Alibaba reported revenue of 34,543 million yuan (US$5,333 million) with an increase of 32% year-over-year in Q4 2015 and mobile revenue was 18,746 million yuan (US$2,894 million) with an increase of 192% YoY.
Annual active buyers of Alibaba increased to 407 million with an increase of 21 million from the prior quarter in Q4 2015. Mobile MAUs in December reached 393 million with an increase of 47 million over the prior quarter.
Over 115 million buyers were attracted to Taobao on Single’s Day(including Tmall and Tmall Global) and enabled 91.2 billion yuan (US$14 billion) in GMV settled through Alipay on the platforms on November 11, 2015. The Double 11 festival has become one of the most influential online shopping festival in the world.
Alibaba’s Fourth Quarter 2015 in 2015
- Revenue was 34,543 million yuan (US$5,333 million), an increase of 32% year-over-year;
- Mobile revenue was 18,746 million yuan (US$2,894 million), an increase of 192% year-over-year; Annual active buyers on Alibaba China retail marketplaces increased to 407 million, an increase of 21 million from the prior quarter;
- GMV of Alibaba’s retail marketplaces was 964 billion yuan (US$149 billion), an increase of 23% year-over-year
- Revenue of cloud computing and internet infrastructure business increased by 126% year-over-year to 819 million yuan (US$126 million); and
- Non-GAAP free cash flow was 23,719 million yuan (US$3,662 million).
In the December quarter, Alibaba witnessed strong year-on-year GMV growth in the first-tier cities of
Beijing, Shanghai, Guangzhou and Shenzhen. Alibaba established mind-share gains in the first-tier cities through, among other things, Tmall Supermarket, where consumers make high-frequency purchases in groceries and everyday items, supported by delivery services by Alibaba’s logistics partners who offer same-day delivery in seven cities and next-day delivery in 88 cities.
As of the end of the December quarter, Alibaba had a presence in over 12,000 rural villages, where they provide purchasing and delivery services. In 2016 Alibaba launched for the first time the Alibaba Chinese New Year Shopping Festival. Agricultural products from rural China will be showcased and made available to urban consumers via Rural Taobao, encouraging Chinese consumers to buy domestically produced fresh foods and other agricultural products. Currently, Rural Taobao has a presence in nearly all provinces in China.
Also read: China Retail V.S. Online Shopping 2015