A little due diligence and speculation as I was having trouble believing the online player numbers on ZPP that I and others have reported, after looking at PokerScout stats on various poker offerings.
I downloaded the Party Poker app and the player count there is virtually the same. The platforms look the same as well. In actuality, the ZPP app shows about 1,500 - 2,000 more players, but I can't launch them at the same time.
It appears that ZPP is a Zynga branded interface into the larger Party Poker ecosystem, which is number two in terms of total players online, according to PokerScout. If there is a 2,000 player or so difference, perhaps that difference is the actual players ZPP has brought to the table (pun intended).
This partnership is probably more about how many players Zynga can pull into the platform than Zynga developing an all new poker site. The site is Party Poker with a different skin. Zynga will get a piece of the pie on players playing on ZPP, which is going to be a much smaller subset of the players we see.
The combination of bullish news and opportunities for ZNGA makes it a good strong buy for me, but I'm not going to get overly excited about the near-term revenue off this small test launch. ZNGA is a buy for multiple reasons, over the long haul. It is not going to rocket to $20 overnight based on the launch of an online casino in the UK.
I welcome further informed insights into the nature of the ZPP and ZPC launches and partnerships.
Thanks. However, I just listened to yesterday's Bloomberg TV show and the competitor guy from Big Fish just said exactly what I discovered. Almost word for word, but perhaps in a more negative manner. He said it was a reskinned Party Poker.