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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 | Start Date |
|---|---|---|---|---|
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. | August 2015 |
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. | September 2023 |
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. | September 2023 |
Jane Fang Jiang Executive | Chief People Officer | None. | Founding team member of Alibaba, held various senior management roles, and became CPO in 2023. | April 2023 |
Lin Wan Executive | CEO of Cainiao Smart Logistics Network | None. | Joined Alibaba in 2014, leads Cainiao's global logistics and digital transformation efforts. | 2014 |
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. | November 2018 |
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. | April 2020 |
Toby Hong Xu Executive | Chief Financial Officer | None. | Joined Alibaba in 2018, previously Deputy CFO, and has extensive experience in financial management. | April 2022 |
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. | August 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. | August 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. | September 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. | September 2020 |
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. | September 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. | March 2022 |
- 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 developments and announcements about BABA.
Earnings
New Earnings (Q3 2025)
·Feb 20, 2025, 4:17 PMView full earnings summary →Alibaba’s cloud and AI investments soared in Q3 2025, driving triple-digit AI-related revenue growth for the sixth straight quarter. Demand for AI inference (60–70% of new orders) fuels cloud momentum. CapEx is high, but share buybacks ($10B) underscore confidence.