In the fourth quarter, comScore said, U.S. retail spending was up 14 percent — to nearly $50 billion — compared to a year ago.

Of course, Amazon’s results include international sales, as well as purchases made from mobile phones, which comScore does not track, so the comparison isn’t exactly fair.

Still, despite Amazon’s exuberant performance compared to the market as a whole, it fell short of Wall Street estimates, which had expected sales to rise by more than 40 percent from the fourth quarter in 2010.

Last week, the earnings news led to Amazon’s stock tumbling in after-hours trading by nearly 10 percent, to $175.50. Since then, the stock has partially recovered, and is currently trading at $184.74 a share.

More findings from comScore’s fourth-quarter and year-end reports:

• The fourth quarter represented the ninth consecutive quarter of positive year-over-year growth, and fifth consecutive quarter of double-digit growth rates.
• For the entire year 2011, U.S. retail e-commerce spending reached a record $161.5 billion, marking a 13 percent increase from 2010.
• The categories that grew by at least 18 percent year over year: Digital content and subscriptions, jewelry and watches, consumer electronics, toys and hobbies, and computer software.
• 10 days in Q4 surpassed $1 billion in online spending.
• 52 percent of e-commerce transactions included free shipping, representing an all-time high.

Turns out that’s not really the case, though. Even in 2012, buying a Web ad — particularly a branded Web ad, as opposed to a Google-style search play — still involves big doses of hope and faith.

A new comScore survey lists all sorts of ways that advertisers can end up not getting what they paid for:

• Only an average of 69 percent of ads that count as “delivered” are actually seen by Web surfers. The remainder go unnoticed, either because users scrolled by them before they loaded, or because the ad ran on a part of a Web page that they never saw. Another way of putting it: Three times out of 10, an advertiser gets charged for a phantom ad.
• An average of 4 percent of ads — a number that floats up to 15 percent — run “outside the desired geography.” No reason for a Web surfer in Arizona to see ads for snow tires, but there’s no guarantee that won’t happen.
• 72 percent of marketers find some of their ads running “next to content deemed ‘not brand safe’ by the advertiser.” That’s a know-it-when-you-see-it definition, but easy enough to imagine.

If you want to, you can take these numbers with a dose or two of salt, because they come in service of a press release announcing a new comScore product that promises to track all this stuff. But there are plenty of people who think this is a real problem. Enough to support a series of start-ups aimed at doing the same thing, like DoubleVerify, AdXpose and AdSafe. [UPDATE: Comscore gently reminds me that it acquired AdXpose last August, and is using that company's tech to power the new service. Apologies for the oversight.]

And yes, all of this holds Web ads to a much higher standard than old media ads, where marketers have only a vague sense about the way their ads are delivered. But that’s the standard the Web ad business has been using to sell itself for years, so it needs to come through eventually.

And that puts Bing in second place behind Google in the market researcher’s search rankings. For the month of December, the search sovereign carved out a nearly 66 percent share of the market.

In other words, the gap between first and second place in search remains massive, and there’s a lot of work yet to be done to narrow it. Even accounting for the “Powered by Bing” results of Microsoft’s chimeric partner-rival Yahoo, Bing still had only a 26.5 percent share.

As the father of eight kids — now all between the ages of 12 and 21 — he knows a thing or two about the importance of finding the perfect place. (Note: Kaufer delicately calls family trips “adventures,” while getaways with his wife are “vacations.”)

Since then, TripAdvisor has become the online go-to destination for reviews of hotels from Barbados to bed-and-breakfasts in New York City.

In 2004, Kaufer sold the company to IAC for $210 million, setting off a somewhat complicated operating journey. A year later, TripAdvisor spun out of IAC as part of Expedia. It remained a division within the online travel agency until last month, when it broke off into an independent publicly held company.

Today, the Newton, Mass.-based company has 1,100 employees, attracts more than 50 million unique visitors and has published more than 60 million reviews. It trades on the Nasdaq under the ticker symbol “TRIP,” while Expedia continues to trade under the symbol “EXPE.”

Kaufer talked to AllThingsD about being an independently traded company, and about the media company’s prospects for growth:

AllThingsD: What is it like to be out from under Expedia’s wing?

Stephen Kaufer: There was a joke when we were spun out as part of Expedia from IAC. People asked me, “What’s your vision for TripAdvisor?” I would always say, “I want to be bigger than Expedia,” and people’s response always was, “That’s what the little brother might say.”

A year or two ago, we passed Expedia in comScore metrics, and are still experiencing growth. It’s a free service that’s valuable. It’s worldwide. TripAdvisor is in 21 languages, and three-fourths of the traffic comes from outside of the U.S.

Now that you are out from under Expedia, do you have more flexibility on where you send leads that are generated from people reading reviews on TripAdvisor?

Under Expedia, we had no obligation to send traffic to them … That never happened, and we were allowed to run independently. But at the end of the day, they [competitors] knew their marketing spend was going into Expedia’s pocket. That’s the most exciting thing. We are now completely independent. Expedia now owns no stock, so when I talk to Orbitz or Priceline, these folks can now partner with TripAdvisor without any hint of helping to fuel the competitors.

Why the spinoff now?

It was announced back in April, but basically there was a view that there was a class of investors that liked a pure Internet category leader and a fast-growing media company like TripAdvisor, and there’s another class that appreciates Expedia, which is in the dominant online travel agency position.

We were blurring the two when they were together. It gives Wall Street the opportunity to invest in either, and each company will find its own set of investors.

Do you think Wall Street is correctly valuing TripAdvisor? (The stock failed to come roaring out of the gate.)

No. But I’m not complaining. I think Wall Street, over the next couple of quarters, will appreciate how both companies perform as independent companies. The numbers have been a little hidden because they were jumbled together. … They’ve never seen TripAdvisor operate independently. They ask, “What will you do differently? How will things be the same?” Watch us, and I think you’ll like what you see.

Will you grow mostly organically, or through M&A?

We have a good track record on acquisition and product innovation.

The last few acquisitions, you saw a focus on our strategic priorities: A mobile company, a social company, two vacation rental companies and a company in China. Our four key investment areas that we called out are vacation rentals, mobile, social and geographic expansion.

In many ways, TripAdvisor was one of the original social networks, where users shared information on their vacations. Now you see Facebook getting into the space with Facebook Connect and other initiatives, too.

Everyone feels like being able to get travel recommendations from their friends is a natural evolution for getting a better recommendation, period.

There’s a couple of different angles. Some social travel companies are focused on making planning a group trip easier. No site out there has scale and does that well, and we don’t do that now. Facebook is a great platform to do it on, and it may be interesting to us in the future.

Our focus is leveraging the friend graph on Facebook and our rich content to give someone the experience of seeing recommendations or ratings from friends.

We love the concept, and we are furiously building up our own product offering to make it more valuable. If it’s not too early to call someone a leader, we are clearly it, because we have the content and the friend graph. We aren’t a site that’s based on Facebook, which is an advantage, because you can do anyting you want to do on the Web or the tablet or mobile.

What about Google moving into travel?

They have a couple of different approaches. They have Google Places, which reviews everything; and they have Google Hotels, which is a hotel finder; and then Google Flights, to help you find the best fare.

With Google Places, they still can’t seem to generate enough high-quality reviews to be useful. They compete with Yelp and us, and I’ve yet to be concerned. I was concerned about Google Flights — a lot — before they launched, but you cannot book through an online travel agent like Expedia — only directly through the airlines for now.

It’s an incomplete product, so I still use TripAdvisor flights, or go to Expedia or Orbitz. They get better results, and maybe aren’t as fast, but more information is still better.

They say they want to include online travel agents, but the airlines won’t let them. … Don’t mistake my tone for being sympathetic to Google on this one.

What about vacation rentals? HomeAway went public last year.

After HomeAway, there’s not that much.

We agree it’s a great market, and it deserves to be online. It helps consumers and there’s a need to bring a trust element into the equation. Folks who have tried it have liked (renting homes), and a whole lot of people haven’t tried it, because a hotel is all they’ve ever tried.

If they are reading hotel reviews, but I see that you are trying to stay seven nights in Orlando, I might say, “Did you know that you might be able to save money and get a private swimming pool?” They never would have thought of that as an opportunity, but there’s lots of great opportunities in Orlando and tons of other cities.

HomeAway dominates the category, but there’s plenty of room for a second, third and fourth.

I’m surprised that already three-fourths of your traffic comes from outside the U.S.

Yes, and that portion is growing. We have offices all over the globe, and our biggest investment opportunity is in China. We purchased a metasearch site for air, hotel and train in China. We view international growth as a tailwind to the business.

So what’s your price target for the stock? It’s currently trading around $25 a share.

I’m looking at how I can grow the business over the long term, and that’s why we are making some of these investments. I might be ahead of it, or other folks ahead of me, but I’m a nuts-and-bolts operator. I like to build stuff, and getting TripAdvisor to the next level of functionality and awareness is my priority — not the stock price.

Although the season kicked off with a bang, there were fears that consumer confidence would fall as the end of the year approached. That did not happen, with people continuing to fill their virtual shopping carts until the very last minute; 10 individual days surpassed $1 billion in spending.

According to comScore, the final tally for online spending for the months of November and December was $37.2 billion, representing a 15 percent increase over last year.

ComScore tracks purchases made on Web sites from a fixed Internet connection, excluding spending done via mobile phones and tablets, so presumably the numbers could be higher.

While the numbers being reported sound positive, some analysts worry if they were enough to give giants like Amazon the growth rates needed to hit expectations. Wall Street analysts are expecting Amazon to post a fourth-quarter growth rate of 38 percent, which would mean it would have to be growing twice as fast as the average market.

But Chase Paymentech’s annual Cyber Holiday Pulse Index painted a rosier picture of the holiday season. Based on tracking 50 of the leading online merchants in the U.S., the report found that during the final two months of the year, transactions were up 37 percent and sales rose 25 percent.

One of the reasons for the huge gains, it said, was because Christmas fell on a Sunday this year, allowing merchants to guarantee shipping much later into the week and giving consumers more time to make online transactions.

To be sure, the increase in online shopping is coming from somewhere — most likely at the expense of traditional retail, which is expected to report a less impressive 4 percent growth rate this year.

“It’s clear that e-commerce continues to gain market share from traditional retail due to the attractiveness of the Internet’s convenience and lower prices,” said comScore Chairman Gian Fulgoni. “Consumers were especially attracted to the deals and discounts available through digital channels -– particularly free shipping, which occurred on well over half of transactions this season.”

The most impressive finding of the season was that 10 individual days surpassed $1 billion in spending, compared to only one day in 2010.

Here is a list of the 10 biggest online shopping days in 2011, led by Cyber Monday:

(Image credit: iStockphoto.com/mbortolino)

Daily deal industry tracking firm Yipit reports that the daily deal industry in North America experienced marginal growth in November, as the major sites were adversely affected by the Thanksgiving holiday.

The number of deals offered increased only 1 percent while total industry gross billings grew by 2 percent during the month.

The largest provider, Groupon, saw the biggest decline.

Groupon grew 6 percent in November, but experienced a double-digit decline during the Thanksgiving holiday week.

Yipit bases its estimates on the sales of vouchers, which it tracks closely. Although Groupon no longer reveals exact sales data on its site, Yipit maintains that it is still able to make fair predictions based on historical data and industry insights.

The daily-deal declines were in stark contrast to the Black Friday experience of online retailers, which saw sales increase to $816 million on the day after Thanksgiving. ComScore said it was the heaviest online spending day to date in 2011, representing a 26 percent increase over the same day in 2010.

The holiday declines occurred despite ambitious programs by both Groupon and LivingSocial, which tried to take advantage of the heavy retail season.

Groupon stepped up its marketing efforts through “Grouponicus,” a holiday shop selling local gifts, deals and travel getaways.

LivingSocial’s Black Friday efforts included offering deals for 20 national brands, including gift cards from Electronic Arts, OfficeMax, Verizon Wireless, Skype and BlueNile.com. LivingSocial even launched a national TV campaign and radio spots to promote the deals.

But Yipit says those efforts didn’t pay off.

For the seven-day period ended Nov. 28, LivingSocial’s gross billings were down 30 percent and 19 percent compared to the two previous periods. And, because of the lower-priced national deals, the average size of its deal price fell to $28 in November from $32 a month earlier.

Yipit did not try to explain why the drops occurred around the holidays, except that they are similar to other periods, such as the Fourth of July.

But the patterns could be compared to social gaming space, which saw its usage sink during the holidays because people were not at work.

A secondary factor may be that more traditional retailers are known for Black Friday offers for others, while daily deals have historically been looked at as items you buy for yourself, and are not necessarily thought of as gifts.

Finally, Yipit said following Groupon and LivingSocial, Travelzoo, AmazonLocal and Google Offers ranked as the third, fourth and fifth largest national providers in November.

No word yet on how daily deals performed in the lead-up to Christmas in December.

For the three-month period ending in November, RIM’s share of U.S. smartphone subscribers fell to 16.6 percent from 19.7 percent. That’s a 3.1 point change from August, and another nasty decline for RIM, which continues to struggle against subscriber losses in the U.S.

Meanwhile, the BlackBerry-maker’s misfortune continues to be its rivals’ gain. For the same period, iOS’s market share rose 1.4 percentage points to 28.7 percent, and Android’s to 46.9 percent from 43.8 percent.

Take Reiss Innovations, for example.

Six years ago, owner Ken Reiss was selling five to 10 mouse pads a year through Amazon. Flash forward to 2011, Reiss increased the number of products he sells by 50 percent compared to last year and expanded into Canada.

In many ways, Amazon is a giant built on the backs of millions of individuals.

Or at least that’s the message the Amazon wants you to hear this morning.

Along with a laundry list of holiday announcements, it said its third-party sellers reported record growth this Christmas season. This year, nearly 40 percent of products purchased by Amazon customers were sold by more than two million independent sellers of all sizes.

But it’s hard to read the story of Reiss Innovations and others in the press release and not think “damage control.”

Earlier this month, Amazon faced a flurry of criticism after launching a promotion that would give consumers $5 off if they compared prices using Amazon’s mobile phone application in the store.

The one-day promotion served as a way for Amazon to increase usage of its Price Check application, while also collecting intelligence on prices in the stores. Consumers received the discount if they bought the item using their phone.

Small and large retailers, which worried that their stores would only become showrooms, called the move anti-competitive. Meanwhile, consumers pledged to buy locally and created Facebook pages in opposition and petitions asking Amazon to end the one-day promotion. In addition, eBay offered consumers $10 to walk back into the stores.

In this morning’s press release, Amazon also mentioned Scharf Industries, an office and electronics provider, that reported a sales increase of more than 500 percent this holiday season compared to last year.

Other third-party successes Amazon pointed to:

• Sellers sold enough cameras for every fan at the next 10 Super Bowls.
• Sellers sold enough toys to give one to every resident of Chicago.

It did not mention third-party sellers in last year’s press release, but it did mention how many times its Price Check application was used — a fact that was surreptitiously left out of this year.

To be sure, Amazon’s services give these retailers access to millions of consumers they may not ordinarily reach. But these retailers pay dearly for the opportunity.

Prices vary widely based on the services being provided and the product being sold, but as an example, a $10 book would glean a proceed of $6.42. Meanwhile, a $200 camera would garner $182.37. In these scenarios, Amazon is also offering fulfillment services, which means it will store, pack and ship orders from its warehouses as soon as an item is purchased online. That results in an additional fee, of course.

If Amazon’s promotion did motivate people to shop locally instead of buying online, it’s really not obvious.

ComScore reports that online shopping this holiday season was up 15 percent compared to a year ago and Wall Street analysts are expecting Amazon’s fourth-quarter revenues to be up at least 38 percent year over year.

But that could be a problem.

The device sells for about the same amount ($199) as it costs to make (about $202).

Amazon’s stock fell as much as 4 percent this morning after Goldman Sachs suggested that the Seattle-based company could miss analysts’ sales estimates for the current period.

The stock has recovered some since early this morning, and is now trading down 1.6 percent, or $2.74, at $171.15.

According to Bloomberg, Goldman analyst Heather Bellini said in a note today that Amazon’s sales may grow 38 percent from a year earlier, to $17.9 billion, which is less than analysts’ average estimate of $18.2 billion.

Bellini based her analysis on a comScore report that found online shopping increased 15 percent this year, compared to last year’s holiday season. Since Amazon is the largest e-commerce provider, she reasons that it would be difficult to outperform the average by a wide margin.

“While the comScore numbers are just one data point which does not capture international sales or breakout individual companies’ sales, taken alone they seem to suggest the potential for downside risk to consensus forecasts,” Bellini wrote.

Ultimately, strong sales of the Kindle Fire could help Amazon hit its sales estimates, since it is counting on the device to serve as a platform for the sale of more content. But in the short term, the Fire could hurt the company’s bottom line, a possibility Bellini did not address in her report.

In addition to comScore’s numbers not capturing international sales, its report also does not capture sales from mobile devices. Amazon said the Kindle Fire was the best-selling product on Amazon’s mobile Web site and across all of its mobile applications.

In all, Amazon said it sold more than one million Kindles a week in December.

Bellini reiterated a “neutral” rating and a price target of $190.

That’s quite a spike — 15 percent more than they spent last year — and a new record. The week ending December 25 alone saw $2.8 billion in spending, an increase of 16 percent over the year prior.

Even more interesting was the increase in purchases made online on Christmas Day.

On an average day during the 2011 holiday consumer binge, digital content purchases accounted for about 2.8 percent of retail e-commerce sales. On Christmas Day they accounted for more than 20 percent. Evidently, lots of folks spent Christmas morning loading up their smartphones, tablets and e-readers. And they’ll continue to do so for much of this week.

Says comScore, “Consistent with past years, [we expect] sales for this category of products to remain elevated throughout the entire week following Christmas Day.”

Either way, consumers barely waited until Santa got back to the North Pole before hitting up the stores again.

ComScore reports that e-commerce spending for the first 48 days of the holiday season — ended Dec. 19 — reached $32 billion, jumping 15 percent over last year. In one week alone, at least four individual days surpassed the $1 billion mark.

And IBM, which analyzes mobile shopping trends using data from 500 retailers nationwide, said shoppers continued pulling out their credit cards on Christmas Day, as they shopped for themselves after shopping for others.

IBM found that on Dec. 25, online sales grew by 16.4 percent over Christmas Day 2010. (IBM’s results do not include Amazon.com, the Internet’s largest e-tailer.)

Many of the online sessions on a retailer’s site were initiated from a mobile device, accounting for 18.3 percent of traffic, up from 8.4 percent last year. Mobile sales grew to 14.4 percent versus 5.3 percent on Christmas last year.

As stated in a report that came out earlier this week, most mobile shopping was conducted on iOS devices. The iPad led all mobile-device traffic at 7 percent, followed by iPhone at 6.4 percent and Android at 5 percent, according to IBM.

Many of the days surrounding the holidays have acquired quirky nicknames, such as Cyber Monday (the Monday after Thanksgiving), Black Friday (the day after Thanksgiving) and Green Monday (the second Monday of December).

Perhaps this Christmas will qualify as Sofa Sunday.

The term was first introduced to me by Joaquin Ruiz, the co-founder and CEO of Padopolis, which makes a catalog app for the iPad. He was hoping the Sunday after Thanksgiving would see a spike in traffic after everyone hit the mall on Black Friday and then curled up on the couch with their iPad the following Sunday to recover.

This year, Christmas Sunday’s shopping spike continued into Monday, also known as Boxing Day. IBM said that online sales were up 10 percent by midday on Monday, over Dec. 26 last year, and that mobile sales were up 13.8 percent.

(Image courtesy of iStockphoto | mattjeacock)

It’s too early to know for sure; there are two days left for last-minute packages to be delivered, wrapped and placed under the tree in time.

So, while it’s hard to say whether there will be any widespread panic come Sunday, there are some early indicators that the system is reaching capacity.

In perhaps the biggest demonstration of holiday stress, a FedEx delivery driver was caught on camera tossing a box containing a new computer monitor over a customer’s fence. The owner claims he or she was at home at the time, with the front door wide open. After nearly five million people watched the security footage on YouTube, FedEx responded by posting an apology on YouTube. (Only 193,000 people have watched that.)

Then there are the canceled orders at Best Buy, which ran out of heavily discounted merchandise and was forced to void some orders that consumers had placed last month. A few more reports have surfaced from other retailers, such as Sears, which was failing to keep up with orders that were placed online for in-store pickup.

But perhaps this sort of thing is to be expected when you see 15 percent year-over-year online growth in online shopping.

ComScore reports that e-commerce spending for the first 48 days of the holiday season has reached $32 billion, jumping 15 percent over last year. Last week alone, ComScores said, four individual days surpassed the $1 billion mark, to help set a weekly record of $6.3 billion.

On a positive note, retailers’ Web sites have been able to keep up with the demand. Compuware, which has been monitoring the Web and mobile performance of the top 50 retailers, reports that there have been no prolonged site crashes.

At this point, most online purchases won’t get to people in time for Christmas, although Amazon is offering some expedited shipping options for consumers in some markets as late as Saturday.

Besides stress on the retailers, one other choke point in the system has been delivery.

This week will be the busiest week of the year for UPS, which estimates that it will deliver more than 120 million packages worldwide. In particular, it was anticipating that today would be its busiest day, with more than 26 million packages shipped — which breaks down to about almost 300 a second.

UPS’s close competitor, FedEx, previously predicted that Dec. 12 would be the busiest day in its nearly 40-year history. The company was forecasted to ship more than 17 million orders that Monday, which was double its daily average volume.

That’s Target’s motto this holiday season, as it promises on-time Christmas deliveries for online orders placed by Tuesday.

But some retailers are being a little more jolly.

In today’s fast-paced digital world, procrastinators are being rewarded, and will be able to shop online as late as Thursday and still get presents safely underneath the tree in time for Christmas.

For example, Wal-Mart will rush packages to your door for orders placed as late as Wednesday; Amazon is offering regular free two-day shipping as late as Wednesday; Zappos is offering free shipping for orders made by 1 pm PT on Thursday; and Toys “R” Us will go as late as noon on Thursday for express shipping.

There are exceptions, of course, and Amazon is a big one.

For orders placed on Thursday, one-day shipping will cost shoppers $3.99 an item; for items ordered on Friday, only Amazon Prime members will be able to pay $9.99 an item for on-time delivery; those in 11 U.S. cities can wait until Saturday, at which point it will cost $3.99 per item to ship by local express.

Amazon Prime is the e-commerce company’s membership service; it charges $79 a year for free two-day shipping and other perks, like free streaming videos.

One of the biggest limitations for the holiday is the logistics of getting a package from a distribution center to someone’s home. For example, FedEx won’t be running on Christmas, but will be running partial operations on Christmas Eve, a Saturday.

At this late point in the year, physical retailers shine.

For example, Apple’s shipping cutoff date is on Wednesday, but it will allow customers to order online and pick up in the store until 11 pm on Friday. On Christmas Eve, many of its stores will be open until 6 pm. Toys “R” Us and Best Buy are also offering free in-store pickup, adding late hours to accommodate the busiest of people. Best Buy will be open until 3 pm local time on Dec. 24, and Toys “R” Us will will stay open for 112 hours straight, starting at 6 am Tuesday, Dec. 20 and closing at 10 pm on Saturday night.

Online retailers can’t compete with store hours but, conversely, stores have had a hard time competing with the deals online, especially earlier in the season.

This holiday period, Amazon prompted consumers to consider the moral dilemma of shopping in stores versus online, when it kicked off a Dec. 10 promotion that offered $5 off to consumers as an inducement to walk out of stores empty-handed. EBay fired back with its own promotion, which gave online shoppers a $10 coupon to return to stores.

To be sure, online retailers will have something to celebrate on Sunday.

ComScore, which is tracking online spending habits this holiday season, said $30.9 billion had been spent online during a 46-day shopping window that ended Dec. 16, marking a 15 percent increase over last year.

Spending last Friday — dubbed Free Shipping Friday — hit $1.07 billion; it was the fourth day to surpass the billion-dollar mark this year. Still, Cyber Monday — the Monday following Thanksgiving — appears to rank as the heaviest online spending day of the year for the second consecutive season.

With only 13 days until Christmas, today has historically ranked as one of the heaviest online shopping days of the year, thereby earning the nickname “Green Monday.”

This year it’s almost a guarantee that history will repeat itself.

Already, six individual days have surpassed the billion-dollar threshold this holiday season, according to comScore. That’s up from last year, when only one day eclipsed $1 billion in spending.

The term Green Monday was coined by eBay in 2007 to describe the second Monday of December because it tended to attract shoppers who wanted to make sure their presents would arrive in time. And, well, because the color of money is green.

This year, a number of online retailers are banking on it by offering a number of holiday specials.

But one of the biggest benefactors of all is FedEx, which must ship all the orders.

The commercial postal service is predicting that today will be the busiest day in its nearly 40-year history. The company is forecasting that it will ship more than 17 million orders today, double its daily average volume, and will exceed last year’s busiest day of 15.6 million shipments.

FedEx might be one of the first indicators to reveal how well the online shopping is fairing.

It says the increase is largely driven by residential shipments sent from online and catalog retailers. ComScore’s data would agree with that hypothesis. Already, the research firm says that online shopping is up roughly 15 percent from Nov. 1 to Dec. 9, compared to the same period in 2010.

ComScore Chairman Gian Fulgoni said, “We know that Green Monday will rank among the top online spending days of the season.”

But he added that it will likely not be the last hurrah of the year.

Other important days to come include the promotional day coined “Free Shipping Day,” which occurs on Dec. 16, and other days this week as we near the end of the year.

One retailer, however, was not in the holiday spirit.

Amazon-owned Zappos put out a press release today calling itself the Anti-Green Monday. It said shoppers don’t have to get caught up in the hype because it is guaranteeing that all orders made on Dec. 22 will receive next-day delivery for Dec. 23.

Now that’s the true definition of a procrastinator.

Here is comScore’s list of the 10 biggest shopping days of 2011:

So far, three days have eclipsed the $1 billion mark, representing three of the four heaviest days in U.S. history.

In all, shopping has already reached $18.7 billion for the month of November and first two days of December, representing a 15 percent increase over 2010, according to comScore.

The measurement firm had at least one explanation for the surge. It’s not because people were less naughty. Rather, it’s because of all the discounts being offered, with the prevailing method being free shipping.

Typically, the use of free shipping peaks around the Monday after Thanksgiving, comScore said, but this year, the incentive was used at record levels over an extended period of time.

Throughout the 2011 holiday season, more than half of all transactions have included free shipping, the research firm reports. In particular, during the week of Thanksgiving, the promotion was used the heaviest with nearly 65 percent of all shoppers not having to pay freight.

During the following week, which includes Cyber Monday, the percentage of free shipping stayed high at 63 percent.

Free shipping was not used as heavily during the online shopping season last year, peaking at only 55 percent the week of Thanksgiving.

The five most visited sites the day after Thanksgiving were Amazon, Wal-Mart, Best Buy, Target and Apple.

While retailers such as Amazon are known for offering free shipping if you meet a certain spending threshold, clearly others are jumping on the bandwagon. For instance, Apple is offering free shipping on all purchases from its Web site until Dec. 22.

Photo Credit: thisisbossi.

In a final tally, comScore reports that $1.25 billion was spent online yesterday in the U.S. This exceeds last year’s record of $1.028 billion by 22 percent.

There was evidence early on that Cyber Monday was on track to produce record sales, with research firms releasing updates almost hourly. Others, including IBM, confirmed the strong gains reported by comScore.

The comScore figures only include purchases made from devices connected to fixed Internet connections (i.e., computers); IBM’s analysis includes mobile shopping, using data from 500 retailers nationwide that use its systems.

IBM found that online sales were up an impressive 33 percent on Cyber Monday compared to 2010, with a large majority of shoppers using mobile devices.

Though the name Cyber Monday might lead one to expect the busiest online shopping day of the year, historically that particular Monday has failed to outdo other days closer to Christmas. In fact, there’s still plenty of time this year for additional billion-dollar-plus days to come, if consumers are indeed spending more and not just looking for steep discounts.

So far, the consumer trends suggest we are headed for a strong Christmas season.

Cyber Monday followed a busy Black Friday, with comScore reporting $1 billion in online sales, a 16 percent increase over last year’s day-after-Thanksgiving shopping phenomenon. Online sales for November have already reached $15 billion, a 15 percent increase over the first 28 days of the month last year.

Those numbers don’t include commerce conducted on mobile phones and tablets, which people are using to shop during their commute or from their living room couch. IBM found that 10.8 percent of people used a mobile device yesterday to visit a retailer’s site, up from 3.9 percent in 2010. Additionally, mobile sales grew dramatically, reaching 6.6 percent versus 2.3 percent in 2010.

Mobile sales in particular were driven by Apple products, namely the iPhone and iPad, which collectively accounted for 7.4 percent of all online retail traffic. The top three devices — iPhone, iPad and Android — accounted for 4.1 percent, 3.3 percent and 3.2 percent of all online retail traffic, respectively.

The eBay-owned PayPal also reported massive mobile sales growth on Cyber Monday, with global mobile payment volume jumping 552 percent compared to the same day last year.

(Image credit: ©iStockphoto.com/mbortolino)

The electronics manufacturer placed behind Target, Best Buy, Wal-Mart and Amazon, according to a comScore report that analyzed online shopping trends the day after Thanksgiving.

“Apple has not historically been in the top five — in fact, this is the first time I can remember,” said Andrew Lipsman, an analyst at comScore, who added that Apple was “nipping at Target’s heels,” registering only a few percentage points lower in overall traffic.

The strong ranking backs up a report today by 9to5Mac that said Apple’s Black Friday sales were “off the charts.” According to its sources, Apple blew away forecasts by 7 pm, and broke records for its biggest sales day ever.

ComScore’s figures include both Apple’s site as well as iTunes, so any resulting sales would encompass both hardware and digital products, such as apps and videos.

Separately, Experian Hitwise ranked Apple as the 12th most-visited retail site on Black Friday. It said the company’s total visits jumped 42 percent compared to 2010.

In both of these circumstances, what’s notable is Apple’s apparent mind share among consumers.

Best Buy, like some other retailers, is trying hard this season to be the go-to source for Apple products, running new TV ads promoting the chain as a place to buy Macs, iPads and iPhones. But Apple was able to rival gigantic big-box retailers, which carry thousands of products, including their own.

That’s impressive, especially since its discounts are generally not.

Lipsman agreed: “Even though Apple does not provide the selection of products that you might find at a big box retailer, it is obviously top of mind when it comes to the most in-demand products, like the iPhone and iPad. Two of the biggest growth sectors right now are tablets and digital content downloads, and obviously Apple is extremely well positioned on both fronts.”

For the first time ever, so-called Cyber Monday registered as the biggest online shopping day of the year despite years of procrastinators lifting other days higher as they waited until a few days before Christmas to do their online shopping.

The theory had always been that consumers who flocked to stores on Black Friday would return to their desks on Monday to continue buying deals online.

Last year, the plan panned out and more than $1 billion-worth in items were added to virtual shopping carts across the U.S. to make it the heaviest online shopping day of the year — and the first time ever that a single day eclipsed the billion-dollar mark.

Now, with November already off to a strong start with a 15 percent increase in sales compared to the same period last year, another strong Monday could be in the works, according to comScore, which tracks online holiday spending. The research firm tracks shopping from fixed Internet connections, meaning it doesn’t count items purchased on phones or tablets.

Black Friday — the day after Thanksgiving — alone saw online sales of $816 million, making it the heaviest online spending day to date in 2011 and representing a 26 percent increase over the same day in 2010, comScore reported.

ComScore Chairman Gian Fulgoni said, “We now turn our attention to Cyber Monday, a day that Shop.org says will see eight in ten retailers running special online promotions. Last year, Cyber Monday was the heaviest day of online spending ever, with sales exceeding $1 billion, and we fully expect to see another record set this year.”

Cyber Monday may finally be living up to its name.

Amazon is a prime example of a retailer working hard to pry open wallets today.

Last year, the largest e-commerce company said Cyber Monday was Amazon’s peak day with more than 13.7 million items ordered worldwide, setting a record for 158 items sold per second.

Today, it will be important to achieve that pace again.

On Sunday, it bought full-color circulars in newspapers around the country promoting its lineup of discounts in its special Cyber Monday store.

On the front page, it touted its full lineup of Kindle e-readers, and a couple of pages were also dedicated to sales supposedly so steep you had to go online to see the prices for electronics, cellphones and videogames.

The Cyber Monday store, however, appeared a little unorganized with random “lightning deals,” which ranged from gift baskets to knife sets, board games, power tools and inexpensive jewelry — but nothing that seemed like the hit item of the season.

Other leading retailers, including Wal-Mart, Best Buy and Target, will also be expected to offer special deals.

Surely, the theory goes, if enough marketing dollars are spent, and the discounts are substantial enough, it might get consumers to turn out again to break another record.

In a blog post, comScore analyst Andrew Lipsman explained that last year’s shopping bonanza on Cyber Monday — which was first named that six years ago — was finally successful thanks to consumer awareness.

Over the past few years, it’s been steadily climbing.

In 2009, it was the second-biggest shopping day; in 2008, it ranked third. Before that, it wasn’t even close to the top. In 2006, it ranked 12th and in 2007, it ranked ninth.

“Today the majority of consumers know what it is and the attractive types of deals they can anticipate. With increased awareness comes increased participation on the part of both retailers and consumers,” he wrote.

So, now we have to wait to see if the deals — and the shoppers — both turn out, or if Cyber Monday turns out to be just another big sales day.

(Image credit: iStockphoto.com/mbortolino)

But the strategy might backfire. Not only are employees upset that they’ll have to staff the stores instead of being able to stay with their families, the move could cannibalize the retailers’ own online and mobile efforts.

Historically, shoppers have lined up in the early hours on the day after Thanksgiving — which has come to be known as Black Friday — to race into stores and be the first to scoop up discounts ahead of the holidays.

This year, stores are jumping the gun by opening a day earlier. Wal-Mart will open at 10 pm, two hours ahead of last year’s opening; Toys “R” Us will open at 9 pm, an hour earlier than last season; and Target will open for four hours when the clock strikes midnight.

On behalf of employees, Change.org has kicked off a petition, “Tell Target to Save Thanksgiving,” which argues that night openings rob hourly and salary workers of time off with their families.

But there may also be an economic reason to maintain standard practices.

Most of these retailers have major online presences and multiple mobile applications, including on the iPad. If they are open 24 hours a day online, must they actually open the doors, too?

After all, Amazon.com is never considered closed.

To get a sense of the strategy, we talked to someone who works on mobile and online strategy at one of the major retailers that is opening early. He told AllThingsD that he was worried about the impact opening early will have on mobile traffic, since traditionally their peak traffic hits between 3 am and 5 am, before stores open on Black Friday.

If customers have the option of visiting the stores in person earlier, it’s unclear whether that pattern will continue — and whether people will do some extra shopping while killing time standing in line waiting for the doors to open.

Even though mobile is still a small contributor compared to online traffic or store traffic, the retailer in question has scaled its infrastructure to accommodate this early-morning surge.

In general, the 2011 holiday season is expected to drive record sales online and from mobile devices.

Chase Paymentech, which analyzes information from the Top 50 e-commerce retailers, reports that online sales are up 25 percent compared to last year. A separate study by IBM predicts that traffic to retail sites from mobile devices is expected to more than double this month from the last holiday season, reaching 15 percent of all visits to retail sites. Last year, on “Cyber Monday,” mobile visits totaled only 3.9 percent.

But Andrew Lipsman, VP of industry analysis at comScore, said he did not believe the impact of opening early would be very significant.

“Thanksgiving Day and Black Friday are not huge online spending days,” he said. “So, even if sales are relatively soft, it should not have a significant impact on the full season for online retailers. At the end of the day, it will likely be a rounding error — if anything.”

ComScore’s data excludes sales made on tablets or mobile phones, but it estimates that those devices account for a minor amount of e-commerce spending — roughly 3 percent.

Here are the key online shopping dates in 2010:

Target Photo Credit: djLicious.

The Monday after Thanksgiving is one of the busiest online shopping days of the year as everyone returns to work and gets online.

But according to a study conducted by IBM, which analyzed data from more than 500 leading U.S. retailers, mobile is playing a larger role in consumers’ shopping habits, especially around the holidays.

The study found that traffic to retail sites from mobile devices is expected to more than double this month from last season, reaching 15 percent of all visits to retail sites. Last year on Cyber Monday, mobile visits totaled only 3.9 percent.

Of course, mobile is benefiting from the overall trend toward shopping online instead of shopping at the mall. A comScore report released earlier this week found that e-commerce spending was up 13 percent in the third quarter, compared to the same quarter a year earlier, to $36.3 billion.

But in particular, the IBM study says it’s also increasing because of smartphone and iPad penetration. Last month, iPad conversion rates reached 6.8 percent compared to the 3.6 percent conversion rate found for all mobile devices as a category.

This year, the statistics will be supported even more by more iPad sales. A year ago, the iPad was only eight months old. Separately, next week Amazon will be shipping its own tablet, the Kindle Fire, to consumers. If there’s a tablet that’s good for shopping, I’d bet Amazon would make it.

Other findings from the IBM study:

• In October, 10.7 percent of people who logged on to a retailer’s site used a mobile device, up from the 4.2 percent recorded in the same month in 2010.
• Additionally, mobile sales are growing, reaching a high of 9.6 percent in October 2011, up from 3.4 percent in October 2010.
• Social commerce is not seeing as much growth. Facebook accounted for 77 percent of all traffic from social sites, but only 9.2 percent of consumers who visited a retailer site from a social site made a purchase.

International: 81 percent of users of top global Internet properties come from outside the United States, Meeker said, citing comScore data. In three years, China added more Internet users than exist in the U.S.

Still, American companies like Apple, Google, Amazon and Facebook have “unprecedented” intensity, focus and innovation and lead the world, Meeker said. But popular applications like Shazam, Spotify, Waze and SoundCloud originated outside of the U.S. before coming stateside.

Mobile: Meeker is bullish on the growth of smartphones, and highlighted their growing contributions to app usage, search and advertising, though she said it’s still “early innings.”

Sound: As for transformative interfaces, “the next big thing(s),” Meeker proposed, are “those two big things on the side of your head.” That is: Your ears. Meeker called out headsets, voice recognition and music sharing as examples.

Commerce: Meeker highlighted growth in e-commerce, especially mobile commerce, which has created a local renaissance. She said eBay, PayPal, Target, Amazon and Square all will have more than $1 billion in gross mobile sales in 2011.

Empowerment: “The mega-trend of the 21st century is empowerment of people via connected mobile devices,” Meeker said, using the examples of Japanese earthquake tweeting and mobile farming subsidies in India. Wireless signals now have greater global reach than the electrical grid — 85 percent versus 80 percent, she said, citing the United Nations.

Of course, you can find a lot more detail and analysis packed into the full presentation, which is here:

KPCB Internet Trends (2011)

The remaining platforms in the top five all saw declines, with Research In Motion tumbling to 19.7 percent from 24.7 percent, Microsoft slipping to 5.7 percent from 5.8 percent and Nokia’s Symbian falling to 1.8 percent from 2.1 percent.

Meanwhile, the number of Americans who owned smartphones rose 10 percent in the three-month period, though that increase seems to have benefited only Google and Apple.

Later today, Google Executive Chairman Eric Schmidt will appear at the Senate Judiciary Committee’s antitrust subcommittee for hearings on whether Google is a search bully or not.

Schmidt, according to written testimony obtained by the Politico blog, will be trotting out the company’s longtime argument that its competitors are “only one click away” from taking Google down.

And, in what can only be described as a you’ve-got-to-be-kidding furthering of that meme, Schmidt will apparently claim that Microsoft’s much tinier Bing search service could catch and pass Google by next year.

Reads the testimony, according to Politico: “Microsoft’s Bing launched in June 2009 and has grown so rapidly that some commentators have speculated that it could overtake Google as early as 2012.”

Say what? Say ridonkulous! The Facebook worry, I get, but costing-Microsoft-a-billion-a-quarter Bing?

That’s because in the most recent market-share report from comScore, Google had 64.8 percent of the total, with Yahoo at 16.3 percent and Bing at 14.7 percent. Even combining the pair — who are currently in a search partnership — they still have less than half the share that Google has.

In any case, although the Google-as-imminently-threatened concept displays a lot of gumption, it’ll be interesting watching Schmidt try to sell it.

And also to see Google’s critics call foul.

After Schmidt appears, there will be a second panel, featuring Yelp CEO Jeremy Stoppelman; Jeffrey Katz, CEO of Nextag; and Tom Barnett, spokesman for FairSearch.org and counsel to Expedia.

Stoppelman, who almost sold his online reviews company to Google in late 2009, has since become a vocal detractor of the search giant’s methods.

In his testimony as well as exhibits, all posted below, Stoppelman paints a more dire picture of Google:

“When one company controls the market, it ultimately controls consumer choice. If competition really were just ‘one click away’ as Google suggests, why have they invested so heavily to be the default choice on web browsers and mobile phones? Clearly they are not taking any chances.”

Stay tuned for my liveblog at 11 am PT, as well as other AllThingsD coverage of the hearings.

9.21.11 Verbal Testimony _10am final_

9.21.11 Written Testimony _clean_

9.21.11 Exhibits

Remember the CueCat, anyone? For those that need a refresher, it was a new kind of bar code system designed to allow print publications to make more information accessible via a portable scanner connected to a computer.

The CueCat proved to be both cumbersome and ahead of its time. The arrival of the smartphone, meanwhile, paved the way for bar codes to be scanned without the need for additional hardware. Moreover, smartphones also have the ability to bring up the link being scanned via their Web browsers, making them far more useful than the CueCat ever was.

A look through any magazine these days will show that the codes are finally going mainstream. And comScore has put together some numbers to back up the idea that the codes have hit the masses.

In June, some 14 million people — or six percent of U.S. phone owners — used their mobile devices to scan one of the codes, according to a report due to be released in the coming days.

But the phenomenon is largely focused on a single demographic — young men. Nearly three in five of those scanning a code were male, while those in the 18-34 age range accounted for more than half of those using QR codes. The wealthy were also more likely to be among the QR users — those with a household income of more than $100,000 accounted for a third of people using the codes.

The codes are finding their way into all kinds of places, from business cards to magazines to wedding invitations and even wedding cakes. That said, most of the codes being scanned are either in a magazine or on a product package, comScore found, with most scanning done either at home or in a store.

Google and others have been backers of QR codes, while Microsoft has pushed its own two-dimensional bar code format, known as Microsoft Tags. Both offer similar features, including the ability to be scanned by phone and linked to all manner of information, from Web sites to video or applications.