![Page 1: From Ecommerce to Entertainment – A Synergistic View · Data source: Alibaba DME management estimates. China market data is from industry reports published by the National Press](https://reader030.vdocuments.us/reader030/viewer/2022011810/5e0c738bbd662c4eff067d87/html5/thumbnails/1.jpg)
From Ecommerce to Entertainment – A Synergistic ViewYu Yongfu
Chairman and CEO, Alibaba Digital Media & Entertainment GroupChairman and CEO, Alibaba Pictures
![Page 2: From Ecommerce to Entertainment – A Synergistic View · Data source: Alibaba DME management estimates. China market data is from industry reports published by the National Press](https://reader030.vdocuments.us/reader030/viewer/2022011810/5e0c738bbd662c4eff067d87/html5/thumbnails/2.jpg)
Ourevolvingentertainmentbusiness
2014 2015 2016 2017
UCWebOct/14
AlibabaPicturesAcquiredinJun/14
AlibabaMusicLaunchedinJul/15
YoukuTudouAcquiredinApr/16
AlibabaDigitalMedia&EntertainmentGroupEstablishedinOct/16
DamaiAcquiredinMar/17
2018
Health+HappinessstrategyintroducedbyJackMa
AcquiredinJun/14
![Page 3: From Ecommerce to Entertainment – A Synergistic View · Data source: Alibaba DME management estimates. China market data is from industry reports published by the National Press](https://reader030.vdocuments.us/reader030/viewer/2022011810/5e0c738bbd662c4eff067d87/html5/thumbnails/3.jpg)
HAVEFUNLightuppeople’sliveswithjoy
![Page 4: From Ecommerce to Entertainment – A Synergistic View · Data source: Alibaba DME management estimates. China market data is from industry reports published by the National Press](https://reader030.vdocuments.us/reader030/viewer/2022011810/5e0c738bbd662c4eff067d87/html5/thumbnails/4.jpg)
Commercialization
Content Consumer
ThreeCornerstonesofourBusinessSuccess
![Page 5: From Ecommerce to Entertainment – A Synergistic View · Data source: Alibaba DME management estimates. China market data is from industry reports published by the National Press](https://reader030.vdocuments.us/reader030/viewer/2022011810/5e0c738bbd662c4eff067d87/html5/thumbnails/5.jpg)
Live@Alibaba
Consumer
Youku Tudou TmallTV AlibabaPictures* UCWeb AlibabaMusic AlibabaGaming AlibabaLiterature
*AlibabaPicturesisanaffiliatedentity.
![Page 6: From Ecommerce to Entertainment – A Synergistic View · Data source: Alibaba DME management estimates. China market data is from industry reports published by the National Press](https://reader030.vdocuments.us/reader030/viewer/2022011810/5e0c738bbd662c4eff067d87/html5/thumbnails/6.jpg)
BringingnewusersandnewdatasetsofChineseconsumerstotheAlibabaecosystem
Ecommerce
500+MMMAU*
Datasource:AlibabaGroup.*EcommerceMAUdenotesChinaretailmarketplacesMAUinMarch2017.EntertainmentMAUdenotestheglobalMAUinMarch2017.**TaoPiaoPiaoisanaffiliatedentity.
Consumer
Entertainment
500+MMMAU*
**
![Page 7: From Ecommerce to Entertainment – A Synergistic View · Data source: Alibaba DME management estimates. China market data is from industry reports published by the National Press](https://reader030.vdocuments.us/reader030/viewer/2022011810/5e0c738bbd662c4eff067d87/html5/thumbnails/7.jpg)
Exclusivebroadcastof2016SinglesDayonYoukuCreateafunshoppingexperiencewhiletappingintoYouku’svastreachtodrivesales
Consumer
![Page 8: From Ecommerce to Entertainment – A Synergistic View · Data source: Alibaba DME management estimates. China market data is from industry reports published by the National Press](https://reader030.vdocuments.us/reader030/viewer/2022011810/5e0c738bbd662c4eff067d87/html5/thumbnails/8.jpg)
Cross-platformmembershipreferral• TrialYoukumembershipwithTmallpromotion• CashrebateonTmallwithYoukusubscription
Consumer
![Page 9: From Ecommerce to Entertainment – A Synergistic View · Data source: Alibaba DME management estimates. China market data is from industry reports published by the National Press](https://reader030.vdocuments.us/reader030/viewer/2022011810/5e0c738bbd662c4eff067d87/html5/thumbnails/9.jpg)
Youku’soriginalcontentcreatedforTmallExclusiveYoukucontentsponsoredbyTmallandTmallmerchants
Consumer
![Page 10: From Ecommerce to Entertainment – A Synergistic View · Data source: Alibaba DME management estimates. China market data is from industry reports published by the National Press](https://reader030.vdocuments.us/reader030/viewer/2022011810/5e0c738bbd662c4eff067d87/html5/thumbnails/10.jpg)
Our media matrix enables a multi-faceted understanding of consumers
Consumer
*
*TaoPiaoPiaoandAlipayareaffiliatedentities.
*
![Page 11: From Ecommerce to Entertainment – A Synergistic View · Data source: Alibaba DME management estimates. China market data is from industry reports published by the National Press](https://reader030.vdocuments.us/reader030/viewer/2022011810/5e0c738bbd662c4eff067d87/html5/thumbnails/11.jpg)
UCBrowser
No.1inIndiaandIndonesia
UChassuccessfullytransitionedfrommobilebrowsertodata-drivennewsfeedmediaUCHeadlineshasover200millionMAUglobally
Datasource:AlibabaGroup,asofApril2017.RankingdataderivedfromiOSStoreandGooglePlayStorerankings.
Consumer
TopnewsfeedmediainChina
UCHeadlines(Chinaversion)
UCHeadlines(Intlversion)
![Page 12: From Ecommerce to Entertainment – A Synergistic View · Data source: Alibaba DME management estimates. China market data is from industry reports published by the National Press](https://reader030.vdocuments.us/reader030/viewer/2022011810/5e0c738bbd662c4eff067d87/html5/thumbnails/12.jpg)
UChasgainedastrongfootholdinfast-growingmarkets
10millionMAUinRussia
China’sfirstmobilebrowser
57%marketshareinIndia
47%marketshareinIndonesia
27%marketshareinPakistan
18%marketshareinEthiopia
12%marketshareinNigeria
7%marketshareinVietnam
SouthAfrica
Italy
Germany
SaudiArabia
Brazil
USA
Canada
No.1mobilebrowserToprankingapp
IndonesiaIndia
Datasource:StatCounter(basedonpageviewmarketshareasofApril2017),AppAnnie.
Consumer
![Page 13: From Ecommerce to Entertainment – A Synergistic View · Data source: Alibaba DME management estimates. China market data is from industry reports published by the National Press](https://reader030.vdocuments.us/reader030/viewer/2022011810/5e0c738bbd662c4eff067d87/html5/thumbnails/13.jpg)
Ouroriginaldramaseriesareenormouslypopular
Datasource:AlibabaGroupandLuthResearchonNetflixviewership.
3millionviewersperepisode
Content
20millionviewersperepisode
![Page 14: From Ecommerce to Entertainment – A Synergistic View · Data source: Alibaba DME management estimates. China market data is from industry reports published by the National Press](https://reader030.vdocuments.us/reader030/viewer/2022011810/5e0c738bbd662c4eff067d87/html5/thumbnails/14.jpg)
Acomprehensivemediagroupthatdistributescreativepropertiesacrossplatformstomaximizevalue
News&Information
Novels&Literature
Originalcontent
Music
Movies
LiveEvents
Merchandising
Gaming Short-formvideo
UCHeadlines
AlibabaLiterature
Youku
AlibabaMusic
AlibabaPictures*
Damai
Tmall
AlibabaGaming
Tudou
*AlibabaPicturesisanaffiliatedentity.
Content
![Page 15: From Ecommerce to Entertainment – A Synergistic View · Data source: Alibaba DME management estimates. China market data is from industry reports published by the National Press](https://reader030.vdocuments.us/reader030/viewer/2022011810/5e0c738bbd662c4eff067d87/html5/thumbnails/15.jpg)
YoukuOnlinedistribution&licensing
Taobao&TmallMerchandizingTheatricalmovie
AlibabaPictures**
TaoPiaoPiao**Moviedistribution&ticketing
Yulebao**Crowd-funding
Multi-channeldistributionandvaluecreation
RMB300M+GMV
Datasource:AlibabaGroup,endofMarchtoMay2017.**AlibabaPictures,TaoPiaoPiaoandYulebaoareouraffiliatedentities.
Content
![Page 16: From Ecommerce to Entertainment – A Synergistic View · Data source: Alibaba DME management estimates. China market data is from industry reports published by the National Press](https://reader030.vdocuments.us/reader030/viewer/2022011810/5e0c738bbd662c4eff067d87/html5/thumbnails/16.jpg)
AlibabaPictures*:buildingthebridgebetweentheUSandtheChinesefilmindustries
US$64M
USboxoffice
US$88M
Chinaboxoffice
AnAmblinFilm
Datasource:Boxofficemojo(asubsidiaryofimDB)forUSboxoffice;EntgroupIncforChinaboxoffice.*AlibabaPicturesisanaffiliatedentity.
Content
![Page 17: From Ecommerce to Entertainment – A Synergistic View · Data source: Alibaba DME management estimates. China market data is from industry reports published by the National Press](https://reader030.vdocuments.us/reader030/viewer/2022011810/5e0c738bbd662c4eff067d87/html5/thumbnails/17.jpg)
Digitalplatforms+DatatechnologyCreatenewspaceforgrowthandreengineerthevaluechain
Content
![Page 18: From Ecommerce to Entertainment – A Synergistic View · Data source: Alibaba DME management estimates. China market data is from industry reports published by the National Press](https://reader030.vdocuments.us/reader030/viewer/2022011810/5e0c738bbd662c4eff067d87/html5/thumbnails/18.jpg)
TaoPiaoPiao*
Top2movieticketingservice• 80%ofallmovieticketsaresoldonlineinChina,versus~30%intheUS• Transitionfromticketingservicetomedia• Data-drivenmarketinganddistribution
Datasource:AlibabaDMEmanagementestimates.ChinamarketdataisfromindustryreportspublishedbytheNationalPressandPublicationBureauofRadioandTelevision.USmarketdataisfromindustryexpertsandAlibabaDMEmanagementestimates.*TaoPiaoPiaoisanaffiliatedentity.
Content
![Page 19: From Ecommerce to Entertainment – A Synergistic View · Data source: Alibaba DME management estimates. China market data is from industry reports published by the National Press](https://reader030.vdocuments.us/reader030/viewer/2022011810/5e0c738bbd662c4eff067d87/html5/thumbnails/19.jpg)
类别1 类别2
US$7B
US$29B
China US
Estimated2016liveperformancemarket Damaiiswell-positionedto
capturetheuntappedpotentialforliveperformanceinChina
Ticketsforover4,000eventsand900venuessoldperday
Datasource:AlibabaGroup,asofMay2017.ChinesemarketdataisfromthePerformingArtsAssociationofChina.USmarketdataisacombinedstatisticfromPwCGlobalMedia&EntertainmentOutlook,TheBroadwayLeague,andPwCSportsOutlook.
Content
![Page 20: From Ecommerce to Entertainment – A Synergistic View · Data source: Alibaba DME management estimates. China market data is from industry reports published by the National Press](https://reader030.vdocuments.us/reader030/viewer/2022011810/5e0c738bbd662c4eff067d87/html5/thumbnails/20.jpg)
Commercialization
Uni-marketing PaidSubscription Merchandizing
Commercialization
![Page 21: From Ecommerce to Entertainment – A Synergistic View · Data source: Alibaba DME management estimates. China market data is from industry reports published by the National Press](https://reader030.vdocuments.us/reader030/viewer/2022011810/5e0c738bbd662c4eff067d87/html5/thumbnails/21.jpg)
Mediamatrix=BroaderreachtoconsumersDatamatrix=MorediversifiedandprecisetargetingUniIdentity=Moreeffectiveclosed-loopmarketing
Commercialization
![Page 22: From Ecommerce to Entertainment – A Synergistic View · Data source: Alibaba DME management estimates. China market data is from industry reports published by the National Press](https://reader030.vdocuments.us/reader030/viewer/2022011810/5e0c738bbd662c4eff067d87/html5/thumbnails/22.jpg)
6,000,000
7,750,000
9,500,000
11,250,000
13,000,000
Aug-16 Dec-16 Mar-17
Youkuhasseenrapidgrowthinpaidsubscriptionsoverthepastquarters
2016Q3 2017Q1
Commercialization
Datasource:AlibabaGroup.
![Page 23: From Ecommerce to Entertainment – A Synergistic View · Data source: Alibaba DME management estimates. China market data is from industry reports published by the National Press](https://reader030.vdocuments.us/reader030/viewer/2022011810/5e0c738bbd662c4eff067d87/html5/thumbnails/23.jpg)
类别1类别1
Boxoffice
Aftermarket
Boxoffice
OnlinedistributionOnlinemerchandising
AlibabaTraditional
Movies
类别1类别1
Cabledistribution
OnlinedistributionMovieremake
Onlinedistribution
AlibabaTraditional
TVDramas
OnlinemerchandisingMusical/Playremake
Generatingmultiplerevenuestreamsthroughcross-platformmonetization
*AlibabaPicturesandTaoPiaoPiaoareouraffiliatedentities.
Commercialization
*
*
*
![Page 24: From Ecommerce to Entertainment – A Synergistic View · Data source: Alibaba DME management estimates. China market data is from industry reports published by the National Press](https://reader030.vdocuments.us/reader030/viewer/2022011810/5e0c738bbd662c4eff067d87/html5/thumbnails/24.jpg)
toEntertainment• Ourentertainmentbusinesscomplementse-commercebusinesswithnewconsumersandnewdatasets
• Ourdigitalsolutionsanddatatechnologyarethenewinfrastructurefortheindustry
• MaximizevalueofthecreativepropertiesbyleveragingmultiplemediaassetsacrossAlibabaGroup
FromEcommerce
![Page 25: From Ecommerce to Entertainment – A Synergistic View · Data source: Alibaba DME management estimates. China market data is from industry reports published by the National Press](https://reader030.vdocuments.us/reader030/viewer/2022011810/5e0c738bbd662c4eff067d87/html5/thumbnails/25.jpg)