Amazon Q4 2013 results preview (seller-oriented analysis)

January 30, 2014

ChannelAdvisor Scot Wingo By Scot Wingo

After the market today, January 30, 2014, Amazon will report their Q4 2013 results.  Everyone in the e-commerce industry is on pins and needles waiting to see how Amazon did given the backdrop of eBay’s in-line results with comScore’s 12% Q4 results for e-commerce and the challenges seen in the offline world.

Also, Amazon did something they’ve never done before – they gave us some tantalizing details about Amazon Prime and the Amazon 3P marketplace.  Perhaps the biggest revelation was that Amazon Prime now has over 20m subscribers.

This dashboard shows the metrics we’ll be watching closely to see how Amazon performed:

Amzn_dashboard_q413

In addition to these classic metrics, one area of interest that Amazon has been very tight lipped about is mobile.  comScore was out with data that indicated Amazon’s mobile usage was up a staggering 48% y/y (Thanks to Heath Terry@GS for pointing this out):

Amzn_mobile_2013_q4

 

We will have the highlights from the report out tomorrow – stay tuned!

This blog post was written by Scot Wingo, CEO, ChannelAdvisor.