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Zynga Reports Q3 Results (ZNGA)

Zynga Inc. (NASDAQ: ZNGA), a California-based social gaming company that offers virtual games worldwide and support on social networking sites, cellular devices and internet forums, reported results for the third quarter ended Sep 30, 2012.

ZNGA’s consolidated revenues for the quarter increased 3% to $316.64 million from $306.83 million reported in the third quarter of 2011. Operating Income fell by 404% to $(96.55) million from that of $31.74 million reported in the same period last year. The company reported a net loss of $52.73 million, compared to net income of $12.54 million reported for the same period in the previous year. Net cash from operations for the nine months ended Sep 2012 was $175.99 million.

The 1% decrease in revenues from Online Game Segment was more than offset by the 64% increase in Revenues from Advertising Segment. Monthly Active Users (MAUs) for ZNGA’s gaming products increased to 311 million in the third quarter from 227 million in the prior year. However, the company’s Monthly Unique Users (MUUs) decreased 28% sequentially to 3.0 million from 4.1 million.

The sharp drop in operating income reflected the impact of decreased bookings, increased cost of revenue, increase in Research and Development expenses and a huge impairment of intangible assets.

Zynga launched four games during the third quarter of 2012, including ChefVille, FarmVille 2, Gems with Friends and Montopia. The company said that it is seeing positive response from players. According to AppData, it already has 60 million monthly active users with approximately 500,000 unique payers.

Apart from having noticeable games on Facebook, the company also partnered with other gaming companies to launch and diversify its business.

As on Sep 30, 2012, ZNGA had total assets of $2,605.49 million including $394.36 million worth of cash and its equivalents. Total liabilities were $751.77 million, among which 76% were current. Total stockholders’ equity was $1,853.7 million.

ZNGA recently also announced that it plans to reduce the number of employees by 150 as part of cost reduction measures. The Board of Zynga also authorized a share repurchase program to buy back $200 million worth of Class A common shares.

ZNGA shares have risen sharply in trading today. At last check, ZNGA shares were trading 12.73% higher at $2.4 with volume up from its daily average of 19.56 million to 39.49 million.


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