Investors, beware. Alibaba has a blind spot—and it's potentially a big one.
"Alibaba is behind in mobile," said Crid Yu, vice president and managing director of InMobi's North American business. "They still have a very strong desktop presence, but they don't have a big mobile presence."
Most of Alibaba's growth has come from sales made on its desktop platform, but as more users shift to smartphones and tablets, the company needs to catch up, say analysts.
"If there is one thing investors should be worried and concerned about, it's how will Alibaba as a website owner capture the website user in that specific moment from browsing to messaging to payments," said Trip Chowdhry, managing director at Global Equities Research. "And I think that's the biggest inefficiency investors are not thinking about right now."