Alibaba just released its 2021 financials, along with management commentary. I don’t usually cover earnings announcements but I thought it was worth doing a quick update on status of their growth strategies. I wrote about Alibaba’s 11 growth strategies in the fall of 2020. At their investors day, management laid them out in pretty good […]
At Alibaba’s Investor Day, CEO Daniel Zhang outlined 11 growth stratgies. Five were under Alibaba Cloud (Aliyun). These are the early days of cloud and, likely, a new paradigm for computing and connectivity. It’s chaotic and unclear. But Alibaba is very well positioned to win big. You can listen to this podcast here or […]
This is Part 2 of two articles on Alibaba Investors Day. In Part 1 (Dissecting Alibaba’s 11 Growth Strategies), I wrote about their 5 growth strategies in “Domestic Consumption” (i.e., stuff Chinese consumers spend money on). But CEO Daniel Zhang also outlined 5 growth strategies for Alibaba Cloud. And their cloud business is what everyone […]