OK, having checked out the live RMG sites, I have to say I'm very impressed. They feel very well done, and instill a lot of confidence. I can't help but think that these sites are definite game changers and will get a lot of people talking. I saw brands like Monopoly included! There is much more behind this launch than Zynga let on. I'm thinking some more big surprises are in store.
I don't care what happens tomorrow or over the next week. I welcome a major pop, but if we don't get it, who cares?
Headlines are going to flow in a big way. People want to talk about Zynga, and no financial journalist will want to be left behind on this. You can't look at those sites and think Zynga doesn't have anything going for it. Sure, a few negative Nancies will try to stand in front of the freight train that is coming towards them, but they will be quickly forgotten as nothing more than a stain on the tracks.
Could we be on the cusp of a litany of non-stop positive press releases? Has Zynga got a plan in place to generate a whole series of bullish PR, upside earnings surprises and analyst upgrades?
Remember, their focus this quarter is increased profitability and franchise success. They downplayed the RMG even. Even without RMG, they've got new mobile hits in play, with plenty of PR behind them (Seacrest Anyone?). They already cut expenses in a big way and during this last pull-back, they may have been the ones accumulating shares during that flatline day a few weeks back - putting their share buyback money to good use, before the launch of RMG.
Finally, they hired a Wall Street Analyst as their CFO. Think about that.
This company is out to wow Wall Street, and with the launch of their RMG sites and new mobile hits coming online, it looks like they intend to do so with substantive, material, game changing / industry dominating releases.