d******8
发帖数: 1972 | 1 全部文件：http://www.sec.gov/Archives/edgar/data/1326801/000119312512175673/d287954ds1a.htm
涉及ZNGA的部分：
Thirteen percent and 11% of our total revenue for the first quarter of 2011
and 2012, respectively, came from a single customer, Zynga. This revenue
consisted of Payments processing fees related to Zynga’s sale of virtual
goods and from direct advertising purchased by Zynga. Additionally, Zynga’s
apps generate pages on which we display ads from other advertisers; for the
first quarter of 2012, we estimate that an additional approximately 4% of
our total revenue was generated from the display of these ads. In May 2010,
we entered into an addendum to our standard terms and conditions with Zynga
pursuant to which it agreed to use Facebook Payments as the primary means of
payment within Zynga games played on the Facebook Platform. Under this
addendum, we retain a fee of up to 30% of the face value of user purchases
in Zynga’s games on the Facebook Platform. This addendum expires in May
2015. | d******8
发帖数: 1972 | | d******8
发帖数: 1972 | 3 Today - Monday, April 23, 3:55 PM One troubling datapoint from Facebook's (
FB) latest S-1 is that ad revenue growth fell to 37% Y/Y. That's down
sharply from the 69% rate posted for 2011, in spite of reports of improved
monetization, and will add to fears Facebook isn't growing fast enough to
warrant a $100B+ valuation. Payments revenue, which includes Facebook's 30%
cut on Zynga (ZNGA -1.4%) virtual goods sales, rose 98% Y/Y, but made up
less than 18% of sales. | p********o
发帖数: 8012 | 4 广告哪能够总这么增长，还不如曾嘎
%
【在 d******8 的大作中提到】
: Today - Monday, April 23, 3:55 PM One troubling datapoint from Facebook's (
: FB) latest S-1 is that ad revenue growth fell to 37% Y/Y. That's down
: sharply from the 69% rate posted for 2011, in spite of reports of improved
: monetization, and will add to fears Facebook isn't growing fast enough to
: warrant a $100B+ valuation. Payments revenue, which includes Facebook's 30%
: cut on Zynga (ZNGA -1.4%) virtual goods sales, rose 98% Y/Y, but made up
: less than 18% of sales.
| l********i
发帖数: 2503 | 5 分析师估计是３１７.３５M。根据FACEBOOK的数据，１.１B收入１５％来自ZNGA，即
１６５M，而这１６５M占ZNGA收入的３０％，所以ZNGA的收入即５５０M，所以收入会
BEAT，当然这是粗略估计。
近期内花费较多，比如购买游戏DRAW STH，EPS会不会BEAT难说。
上一季度实际是BEAT了，但因为很多费用导致亏损。
再有，游戏公司并不只看收入和EPS是不是BEAT，还要看用户增长情况。
这段时间的暴跌，一是可能ER不好，主要还是内部人抛售股票的压力。特别是ER后大量
内部股会解禁，抛售压力更大。所以不建议赌ER，也不要捂股，风险太大。 | d******8
发帖数: 1972 | 6 谢谢分析。
【在 l********i 的大作中提到】
: 分析师估计是３１７.３５M。根据FACEBOOK的数据，１.１B收入１５％来自ZNGA，即
: １６５M，而这１６５M占ZNGA收入的３０％，所以ZNGA的收入即５５０M，所以收入会
: BEAT，当然这是粗略估计。
: 近期内花费较多，比如购买游戏DRAW STH，EPS会不会BEAT难说。
: 上一季度实际是BEAT了，但因为很多费用导致亏损。
: 再有，游戏公司并不只看收入和EPS是不是BEAT，还要看用户增长情况。
: 这段时间的暴跌，一是可能ER不好，主要还是内部人抛售股票的压力。特别是ER后大量
: 内部股会解禁，抛售压力更大。所以不建议赌ER，也不要捂股，风险太大。
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