This is a flesh wound for Facebook, but IMO will probably be lethal for Zynga. Without the "virality" (read: spamming) offered by Facebook their games have no hope of any sustainable user base.
They can pivot into actual casual games (a la Popcap), but that space is already crowded and Zynga has no real advantage over anyone else, and plenty of disadvantages.
This doesn't change that much for Zynga, they've known for a while that it's mobile or bust for them, and all their acquisitions and movements show they've bet entirely on that.
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This is a flesh wound for Facebook, but IMO will probably be lethal for Zynga. Without the "virality" (read: spamming) offered by Facebook their games have no hope of any sustainable user base.
They can pivot into actual casual games (a la Popcap), but that space is already crowded and Zynga has no real advantage over anyone else, and plenty of disadvantages.
This doesn't change that much for Zynga, they've known for a while that it's mobile or bust for them, and all their acquisitions and movements show they've bet entirely on that.
Agree, Facebook will easily recover but Zynga has a bigger blow to deal with. Already shows by their stock value dropping 13%.