Zynga反弹还有戏

    沃豪斯称：“Zynga在移动游戏领域正在取得进展。”他表示，未来几年移动领域将会迎来爆发式增长，预计到2015年，移动游戏全行业的营收将达到80亿美元，远高于目前的20亿美元。

    还有就是Zynga的在线纸牌游戏。如果美国当局允许在线纸牌合法化，那么在使用真实货币的博彩游戏市场，Zynga的在线纸牌游戏就将为其带来意外横财。不过，如果联邦法律不对其开禁，只有各州立法通过的话，这种效应就不会那么显著。巴戈说：“这意味着只能在某个州内玩这种游戏，与联邦政府通过立法相比，这项业务就会变得支离破碎。”与此同时，Zynga计划在全球推广这种游戏，因为国际上在线纸牌游戏已经合法化了。但就算是这样，这也并不是一条坦途，因为欧洲市场的竞争早已白热化。

    就算所有这些计划能在理论上实现增长、扭转颓势，公司仍然需要拿出可信的季度收入数字，才能说服满腹狐疑的投资者和分析师。巴戈表示：“他们需要连续几个财季都富有执行力，在投资者的怀疑情绪对股价产生不利影响前，展现强劲的增长势头并遏制住高管流失的趋势。”

    就算是最有耐心的分析师也表示，他们需要在接下来的9到12个月中看到这样的复苏。如果无法做到这一点，也许就是积极寻求战略性备选方案的时候了。沃豪斯称，届时，平克斯“将有责任听取”收购要约。

    而平克斯本人拒绝就此置评。

    译者：清远

    "Zynga is making progress in mobile games," says Vorhaus. He says the mobile market is poised for potentially explosive growth over the next few years, as industry-wide, mobile gaming revenue is expected to hit $8 billion by 2015 from its current level of $2 billion, says Vorhaus.

    Then there's Zynga's online poker game. If the US legalizes online poker, it could be a potential windfall for the company's Zynga Poker game in the real money gaming market. However, if no federal law is passed and poker is legalized on a state-by-state basis instead, the impact would not be as strong. "It means you could only have people in one state play with each other -- it becomes a much more fragmented business than it would with a federal solution," says Bagga. In the meantime, the company plans to expand the game internationally, where online poker is already legal. But even then, it won't be cakewalk as competition is intense in Europe.

    While all of these plans could generate growth and a possible turnaround in theory, the company will need to show it in quarterly earnings numbers to turn skeptical investors and analysts into believers. "They need to execute for a few quarters, show strong growth and plug the executive departures before investor sentiment turns positive on the shares," says Bagga.

    Even the most patient analysts say they need to see such a turnaround in the next nine to 12 months. If this doesn't happen, they say, perhaps it would be time to actively look at strategic alternatives. Pincus "would be obligated to listen" to offers, says Vorhaus.

    Pincus declined to comment for this story.