2015-08-12

Alibaba Group $BABA, Quarterly Earnings, Webcast Replay, Lock-up

Alibaba Group Stock Chart NYSE:BABA (graphic)
Alibaba Group Stock Chart NYSE:BABA (source: google.com)
UPDATE: Lock-up: Total no. of shares / Lock-up Expiry
Total no. of shares to be un-locked 1,579MM Sept 19, 2015 (Saturday)
First Public Trading Day: Sept 21, 2015 (Monday)
Major components:
  • Softbank 798MM
  • Yahoo 384MM 
  • Jack Yun MA and Joseph C. TSAI 269MM
UPDATE: Alibaba Group Holding Limited (NYSE: BABA) announced its first quarter 2016 (Quarter ending June 2015) on August 12, 2015 before markets open in the US.
  • Press Release 
  • Presentation
  • A live webcast of the earnings conference call can be accessed at http://www.alibabagroup.com/en/ir/earnings. An archived webcast will be available through the same link following the call. A replay of the conference call will be available for one week (dial-in number: +61 290 034 211; conference ID: 52487003)
Excerpts from the Press Release:
"Alibaba Group’s major businesses include: 
• Taobao Marketplace (www.taobao.com), China’s largest online shopping destination 
• Tmall.com (www.tmall.com), China’s largest third-party platform for brands and retailers 
• Juhuasuan (www.juhuasuan.com), China’s most popular online group buying marketplace 
• Alitrip (www.alitrip.com), a leading online travel booking platform 
• AliExpress (www.aliexpress.com), a global online marketplace for consumers to buy directly from China 
• Alibaba.com (www.alibaba.com), China’s largest global online wholesale platform for small businesses 
• 1688.com (www.1688.com), a leading online wholesale marketplace in China 
• Alibaba Cloud Computing (www.aliyun.com), a provider of cloud computing services to businesses and entrepreneurs"

"Net income – As a result of the foregoing, our net income in the quarter ended June 30, 2015 was RMB30,816 million (US$4,970 million), an increase of 148% compared to RMB12,438 million in the same quarter of 2014. Without the effect of the investment gains (as discussed in detail in “Interest and investment income, net” above) and share-based compensation expense, net income would have increased by 39% in the quarter ended June 30, 2015 from the same quarter of 2014."

"Business Highlights and Strategic Updates In the quarter ended June 30, 2015:
 GMV transacted on our China retail marketplaces was RMB673 billion (US$109 billion), an increase of 34% year-over-year. Excluding the effect of the suspended lottery business, GMV would have increased by 36% year-over-year;  Revenue was RMB20,245 million (US$3,265 million), an increase of 28% year-over-year. Excluding the effect of the suspended online lottery business and the SME loan business we transferred to Ant Financial, revenue would have increased by 36% year-over-year;  Mobile GMV reached RMB371 billion (US$60 billion), an increase of 125% year-over-year, and accounted for 55% of total GMV transacted on our China retail marketplaces; mobile revenue was RMB7,987 million (US$1,288 million), exceeding 50% of our total China commerce retail revenue for the first time;  Growth of our cloud computing and Internet infrastructure business accelerated, with revenue increasing 106% year-over-year to RMB485 million (US$78 million); and  Non-GAAP free cash flow was RMB9,548 million (US$1,540 million)."

Alibaba Group Investor News and Events

Alibaba Group Holding (BABA) : Earnings Whisper"The Street has consensus estimates of $0.58 in earnings per share, versus $0.49 last year, and $3.38 billion in revenue. EarningsWhisper.com reports a whisper number of $0.61 per share."

Seeking Alpha:
  • Alibaba (NYSE:BABA): FQ1 EPS of $0.59 beats by $0.01.
  • Revenue of $3.27B (+28.7% Y/Y) misses by $120M.


About Alibaba:
Alibaba Group Holding Limited is a Chinese e-commerce company that provides consumer-to-consumer, business-to-consumer and business-to-business sales services via web portals. Source: Wikipedia

Alibaba Group Investor Relations: http://www.alibabagroup.com/en/ir/home

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