来源:中国基金报
继阿里云回应裁员一事后,5月25日晚间,阿里巴巴官方也对近日网络疯传的阿里大裁员一事进行了公开回应。
阿里巴巴回应:谣言就是谣言
5月25日晚间,阿里巴巴在官方微博平台进行了回应,表示近日关于淘宝天猫、阿里云、菜鸟、本地生活各个业务裁员谣言传得很厉害,但谣言就是谣言。还透露2023年,阿里六大业务集团总计需新招15000人,其中校招会超过3000人。
阿里巴巴还表示,人才的流动,是所有企业一直都在做的。在阿里巴巴,人才也一直在进进出出,正常流动。“面对新形势、新机遇、新发展,我们从未停止过对自我的革新与升级,也从未停止对优秀人才的招募和培养,这是面向未来长期发展的活力之源”。
就在前一天,阿里云曾对网传公司裁员一事进行回应,也称是正常的组织岗位和人员优化。而每年公司会进行正常的组织岗位和人员优化。
过去五个季度员工数量减少2.4万人
根据阿里近期发布的财报数据,截至2023年3月31日,阿里巴巴员工数为235216人,去年同期员工数为254941人,同比减少约7.4%。而在过去的五个季度,阿里员工数量减少了2.4万人。
财报数据显示,公司2023财年全年营业收入为8686.87亿元,同比增长1.83%;归属于普通股东净利润为725.09亿元,同比增长17.03%,。其中,四季度营业收入为2082亿元,同比增长2.03%;归属于普通股东净利润为235.16亿元,同比增长244.79%。
今年3月底,阿里巴巴启动了“1+6+N”组织变革,最新财报中也透露了此项改革计划进展。其中,云智能集团将完全分拆独立走向上市,菜鸟、盒马启动上市计划,阿里国际数字商业集团启动外部融资,六大业务集团也正式成立董事会。
对于各项业务,阿里巴巴高层曾在财报电话会上表示,集团首要资金来源仍是淘宝天猫集团,2023财年该业务产生250亿美元自由现金流。
不过值得注意的是,随着抖音、快手在电商直播领域的快速发展,以及在京东、拼多多等平台的“多重夹击”下,电商市场竞争日益激烈,淘宝天猫的数据也出现了下滑。财报数据显示,本季度,淘宝和天猫的线上实物商品 GMV(剔除未支付订单)同比录得单位数下降。
编辑/jayden
Source: China Fund News
Following Alibaba Cloud's response to the layoffs, on the evening of May 25, Alibaba also publicly responded to Alibaba's layoffs that went viral on the internet recently.
Alibaba responds: A rumor is just a rumor
On the evening of May 25, Alibaba responded on its official Weibo platform, saying that recent rumors about layoffs in various businesses such as Taobao, Tmall, Alibaba Cloud, Cainiao, and Local Life have spread a lot, but the rumor is just a rumor. It was also revealed that in 2023, Ali's six major business groups will need to recruit a total of 15,000 new people, including more than 3,000 for the school recruitment conference.
Alibaba also said that the flow of talent is something that all companies do all the time. At Alibaba, talent is also constantly moving in and out, with a normal flow. “In the face of the new situation, new opportunities, and new development, we have never stopped innovating and upgrading ourselves, nor have we stopped recruiting and cultivating outstanding talents. This is a source of vitality for long-term development in the future.”
Just the day before, Alibaba Cloud responded to the online news company's layoffs, also known as normal organizational job and personnel optimization. However, every year, the company will carry out normal organizational job and personnel optimization.
The number of employees fell by 24,000 in the past five quarters
According to financial data recently released by Alibaba, as of March 31, 2023, the number of Alibaba employees was 235,216, and the number of employees in the same period last year was 25,4941, a decrease of about 7.4% over the previous year. However, in the past five quarters, the number of Ali employees dropped by 24,000.
According to financial data, the company's annual revenue for fiscal year 2023 was 868.687 billion yuan, an increase of 1.83% over the previous year; net profit attributable to ordinary shareholders was 72,509 billion yuan, an increase of 17.03% over the previous year. Among them, operating income for the fourth quarter was 208.2 billion yuan, an increase of 2.03% over the previous year; net profit attributable to ordinary shareholders was 23.516 billion yuan, an increase of 244.79% over the previous year.
At the end of March this year, Alibaba initiated the “1+6+N” organizational transformation. The latest financial report also revealed the progress of this reform plan. Among them, Cloud Intelligence Group will be completely spun off and listed independently, Cainiao and Hema will launch listing plans, Alibaba International Digital Business Group will launch external financing, and six major business groups will also formally establish boards of directors.
Regarding various businesses, senior Alibaba officials said on the earnings call that the group's primary source of funding is still Taobao Tmall Group, which generated 25 billion US dollars of free cash flow in fiscal year 2023.
However, it is worth noting that with the rapid development of Douyin and Kuaishou in the e-commerce live streaming field, and under the “multiple attacks” of platforms such as JD and Pinduoduo, competition in the e-commerce market has become increasingly fierce, and Taobao Tmall's data has also declined. Financial data shows that Taobao and Tmall's online physical product GMV (excluding unpaid orders) recorded a year-on-year decline in the number of units this quarter.
Editor/jayden