The latest information
Zynga's earlier release of 2012 fiscal second-quarter earnings. Sales of $ 332 million, an increase of 19%; a net loss of $ 22.8 million, net profits of $ 1.39 million in the same period last year. Zynga's second-quarter earnings than expected, after-hours share price down almost 42%.
As of June 30, Zynga's net loss of $ 22.8 million, a loss of $ 0.03 per share. Compared with second quarter of fiscal 2011, Zynga for $ 1.39 million in net profit, earnings per share of zero.
Broken down by sector, Zynga online game revenues of us $ 291.5 million for the fiscal second quarter, an increase of 10% per cent reduction of $ 1.2 million, advertising revenue of $ 40.9 million, an increase of 170%, rose 45%.
After listing
Zynga from the original IPO price of 10 US dollars to the present $ 3, less than a year's time, 4.832 billion dollars evaporated, and there will be a continuing trend. Earlier fears that Zynga valuation inflated 94% business from Facebook, how long will social networking development entangled in problems were first-day break by Zynga.
Listed just a few months later, Zynga waved his hand again, spending $ 200 million buying the OMGPOP,Zynga founder and CEO make·ping Golf while majoring in finance at the University, but seriously doubt he has no class. Talk about this matter now, most people would say that OMGPOP is how companies shut the emergency by virtue of the draw I guess you favored access to Zynga in one fell swoop, rather than praise make·ping how Cousteau had a far-sighted decisions. And Facebook acquisitions Instagram there are essential differences, Zuckerberg ran a creative, design skills, dynamic team, money obtained a group of horses is worth it. Make·ping Golf? Just for his playing of the draw I guess you lost can find programmers to do something of a hang out?
This does not make sense of just more than 20 days after the acquisition, Zynga at $ 12 price SEO, when company insiders sold a total of 43 million shares, gains of us $ 516 million. These revenues are not incorporated into the financial statements – absolute personal cash. Just three months later, Zynga stock plunged to $ 3, is the company's managers see little signs still hang over insider trading is unknown for the time being, but what is certain is, at least for now, people are not optimistic about Zynga. Of course, social networking investment bubble slowly bursting was one of the reasons.
On June 26, Zynga launched in its press release, "Zynga With Friends" cross-platform social network. Aimed at so as to contact all of the Games portfolio of users. Common Zynga Facebook account, after all, wandering, company executives will still have a lot of unhappy. Small amount of unique users will directly affect revenues. 94% business from Facebook is a double-edged sword. At least on this point, the company's decision was wise. Project means the cost and construction period at least for the foreseeable future also need to have a long way to go. Payback period is hard to predict.
From the disclosure of information, number of daily active users in the fiscal second quarter to 72 million people, compared with 59 million people last year grew by 23%; number of monthly active users for 306 million people, grew more than 228 million in the same period last year to 34%; number of monthly unique users at 192 million people, grew more than 151 million in the same period last year to 27%. Independent monthly number of paying users in the fiscal second quarter to 4.1 million people, 3.5 million people to 16% per cent. Zynga's second quarter per DAU (daily active users) average daily revenue of us $ 0.046, 0.051-dollar decline from a year 10%. Zynga from past practices, which were mostly registered users from Facebook. And as Facebook faces many of the problems that are causing their own active users declined, direct impact on Zynga's revenues.
So far from the end of 2011 more than half a year's time, Zynga has evaporated for the feast of a game nearly 5 billion of market value. Have to say this game is too luxurious. Meanwhile, business connected with Facebook, Zynga is reflected the slowdown of Facebook, Facebook still restricts the Zynga? This chicken-and-egg problem, behind directly reflects the development of the Internet industry's social network after the investments have gone crazy passion, began to return to the equilibrium value. Dozens of shares are being suppressed, hundreds of dollars back to a more normal level.
After the glitz
Q2 Quarterly's dismal performance, make·ping CASS Zynga founder and Chief Executive, said, "the reason we downgraded performance expectations is, in view of the Facebook Web platform more difficult environment, rapid decline of new games bounce, games business, as well as the lowering of the draw I guess you expect. " OtterBox iPhone Case
It's true, but not the real truth:
1.Facebook Web platform is Facebook's own development of the difficult environment, but Facebook increasingly saturated market penetration performance. So Zynga as a seemingly independent Internet community but is still parasitic existence of companies, if still bound Facebook development certainly remained difficult in the future.
2. the rapid decline of new games bounce, games business, companies in addition to the operational excellence of the game (we hope) requirements, shows the company's game development ability. Zynga General Manager earlier affirmed that China will continue to introduce Chinese game developer Zynga Games demonstrates games research and development trend of national mobilization. But Zynga does not in itself have the strength of a game app store platform. Development of uncertainty it is difficult to keep the platform stable operation.
3. the forecast – of the draw I guess you had acts of nonsensical unable to comment on Zynga. Short life cycle is not reversible by the game itself. Companies relying on a product in existence, this logic is a very dangerous thing for a listed company.
Zynga is currently the market areas remained fixed in North America and Europe, and market penetration of the market depends on Facebook. In both markets, Facebook penetration rate of PC-side close to saturation. Transfer of mobile terminal is started, so mobile monetization capability is limited in the short term. Faced with this situation, Zynga chose to build its own social networking platform accelerate the pace to leave Facebook, Zynga Games intellectual property too fragile, excessive users from Facebook and takes a long time. So in the final analysis, Zynga is very dependent on Facebook users in North America and Western Europe.
Secondly, Zynga, are not social networking, at best is a game developer. For such a company was given the high price-earnings ratio. And the company's expected financial data is basically belong to the astrologers. Out of your status, how can give investors a more accurate judgments? OtterBox case for iPhone 6 Plus
So to sum up, Zynga is at best early Facebook veteran, took the Clippers earn quick money. Rinse again in social networking investment bubble out only to find that he had been naked.
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