One of the more shocking figures from IBM’s data release on Black Friday shopping via tablet computers was the comparison between the Nook and the Kindle tablet. The figures show that the Nook actually generated more retail sales during Black Friday than the Kindle.
When I asked the author of the report from IBM, Jay Henderson, about the inclusiveness of the “Kindle” category, he replied that it included all Kindle devices such as Kindle e-readers, Kindle Fire, and Amazon’s new lineup of Kindle Fire HD tablets.
Of course, the iPad was at a completely different level than all the other tablet devices, stealing over 88% of the tablet shopping market share and retail sales. But excluding the iPad from the figures, and you now have a chart that’s almost hard for me to believe.
Here’s the chart (excluding iPad) of retail sales from tablet computers during Black Friday:
As you can see, the Nook actually dominated the rest of the pack (again, excluding the iPad), when it came to holiday shoppers and online sales on Black Friday. If this chart is true, which IBM verifies by tracking about 50% of the ecommerce companies on the Internet Retailer Top 100 list, then I can’t help but question whether Amazon’s strategy with the Kindle Fire is actually paying off on their bottom line.
Remember, Amazon actually loses money on the sale of the Kindle Fire and Kindle Fire HD line of tablets (on purpose). The gamble is that Amazon believes they will make up the difference from the loss on Kindle devices from ecommerce sales generated by owners of the tablets who buy product from the Amazon store. And this may actually be true and working for Amazon, but I can’t imagine anyone expected the Nook would be leading the Kindle when it came to retail sales generated through a tablet computer during Black Friday.
I wonder what Jeff Bezos would have to say about this chart?
What do you have to say about the chart?
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