8월 2일 News Brief Facebook과 zynga 돈좀 버네... ㅋ

  페이스북이 징과와 같은 회사에 30%의 결제 수수료를 받고 있다.

그리고 그 수익이 차지하느 비중이 높다. 그리고 이것이 정체되어 있다고 한다.

왜 그럴까?

- 페이스북 사용자수 떄문에?

   → 과거처럼 폭발적인 증가는 더이상 없을 것으로 예상된다.

 

- 징가 이용자 수 때문에?

   → 잼난 겜이 너무 많이 나왔다.. 온 세상이 동물 농장, 좀비 농장, 이쁜이 농장 부터

       수족관 까지

 

- 이용료의 변화

   → 아무리 재미있고 중독석이 독해도 이용료에는 한계가 있다.

 

빨리 뜨거워지는 냄비는 빨리 식기도 한다...

 

 

Facebook posted revenue of $1.18 billion, but just $192 million came from what's called Payments. (Facebook gets a 30% transaction fee when users pay for services through the social-media site; Zynga offers its games on Facebook.com.)

 

On its conference call, Facebook CFO David Ebersman noted that Payments revenue has been flat for the past three quarters. "We believe this trend is due to the fact that gaming, in general, has been growing mainly on mobile devices, where our payment system is generally not utilized," he said. Payments revenue was $186 million in the first quarter and $188 million in the fourth quarter.

Zynga and Facebook have a close business affiliation (11% of Facebook's Payments revenue came from Zynga in the first quarter). If Payments revenue continues to stay stagnant, there may be a fraying of the dependency when the agreement to use Facebook Payments as Zynga's primary means of payment ends in May 2015.

The Palo Alto, Calif.-based social network is trying to move away from Zynga now, said Sterne Agee analyst Arvind Bhatia in a note. Facebook is making changes to its platform, Bhatia noted, and "[t]hese changes make the discovery of content, including games, easier on FB and, as such, level the playing field for other companies. Ultimately, this should help FB diversify away from Zinga," he wrote. Bhatia rates Facebook shares "buy" with a $37 price target.