street will be more looking into mobile MAU growth numbers, product pipeline , real money gaming launch schedule, core and mid core product launches. all the above will have positive impact . one interesting thing is strength of farmville 2 . its approaching 50 mill mau with 9 mill dau and growing. the DAU number is much better then any of recent products from zynga. lets see how it pans out in next one month , but its encouraging . probably the 3D visuals and new geography is keeping the users.
in terms of eps , thats already baked in in the price. dont see anything changing from what they have already preannounced
year 2012 losses is already baked in the price, key is first half 2013, and pincus is playing for that. Me too !!
If we manage to beat the consensus earnings of -0.08, the stock will be in good shape.
So , I see that if we manage to SURPRISINGLY hit -0.05 or better, the stock will soar big time.
I smell a 'rat' with Pincus announcing early about the Q3 earnings.
I choose to think that he predicts a loss and in reality, it ain't that bad and we still exceed estimates both in earnings and volumes. He just lower the expectation for the year.
I may be wishful but it is very possible.
Time will tell.
Current price reflects a lousy, but not disastrous, earnings report. If earnings come in better than projected, this stocks will bounce big time. By earnings, I mean not posting a loss. Still, I'm not buying it, and remain a patient short. There is also considerable litigation pending against this company, both from shareholders and competitors.
I agree to a point, but one thing you forgot... The only thing currently supporting the PPS is cash. If they are burning cash with no corresponding increase in revenue, then price will drop accordingly.