Ali's fourth-quarter revenue of 34.5 billion Alibaba Cloud revenue surged 126%

â—ŽEvery reporter Jiang Peifang

Yesterday (January 28), Alibaba Group announced its fourth quarter 2015 results, both revenue and profit growth, significantly surpassing Wall Street expectations.

In the past three months, Ali's ecology has been fully developed, with retail platform transactions accounting for 11.36% of the total retail sales of consumer goods in the country. Tmall's single-quarter transaction volume has reached the largest increase in history; Alibaba's revenue reached 819 million yuan, a year-on-year increase of 126%. . This also highlights the strong vitality of China's consumer economy and technology service industry.

Alibaba Group CEO Zhang Yong said that this quarter, Alibaba Group achieved strong growth, reaching a milestone of 400 million active users. Ali will continue to focus on its strategic priorities, including globalization, rural areas, building world-class cloud computing services, and continuing to enhance the advantages of first-tier cities.

Pulling 11.36% of social retail

According to the company's financial report, Alibaba Group's revenue in the fourth quarter was 34.543 billion yuan, a year-on-year increase of 32%. After adjusting for non-US accounting standards, the profit was 19.11 billion yuan, a year-on-year increase of 27%. The number of active users of China's retail platforms soared to 407 million, with a seasonal increase of 21 million; mobile monthly active users reached 393 million, with a net increase of 47 million in a single season. The retail platform transaction volume reached 964 billion yuan, and mobile transactions accounted for 68%. Tmall achieved the largest increase in history, with a net increase of 126 billion yuan.

The data shows that the total retail sales of consumer goods in the last three months of 2015 was 84.51 billion yuan. In the same period, the total transaction volume of Alibaba's retail platform reached 964 billion yuan, accounting for 11.36% of the total retail sales of consumer goods.

In this financial report, Ali also announced the performance of the O2O platform "Word of Mouth" for the first time. In the fourth quarter, the word-of-mouth transaction amounted to RMB 15.8 billion, which quickly captured the market share.

In addition, rural Taobao has already penetrated 3 million rural households, benefiting 12 million rural people and stimulating new rural industries and consumption patterns. In this quarter, Tmall ushered in the "big shop opening tide", more than 200 global brand flagship stores opened. Under the global situation of global economic slowdown, the data from Ali Financial Report proves that China's economy has great potential and vitality. The new engine and future direction are technology-driven domestic demand, consumption upgrade and service industry.

The financial report shows that the nail has covered more than 1 million companies and organizations; Alibaba Cloud's revenue was 819 million yuan, up 126% year-on-year, doubling over the same three consecutive quarters; the rookie network realized the day of the north of Guangzhou, Suzhou, Hangzhou and Chengdu Service, 88 cities across the country to achieve the next day. In addition, its integration with Suning Logistics has been completed, and online and offline retail integration is deepening.

Alibaba Cloud's operating income soared

"Daily Economic News" reporter learned that in the last quarter, Alibaba Cloud revenue growth rate was 128%, Amazon AWS growth rate was 78%; Microsoft, including Office365 intelligent cloud revenue in the last quarter The growth rate is 8%. Undoubtedly, cloud computing is becoming a new commercial infrastructure, and it is also a new battleground for various technology giants.

According to IDC's latest statistics, as of the first half of 2015, the top five service providers with the highest global public cloud computing market share were Amazon, Microsoft, IBM, RackSpace and Alibaba Cloud. Alibaba Cloud has already become the absolute leader of China's cloud computing market. Considering its two consecutive quarters of high growth in the second half of 2015, the global market may have formed a "3A" (AWS, AliCloud, Azure).


Alibaba said in its earnings report that the rapid growth of the cloud computing business is due to the continuous expansion of Alibaba Cloud's domestic and international markets and the provision of abundant products and world-leading technologies.

Alibaba also specifically mentioned that Alibaba Cloud broke a world record in October last year. In the Sort Benchmark, a ranking benchmarking competition founded by Jim Gray, the father of the database, Alibaba Cloud reduced the sorting time of 100TB data to 377 seconds, breaking the record previously maintained by researchers such as Microsoft and Yahoo.

According to the "Daily Economic News" reporter's solution, Alibaba recently released the world's first one-stop big data platform "number plus", opening up the big data technology and platform accumulated by Alibaba in the past 10 years, the first batch of 20 models product. This is the world's first big-data one-stop open platform that includes the front, middle and back.

External commentary generally believes that the first echelon of the cloud computing market has basically formed and will continue to solidify. IDC said in a report that for the public cloud market, six or fewer cloud service providers will monopolize approximately 80% of the global market share, namely Amazon, Alibaba Cloud, Microsoft, Google, Salesforce and IBM. .