Here’s the Top 25 Facebook game list for July 2012 from insidefacebook.com (AppData), according to Daily Active Users (DAU) and Monthly Active Users (MAU).
Daily Active Users (DAU)
Zynga’s Bingo and King.com's Candy Crush Saga were the biggest gainers during the month of June 2012 with increases of 1.8 million and 1.4 million users respectively. Disney's Playdom's Marvel: Avengers Alliance placed third among gainers with 920,000 users in June. The two biggest losers during the month of June 2012 were Zynga’s CityVille and Hidden Chronicles--down 1.4 million and 1.1 million users respectively.
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Monthly Active Users (MAU)
King.com's Candy Crush Saga and Disney Playdom's Marvel: Avengers Alliance were the biggest gainers during the month of June 2012 with increases of 5.2 million and 3.5 million users respectively. Zynga’s CityVille, Hidden Chronicles, Castleville, Farmville and Texas Holdem Poker were huge losers during the month of June 2012--down 6.2 million, 4.3 million, 3.3 million, 3.0 million and 1.7 million users respectively. Another big loser was Rovio's Angry Birds Friends--down 4.3 million users during the month of June 2012.
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COMMENTARY: Zynga placed nine games in the Facebook Top 25 by MAU, the most in a while, but they lost a combined 23.4 million users between June and May 2012. In a blog post dated June 12, 2012, I said,
"Well, it appears that not only are Zynga's "ville" games like Farmville, Cityville and Castleville losing users, but the entire Zynga social game lineup is losing huge numbers of users in the AppData.com's Top 25 Facebook Games rankings."
Zynga's disasterous trend of losing users continues into the reporting month of July 2012 (For the month of June 2012). This is the sixth straight month of losses.
I just looked at Zynga's stock price and it peaked at $14.69 on March 2, 2012, but the price has declined rapidly week-to-week. Zynga's stock peaked at $4.925 in very earling trading today (July 18, 2012), but ended at $4.61 with a total market market cap of $3.4 billion by the end of the day.
In a blog post dated June 29, 2012, I reported that Zynga was planning to operate Zynga With Friends, its own social network, an apparent strategy to unhinge itself from Facebook. It supposedly will offer its games on both platforms. However, it is doubtful that having its own platform will stop the hemorraging.
Zynga has failed to generate a profit since it had its IPO in mid-December 2011. Zynga's social games business model and management team led by Mark Pincus is under severe attack by stock market analysts and shareholders alike. Mark Pincus, has voting control, thanks to the way the IPO was structured. Zynga is obviously operating well below the breakeven point due to very high R&D costs to develop new games. Zynga just announced an earnings call report scheduled on July 25, 2012.
Courtesy of an article dated July 4, 2012 appearing in AppData
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