Amazon: The Clear CyberMonday Winner

 |  Includes: AMZN, EBAY, GOOG
by: Scot Wingo

We're still doing some final tallying, and our servers are still sweating profusely, but we have some preliminary CyberMonday results I wanted to share with everyone.


In addition to this data, we had a couple of other big ChannelAdvisor datapoints:

  • We had a record day hitting $28.7m in GMV for the day across our 3000+ customers
  • We processed over 500k transactions (actually orders processed)- over six a second.

From the SSS table above, a couple of observations.

  • First, Amazon (NASDAQ:AMZN) is the clear winner from CyberMonday. They did a great job across all fronts - the kindle was hot, which brings people to the site, the flash deals, the gold box, the email promos, the PR (they had live remotes on at least 3 channels through the day that I saw) all contributed to a monster day - I'm still blown away that customers were up 98%.
  • Google (NASDAQ:GOOG) did very well thanks to their new e-commerce oriented product offerings. Early in 2010, they were clearly losing ground in e-commerce and when compared with Amazon, they still are, but overall, I think they are back to gaining share vs. losing.
  • eBay (NASDAQ:EBAY) was clearly a laggard. While in an eBay-only view, 14.6% is probably knocking the cover off given they have been -5% to 5% through the year. But when you stack that up against the performance at Amazon and even Google, eBay is hemorrhaging e-commerce market share. To be fair, historically eBay is more back end loaded as they still play in that 'hard to find/sold out' part of the market, so perhaps they will accelerate as we get into December.

In conclusion, I hope everyone had as AWESOME a CyberMonday as we enjoyed- thanks to our customers for making this a record setting day for us. We are proud you have chosen us to help you sell more.

Disclosure: I am long Amazon and Google. eBay is an investor in ChannelAdvisor.