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CONFIDENTIALSeptemberQuarter2018ResultsNovember2,2018Disclaimer2ThispresentationcontainscertainfinancialmeasuresthatarenotrecognizedundergenerallyacceptedaccountingprinciplesintheUnitedStates(“GAAP”),includingadjustedEBITDA(includingadjustedEBITDAmargin),adjustedEBITA(includingadjustedEBITAmargin),marketplace-basedcorecommerceadjustedEBITA,non-GAAPnetincome,non-GAAPdilutedEPSandfreecashflow.Forareconciliationofthesenon-GAAPfinancialmeasurestothemostdirectlycomparableGAAPmeasures,seeGAAPtoAdjusted/Non-GAAPMeasuresReconciliation.Thisannouncementcontainsforward-lookingstatements.Thesestatementsaremadeunderthe“safeharbor”provisionsoftheU.S.PrivateSecuritiesLitigationReformActof1995.Theseforward-lookingstatementscanbeidentifiedbyterminologysuchas“will,”“expects,”“anticipates,”“future,”“intends,”“plans,”“believes,”“estimates,”“potential,”“continue,”“ongoing,”“targets,”“guidance”andsimilarstatements.Amongotherthings,statementsthatarenothistoricalfacts,includingstatementsaboutAlibaba’sstrategiesandbusinessplans,Alibaba’sbeliefs,expectationsandguidanceregardingthegrowthofitsbusinessanditsrevenue,thebusinessoutlookandquotationsfrommanagementinthisannouncement,aswellasAlibaba’sstrategicandoperationalplans,areorcontainforward-lookingstatements.Alibabamayalsomakeforward-lookingstatementsinitsperiodicreportstotheU.S.SecuritiesandExchangeCommission(the“SEC”),inpressreleasesandotherwrittenmaterialsandinoralstatementsmadebyitsofficers,directorsoremployeestothirdparties.Forward-lookingstatementsinvolveinherentrisksanduncertainties.Anumberoffactorscouldcauseactualresultstodiffermateriallyfromthosecontainedinanyforward-lookingstatement,includingbutnotlimitedtothefollowing:Alibaba’sexpectedrevenuegrowth;Alibaba’sgoalsandstrategies;Alibaba’sfuturebusinessdevelopment;Alibaba’sabilitytomaintainthetrustedstatusofitsecosystem,reputationandbrand;risksassociatedwithincreasedinvestmentsinAlibaba’sbusinessandnewbusinessinitiatives;risksassociatedwithstrategicacquisitionsandinvestments;Alibaba’sabilitytoretainorincreaseengagementofconsumers,merchantsandotherparticipantsinitsecosystemandenablenewofferings;Alibaba’sabilitytomaintainorgrowitsrevenueorbusiness;risksassociatedwithlimitationorrestrictionofservicesprovidedbyAlipay;changesinlaws,regulationsandregulatoryenvironmentthataffectAlibaba’sbusinessoperations;privacyandregulatoryconcerns;competition;securitybreaches;thecontinuedgrowthofthee-commercemarketinChinaandglobally;risksassociatedwiththeperformanceofourbusinesspartners,includingbutnotlimitedtoAntFinancial;andfluctuationsingeneraleconomicandbusinessconditionsinChinaandgloballyandassumptionsunderlyingorrelatedtoanyoftheforegoing.FurtherinformationregardingtheseandotherrisksisincludedinAlibaba’sfilingswiththeSEC.Allinformationprovidedinthisresultsannouncementisasofthedateofthisresultsannouncementandarebasedonassumptionsthatwebelievetobereasonableasofthisdate,andAlibabadoesnotundertakeanyobligationtoupdateanyforward-lookingstatement,exceptasrequiredunderapplicablelaw.CONFIDENTIALBusinessandStrategicUpdates488515552576601Sep30,2017Dec31,2017Mar31,2018Jun30,2018Sep30,2018AcceleratedGrowthinUserBaseandUserEngagement549580617634666Sep30,2017Dec31,2017Mar31,2018Jun30,2018Sep30,20184AnnualActiveConsumers(2)(inMM)MobileMAUs(1)(inMM)•MobileMAUs(1)onourChinaretailmarketplacesreached666millioninSeptember2018,anincreaseof32millionoverJune2018.•Annualactiveconsumers(2)onourChinaretailmarketplacesreached601million,anincreaseof25millionfromthe12-monthperiodendedJune30,2018.32173731202524372722NetAddsNetAddsNotes:(1)Forthemonthendedontherespectivedates.(2)Forthetwelvemonthsendedontherespectivedates.BetterSegmentationDrivesBetterUserExperience5•ThenewmobileTaobaointerface,whichisbasedonindividualuser’sshoppingbehavior,enablesustosegmentconsumers,andtherebyfurtherenhanceuserexperiencefordifferenttypesofconsumers.NewUserExperiencedUserAdvancedUserMoreapparentcouponsFavoriteshoppingchannelsMorevalueformoneymoduleslike“EverydayLowPrice”CreatingNewDemand–MerchantsAbletoEngagewithConsumersthroughtheEntireDiscoveryJourneyPre-PurchaseBuildawarenessandinterestPurchaseActivatepurchaseintentPost-PurchaseCreatemoredemandandretainconsumers•Curatedblogs:generateinterest•Redpackets:stimulatepurchase•Theme-basedKOLvideos:otherrecommendationsinthesameandrelatedcategories1236ProminentRecommendationSectionsSupportMoreMonetizableProperties7OldVersionChannel-basedNewVersionRecommendation-based1scroll。。。4scrolls•Optimizedsearch:Addedasecondaryrowofrecommendedsearchphrases•Customizedentrypoints:Customizablefavoriteverticals•Personalizedthematicslots:Shownbasedonusersegmentation•Moreprominentonthefrontpage•Betterdiscoveryexperiencefromlargersizedpicturesbycategory•Theme-basedpersonalizedcontentRecommendationsectionTmall–ContinuingtoExpandMarketLeadership•TmallphysicalgoodspaidGMVgrew30%YoYinthequarter.Weenjoyedrobustgrowthinallcategories,includingstrongperformanceintheFMCG,homefurnishingandapparelcategories.•Duringthequarter,brandssuchasStellaMcCartnery,Theory,SergioRossia