Alibaba Quarterly Financial Results

CAL Cainiao NAO Segment Revenue Revenue from Cainiao, which represents revenue from its domestic and international one-stop-shop logistics services and supply chain management solutions, after inter-segment elimination, was RMB12,142 million (US$1,813 million) in the quarter ended June 30, 2022, an increase of 5% compared to RMB11,601 million in the same quarter of 2021, primarily contributed by the increase in revenue from consumer logistics services as a result of service upgrade to enhance consumer experience, partly offset by the decrease in international orders from AliExpress. Total revenue generated by Cainiao, before inter-segment elimination, which includes revenue from services provided to other Alibaba businesses, was RMB17,292 million (US$2,582 million), an increase of 7% compared to RMB16,198 million in the same quarter of 2021. This increase also reflected the growth of fulfillment solutions and value-added services provided to our China commerce retail businesses, such as Tmall, Taobao and Taobao Deals. Segment adjusted EBITA Alibaba Adjusted EBITA was a loss of RMB185 million (US$28 million) in the quarter ended June 30, 2022, compared to a loss of RMB146 million in the same quarter of 2021. . The year-over-year increase in loss was primarily due to our investment in expanding our global smart logistics infrastructure, as well as reduced profit from AliExpress fulfilments. (in RMB Mn, except percentages) Revenue Adj. EBITA Adj. EBITA Margin Three months ended June 30, 2021 2022 YoY % 11,601 12,142 5% (146) (185) (27%) (1%) (2%) 11

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