11. My zeroes
Zynga From $20 billion rumoured
valuation to less than cash
Subscription MMOs The Old Republic
Handhelds 3DS below cost. PS Vita DOA
THQ 80% share price fall. Breach
of debt covenants
12. My heroes
PlayStation Home Sony’s stealth virtual world
Nimblebit Apple’s game of the year
2011
Gaikai $380 million exit to Sony
Amazon AWS. Kindle. Kindle Fire.
13. How did you do?
My prediction Your prediction Result
Zynga Zero Zero Zero
Subscription MMOs Zero Zero Zero
Handhelds Zero Zero Zero
THQ Zero Zero Zero
PlayStation Home Hero Zero Zero
Nimblebit Hero Hero Hero
Gaikai Hero Hero Hero
Amazon Hero Hero Hero
14. Would you buy Zynga?
Market value 1,716.9
Financial debt 100.0
Cash (394.4)
Marketable securities (928.7)
Long-term marketable securities (325.6)
San Francisco Headquarters (274.8)
Zynga's Enterprise Value (106.5)
30. Paid DLC
• 30% of iOS/Android IAP revenue in the US comes from
transactions valued at $50
• 51% comes from transactions of more than $20
• Players don’t pay for content; they pay for database entries
34. Did you agree?
I said You said
Epic Hero
NPD Zero
DeNA Hero
Paymium Hero
Windows 8 Appstore Zero
World of Warcraft Zero
Paid DLC Zero
Kickstarter Hero
35. Thank you
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