Alibaba's Strong Start to 2018 Reinforces Longer-Term Opportunities With Personalized Data, Content
Alibaba's first-quarter update gave us our first chance to assess its ambitious fiscal 2018 revenue growth target of 45%-49%, and the company did not disappoint. While cloud, globalization, and digital media have been at the center of recent investor attention, it's easy to forget the strength of Alibaba's core China retail commerce platform, where revenue accelerated 57% (41% last quarter). We attribute much of the growth to new customer data management strategies that give merchants access to ...
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