Tigerxie
2018-02-01
这篇文章不错,转发给大家看看
@Seven8:
阿里巴巴季度营收830.3亿,上调财年增长预期,并收购蚂蚁金服33%股权
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grew adjusted EBITA by 30% YoY to US$5.9 billion with adjusted EBITA margin for core commerce of 53%</li> \n <li>104% YoY growth in Cloud Computing revenues for the quarter</li> \n <li>Non-GAAP diluted EPS(*) of US$1.63, up 18% YoY; while diluted EPS was US$1.41, up 33% YoY</li> \n <li>Free cash flow was US$7.1 billion powering continued investment in core commerce offerings, cloud computing, digital media and entertainment and other innovation initiatives</li> \n</ul> <p>Strong and Growing Core Commerce Business</p> <p>User growth, engagement and monetization:</p> <ul> \n <li>Mobile Monthly Active Users on China retail marketplaces reached 580 million in December 2017, an increase of 31 million over September 2017</li> \n <li>Annual active consumers on China retail marketplaces reached 515 million, up 27 million users over the 12-month period ended September 2017</li> \n <li>China commerce retail revenue per annual active consumer increased to US$48, up from US$44 in the prior quarter. Mobile revenue per mobile MAU grew to US$35, up from US$32 in prior quarter</li> \n <li>93% YoY revenue growth in our international commerce retail business to US$727 million, driven by strong growth in our in our Southeast Asian platform Lazada and our global retail marketplace, AliExpress</li> \n</ul> <p>Robust Growth of Cloud Business</p> <ul> \n <li>Cloud revenue grew 104% YoY to US$553 million driven by robust growth in paying customers and a more diversified revenue mix</li> \n <li>Continued expansion of customer base across industries; major partnerships and customers include: Watsons China, Geely and Beijing Capital International Airport</li> \n</ul> <p>Long-term Advantages in Digital Media and Entertainment</p> <ul> \n <li>Youku video’s daily average subscribers grew over 100% year-on-year driven by successful launches of hit original drama series</li> \n <li>Revenue from digital media and entertainment increased 33% YoY to US$832 million</li> \n</ul> <p>New Retail</p> <ul> \n <li>“Others” revenue under China commerce retail – which is mostly New Retail – was up 525% YoY</li> \n <li>Hema added 5 new stores, bringing total store count to 25 as of December 2017</li> \n</ul> <p>*Non-GAAP diluted EPS excludes disposal gains, share-based compensation and certain other items.</p> <p><img src=\"https://static.laohu8.com/0a383a54891d17e9d7ba5dea46f76bb7\"></p></body></html>","htmlText":"<html><head></head><body><p>$阿里巴巴(BABA)$ 公布截止2017年12月底的2018财年第三季度业绩,#阿里发财报看多or看空# <span style=\"font-family: '等线 Light';\"> </span><span style=\"font-family: '等线 Light';\">#业绩点评#</span></p> <p>第三财季实现营收830.3亿元人民币,同比增长56%,高于市场预期的797.1亿元;当季调整后每股收益10.61元,也高于市场的10.53元。</p> <p>财报显示,当季实物商品的商品交易额(GMV)同比增长43%。阿里巴巴称,这反映了所有主要品类包括服饰、消费电子类产品和快速消费品(FMCG)在内的强劲、健康增长势头。</p> <p>当季核心电商业务收入达人民币732.44亿元,同比增长57%;中国零售平台的年度活跃消费者达到5.15亿,中国零售平台的移动月度活跃用户达到5.80亿。</p> <p>云服务营收同比增长104%至35.99亿元人民币;数字娱乐营收同比增长33%至54.13亿元人民币;创新业务营收同比下降9%至7.72亿元。</p> <p>阿里巴巴在财报中表示,基于对2018财年全年业绩增长的可预见性,上调2018财年的收入指引从49%-53%至55%—56%。</p> <p>此外,阿里巴巴与蚂蚁金服联合宣布,根据2014年双方签署的战略协议,并经阿里巴巴董事会批准,阿里巴巴将通过一家中国子公司入股并获得蚂蚁金服33%的股权。根据当时的协议,蚂蚁金服每年需向阿里巴巴支付知识产权及技术服务费,金额相当于蚂蚁金服税前利润的37.5%;同时,在条件允许的情况下,阿里巴巴有权入股并持有蚂蚁金服33%的股权,并将相应的知识产权转让给蚂蚁金服,上述分润安排同步终止。</p> <p>原版</p> <ul> \n <li>An outstanding quarter with robust total revenue growth of 56% YoY</li> \n <li>With three quarters in FY’18 of strong results, we are increasing FY’18 revenue guidance to 55% – 56%, up from the 49% to 53% range announced in November 2017</li> \n <li>Agrees to 33% equity stake in Ant Financial</li> \n <li>“Others” revenue under China commerce retail – which is mostly New Retail – was up 525% YoY</li> \n</ul> <p>Summary financials</p> <ul> \n <li>Total revenue growth of 56% YoY to US$12.8 billion</li> \n <li>Strong Core Commerce revenue growth of 57% YoY to US$11.3 billion</li> \n <li>Highly profitable Core Commerce segment; grew adjusted EBITA by 30% YoY to US$5.9 billion with adjusted EBITA margin for core commerce of 53%</li> \n <li>104% YoY growth in Cloud Computing revenues for the quarter</li> \n <li>Non-GAAP diluted EPS(*) of US$1.63, up 18% YoY; while diluted EPS was US$1.41, up 33% YoY</li> \n <li>Free cash flow was US$7.1 billion powering continued investment in core commerce offerings, cloud computing, digital media and entertainment and other innovation initiatives</li> \n</ul> <p>Strong and Growing Core Commerce Business</p> <p>User growth, engagement and monetization:</p> <ul> \n <li>Mobile Monthly Active Users on China retail marketplaces reached 580 million in December 2017, an increase of 31 million over September 2017</li> \n <li>Annual active consumers on China retail marketplaces reached 515 million, up 27 million users over the 12-month period ended September 2017</li> \n <li>China commerce retail revenue per annual active consumer increased to US$48, up from US$44 in the prior quarter. Mobile revenue per mobile MAU grew to US$35, up from US$32 in prior quarter</li> \n <li>93% YoY revenue growth in our international commerce retail business to US$727 million, driven by strong growth in our in our Southeast Asian platform Lazada and our global retail marketplace, AliExpress</li> \n</ul> <p>Robust Growth of Cloud Business</p> <ul> \n <li>Cloud revenue grew 104% YoY to US$553 million driven by robust growth in paying customers and a more diversified revenue mix</li> \n <li>Continued expansion of customer base across industries; major partnerships and customers include: Watsons China, Geely and Beijing Capital International Airport</li> \n</ul> <p>Long-term Advantages in Digital Media and Entertainment</p> <ul> \n <li>Youku video’s daily average subscribers grew over 100% year-on-year driven by successful launches of hit original drama series</li> \n <li>Revenue from digital media and entertainment increased 33% YoY to US$832 million</li> \n</ul> <p>New Retail</p> <ul> \n <li>“Others” revenue under China commerce retail – which is mostly New Retail – was up 525% YoY</li> \n <li>Hema added 5 new stores, bringing total store count to 25 as of December 2017</li> \n</ul> <p>*Non-GAAP diluted EPS excludes disposal gains, share-based compensation and certain other items.</p> <p><img src=\"https://static.laohu8.com/0a383a54891d17e9d7ba5dea46f76bb7\"></p></body></html>","text":"$阿里巴巴(BABA)$ 公布截止2017年12月底的2018财年第三季度业绩,#阿里发财报看多or看空# #业绩点评# 第三财季实现营收830.3亿元人民币,同比增长56%,高于市场预期的797.1亿元;当季调整后每股收益10.61元,也高于市场的10.53元。 财报显示,当季实物商品的商品交易额(GMV)同比增长43%。阿里巴巴称,这反映了所有主要品类包括服饰、消费电子类产品和快速消费品(FMCG)在内的强劲、健康增长势头。 当季核心电商业务收入达人民币732.44亿元,同比增长57%;中国零售平台的年度活跃消费者达到5.15亿,中国零售平台的移动月度活跃用户达到5.80亿。 云服务营收同比增长104%至35.99亿元人民币;数字娱乐营收同比增长33%至54.13亿元人民币;创新业务营收同比下降9%至7.72亿元。 阿里巴巴在财报中表示,基于对2018财年全年业绩增长的可预见性,上调2018财年的收入指引从49%-53%至55%—56%。 此外,阿里巴巴与蚂蚁金服联合宣布,根据2014年双方签署的战略协议,并经阿里巴巴董事会批准,阿里巴巴将通过一家中国子公司入股并获得蚂蚁金服33%的股权。根据当时的协议,蚂蚁金服每年需向阿里巴巴支付知识产权及技术服务费,金额相当于蚂蚁金服税前利润的37.5%;同时,在条件允许的情况下,阿里巴巴有权入股并持有蚂蚁金服33%的股权,并将相应的知识产权转让给蚂蚁金服,上述分润安排同步终止。 原版 An outstanding quarter with robust total revenue growth of 56% YoY With three quarters in FY’18 of strong results, we are increasing FY’18 revenue guidance to 55% – 56%, up from the 49% to 53% range announced in November 2017 Agrees to 33% equity stake in Ant Financial “Others” revenue under China commerce retail – which is mostly New Retail – was up 525% YoY Summary financials Total revenue growth of 56% YoY to US$12.8 billion Strong Core Commerce revenue growth of 57% YoY to US$11.3 billion Highly profitable Core Commerce segment; grew adjusted EBITA by 30% YoY to US$5.9 billion with adjusted EBITA margin for core commerce of 53% 104% YoY growth in Cloud Computing revenues for the quarter Non-GAAP diluted EPS(*) of US$1.63, up 18% YoY; while diluted EPS was US$1.41, up 33% YoY Free cash flow was US$7.1 billion powering continued investment in core commerce offerings, cloud computing, digital media and entertainment and other innovation initiatives Strong and Growing Core Commerce Business User growth, engagement and monetization: Mobile Monthly Active Users on China retail marketplaces reached 580 million in December 2017, an increase of 31 million over September 2017 Annual active consumers on China retail marketplaces reached 515 million, up 27 million users over the 12-month period ended September 2017 China commerce retail revenue per annual active consumer increased to US$48, up from US$44 in the prior quarter. Mobile revenue per mobile MAU grew to US$35, up from US$32 in prior quarter 93% YoY revenue growth in our international commerce retail business to US$727 million, driven by strong growth in our in our Southeast Asian platform Lazada and our global retail marketplace, AliExpress Robust Growth of Cloud Business Cloud revenue grew 104% YoY to US$553 million driven by robust growth in paying customers and a more diversified revenue mix Continued expansion of customer base across industries; major partnerships and customers include: Watsons China, Geely and Beijing Capital International Airport Long-term Advantages in Digital Media and Entertainment Youku video’s daily average subscribers grew over 100% year-on-year driven by successful launches of hit original drama series Revenue from digital media and entertainment increased 33% YoY to US$832 million New Retail “Others” revenue under China commerce retail – which is mostly New Retail – was up 525% YoY Hema added 5 new stores, bringing total store count to 25 as of December 2017 *Non-GAAP diluted EPS excludes disposal gains, share-based compensation and certain other items.","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/154283","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["BABA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":3232,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":1184,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":27,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/154297"}
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