Aivern
2021-11-18
okay, time to pull out for the foreseeable future
Alibaba slid nearly 3% in premarket trading as it missed quarterly revenue expectations<blockquote>阿里巴巴-SW因季度收入未达预期,盘前交易下跌近 3%</blockquote>
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Excluding the consolidation of Sun Art, our revenue would have grown 16% year-over-year to RMB180,438 million (US$28,004 million). Aggregate revenue of our international commerce retail and international commerce wholesale was RMB15,092 million (US$2,342 million), an increase of 34% year-over-year. Our cloud computing revenue was RMB20,007 million (US$3,105 million), an increase of 33% year-over-year.</li> <li><b>Annual active consumers</b>(“AACs”) of the Alibaba Ecosystem across the world reached approximately 1.24 billion for the twelve months ended September 30, 2021, an increase of approximately 62 million from the twelve months ended June 30, 2021. This includes 953 million consumers in China and 285 million consumers overseas, representing a quarterly net increase of 41 million and 20 million, respectively.</li> <li><b>Income</b> <b>from operations</b> was RMB15,006 million (US$2,329 million), an increase of 10% year-over-year due to a RMB15,690 million decrease in share-based compensation expense related to Ant Group share-based awards granted to our employees. We excluded share-based compensation expense from our non-GAAP measurements.<b>Adjusted EBITDA</b>, a non-GAAP measurement, decreased 27% year-over-year to RMB34,840 million (US$5,407 million).<b>Adjusted EBITA</b>, a non-GAAP measurement, decreased 32% year-over-year to RMB28,033 million (US$4,351 million). The year-over-year decreases were primarily due to our increased investments in key strategic areas that have exhibited robust growth in operations, as well as our support to merchants. These investments in key strategic areas within our commerce segment, such as Taobao Deals, Local Consumer Services, Community Marketplaces and Lazada, increased by RMB12,575 million year-over-year. Excluding the impact of these investments, profits of our commerce segment would have remained stable year-over-year.</li> <li><b>Net income attributable to ordinary shareholders</b> was RMB5,367 million (US$833 million)and<b>net income</b>was RMB3,377 million (US$524 million).<b>Non-GAAP net income</b>was RMB28,524 million (US$4,427 million), a decrease of 39% year-over-year.</li> <li><b>Diluted earnings per ADS</b> was RMB1.97 (US$0.31) and<b>diluted earnings per share</b>was RMB0.25 (US$0.04 or HK$0.30).<b>Non-GAAP diluted earnings per ADS</b>was RMB11.20 (US$1.74), a decrease of 38% year-over-year and<b>non-GAAP diluted earnings per share</b>was RMB1.40 (US$0.22 or HK$1.68), a decrease of 38% year-over-year.</li> <li><b>Net cash provided by operating activities</b> was RMB35,830 million (US$5,561 million).<b>Non-GAAP free cash flow</b>was RMB22,239 million (US$3,451 million), a decrease compared to RMB40,540 million in the same quarter of 2020, mainly due to a decrease in profit as a result of our increased investments in key strategic areas.</li> </ul> Reconciliations of GAAP measures to non-GAAP measures presented above are included at the end of this results announcement.</p><p><blockquote><ul><li><b>收入</b>为人民币2006.90亿元(311.47亿美元),同比增长29%。剔除高鑫艺术的合并,我们的收入将同比增长16%至人民币1804.38亿元(280.04亿美元)。国际商业零售及国际商业批发的总收入为人民币150.92亿元(23.42亿美元),同比增长34%。我们的云计算收入为人民币200.07亿元(31.05亿美元),同比增长33%。</li><li><b>年度活跃消费者</b>截至二零二一年九月三十日止十二个月,全球阿里巴巴-SW生态系统的AACs(「AACs」)达到约12.4亿,较截至二零二一年六月三十日止十二个月增加约6200万。其中中国消费者9.53亿,海外消费者2.85亿,季度净增4100万和2000万。</li><li><b>收入</b> <b>来自运营</b>为人民币150.06亿元(23.29亿美元),同比增长10%,原因是授予员工的蚂蚁集团股份奖励相关的股份薪酬开支减少人民币156.90亿元。我们从非 GAAP 衡量中排除了基于股份的薪酬费用。<b>调整后 EBITDA</b>非 GAAP 衡量标准同比下降 27% 至人民币 348.4 亿元(54.07 亿美元)。<b>经调整EBITA</b>非 GAAP 衡量标准同比下降 32% 至人民币 280.33 亿元(43.51 亿美元)。同比下降主要是由于我们加大了对营运强劲增长的关键战略领域的投资,以及我们对商户的支持。淘宝交易、本地消费服务、社区市场及Lazada等商业分部关键战略领域的投资同比增加人民币125.75亿元。撇除该等投资的影响,我们商业分部的溢利将同比保持稳定。</li><li><b>归属于普通股股东的净利润</b>为人民币53.67亿元(8.33亿美元)及<b>净收入</b>为人民币33.77亿元(5.24亿美元)。<b>非公认会计准则净利润</b>为人民币285.24亿元(44.27亿美元),同比下降39%。</li><li><b>每股美国存托凭证摊薄收益</b>为人民币1.97元(0.31美元)及<b>稀释每股盈利</b>为人民币0.25元(0.04美元或0.30港元)。<b>非 GAAP 稀释每股 ADS 收益</b>为人民币11.20元(1.74美元),同比下降38%;<b>非 GAAP 稀释每股收益</b>为人民币1.40元(0.22美元或1.68港元),同比下跌38%。</li><li><b>经营活动提供的现金净额</b>为人民币358.3亿元(55.61亿美元)。<b>非 GAAP 自由现金流</b>为人民币222.39亿元(34.51亿美元),较2020年同季度的人民币405.40亿元有所下降,主要由于我们在关键战略领域的投资增加导致利润下降。</li></ul>上述 GAAP 指标与非 GAAP 指标的调节包含在本业绩公告的末尾。</blockquote></p><p> <b>Guidance</b></p><p><blockquote><b>指导</b></blockquote></p><p> The company expected its fiscal year 2022 revenue to grow 20% to 23% year-over-year.</p><p><blockquote>该公司预计2022财年收入将同比增长20%至23%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba slid nearly 3% in premarket trading as it missed quarterly revenue expectations<blockquote>阿里巴巴-SW因季度收入未达预期,盘前交易下跌近 3%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-18 19:28</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Alibaba slid nearly 3% in premarket trading after posting its financial report.<img src=\"https://static.tigerbbs.com/bb8e39181e945f890528b0e2f1c00b82\" tg-width=\"777\" tg-height=\"569\" referrerpolicy=\"no-referrer\">The company today announced its financial results for the quarter ended September 30, 2021.</p><p><blockquote>阿里巴巴-SW发布财务报告后,盘前交易下跌近 3%。该公司今天公布了截至 2021 年 9 月 30 日的季度财务业绩。</blockquote></p><p> “This quarter, Alibaba continued to firmly invest into our three strategic pillars of domestic consumption, globalization, and cloud computing to establish solid foundations for our long-term goal of sustainable growth in the future,” said Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group. “Our global annual active consumers across the Alibaba Ecosystem reached approximately 1.24 billion, with a quarterly net increase of 62 million consumers, and we are on track to achieve our longer-term target of serving two billion consumers globally.”</p><p><blockquote>“阿里巴巴-SW集团董事长兼首席执行官张勇表示:”本季度,阿里巴巴-SW继续坚定投资于我们的国内消费、全球化和云计算三大战略支柱,为我们未来可持续增长的长期目标奠定坚实基础。“我们在阿里巴巴-SW生态系统中的全球年度活跃消费者达到约12.4亿,季度净增消费者6200万,我们有望实现为全球20亿消费者提供服务的长期目标。”</blockquote></p><p> “We recorded revenue growth of 29% year-over-year, driven by performance of our diversified businesses,” said Maggie Wu, Chief Financial Officer of Alibaba Group. “During this quarter, our continued investments in key strategic areas have resulted in robust growth for these young businesses.”</p><p><blockquote>“阿里巴巴-SW集团首席财务官 Maggie Wu 说:”在多元化业务表现的推动下,我们的收入同比增长了 29%。“本季度,我们在关键战略领域的持续投资为这些年轻企业带来了强劲增长”。</blockquote></p><p> <b>BUSINESS HIGHLIGHTS</b></p><p><blockquote><b>业务亮点</b></blockquote></p><p> <b>In the quarter ended September 30, 2021:</b></p><p><blockquote><b>截至2021年9月30日的季度:</b></blockquote></p><p> <ul> <li><b>Revenue</b> was RMB200,690 million (US$31,147 million), an increase of 29% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 16% year-over-year to RMB180,438 million (US$28,004 million). Aggregate revenue of our international commerce retail and international commerce wholesale was RMB15,092 million (US$2,342 million), an increase of 34% year-over-year. Our cloud computing revenue was RMB20,007 million (US$3,105 million), an increase of 33% year-over-year.</li> <li><b>Annual active consumers</b>(“AACs”) of the Alibaba Ecosystem across the world reached approximately 1.24 billion for the twelve months ended September 30, 2021, an increase of approximately 62 million from the twelve months ended June 30, 2021. This includes 953 million consumers in China and 285 million consumers overseas, representing a quarterly net increase of 41 million and 20 million, respectively.</li> <li><b>Income</b> <b>from operations</b> was RMB15,006 million (US$2,329 million), an increase of 10% year-over-year due to a RMB15,690 million decrease in share-based compensation expense related to Ant Group share-based awards granted to our employees. We excluded share-based compensation expense from our non-GAAP measurements.<b>Adjusted EBITDA</b>, a non-GAAP measurement, decreased 27% year-over-year to RMB34,840 million (US$5,407 million).<b>Adjusted EBITA</b>, a non-GAAP measurement, decreased 32% year-over-year to RMB28,033 million (US$4,351 million). The year-over-year decreases were primarily due to our increased investments in key strategic areas that have exhibited robust growth in operations, as well as our support to merchants. These investments in key strategic areas within our commerce segment, such as Taobao Deals, Local Consumer Services, Community Marketplaces and Lazada, increased by RMB12,575 million year-over-year. Excluding the impact of these investments, profits of our commerce segment would have remained stable year-over-year.</li> <li><b>Net income attributable to ordinary shareholders</b> was RMB5,367 million (US$833 million)and<b>net income</b>was RMB3,377 million (US$524 million).<b>Non-GAAP net income</b>was RMB28,524 million (US$4,427 million), a decrease of 39% year-over-year.</li> <li><b>Diluted earnings per ADS</b> was RMB1.97 (US$0.31) and<b>diluted earnings per share</b>was RMB0.25 (US$0.04 or HK$0.30).<b>Non-GAAP diluted earnings per ADS</b>was RMB11.20 (US$1.74), a decrease of 38% year-over-year and<b>non-GAAP diluted earnings per share</b>was RMB1.40 (US$0.22 or HK$1.68), a decrease of 38% year-over-year.</li> <li><b>Net cash provided by operating activities</b> was RMB35,830 million (US$5,561 million).<b>Non-GAAP free cash flow</b>was RMB22,239 million (US$3,451 million), a decrease compared to RMB40,540 million in the same quarter of 2020, mainly due to a decrease in profit as a result of our increased investments in key strategic areas.</li> </ul> Reconciliations of GAAP measures to non-GAAP measures presented above are included at the end of this results announcement.</p><p><blockquote><ul><li><b>收入</b>为人民币2006.90亿元(311.47亿美元),同比增长29%。剔除高鑫艺术的合并,我们的收入将同比增长16%至人民币1804.38亿元(280.04亿美元)。国际商业零售及国际商业批发的总收入为人民币150.92亿元(23.42亿美元),同比增长34%。我们的云计算收入为人民币200.07亿元(31.05亿美元),同比增长33%。</li><li><b>年度活跃消费者</b>截至二零二一年九月三十日止十二个月,全球阿里巴巴-SW生态系统的AACs(「AACs」)达到约12.4亿,较截至二零二一年六月三十日止十二个月增加约6200万。其中中国消费者9.53亿,海外消费者2.85亿,季度净增4100万和2000万。</li><li><b>收入</b> <b>来自运营</b>为人民币150.06亿元(23.29亿美元),同比增长10%,原因是授予员工的蚂蚁集团股份奖励相关的股份薪酬开支减少人民币156.90亿元。我们从非 GAAP 衡量中排除了基于股份的薪酬费用。<b>调整后 EBITDA</b>非 GAAP 衡量标准同比下降 27% 至人民币 348.4 亿元(54.07 亿美元)。<b>经调整EBITA</b>非 GAAP 衡量标准同比下降 32% 至人民币 280.33 亿元(43.51 亿美元)。同比下降主要是由于我们加大了对营运强劲增长的关键战略领域的投资,以及我们对商户的支持。淘宝交易、本地消费服务、社区市场及Lazada等商业分部关键战略领域的投资同比增加人民币125.75亿元。撇除该等投资的影响,我们商业分部的溢利将同比保持稳定。</li><li><b>归属于普通股股东的净利润</b>为人民币53.67亿元(8.33亿美元)及<b>净收入</b>为人民币33.77亿元(5.24亿美元)。<b>非公认会计准则净利润</b>为人民币285.24亿元(44.27亿美元),同比下降39%。</li><li><b>每股美国存托凭证摊薄收益</b>为人民币1.97元(0.31美元)及<b>稀释每股盈利</b>为人民币0.25元(0.04美元或0.30港元)。<b>非 GAAP 稀释每股 ADS 收益</b>为人民币11.20元(1.74美元),同比下降38%;<b>非 GAAP 稀释每股收益</b>为人民币1.40元(0.22美元或1.68港元),同比下跌38%。</li><li><b>经营活动提供的现金净额</b>为人民币358.3亿元(55.61亿美元)。<b>非 GAAP 自由现金流</b>为人民币222.39亿元(34.51亿美元),较2020年同季度的人民币405.40亿元有所下降,主要由于我们在关键战略领域的投资增加导致利润下降。</li></ul>上述 GAAP 指标与非 GAAP 指标的调节包含在本业绩公告的末尾。</blockquote></p><p> <b>Guidance</b></p><p><blockquote><b>指导</b></blockquote></p><p> The company expected its fiscal year 2022 revenue to grow 20% to 23% year-over-year.</p><p><blockquote>该公司预计2022财年收入将同比增长20%至23%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133708327","content_text":"Alibaba slid nearly 3% in premarket trading after posting its financial report.The company today announced its financial results for the quarter ended September 30, 2021.\n“This quarter, Alibaba continued to firmly invest into our three strategic pillars of domestic consumption, globalization, and cloud computing to establish solid foundations for our long-term goal of sustainable growth in the future,” said Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group. “Our global annual active consumers across the Alibaba Ecosystem reached approximately 1.24 billion, with a quarterly net increase of 62 million consumers, and we are on track to achieve our longer-term target of serving two billion consumers globally.”\n“We recorded revenue growth of 29% year-over-year, driven by performance of our diversified businesses,” said Maggie Wu, Chief Financial Officer of Alibaba Group. “During this quarter, our continued investments in key strategic areas have resulted in robust growth for these young businesses.”\nBUSINESS HIGHLIGHTS\nIn the quarter ended September 30, 2021:\n\nRevenue was RMB200,690 million (US$31,147 million), an increase of 29% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 16% year-over-year to RMB180,438 million (US$28,004 million). Aggregate revenue of our international commerce retail and international commerce wholesale was RMB15,092 million (US$2,342 million), an increase of 34% year-over-year. Our cloud computing revenue was RMB20,007 million (US$3,105 million), an increase of 33% year-over-year.\nAnnual active consumers(“AACs”) of the Alibaba Ecosystem across the world reached approximately 1.24 billion for the twelve months ended September 30, 2021, an increase of approximately 62 million from the twelve months ended June 30, 2021. This includes 953 million consumers in China and 285 million consumers overseas, representing a quarterly net increase of 41 million and 20 million, respectively.\nIncome from operations was RMB15,006 million (US$2,329 million), an increase of 10% year-over-year due to a RMB15,690 million decrease in share-based compensation expense related to Ant Group share-based awards granted to our employees. We excluded share-based compensation expense from our non-GAAP measurements.Adjusted EBITDA, a non-GAAP measurement, decreased 27% year-over-year to RMB34,840 million (US$5,407 million).Adjusted EBITA, a non-GAAP measurement, decreased 32% year-over-year to RMB28,033 million (US$4,351 million). The year-over-year decreases were primarily due to our increased investments in key strategic areas that have exhibited robust growth in operations, as well as our support to merchants. These investments in key strategic areas within our commerce segment, such as Taobao Deals, Local Consumer Services, Community Marketplaces and Lazada, increased by RMB12,575 million year-over-year. Excluding the impact of these investments, profits of our commerce segment would have remained stable year-over-year.\nNet income attributable to ordinary shareholders was RMB5,367 million (US$833 million)andnet incomewas RMB3,377 million (US$524 million).Non-GAAP net incomewas RMB28,524 million (US$4,427 million), a decrease of 39% year-over-year.\nDiluted earnings per ADS was RMB1.97 (US$0.31) anddiluted earnings per sharewas RMB0.25 (US$0.04 or HK$0.30).Non-GAAP diluted earnings per ADSwas RMB11.20 (US$1.74), a decrease of 38% year-over-year andnon-GAAP diluted earnings per sharewas RMB1.40 (US$0.22 or HK$1.68), a decrease of 38% year-over-year.\nNet cash provided by operating activities was RMB35,830 million (US$5,561 million).Non-GAAP free cash flowwas RMB22,239 million (US$3,451 million), a decrease compared to RMB40,540 million in the same quarter of 2020, mainly due to a decrease in profit as a result of our increased investments in key strategic areas.\n\nReconciliations of GAAP measures to non-GAAP measures presented above are included at the end of this results announcement.\nGuidance\nThe company expected its fiscal year 2022 revenue to grow 20% to 23% year-over-year.","news_type":1,"symbols_score_info":{"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":1130,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":41,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/878728578"}
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