On Tuesday (November 2, 2010) LinkShare affiliate network announced its Q3 2010 progress and highlights:
LinkShare in Q3 2010
…more than 110 new advertisers joined the LinkShare Network in the third quarter of 2010, an increase of 25 percent compared to the same quarter in 2009. More than 1,000 advertisers are now part of the LinkShare performance marketing network as the company continues to outpace e-commerce growth. Sales in the LinkShare Network were up more than 30 percent in the third quarter of 2010 compared to overall e-commerce growth of nine percent. [source; underlining mine]
Yesterday (November 4, 2010) ValueClick Inc, owner of Commission Junction affiliate network (LinkShare’s main competitor), has had data on its Q3 results published as well:
ValueClick & Commission Junction in Q3 2010
ValueClick Inc. reported $106.8 million in total revenue for the third quarter, up 1.5% from a year ago, when revenue was $105.2 million. Revenue for its owned and operated web sites, however, declined 13.5% year over year to $35.9 million.
…The company’s affiliate marketing segment, which includes Commission Junction fared better. Affiliate marketing revenue was up 13.3% from $26.3 million a year ago and contributed $29.8 million to total revenue during the third quarter. [source; underlining mine]
Three main points stand out for me:
- Close to one-third of ValueClick’s Q3 revenue came from its “affiliate marketing segment”
- While ValueClick saw a third quarter decline in revenue from “its owned and operated web sites”, the decline didn’t affect Commission Junction, which, on the contrary, grew.
- While LinkShare hasn’t disclosed the actual revenue numbers, it’s quarter-on-quarter Q3 2010 growth seems to be considerably more impressive than that of Commission Junction (~30% vs 13.3%)