from ecommerce to entertainment – a synergistic view · data source: alibaba dme management...
TRANSCRIPT
From Ecommerce to Entertainment – A Synergistic ViewYu Yongfu
Chairman and CEO, Alibaba Digital Media & Entertainment GroupChairman and CEO, Alibaba Pictures
Ourevolvingentertainmentbusiness
2014 2015 2016 2017
UCWebOct/14
AlibabaPicturesAcquiredinJun/14
AlibabaMusicLaunchedinJul/15
YoukuTudouAcquiredinApr/16
AlibabaDigitalMedia&EntertainmentGroupEstablishedinOct/16
DamaiAcquiredinMar/17
2018
Health+HappinessstrategyintroducedbyJackMa
AcquiredinJun/14
HAVEFUNLightuppeople’sliveswithjoy
Commercialization
Content Consumer
ThreeCornerstonesofourBusinessSuccess
Live@Alibaba
Consumer
Youku Tudou TmallTV AlibabaPictures* UCWeb AlibabaMusic AlibabaGaming AlibabaLiterature
*AlibabaPicturesisanaffiliatedentity.
BringingnewusersandnewdatasetsofChineseconsumerstotheAlibabaecosystem
Ecommerce
500+MMMAU*
Datasource:AlibabaGroup.*EcommerceMAUdenotesChinaretailmarketplacesMAUinMarch2017.EntertainmentMAUdenotestheglobalMAUinMarch2017.**TaoPiaoPiaoisanaffiliatedentity.
Consumer
Entertainment
500+MMMAU*
**
Exclusivebroadcastof2016SinglesDayonYoukuCreateafunshoppingexperiencewhiletappingintoYouku’svastreachtodrivesales
Consumer
Cross-platformmembershipreferral• TrialYoukumembershipwithTmallpromotion• CashrebateonTmallwithYoukusubscription
Consumer
Youku’soriginalcontentcreatedforTmallExclusiveYoukucontentsponsoredbyTmallandTmallmerchants
Consumer
Our media matrix enables a multi-faceted understanding of consumers
Consumer
*
*TaoPiaoPiaoandAlipayareaffiliatedentities.
*
UCBrowser
No.1inIndiaandIndonesia
UChassuccessfullytransitionedfrommobilebrowsertodata-drivennewsfeedmediaUCHeadlineshasover200millionMAUglobally
Datasource:AlibabaGroup,asofApril2017.RankingdataderivedfromiOSStoreandGooglePlayStorerankings.
Consumer
TopnewsfeedmediainChina
UCHeadlines(Chinaversion)
UCHeadlines(Intlversion)
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
Ouroriginaldramaseriesareenormouslypopular
Datasource:AlibabaGroupandLuthResearchonNetflixviewership.
3millionviewersperepisode
Content
20millionviewersperepisode
Acomprehensivemediagroupthatdistributescreativepropertiesacrossplatformstomaximizevalue
News&Information
Novels&Literature
Originalcontent
Music
Movies
LiveEvents
Merchandising
Gaming Short-formvideo
UCHeadlines
AlibabaLiterature
Youku
AlibabaMusic
AlibabaPictures*
Damai
Tmall
AlibabaGaming
Tudou
*AlibabaPicturesisanaffiliatedentity.
Content
YoukuOnlinedistribution&licensing
Taobao&TmallMerchandizingTheatricalmovie
AlibabaPictures**
TaoPiaoPiao**Moviedistribution&ticketing
Yulebao**Crowd-funding
Multi-channeldistributionandvaluecreation
RMB300M+GMV
Datasource:AlibabaGroup,endofMarchtoMay2017.**AlibabaPictures,TaoPiaoPiaoandYulebaoareouraffiliatedentities.
Content
AlibabaPictures*:buildingthebridgebetweentheUSandtheChinesefilmindustries
US$64M
USboxoffice
US$88M
Chinaboxoffice
AnAmblinFilm
Datasource:Boxofficemojo(asubsidiaryofimDB)forUSboxoffice;EntgroupIncforChinaboxoffice.*AlibabaPicturesisanaffiliatedentity.
Content
Digitalplatforms+DatatechnologyCreatenewspaceforgrowthandreengineerthevaluechain
Content
TaoPiaoPiao*
Top2movieticketingservice• 80%ofallmovieticketsaresoldonlineinChina,versus~30%intheUS• Transitionfromticketingservicetomedia• Data-drivenmarketinganddistribution
Datasource:AlibabaDMEmanagementestimates.ChinamarketdataisfromindustryreportspublishedbytheNationalPressandPublicationBureauofRadioandTelevision.USmarketdataisfromindustryexpertsandAlibabaDMEmanagementestimates.*TaoPiaoPiaoisanaffiliatedentity.
Content
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
Commercialization
Uni-marketing PaidSubscription Merchandizing
Commercialization
Mediamatrix=BroaderreachtoconsumersDatamatrix=MorediversifiedandprecisetargetingUniIdentity=Moreeffectiveclosed-loopmarketing
Commercialization
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.
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
*
*
*
toEntertainment• Ourentertainmentbusinesscomplementse-commercebusinesswithnewconsumersandnewdatasets
• Ourdigitalsolutionsanddatatechnologyarethenewinfrastructurefortheindustry
• MaximizevalueofthecreativepropertiesbyleveragingmultiplemediaassetsacrossAlibabaGroup
FromEcommerce