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Zynga’s Losing Streak Continues

May 17, 2010

Share Zynga’s total Monthly Active Users (MAUs) declined last week for a third straight week, and the pace of MAU decline continued to accelerate, with a total decline of 5.9 million MAUs, or 2.4% of Zynga’s massive total user base, which now stands at 238 million.  The MAU loss grew from the previous week’s drop [...]

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User Loss Accelerates For Zynga

May 10, 2010

Share After losing 3.1mm Monthly Active Users (MAUs) across its vast Facebook gaming empire two week ago, Zynga’s MAU decline accelerated last week with the loss of 4.2mm more MAUs. While Treasure Isle continued its growth, the growth curve flattened significantly, adding 1.6mm MAUs last week after gaining an average of 6.6mm the previous three [...]

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Tough Week For Zynga Could Get Worse

May 3, 2010

Share While Zynga’s Treasure Isle continued its ascent last week, adding over 4.2mm Monthly Active Users (MAUs)  to pass 25mm total, and become the 4th biggest game on the Facebook platform (passing Mafia Wars and Petville) every other major Zynga title lost MAUs for the week. Farmville had it largest weekly MAU decline, dropping 2.3mm [...]

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DST Buys ICQ For $187 Million – Did Zuckerberg Miss The Writing On The Wall?

April 29, 2010

Share SocialBeat’s Dean Takahashi reports that Digital Sky Technologies (DST) has agreed to pay AOL $187.5 million for ICQ, the largest instant messaging service in Russia, and a number of other markets.  According to Time Warner, ICQ has over 100 million accounts registered, and more than 32 million unique visitors per month, which was started [...]

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“Facebook’s Vision Was To Become Infastructure For Identity On The Internet” – David Kirkpatrick

April 27, 2010

Share Check out David Kirkpatrick, author of “The Facebook Effect“, in a video interview by Kara Swisher of All Things Digital, describing Mark Zuckerberg’s vision from the start of Facebook, “which is to become infrastructure for identity on the Internet.”  He goes on to explain that “Google is the consummately brilliant data centric Internet company [...]

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Zynga’s A Treasure, MAU Growth Accelerates

April 19, 2010

Share We couldn’t be more pleased with the thousands of articles written around the globe in response to our Zynga report two weeks ago which estimated that Zynga would trade at a market cap of $5 billion if it were public.   While a some bloggers agreed with our fundamental analysis, we note that many more [...]

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Facebook Shares Keep Rising – Now $50 Per Share on SecondMarket

April 14, 2010

Share Facebook shares are now being sold above $50/share, according to a TechCrunch article. That puts a valuation at around $22.5 billion. Michael Arrington believes that part of the quick rise in the Facebook share price (100% jump since January), is due to a tightening supply. Rumors have been circulating that current Facebook employees are [...]

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New Exit Door Opening

April 14, 2010

Share The National Venture Capital Association recently released data highlighting that Q1 2010 VC fund raising dropped 31% from Q1 2009, to $3.6 billion.  Upon reviewing the data, technology blog TechCrunch wrote that “Until exits pick up again, investors will remain cautious on venture capital as an asset class.”  First, let’s take a look at the [...]

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The Birthing of a Market

April 12, 2010

Share Writing about the social media revolution is so exciting because its changing the world, and that change is happening at a remarkably fast pace.  Another sea change occurring right before our eyes is the emergence of a secondary market for the shares in the companies driving the revolution.  Like Michael Milken at Drexel helped [...]

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Facebook Stock Rises $4.5B In One Month On Secondary Market

April 8, 2010

Share Last Wednesday I wrote about some inconsistencies that I saw on ShareharesPost surrounding the LinkedIn valuation.  In that post I had mentioned their current valuation of Facebook at $11.96B, up from their June 2009 $4-6B valuation. Today in an email newsletter, SharesPost provided a new Facebook valuation of $13.41B.  That’s an amazing jump in [...]

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