北京時(shí)間8月23日晚，阿里巴巴集團(tuán)公布2019財(cái)年第一季度（2018.4.1-2018.6.30）財(cái)報(bào)。當(dāng)季，阿里巴巴收入同比大增61%達(dá)到809.20億元人民幣，連續(xù)6個(gè)季度保持超過55%的高速增長(zhǎng)。核心電商業(yè)務(wù)收入達(dá)691.88億元，同比增長(zhǎng)同樣高達(dá)61%。本季收入增幅超出彭博、路透等機(jī)構(gòu)分析師預(yù)期，在全球范圍內(nèi)領(lǐng)先的互聯(lián)網(wǎng)企業(yè)中，包括FANG（Facebook、亞馬遜、NETFlix與谷歌）在內(nèi)，只有阿里巴巴的增速超過了50%。
On the evening of August 23, Beijing time, Alibaba Group announced its financial results for the first quarter of fiscal year 2019 (2018.4.1-2018.6.30). In the same quarter, Alibaba's revenue rose 61% year-on-year to 80.920 billion yuan, maintaining a rapid growth of more than 55% for six consecutive quarters. Core business revenue reached 69 billion 188 million yuan, an increase of 61% over the same period last year. Revenue growth this quarter exceeded expectations by institutional analysts such as Bloomberg and Reuters. Among the world's leading Internet companies, including FANG (Facebook, Amazon, NETFlix and Google), only Alibaba grew more than 50%.
經(jīng)調(diào)整EBITA（息稅攤銷前利潤(rùn)）為265.02億元，核心電商業(yè)務(wù)經(jīng)調(diào)整EBITA為327.97億元，同比增長(zhǎng)22%，超出分析師預(yù)期。核心電商調(diào)整后EBITA利潤(rùn)率為47%，不計(jì)菜鳥網(wǎng)絡(luò)和餓了么的并表（2018年5月中），以及對(duì)新零售業(yè)務(wù)和Lazada的投資，核心電商業(yè)務(wù)的經(jīng)調(diào)整EBITA利潤(rùn)率同比保持穩(wěn)定。在核心業(yè)務(wù)高速增長(zhǎng)、及持續(xù)投資新的增長(zhǎng)機(jī)遇下，顯示強(qiáng)勁的盈利能力。
The adjusted EBITA (profit before interest and tax amortization) was $26.502 billion, and the adjusted EBITA for the core e-commerce business was $32.797 billion, up 22% year on year, exceeding analysts'expectations. The adjusted EBITA profit margin for the core e-commerce business was 47%, which remained stable year-on-year, regardless of the merger of rookie networks and starvation (mid-May 2018), as well as investments in new retail businesses and Lazada. With the rapid growth of core business and continuous investment and new growth opportunities, it shows strong profitability.
年度活躍消費(fèi)者增至5.76億，連續(xù)4季度凈增超兩千萬，顯示淘寶內(nèi)容化及下沉市場(chǎng)進(jìn)入收獲期；支付寶的用戶持續(xù)多年高速增長(zhǎng)，與合作伙伴一起服務(wù)超過全球8.7億用戶；本季度新零售業(yè)務(wù)收入增長(zhǎng)超過340%；天貓實(shí)物GMV同比增長(zhǎng)34%，連續(xù)五個(gè)季度領(lǐng)跑行業(yè)，持續(xù)擴(kuò)大在B2C市場(chǎng)的領(lǐng)先優(yōu)勢(shì)。在巨大規(guī)模體量下，阿里巴巴的收入、用戶和市場(chǎng)份額持續(xù)強(qiáng)勁增長(zhǎng)，凸顯五新戰(zhàn)略的持續(xù)推進(jìn)對(duì)集團(tuán)各項(xiàng)業(yè)務(wù)的巨大帶動(dòng)作用。
The annual active consumer increased to 576 million, the net increase of over 4 in the 4 quarter, indicating that Taobao's content and sinking market has entered the harvest period. Alipay's customers have been growing rapidly for many years, and their partners have served more than 870 million users worldwide; the new retail business revenue has increased by more than 340% this quarter; the GMV of Tmall has increased year by year. Chang 34%, leading the industry for five consecutive quarters, continues to expand its leading edge in the B2C market. Under the huge volume, Alibaba's revenue, users and market share continue to grow strongly, highlighting the five new strategies continue to promote the Group's business of a huge role in driving.
非美國(guó)通用會(huì)計(jì)準(zhǔn)則下盈利達(dá)到201.01億元，同時(shí)，由于螞蟻金服估值大幅增加，授予員工的螞蟻金服相關(guān)股權(quán)獎(jiǎng)勵(lì)非現(xiàn)金開支達(dá)到111.8億，員工股權(quán)獎(jiǎng)勵(lì)總開支達(dá)到了歷史新高——163.78億，導(dǎo)致美國(guó)通用會(huì)計(jì)準(zhǔn)則下的季度盈利為76.50億元，撇除螞蟻金服相關(guān)的股權(quán)獎(jiǎng)勵(lì)開支影響，本季度盈利將同比強(qiáng)勁增長(zhǎng)33%。本季自由現(xiàn)金流為263.58億元。
Earnings under non-US GAAP reached $20.01 billion, while non-cash expenditure on equity incentives granted to employees reached $11.18 billion, resulting in quarterly profit under US GAAP of $16.378 billion. With $7.650 billion, this quarter's earnings will grow 33% year-on-year, regardless of the impact of equity incentives related to gold ants suits. Free cash flow is $26 billion 358 million this quarter.
阿里巴巴集團(tuán)首席執(zhí)行官?gòu)堄卤硎荆?ldquo;阿里巴巴再度迎來了一個(gè)卓越的季度，用戶快速增長(zhǎng)，不斷壯大的生態(tài)系統(tǒng)中互動(dòng)進(jìn)一步加強(qiáng)。中國(guó)零售平臺(tái)業(yè)務(wù)繼續(xù)擴(kuò)大市場(chǎng)份額，新零售項(xiàng)目帶動(dòng)未來的收入增長(zhǎng)，并賦能我們的零售伙伴為消費(fèi)者提供無縫連接的服務(wù)。集團(tuán)為用戶消費(fèi)全周期提供更多價(jià)值及選擇的戰(zhàn)略持續(xù)推進(jìn)，包括通過數(shù)字娛樂及本地服務(wù)，觸達(dá)電商以外的龐大目標(biāo)市場(chǎng)。我們將繼續(xù)投資于戰(zhàn)略業(yè)務(wù)機(jī)遇及創(chuàng)新，以保障競(jìng)爭(zhēng)優(yōu)勢(shì)和長(zhǎng)期增長(zhǎng)。”
Zhang Yong, CEO of Alibaba Group, said: "Alibaba has once again ushered in a remarkable quarter, with rapid user growth and enhanced interaction in the growing ecosystem. China's retail platform business continues to expand its market share, with new retail projects driving future revenue growth and enabling our retail partners to provide seamless connectivity to consumers. The Group's strategy of providing users with more value and options throughout the consumer cycle continues to advance, including through digital entertainment and local services, to reach a huge target market beyond e-commerce. We will continue to invest in strategic business opportunities and innovations to ensure competitive advantage and long-term growth. "
強(qiáng)勁市場(chǎng)表現(xiàn)下，阿里巴巴加碼投資新零售、全球化、技術(shù)等領(lǐng)域，員工股權(quán)激勵(lì)開支也達(dá)到歷史新高，阿里巴正在持續(xù)投資未來。
Strong market performance, Alibaba Garment investment in new retail, globalization, technology and other fields, employee equity incentives also reached a record high, Alibaba is continuing to invest in the future.
本季度，阿里巴巴戰(zhàn)略投資企業(yè)螞蟻金服宣布新一輪股權(quán)融資，估值大幅增加，螞蟻估值的提升不僅凸顯了阿里經(jīng)濟(jì)體的巨大發(fā)展?jié)摿?，也將進(jìn)一步提升阿里巴巴集團(tuán)的戰(zhàn)略價(jià)值，并加強(qiáng)阿里經(jīng)濟(jì)體的聯(lián)動(dòng)發(fā)展。
This quarter, Alibaba strategic investment company Ant Golden Clothes announced a new round of equity financing, valuation significantly increased, ant valuation not only highlighted the huge development potential of the Alibaba economy, will further enhance the strategic value of the Alibaba Group, and strengthen the linkage between the development of the Alibaba economy.
阿里巴巴集團(tuán)CFO武衛(wèi)對(duì)此表示：“我們又收獲了一個(gè)出色的季度，集團(tuán)總收入增長(zhǎng)達(dá)61%，不計(jì)一次性項(xiàng)目的影響，季度盈利增長(zhǎng)強(qiáng)勁。很高興在如此巨大的規(guī)模體量下，我們的業(yè)務(wù)依然能夠展現(xiàn)優(yōu)勢(shì)、快速成長(zhǎng)。集團(tuán)各個(gè)主要業(yè)務(wù)板塊，包括核心電商、云計(jì)算及數(shù)字媒體和娛樂的卓越增長(zhǎng)，均印證了我們面向未來的客戶體驗(yàn)、產(chǎn)品、技術(shù)及基礎(chǔ)設(shè)施的投資戰(zhàn)略。通過為企業(yè)客戶、合作伙伴及消費(fèi)者帶來獨(dú)特的價(jià)值，我們有信心能夠繼續(xù)擴(kuò)大自身的市場(chǎng)領(lǐng)先地位。”
CFO Wuwei of Alibaba Group said: "We've had another good quarter, with gross revenue growth of 61%, regardless of the impact of one-off projects, strong quarterly profit growth. I'm glad that with such a huge scale, our business is still showing its advantages and growing rapidly. The remarkable growth of the group's major business segments, including core e-commerce, cloud computing and digital media and entertainment, confirms our future-oriented investment strategy in customer experience, products, technology and infrastructure. By bringing unique value to corporate customers, partners and consumers, we are confident that we can continue to expand our market leadership.
轉(zhuǎn)自物流沙龍
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