You shouldn't try to sound like you're intelligent, you're anything but that. #1 is totally out of the realm of possibility. They don't recover after so little time and the DAU numbers have been sliding. And they've been going through a massive rethinking of business. So Zynga could miss the number massively, and report a huge loss again.
well this is the game that is being played. The company is beat up and as such there is a lot of negativity about it being a going concern.
Dispelling this alone would mean a 100% rerating to the upside.
You cannot discount #1 as there are many variables you have no idea about, including advertising growth, new deals with major providers, cable operators etc.
At 340m MAU would you call that sliding? I put that up 30% since last quarter.
Maybe it doesnt always go up in a straight lineon a daily basis but the trend is on the up.
Ascending scallops as I would say.
It hsd roughly half the users as faceboofk (when facebooks fake accounts are taken into consideratios). In turn it is more engaging medium and is an advertisers dream for a soft push (in game advertisitising).