategy. |
Recent press releases and 8-K filings for BABA.
- Filed on April 18, 2025, the Form 6-K report covers multiple next day disclosure returns detailing changes to issued shares between April 11 and April 17, 2025.
- The disclosures include several share repurchase transactions executed on the New York Stock Exchange with specified share volumes and pricing details on dates such as April 14, 15, and 16, 2025.
- The report also notes the issuance of new shares for RSU vesting under the 2014 Post-IPO Equity Incentive Plan, resulting in a slight increase in total issued shares on April 17, 2025.
- The 6-K filing dated April 11, 2025 details next day disclosure returns, including changes in issued shares and treasury shares with precise disclosure of share movements and cancellation events.
- The document highlights multiple share repurchase reports with specific trading dates and repurchase price details on the New York Stock Exchange, outlining active buyback transactions.
- Monthly return submission covering movements in authorised capital and issued shares, including details on share options, convertibles, and repurchases as of March 2025, submitted on April 7, 2025.
- Share adjustments include a net decrease of 9,455,792 issued shares from repurchases and updates under both the 2014 and 2024 Equity Incentive Plans, alongside convertible note information.
- Alibaba Group Holding Ltd confirmed its issued shares remain unchanged at 19,117,861,596, with detailed next day disclosure returns covering March 31 to April 03, 2025.
- Multiple repurchase transactions for share cancellation were executed on the New York Stock Exchange, with volumes such as 602,400, 603,200, and 607,200 shares transacted at prices ranging from approximately USD 16.44 to USD 16.76 per share.
- During Q1 2025, the company repurchased 51 million ordinary shares (6 million ADSs) for a total of US$0.6 billion in the U.S. market.
- For the fiscal year ended March 31, 2025, Alibaba repurchased 1,197 million ordinary shares (150 million ADSs) for US$11.9 billion across U.S. and Hong Kong markets.
- The share repurchase program resulted in a net reduction of 995 million shares (a 5.1% decrease in outstanding shares) from December 31, 2024, to March 31, 2025.
- The remaining board authorization for the share repurchase program is US$20.1 billion and is effective through March 2027.
- Alibaba Group Holding Limited filed a 6-K report on March 28, 2025 disclosing next-day returns for share movements, confirming an unchanged total issued share count alongside routine treasury share details.
- The report details multiple share repurchase transactions executed on the New York Stock Exchange between March 14 and March 27, 2025, with transaction volumes ranging from 42,400 to 602,400 shares and prices between USD 16.59 and USD 17.49 per share.
- It also outlines a repurchase mandate dated August 22, 2024, authorizing the buyback of up to 1,874,327,393 shares, underscoring its ongoing share buyback strategy.
- Alibaba Group Holding Limited disclosed multiple next day disclosure returns detailing changes in its issued share count, including a repurchase and cancellation of 6,351,672 shares on March 17, 2025, which reduced its issued shares to 19,001,881,844 shares.
- The filings also report additional repurchase transactions on March 14, 2025 (42,400 shares at approx. USD 17.5) and March 20, 2025 (581,600 shares at approx. USD 17.37), with detailed pricing and aggregate values provided.
- Disclosure of changes in issued and treasury shares: The filing details multiple events including ongoing repurchase transactions and next day disclosure returns with updated issued shares and treasury shares balances as of mid-March 2025.
- Share repurchase activity: The document provides detailed repurchase reports executed primarily on the New York Stock Exchange between February and March 2025, with transaction volumes such as 579,200 shares and aggregate prices approaching USD 10 million across various dates.
- RSU-related share issuance: An issuance of 490,000 shares for RSU vesting under the 2024 Equity Incentive Plan is also disclosed, updating the total issued shares shortly after the event.