北京时间8月23日晚，阿里巴巴集团公布2019财年第一季度（2018.4.1-2018.6.30）财报。当季，阿里巴巴收入同比大增61%达到809.20亿元人民币，连续6个季度保持超过55%的高速增长。核心电商业务收入达691.88亿元，同比增长同样高达61%。本季收入增幅超出彭博、路透等机构分析师预期，在全球范围内领先的互联网企业中，包括FANG（Facebook、亚马逊、NETFlix与谷歌）在内，只有阿里巴巴的增速超过了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%.
经调整EBITA（息税摊销前利润）为265.02亿元，核心电商业务经调整EBITA为327.97亿元，同比增长22%，超出分析师预期。核心电商调整后EBITA利润率为47%，不计菜鸟网络和饿了么的并表（2018年5月中），以及对新零售业务和Lazada的投资，核心电商业务的经调整EBITA利润率同比保持稳定。在核心业务高速增长、及持续投资新的增长机遇下，显示强劲的盈利能力。
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.
年度活跃消费者增至5.76亿，连续4季度净增超两千万，显示淘宝内容化及下沉市场进入收获期；支付宝的用户持续多年高速增长，与合作伙伴一起服务超过全球8.7亿用户；本季度新零售业务收入增长超过340%；天猫实物GMV同比增长34%，连续五个季度领跑行业，持续扩大在B2C市场的领先优势。在巨大规模体量下，阿里巴巴的收入、用户和市场份额持续强劲增长，凸显五新战略的持续推进对集团各项业务的巨大带动作用。
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.
非美国通用会计准则下盈利达到201.01亿元，同时，由于蚂蚁金服估值大幅增加，授予员工的蚂蚁金服相关股权奖励非现金开支达到111.8亿，员工股权奖励总开支达到了历史新高——163.78亿，导致美国通用会计准则下的季度盈利为76.50亿元，撇除蚂蚁金服相关的股权奖励开支影响，本季度盈利将同比强劲增长33%。本季自由现金流为263.58亿元。
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.
阿里巴巴集团首席执行官张勇表示：“阿里巴巴再度迎来了一个卓越的季度，用户快速增长，不断壮大的生态系统中互动进一步加强。中国零售平台业务继续扩大市场份额，新零售项目带动未来的收入增长，并赋能我们的零售伙伴为消费者提供无缝连接的服务。集团为用户消费全周期提供更多价值及选择的战略持续推进，包括通过数字娱乐及本地服务，触达电商以外的庞大目标市场。我们将继续投资于战略业务机遇及创新，以保障竞争优势和长期增长。”
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. "
强劲市场表现下，阿里巴巴加码投资新零售、全球化、技术等领域，员工股权激励开支也达到历史新高，阿里巴正在持续投资未来。
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，阿里巴巴战略投资企业蚂蚁金服宣布新一轮股权融资，估值大幅增加，蚂蚁估值的提升不仅凸显了阿里经济体的巨大发展潜力，也将进一步提升阿里巴巴集团的战略价值，并加强阿里经济体的联动发展。
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.
阿里巴巴集团CFO武卫对此表示：“我们又收获了一个出色的季度，集团总收入增长达61%，不计一次性项目的影响，季度盈利增长强劲。很高兴在如此巨大的规模体量下，我们的业务依然能够展现优势、快速成长。集团各个主要业务板块，包括核心电商、云计算及数字媒体和娱乐的卓越增长，均印证了我们面向未来的客户体验、产品、技术及基础设施的投资战略。通过为企业客户、合作伙伴及消费者带来独特的价值，我们有信心能够继续扩大自身的市场领先地位。”
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.
转自物流沙龙
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