All eyes in the World of e-commerce are on eBay today as they release their 2011 Q4 results. eBay is first to report out of the Google, Amazon, Y!, etc. internet group and everyone is looking not only to how eBay did, but what it means for all of the other companies in the sector.
As usual, we’ll have a full analysis out this evening. Here’s our eBay results tracker that highlights what we think are the 10 metrics out of the hundreds eBay reports that we feel gives the best read on the health of the marketplace business.
We always first look at the GMV growth and then user metrics and finally revenue.
As a reminder, our data indicated that eBay had very strong GMV growth in Q4, so hopefully they’ll be able to overachieve the 10% US and 11% intl expectation. Comscore reports that e-commerce grew 15% in Q4, so that’s the bar for ‘growing with e-commerce’.
SeekingAlpha Disclosure – I am long Amazon and Google. eBay is an investor in ChannelAdvisor where I am CEO.