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Thursday, October 11, 2012

Zynga Inc (NASDAQ:ZNGA)’s Shares Fell After Piper Jaffray Posted Its Survey Results – YELP, P


Stocks of Zynga Inc(NASDAQ:ZNGA) dropped nearly by 3.50% on Wednesday after Piper Jaffray estimated a decline in revenue for social gaming firms would take up pace next year, with lesser teens showing interest.

Michael Olson, an analyst, had downgraded the shares from ‘Overweight’ to ‘Neutral’. Piper Jaffray has surveyed more than 7,700 teenagers and came to the conclusion that their view of social gaming is more negative than it used to be before. Two years back, 56% of teenagers had said that they would lessen their social gaming time on websites like Facebook. This figure has increased to 90% ever since, as per Olson.
Olson has also noted that 60% of Zynga’s revenue comes from mature, waning games like Zynga Poker, City Ville and Farm Ville. He is now predicting an 8% decline in revenue in the upcoming year, as compared to the 2% reduction expected by most of the analysts.

The online gaming firm is trying to depend on Facebook games to games played on the smartphones. However, investors are being pessimistic. The shares hit an all-time low on Friday, at $2.21, after Zynga predicted a third-quarter loss. It is also taking a charge associated with its March acquisition of mobile gaming firm OMGPop.

Piper Jaffray has also noted some doubts on the potential success of City Ville 2, a sequel to its huge hit City Ville that had attracted more than 10 million users daily. City Ville 2 is essentially an updated 3D version of City Ville, however, it experiences headwinds as Zynga’s Web-based games business is facing challenges. Zynga’s strategy looks as if it still needs to be decided.

Shares of Yelp Inc(NYSE:YELP) fell 6.64% to $25.61 and Pandora Media Inc(NYSE:P) were down 3.50%

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