正在听ZNGA 的 earning call - 未名空间MITBBS历史存档

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正在听ZNGA 的 earning call

正在听ZNGA 的 earning call# Stock

s*y2012-07-25 07:07

1 楼

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*y2012-07-25 07:07

2 楼

80% of rev comes from FB, down from 94% last year

s*y2012-07-25 07:07

3 楼

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*y2012-07-25 07:07

4 楼

Q2 EBITDA 65.3mil down 10% from Q1

l*i2012-07-25 07:07

5 楼

这么执着，烧ZNGA没有啊？

k*n2012-07-25 07:07

6 楼

大师辛苦了
英文不好俺听不懂

l*o2012-07-25 07:07

7 楼

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*y2012-07-25 07:07

8 楼

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*t2012-07-25 07:07

9 楼

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*y2012-07-25 07:07

10 楼

wow, some analyst just fired some harsh questions, claiming the guidance
number does not add up.

s*y2012-07-25 07:07

11 楼

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*y2012-07-25 07:07

12 楼

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*t2012-07-25 07:07

13 楼

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*n2012-07-25 07:07

14 楼

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*y2012-07-25 07:07

15 楼

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。