Alibaba Group Holding Limited · NYSE:BABA
Alibaba — Investor Day (2021)
26 slides from Alibaba's investor day presentation, 2021
Slide 1: Cloud Technologies Drive Digital Transformation and Growth
2021 INVESTOR Dé2Y Cloud Technologies Drive Digital Transforifiaion and Growth ij : Jeff Zhang, President of Alibaba Cloud Intelligence
Slide 2: Growth Driven by Digitalization
Our Vision: 01 Growth Driven by Digitalization 2
Slide 3: Digital Economy is Fueling Economic Growth
Digital Economy is Fueling Economic Growth 数字经济成为全球经济增长引擎 （1） GDP Growth: US vs. China Digital Economy Growth in China USD5.6 Tr +2.3% -3.5% （3） 39% Digital Economy Scale YoY YoY 61% 2020 14.7 trillion USD 20.9 trillion USD （2） 9.6% （3） Contribution to GDP Digital Economy Growth 2020 Digital Economy
Slide 4: Digitalization Drives Cloud Computing Growth
Digitalization Drives Cloud Computing Growth 数字经济与实体经济的深度融合为云计算带来更多机会 （1） （2） US Cloud Market Outlook China Cloud Market Outlook (In USD) (In USD) 21% 5-year CAGR 2025E: 380Bn 37% 5-year CAGR 25% 2025E: 154Bn 3-year CAGR 2020: 159Bn 42% 3-year CAGR 2020: 32Bn 2019 2020 2021E 2022E 2023E 2024E 2025E
Slide 5: Digitalization in China Demands Holistic and Agile Solutions across Industries
Digitalization in China Demands Holistic and Agile Solutions across Industries 中国数字化转型寻求更全面、敏捷的解决方案 China IT Spending: Robust Growth in IT China National Strategy for Digital Services and Software（1） Transformation （2） IT Services & Digitalization Industrialization Software 2020-2025 of Industries o
Slide 6: Alibaba Cloud: Leading Markets with Strong Performance
Cloud Market: ibaba Cloud: Our Vision: 01 Leading Markets with Strong Performance 阿里云强劲表现持续引领市场 6 A l
Slide 7: Alibaba is a Global Leader in Cloud Markets
ibaba is a Global Leader in Cloud Markets No.1 in China （1) (2) No.1 in Asia （1) (2) Top 3 Globally （1) (2) 中国第一 亚洲第一 世界第三 1.IDC, Worldwide Public Cloud Services Tracker 1H21, released in 2021 2.Gartner, Market Share: IT Services, Worldwide 2020, released in 2021 A l
Slide 8: Alibaba is a Global Leader in Cloud Technology
ibaba is a Global Leader in Cloud Technology 技术能力持续保持行业领先 （1） （2） Top 3 in IaaS+PaaS Leader in Cloud Database IaaS+PaaS能力世界前三 数据库进入领导者象限 Vendor A Vendor M ibaba Cloud Vendor O Vendor G Challengers Leaders Overall No.1 No.2 No.3 No.4 No.5 Compute No.2 No.5 No.1 No.4 No.3 Vendor A ABILITY TO EXECUTE V
Slide 9: Strong Growth in Revenue, Profitability and Customer Base
Strong Growth in Revenue, Pro tability and Customer Base 阿里云收入规模、盈利性、客户规模持续增长 Revenue & Pro t Customer Base RMB69.2 Bn RMB173 Mn 4 Mn+ 40%+ 62% YoY +2pt （1） （1） （2） （3） ibaba Cloud GAAP Revenue ibaba Cloud Adjusted EBITA Paying Customers 3-Year ARPU CAGR Percentage of A-share Listed （2） Companies Us
Slide 10: Internet Sector Continues to Drive Solid Business Growth
Internet Sector Continues to Drive Solid Business Growth 互联网作为阿里云支柱行业贡献稳定增长 Internet Sector in China Entertainment Gaming E-Commerce Pan-Internet RMB150 Bn+ （1） 2021 IT Spending 40%+ （2） ibaba Cloud Revenue 3-Year CAGR Notes: 1.Gartner, Market Databook for 1Q21, released in 2021 2. Internet industry
Slide 11: Digital Transformation Emerging as New Pillar for Business Growth
Digital Transformation Emerging as New Pillar for Business Growth 传统政企行业数字化转型正成为阿里云增长的第二支柱 IT Spending ibaba Cloud Customers Traditional Industries & Organizations in China Finance 134Bn 上海城市运行管理中心 Public Sector 112Bn RMB700 Bn+ （1） Manufacturing 74Bn 2021 IT Spending Media 65Bn Retail 56Bn 50%+ （2）
Slide 12: Our Global Footprint and Regional Focus Contribute Diversified Business Growth
Our Global Footprint and Regional Focus Contribute Diversi ed Business Growth 全球布局与区域聚焦策略持续贡献多元客户与收入增长 60% （1） SEA Market Revenue Growth Focus on SEA Southeast Asia while actively growing Customer Success Stories global markets Note: 1. ibaba Cloud Business Analytics, for twelve months ended Septemb
Slide 13: Our Vision: A New Digital World Powered by Cloud
Our Vision: 01 02 03 A New Digital World Powered by Cloud 数字经济驱动云计算发展 云计算构建数字新世界 13
Slide 14: Evolution to a New Digital World
Evolution to a New Digital World iS, WA, Wa AF UANBA Cloud 3.0 Cloud 2.0 Cloud-Network-Device Cloud 1.0 : a Convergence . _ Cloud-Native Applications computer A Mainframes, Mini es Cloud Infrastructure —E———E ‘omputer Age caputere —— compute Put ° a= — Network Birth of Internet 1G: Analog 2G: Digita
Slide 15: Alibaba is Redefining Cloud Computing in China
ibaba is Rede ning Cloud Computing in China 重新定义中国云计算与新IT系统 … & Open Source City Brain Business Systems Marketing Management Retail Mobile Apps Financial Management Smart Devices Sales Management AI/ML Mini Apps Cloud Computing as De ned by ibaba Cloud Cloud-i cation Security Database DevOps CDN Big
Slide 16: Alibaba Cloud Infrastructure: Leading in Scale, Performance, and Energy Efficiency
ibaba Cloud Infrastructure: Leading in Scale, Performance, and Energy E ciency 计算规模、网络性能与绿色能效的完美结合 Large-scale Computing High-performance Ultra-high Energy Green Energy Clusters Network E ciency 集群大计算 高性能网络 极致能效技术 绿色新能源 Computing Capacity in Second-level Failure Liquid Cooling System Large and Growi
Slide 17: Alibaba's Proprietary Innovations in Full-stack Cloud-native Hardware
ibaba’s Proprietary Innovations in Full-stack Cloud-native Hardware 全栈自研创新的云基础设施硬件 Apsara Cloud OS Our Intelligent Cloud OS for Public and Hybrid Cloud Solutions Yitian 710 ibaba Cloud Server Chip & Server 倚天710 磐久服务器 X86/ARM Fangsheng Server 128 Cores DDR5 Processors Architecture ARM V9 Architectur
Slide 18: Ultra-high Performance and Reliability in Compute and Storage
ibaba Cloud Infrastructure Solutions: Ultra-high Performance and Reliability in Compute and Storage 极致性能与稳定可靠是云计算的永恒追求 X-Dragon Apsara Distributed Architecture File System 神龙计算 盘古存储 World First Hardware Virtualization Data Reliability 99.999999999999% Industry First Large-scale RDMA Microsecond-leve
Slide 19: Alibaba's Cloud-native Data Solutions: One-stop Enterprise Database Management
ibaba’s Cloud-native Data Solutions: One-stop Enterprise Database Management 云原生数据处理能力：企业级一站式数据管理解决方案 Data Management Services (DMS) RDS PolarDB + HTAP AnalyticDB Lindorm · 1 trillion anomaly checks/day, 24x7 · High availability based on X-Paxos, RPO=0 · Serverless storage · Supports PB-level multi-
Slide 20: Alibaba's Cloud-native Data Solutions: Integrated Big Data + AI
ibaba’s Cloud-native Data Solutions: Integrated Big Data + AI 云原生数据处理能力：大数据+AI一体化产品体系 Application Intelligent Customer Service City Brain AI Earth Digital Identity Financial Risk Control … Open Services Visual Value Proposition Voice Decision-making NLP Business Growth Engine OpenSearch AIRec Data P
Slide 21: Alibaba's Cloud Workspace Solution: Enabling Enterprise Productivity and Flexibility
ibaba’s Cloud Workspace Solution: Enabling Enterprise Productivity and Flexibility 云端一体创建更灵活高效办公环境 Storage Efficiency Computing Security Elastic Desktop Services 无影 08:00 09:00 11:00 16:00 20:00 （1） Already Embraced by 5000+ Enterprise Customers Note: 1. ibaba Cloud Business Analytics, for the twelv
Slide 22: DingTalk: Ongoing Innovation in Our Productivity Platform
DingTalk: Ongoing Innovation in Our Productivity Platform to Boost Enterprise Digitalization 持续进化的生产力平台助力企业数字化 Key Metrics Enterprise Digitalization New Features 92 Mn （1） App Market Ding Da API Daily Active Users Business Digitalization Ding Ding Ding 47% Meeting Document Project Percentage of A-sh
Slide 23: DingTalk: Open Platform Empowers Digitalized Organizations
DingTalk: Open Platform Empowers Digitalized Organizations 新开发方式塑造数字化企业 Robotic Process Low-cost, agile solutions to integrate enterprise Consolidated HR Low-code Application Application Business Process Platform Development Platform Connection Platform Automation Platform Automation applications an
Slide 24: Alibaba Actively Contributing to Open-source Communities
ibaba Actively Contributing to Open-source Communities 阿里巴巴持续贡献开源生态 2700+ （1） 3000+ （1） 1.1 Mn+ （1） GitHub Open-source Projects Contributors GitHub Stars Participating in Open-source Communities Defining Open-source Standards Providing Open-source Access to our Proprietary Technology RISC-V Eclipse
Slide 25: Building a New Digital World Powered by Cloud
Building a New Digital World Powered by Cloud 构建数字新世界
Slide 26: To Make It Easy To Do Business Anywhere
To Make It Easy To Do Business Anywhere ib REF RS # KH MH 4 B | |