北京時間8月23日晚，阿里巴巴集團公布2019財年第一季度（2018.4.1-2018.6.30）財報。當季，阿里巴巴收入同比大增61%達到809.20億元人民幣，連續(xù)6個季度保持超過55%的高速增長。核心電商業(yè)務收入達691.88億元，同比增長同樣高達61%。本季收入增幅超出彭博、路透等機構分析師預期，在全球范圍內領先的互聯(lián)網企業(yè)中，包括FANG（Facebook、亞馬遜、NETFlix與谷歌）在內，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%.
經調整EBITA（息稅攤銷前利潤）為265.02億元，核心電商業(yè)務經調整EBITA為327.97億元，同比增長22%，超出分析師預期。核心電商調整后EBITA利潤率為47%，不計菜鳥網絡和餓了么的并表（2018年5月中），以及對新零售業(yè)務和Lazada的投資，核心電商業(yè)務的經調整EBITA利潤率同比保持穩(wěn)定。在核心業(yè)務高速增長、及持續(xù)投資新的增長機遇下，顯示強勁的盈利能力。
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.
年度活躍消費者增至5.76億，連續(xù)4季度凈增超兩千萬，顯示淘寶內容化及下沉市場進入收獲期；支付寶的用戶持續(xù)多年高速增長，與合作伙伴一起服務超過全球8.7億用戶；本季度新零售業(yè)務收入增長超過340%；天貓實物GMV同比增長34%，連續(xù)五個季度領跑行業(yè)，持續(xù)擴大在B2C市場的領先優(yōu)勢。在巨大規(guī)模體量下，阿里巴巴的收入、用戶和市場份額持續(xù)強勁增長，凸顯五新戰(zhàn)略的持續(xù)推進對集團各項業(yè)務的巨大帶動作用。
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.
非美國通用會計準則下盈利達到201.01億元，同時，由于螞蟻金服估值大幅增加，授予員工的螞蟻金服相關股權獎勵非現(xiàn)金開支達到111.8億，員工股權獎勵總開支達到了歷史新高——163.78億，導致美國通用會計準則下的季度盈利為76.50億元，撇除螞蟻金服相關的股權獎勵開支影響，本季度盈利將同比強勁增長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.
阿里巴巴集團首席執(zhí)行官張勇表示：“阿里巴巴再度迎來了一個卓越的季度，用戶快速增長，不斷壯大的生態(tài)系統(tǒng)中互動進一步加強。中國零售平臺業(yè)務繼續(xù)擴大市場份額，新零售項目帶動未來的收入增長，并賦能我們的零售伙伴為消費者提供無縫連接的服務。集團為用戶消費全周期提供更多價值及選擇的戰(zhàn)略持續(xù)推進，包括通過數(shù)字娛樂及本地服務，觸達電商以外的龐大目標市場。我們將繼續(xù)投資于戰(zhàn)略業(yè)務機遇及創(chuàng)新，以保障競爭優(yōu)勢和長期增長。”
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. "
強勁市場表現(xiàn)下，阿里巴巴加碼投資新零售、全球化、技術等領域，員工股權激勵開支也達到歷史新高，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融資，估值大幅增加，螞蟻估值的提升不僅凸顯了阿里經濟體的巨大發(fā)展?jié)摿Γ矊⑦M一步提升阿里巴巴集團的戰(zhàn)略價值，并加強阿里經濟體的聯(lián)動發(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CFO武衛(wèi)對此表示：“我們又收獲了一個出色的季度，集團總收入增長達61%，不計一次性項目的影響，季度盈利增長強勁。很高興在如此巨大的規(guī)模體量下，我們的業(yè)務依然能夠展現(xiàn)優(yōu)勢、快速成長。集團各個主要業(yè)務板塊，包括核心電商、云計算及數(shù)字媒體和娛樂的卓越增長，均印證了我們面向未來的客戶體驗、產品、技術及基礎設施的投資戰(zhàn)略。通過為企業(yè)客戶、合作伙伴及消費者帶來獨特的價值，我們有信心能夠繼續(xù)擴大自身的市場領先地位。”
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.
轉自物流沙龍
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