Right, it looks like they're going to build something similar to Monetate http://monetate.com/products/personalization. There are already high quality, established players in this space. I'm curious to see how they'll differentiate themselves.
If optimizely is as well represented in the top 100 and top 1K as it is in the top 10K then that would be a much stronger statement.
A great source for this data if you are looking to dive into it is http://trends.builtwith.com/analytics/Optimizely
If it holds there too that would be absolutely awesome.
The thing is we are talking about .5%-3% share here, and the top 100 would be statistically meaningless. What you really want is revenue, and I am sure that is private information.
VWO advertises about 2500 customers and Optimizely claims 4000.
Frankly, I'd be more interested in how the Google numbers were calculated. It is now so integrated with Google Analytics it is pretty hard to detect.
If I were a betting man, I'd guess their revenue run rate is around $10M.
If the representation in the top 100 and top 1,000 would be percentage wise just as high as in the top 10,000 then I believe that would be an extremely powerful tool in optimizely's sales arsenal.
Selling to 'the establishment' serves as a very strong validation, especially because there may be a ceiling at which it is easier/better to roll your own A/B testing. If optimizely can prove that there is no such ceiling (that for instance, even Amazon would be better off to use optimizely than to roll their own) you can expect their value to skyrocket.
https://www.optimizely.com/customers
also see VWO:
http://visualwebsiteoptimizer.com/customers.php
You are asking for data that is publicly available.
1) Their PPC marketing has been solid since the beginning. They really did an excellent job at targeting and remarketing to build the brand name since the beginning.
I have to laugh, as they are the top result for "Google Website Optimizer".
2) Google's shutting down of GWO as a standalone product seems to have benefitted them nicely.
Frankly, I was seriously considering Optimizely after GWO shutdown. I decided to give the Google's new optimizer built into GA a try, and it is actually much nicer to use than their old standalone product.
Of course GWO/Experiments is terrible when someone other than developers are designing the A/B tests.