Alibaba Quarterly Financial Results

Revenue Breakdown Three months ended June 30, Alibaba (in RMB Mn, except percentages) 2021 2022 % YoY % Total Revenue Total China Commerce 144,029 141,935 (1%) 69% China commerce retail - Customer management 80,397 72,263 (10%) 35% - Direct sales and others (1) 59,708 64,714 8% 32% China commerce wholesale 3,924 4,958 26% 2% Total international commerce 15,202 15,451 2% 7% International commerce retail 10,800 10,524 (3%) 5% International commerce wholesale 4,402 4,927 12% 2% Local consumer services 10,099 10,632 5% 5% Cainiao 11,601 12,142 5% 6% Cloud 16,051 17,685 10% 9% Digital media and entertainment Innovation initiatives and others 8,073 7,231 (10%) 4% 685 479 (30%) 0% Total 205,740 205,555 (0%) 100% Note: (1) Direct sales and others revenue under China commerce retail primarily represents our direct sales businesses, comprising mainly Sun Art, Tmall Supermarket and Freshippo, where revenue and the cost of inventory are recorded on a gross basis.. 45 15

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