japanese market is dominated by local publishers , zynga is not a big player. but i see zynga going in a partnerships soon with there strong portfolio of games. Ayakashi was top 10 grosser on android for long time and bulk of reenue came from zynga.
bottomline, keep an eye on gross #'s for zynga games, if they break into top 10 in japan, revenue will be huge, bigger then US revenue.
i doubt, its waiting for q4 results and fy14 guidance. which i feel , both wil be strong.
will change the dynamics significantly since in japan ios and android share of game revenue is equal. Android games will get a push. zynga in good position
Iam aware of the patents, my question is about getting online gaming license. They have none in pipeline, NV has been withdrawn 2 q back
me either , i am just highligting short position does't signyfy much unless backed by a news or strong earnings.
also i am a long , and i dont see zynga being bought in near terms. they are looking forward 2014 to turnaround the company and then take a call.
till then short position are safe unless a ground breaking news. i pray there is one round the corner
WSJ article today
overall market size is increasing good for zynga
waiting for numbers from other countries
It's good but for squeeze to happen you need positive news. Lets hope something out there