Today (Tuesday 4/29/14), eBay announces Q1 2014 results after the market closes (~4:30pm ET). In this post we preview the Q1 report and provide an overview of what we will be watching for from a seller’s perspective.
This quarter, Amazon reported before eBay, so check Amazon Strategies here to see their key performance measures.
ComScore has Q1 e-commerce growth at 15%, so that’s the bar eBay has to meet/beat to grow faster than e-commerce. Also:
- Amazon’s revenue grew 23%
- Amazon’s GMV for Q1 was $19.75b and the eBay projection is $20.5b, so looking to beat Amazon.
- Active users for Amazon grew 17% to 244m
- Amazon paid items grew 23%
Our average Q1 SSS increase for eBay’s GMV was 15.2% which is in-line with the comScore e-commerce number.
eBay Q1 2014 Dashboard
As usual, before the results, we are publishing our dashboard so sellers/retailers can track the relevant pieces of the results:
Shortly after eBay announces, we will update the dashboard with the actuals to see how they did vs. their guidance, Wall St. expectations and the e-commerce baseline 15% growth rate.
What else are we looking for?
In addition to the “usual suspects”, we’ll be watching for these trends:
- eBay continues to focus on CBT with their Global Shipping Program. We’ll be watching to see if eBay has any new data points here.
- Mobile mobile mobile – eBay likes to reveal some interesting mobile stats which we watch with interest.
- Any insights into user growth are always of interest
- Growth rate of top-rated sellers vs. above-standard sellers.
- Weather – in our SSS data, January was slow for eBay and Amazon, it will be interesting to see if eBay discusses this as a weather-related phenomena on the call.
Scot Wingo wrote this blog. He is CEO of ChannelAdvisor.