Amazon reports their Q3 2012 results after the bell on October 25th (Thursday). eBay had a pretty strong showing, Google was somewhat disappointing (and had a huge kerfuffle at the same time) and Facebook was very strong. So it will be interesting to see how Amazon performs relative to those other peers.
The following table details the usual key metrics we track in Amazon’s results for sellers/retailers that we think most illustrate how not only Amazon is doing, but most importantly the health of the third-party (3P) marketplace.
Additionally, we will be keen to hear anything about:
- Distribution centre build out – at most of the last several calls, Amazon’s body language has been they are going to continue rapid and aggressive DC build out
- 3PM growth – The 3PM has been chugging along at > 60%, we’ll be watching that closely.
- Any Prime/Fire updates – Prime is the nitros-oxide of Amazon and we’re always keen to see if there are any interesting new tidbits that Amazon shares.
As usual, we’ll be posting our analysis of the results shortly after they are posted.
Scot Wingo, CEO of ChannelAdvisor wrote this post. I am long Google and Amazon. eBay is an investor in ChannelAdvisor.