Mobile MAUs on Alibaba China retail marketplaces reached 450 million in September 2016, an increase of 23 million over June, while annual active buyers reached 439 million, an increase of 5 million from the 12-month period ended in June.
The number of paying customers of Alibaba cloud computing business Aliyun grew to 651,000 from 577,000 in the previous quarter. Operating loss from cloud computing was RMB398 million (US$60 million) in Q3 2016, and adjusted EBITA loss narrowed from RMB158 million in the previous quarter to RMB57 million (US$8 million) this quarter.
Alibaba Group’s revenue was RMB34,292 million (US$5,142 million) in Q3 2016, an increase of 55% year-over-year. Income from operations was RMB9,045 million (US$1,356 million) and adjusted EBITDA was RMB 15,875 million (US$2,381 million). Operating margin was 27%, adjusted EBITDA margin was 46% and adjusted EBITA margin for core commerce was 62%.
Taobao App‘s live streaming of product demonstrations for fashion apparel, cosmetics, maternity/baby products, sports and active wear proved to be extremely popular with consumers, generating millions of daily views with robust user engagement. In September, over six million Taobao App users shared their shopping experience with friends on a daily basis.
Tmall continue to make strong progress in the FMCG category. Personal care, food and mother and baby are among the top growth categories. Tmall Supermarket continues to grow rapidly, with volumes growing triple digits year-on-year.
Multinational FMCG brands are working with Tmall as the partner of choice, not only to drive their transaction volume, but also in the areas of brand building, channel expansion and new product launches to grow their presence in China.
What’s new for Alibaba’s Double 11 shopping festival in 2016
Personalization. Alibaba will be leveraging their big data capabilities to create a differentiated experience for each consumer based on individual preferences.
Consumer engagement: This year Alibaba launched many new innovations around live-streaming, VR and AR to drive consumer engagement on Alibaba platforms. Examples include a live-streamed “see now, buy now” fashion show watched by seven million viewers on Taobao, Tmall and Youku Tudou apps; Buy+ virtual reality technology, and an augmented reality mobile game to drive traffic online as well as to offline stores and restaurants.
Omni-channel. Alibaba also integrated the omni-channel shopping experience at more than 60,000 offline storefronts, including Uniqlo, Gap and Intime department store.
Globalization. This year’s Double 11 will be Alibaba’s most global ever with more than 11,000 international brands participating, including Burberry, Target, Maserati and Apple. Alibaba also introduced a new pilot program to help global merchants sell beyond China. Hong Kong and Taiwan are the first markets outside mainland China where this is available.