what i got from FB filing# Stock
L*n
1 楼
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.
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.
