Zynga falls back to earth

Rob Fahey, Gamesindustry International:

Zynga is no different – but it thought it was, and some investors believed it. Zynga is a games company. It’s important for it to keep its back catalogue healthy and thriving, but ultimately, if it wants to grow, it has to generate hits. Farmville is back catalogue – a comfortable set of laurels to rest on, and nothing other. Zynga, like any other media company, is only as good as its last release, and only as bankable as the strength of its forward release schedule. There is a sense that the company and its investors thought that the social graph and F2P business could change that reality, but they were utterly deluded in this.

I wouldn’t be too saddened about these guys taking a fall.