Odennellm has not clue what the new games or if they will be sucessful. He only knows that Don inhertied a ship wrech that has been salvaged, stopped the leak and now is onto a path which which makes sense. King has said admitted they have a pasta against the wall strategy- Fail early fail cheap. That is a loser strategy. You have to develop with a purpose and a high level of confidence that the work you are doing is going to make an impact. CIMR - Consumer insight market research is the key to it all. The New guys running Z come from highly structured, highly proffessional companies. They are building a Powerful company behind the Scenes, unfortunately once you see the first 2-3 games it will be very clear they will be the At scale market leaders in this space. Eveyone here will wish they sold everything to buy at 3 including me. I have enough to make a difference if it goes to 7-10 and Make a significant amt if it goes to 15-20 which i think it will in less than 2 years. New games will blow the sox off any game currently on the market in terms of
look, feel and polish. Z will set new standards and will not be caught for quite some time IMO.
we just have to wait for that gate to open and it has just been unlocked IMO.
Get ready folks.. The Mobile gaming market is about to be disrupted..
ROFLMAO- Znga officers got RSU and sold Tax amts, going long on 2 million shares or more is a GREAT SIGN.
This will drive margins lower sequentially, just need to get those new hot items to drive higher sales. I still think TowerBrook Capital Partners L.P. will buy Joez/Hudson same as True Religion last year. would most likely pay 2.50+/- per share and score massive synergies and cross doors. JMO
I think your missing it. We only know of the existing games clean up and move to mobile which now are rising nicely on the grossing charts and userbase charts- Significant spend on New games over the last 12 months. These will hit back half of 14 and into 15. RMG is alive and well in the UK, will expand when the timing is right. this is what I expect to see.
1. At least one BOD- of high power and long time Aquaintance of Don
2. Exceed top end of the guidance and approace 200 Mil for Q2-reiterate Guidance full year.
3. Launch in GEO at least 3 Games in Q3- with Significant partnership and Character appeal-Harry potter, looney tunes starwars perhaps.
4. Significant Investment made in Zynga by one or More partners/and or Share buy back completed.
I also thing eventually EA will be the Buyer of ZNGA. Don and clive have their Roots set and have an amazing relationship with EA. I also think EA will realize that Zynga has bought the one and only Tech company (Natural Motion) that can deliver the Appeal of Console quality to Mobile. This in partnership with EA to develope next Gen Franchise games for Mobile and ultimately get to Telivision via Netflix/Apple TV, goog tv ect by passing consoles all together. In the next 5 years an entirely new industry will be reborn for Gaming and how you play it and how you recieve it. MSFT could buy both EA and Zynga if they want to expand Xbox mobile. your looking at this from a Stock price perspective on an hourly basis. Think big picture and How that could come to fruition.
Miss?- Don Low balls everything, Z Should be on track for a huge Beat at around 198 Million, over the high end of guidance. Suprise and delight in all aspects, get used to that!
It would seem that things are even more High Tech than originally thought. I am even More bullish than before.
According to the press, Regina is a Bad #$%$..
Don and Team have Exceeded expectations with This BOD Move. It will only get better. Very much looking foreward to the up coming Earnings Call.
apparently on the blog people were loving the game when ZNGA announced it was not yet set for release yet and had to be pulled. lol Awesome game though.!!
Clive mentioned on Games beat tonight they found several suprises once they got under the covers at Nat moton. Clive also said expect several new NAT motion gams to hit before the end of 14..
i think they go the way of other premium Denim, VC group going to take them private like True religion etc.
2.50/share just a matter of when?? the only way to make them highly profitable is to mae them all in the same place and buy all the raw materials in the same place then sell them in multiple styles and labels all over the world...
go znga go!!
All good, IOT and M2M coming into play as Mettrics Increase. new high today and will continue climb.. Reminds me of DDD, who knows how high this could go in the short term.
Your wrong,,, Half glass empty and not reality. the reality is Don sold enough to cover the Taxes on the RSU's and went long on the Balance!! That is actually a GREAT sign... He is bullish on his RSU's.. that is the smart way to play RSU's. future Tax base will be on gains only.
Not too sure about 25X but definately 10X before they are bought out by CSCO or some other entity- Google etc. I dropped a 100K in at 20 just to be in it for the long run. We will have to wait and see how this plays out over the next 5 years.