s***y
发帖数: 357 | 1 1. mobile DAU 33mil in total 72mil DAU
2. ads revenue 41mil this quarter, up 100%+ over last year
3. outlook is shitty 2012 EBITDA is only $250mil now from ($480mil)
4. international revenue up
5. "ville" style game engagement is down a lot.
to be continued... |
s***y
发帖数: 357 | 2 80% of rev comes from FB, down from 94% last year |
s***y
发帖数: 357 | 3 2Q games is going to focus on ville/casino style high-profitable game.
monetization on mobile and web is about the same for Zynga poker |
s***y
发帖数: 357 | 4 Q2 EBITDA 65.3mil down 10% from Q1 |
l********i
发帖数: 2503 | |
k********n
发帖数: 18523 | |
l**********o
发帖数: 1573 | 7 3. outlook is shitty 2012 EBITDA is only $250mil now from ($480mil)
这个事致命伤啊 广告收入再多 都是小打小闹的 没人买游戏币充值 就废了 活跃用户
啥的 增长再多也没用 很多都是免费用户 都白扯 |
s***y
发帖数: 357 | 8 analysts comp up questions mainly about:
1.relationship with FB, what percentage of rev comes from
2.why some of the game engagement is disappointing
3.future capital expenditure
4.insider trading ( cut guidance after personal sell ) |
a********t
发帖数: 4508 | 9 哎呀不对啊，怎么出了insider trading的问题了。这个事儿可大可小。
【在 s***y 的大作中提到】
: analysts comp up questions mainly about:
: 1.relationship with FB, what percentage of rev comes from
: 2.why some of the game engagement is disappointing
: 3.future capital expenditure
: 4.insider trading ( cut guidance after personal sell )
|
s***y
发帖数: 357 | 10 wow, some analyst just fired some harsh questions, claiming the guidance
number does not add up. |
|
|
s***y
发帖数: 357 | 11 Mark unloaded 190mil shares before this earnings.
【在 a********t 的大作中提到】
: 哎呀不对啊，怎么出了insider trading的问题了。这个事儿可大可小。
|
s***y
发帖数: 357 | 12 Basically management couldn't answer this question..
【在 s***y 的大作中提到】
: wow, some analyst just fired some harsh questions, claiming the guidance
: number does not add up.
|
a********t
发帖数: 4508 | 13 大概从几分钟开始问的？回去听。
【在 s***y 的大作中提到】
: Basically management couldn't answer this question..
|
s*****n
发帖数: 5488 | 14 这个版主不M.太有价值了。
【在 s***y 的大作中提到】
: 1. mobile DAU 33mil in total 72mil DAU
: 2. ads revenue 41mil this quarter, up 100%+ over last year
: 3. outlook is shitty 2012 EBITDA is only $250mil now from ($480mil)
: 4. international revenue up
: 5. "ville" style game engagement is down a lot.
: to be continued...
|
s***y
发帖数: 357 | 15 around 50min.
Sigh. I expected rev miss. But guidance is so bad, don't know how they come
up this number. Everyone seem to use linear interpolation to estimate the
rev. Mobiles and ads growth are the only bright side of this earning.
jpmorgan slashed the targets to $1.25 lol
【在 a********t 的大作中提到】
: 大概从几分钟开始问的？回去听。
|
S**********r
发帖数: 553 | 16 股版需要LZ这样的人. 帮我解释一下LVS的earning call吧.
【在 s***y 的大作中提到】
: 1. mobile DAU 33mil in total 72mil DAU
: 2. ads revenue 41mil this quarter, up 100%+ over last year
: 3. outlook is shitty 2012 EBITDA is only $250mil now from ($480mil)
: 4. international revenue up
: 5. "ville" style game engagement is down a lot.
: to be continued...
|
