Flash Report | August 24, 2017 Register for Free Access Amazon’s Bid to Acquire Whole Foods Gains FTC ApprovalOn June 16, Amazon announced the signing of a definitive agreement to acquire Whole Foods Market for $13.7 billion in cash. Read More
Company Earnings Update | August 21, 2017 Register for Free Access Alibaba (BABA) 1Q FY18 Results: Beats on Earnings, Expanding Global FootprintAlibaba reported 1Q FY18 revenue of ¥50.2 billion, up 56% year over year, and beat the consensus estimate by 4.8%. The company attributed the strong results to a steady increase in revenues from its core commerce segment, as well as the strong growth in emerging businesses, including cloud computing, digital media and entertainment. Read More
Company Earnings Update | August 18, 2017 Register for Free Access Tencent (0700.HK) 2Q17 Results: Strong Beat on Both Top and Bottom Line, Driven by Strong Performance of Gaming and WeChatTencent reported 2Q17 revenues of ¥56.6 billion, up 58.6% year over year. Non-GAAP diluted EPS was ¥1.72, largely driven by gaming and Weixin (WeChat). Read More
Company Earnings Update | August 16, 2017 Register for Free Access JD.com (JD) 2Q17 Results: Topline Beats; Business Partnerships to Drive GrowthJD.com reported 2Q17 revenues of ¥93.2 billion, up 43.6% year over year, to beat the consensus estimate of ¥89.65 billion. Non-GAAP diluted net loss per ADS was ¥0.20, compared to a net income per ADS of ¥0.09 for 2Q16. Read More
Insight Report | August 8, 2017 Premium Amazon Pay Places: Amazon’s Next Conquest Could Be Mobile PaymentsThe US mobile payments market is highly fragmented, and leaders PayPal and Apple Pay have not yet achieved widespread public acceptance. US mobile payment platforms are hamstrung by hardware issues, proprietary systems and closed platforms as well as by a general lack of consumer enthusiasm. Read More
Deep Dive | August 5, 2017 Premium Alibaba Group: From Strength to Strength – An overview of the business units of the world’s largest e-commerce companyAlibaba was established in 1999 as a business-to-business (B2B) portal connecting Chinese manufacturers to overseas buyers. This report provides an overview of Alibaba’s different business segments, and how they all work together using its platforms and big data technology to enable small enterprises to compete more effectively. Read More
Analyst Corner | August 4, 2017 Register for Free Access Weekly Insights Aug 4, 2017This week’s note “From the Desk of Deborah Weinswig” discusses how Walmart and JD.com are strengthening their partnership, including through the launch of a new shopping festival to be held on August 8. Read More
Flash Report | August 2, 2017 Register for Free Access Baidu Forms Strategic Partnership with PayPal Targeting Overseas Payment MarketPayPal announced that it has formed a strategic partnership with Baidu, which will allow PayPal’s global merchants to accept payments from Baidu Wallet users. Read More
Flash Report | August 1, 2017 Register for Free Access Walmart and JD.com Expand Strategic Partnership in ChinaWalmart and JD.com, China’s largest e-commerce company by revenues, announced that they are expanding the strategic partnership formed last year by further integrating their respective platforms, supply chains and customer resources. Read More
Company Earnings Update | July 31, 2017 Register for Free Access Baidu (BIDU) 2Q17 Results: Strong Beat on Disciplined Cost ControlBaidu reported 2Q17 non-GAAP diluted earnings per ADS of ¥16.00, up 98.0% year over year, to beat the consensus of ¥10.13. Revenues reached ¥20.9 billion, up 14.3% year over year and were broadly in-line with the consensus estimate. Read More
Company Earnings Update | July 28, 2017 Register for Free Access Amazon (AMZN) 2Q17 Results: Strong Revenues, but 2Q and Guidance for 3Q Operating Income Below ConsensusAmazon reported 2Q17 EPS of $0.40, compared with $1.78 in the year-ago quarter and missing the $1.41 consensus estimate. Net sales were $38.0 billion, up 24.8% year over year and beating the $37.2 billion consensus estimate. Read More
Flash Report | July 13, 2017 Register for Free Access Amazon Announces a Record Third Annual Prime DayAmazon announced that its third annual Prime Day shopping event, which ran for 30 hours, was the biggest day in Amazon history in terms of revenue, surpassing Black Friday and Cyber Monday. Read More
Flash Report | July 11, 2017 Register for Free Access Alibaba Launches Taobao Global US Merchants NetworkAlibaba has launched its Taobao Global US Merchants Network, which connects Taobao Global merchants with small- and medium-sized enterprises (SMEs) in the US that would like to sell their products to Chinese consumers. Read More
Insight Report | July 11, 2017 Premium Amazon Prime Day 2017: A Private-Label Push in Fashion and Grocery, and Launching in India, TooThis year, Amazon is offering Prime Day to its Indian shoppers for the first time, and the company used the event to launch brands such as Gap on its site. Read More
Event Coverage | June 26, 2017 Register for Free Access Insights from Alibaba’s Gateway ’17 Summit: Consumer and Industry Trends in China—Fashion and Apparel PanelRoth Lai, Deputy Editorial Director, ELLE China Read More
