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Zynga, Inc. Message Board

  • joelew25 joelew25 Apr 25, 2013 9:18 AM Flag

    Of course the outlook, without everything calculated in, is gloomy....

    Correct me if I am wrong but they said they trimmed the fat, initiated future ventures, and gained efficiency. Then beat estimates. Then they told us about everything they trimmed back and how they beat. Then said they couldn't plug speculative numbers into the stock...so they didn't. So they are giving you, me, and the analysts the forecast without the cut games which equals less revenue...but they didn't fill in the blanks with new revenue (smart) cause you cannot disappoint on what you don't promise. Algebra my friend and complete the equation:

    Sentiment: Strong Buy

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    • Best post of the day ... and, exactly correct ... now new game revenue (including real money gambling in UK) is included in estimates

      • 2 Replies to blueskydriving
      • meant to say "no" new game revenue included with their estimate for Q2 earnings ... which worse case (again no new game revenue) is a loss of $36 million for a company with $1.7 Billion in cash and no debt ... but, I'm guessing that new games will actually have advertising and player booking revenue ... another undersell and overdeliver quarter ... then you have the actions which will be led by the new board member (John Doerr) and advancement of online gambling in U.S.

        Very glad to see Zynga holding up so well today ... once investors realize that there is no blood in the streets perhaps we can finally agree that the bottom is in!!!

      • I value your posts blue especially because I still need to improve on technical analysis. But as far as the way the growth was discussed and handled I feel as though John D has already influenced Pincus and Zyng. It appears a 180 degree change on how they approach the market and earnings. Which might be just another good sign for future.

        Sentiment: Strong Buy

 
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