L****n
发帖数: 12932 | 1 a. average user revenue down - it's getting to a plateau stage in the US.
The user number will increase, but at a much slower rate. and existing users
settle in the few things they do on FB, not giving them money except clicks
. - FB have tremendous pressure to keep growing internationally, maybe China?
b. ZNGA is one of the few items that make money for them besides advertising
- FB can't afford to loose ZNGA. this may lead to better revenue splitting
agreement for ZNGA.
also another news that may help ZNGA -
---------------
Hasbro beefed up its licensing rights -- which were already pretty strong as
a result of toy deals for Marvel and Star Wars -- by agreeing to make toys
based on Zynga's (Nasdaq: ZNGA ) social games
---------------
ZNGA on the other side, may not need FB as much. |
l**********o
发帖数: 1573 | 2 谢谢大夫的分析
如果你要卖ZNGA，麻烦出来吼一声啊 |
d******8
发帖数: 1972 | |
p********o
发帖数: 8012 | 4 非死不可的100B梦看来非死不可了
曾嘎现在的价位还有机会
users
clicks
China?
advertising
splitting
as
【在 L****n 的大作中提到】
: a. average user revenue down - it's getting to a plateau stage in the US.
: The user number will increase, but at a much slower rate. and existing users
: settle in the few things they do on FB, not giving them money except clicks
: . - FB have tremendous pressure to keep growing internationally, maybe China?
: b. ZNGA is one of the few items that make money for them besides advertising
: - FB can't afford to loose ZNGA. this may lead to better revenue splitting
: agreement for ZNGA.
: also another news that may help ZNGA -
: ---------------
: Hasbro beefed up its licensing rights -- which were already pretty strong as
|
a***s
发帖数: 5417 | 5 黑老大是承销商之一，不会亏钱的。
【在 p********o 的大作中提到】
: 非死不可的100B梦看来非死不可了
: 曾嘎现在的价位还有机会
:
: users
: clicks
: China?
: advertising
: splitting
: as
|
p********o
发帖数: 8012 | 6 没用，他们的成本不到IPO的三成，当周就都抛给我们了。等跌够了再捡回来
【在 a***s 的大作中提到】
: 黑老大是承销商之一，不会亏钱的。
|
