Tag Archives: Form 8-K

Zynga Ride Continues With Acquisition Of Mobile Gaming Company And More Layoffs

Zynga sees surge after news of acquisition and layoffs and earnings release. NaturalMotion acquired by Zynga Yesterday, Zynga announced that it had acquired NaturalMotion, a creator of mobile games and animation software. Zynga will pay $391 million in cash and … Continue reading

Posted in Business Strategy, By the Numbers, Earnings Release, Gaming, M&A | Tagged , , , , , , , , , , | Leave a comment

Pandora Issues Earnings Release – Some Preliminary Thoughts

There’s some good news, some not so good news in Pandora’s latest earnings release. Pandora has been on a pretty good run since this summer, from hanging out in the teens to hanging out around $30/share.  Good for them. Pandora … Continue reading

Posted in By the Numbers, Earnings Release | Tagged , , , , , | 2 Comments

Zynga’s New CEO Shakes Up Executive Team

Three execs coincidentally leave to pursue other interests as CEO announces organizational shake up. Maybe they need more time with their families as well. Zynga filed a Form 8-K today announcing the deparure of David Ko, the COO.  According to … Continue reading

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Emulex Corporation and Elliott Associates Enter Into Agreement For Standstill, Board Seats

Hedge Fund gets closer to the driver’s seat with Emulex. We’ve been following the Emulex/Elliott saga for a while now and watched as one of our favorite hedge funds was working from the outside to create some value at Emulex, … Continue reading

Posted in Activist Investor, Elliott Associates, Hedge Funds, Opps, Shareholder Rights, Uncategorized | Tagged , , , , , , , , , , , , , , , | Leave a comment

Facebook Releases Earnings, Narrative Confirms Our Previous Theory Regarding Future Business Strategy Even As Sources of Earnings Struggle

Facebook (FB), Zuckerberg recognize the source of future growth and declare ‘Mobile’ as the future of the Facebook business. A brilliant analysis once declared that: “A quick look at Facebook’s recent Form 10-Q shows that Facebook is well-aware of the … Continue reading

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Rolling On To Better Things. Heely’s Nixes Liquidation Deal to Hook Up With Another Company To Live On. But, Is There More or Less Value in the New Deal?

Heely’s, Inc. created quite stir a few years ago with those sneakers that included wheels that popped out of the heel to turn them into little roller skates.  You may have seen some of the ne’er-do-wells at the local shopping … Continue reading

Posted in M&A, Vulture Capital | Tagged , , , , , , , , , , , , , , , , , , , , , , | 13 Comments

Facebook and Zynga Began to Float Apart, Like Planets After the Big IPO Bang. Facebook Gambles But Giving Zynga Some Freedom But Retaining Key Potential Income Source.

Zynga and Facebook both made filings regarding their developer agreement. Neither filed the agreement, but Zynga provided a more detailed look. Facebook treated it as an afterthought. Much of the agreement shows Facebook cutting Zynga loose a bit.  For example, … Continue reading

Posted in Facebook, Gaming | Tagged , , , , , , , , , , , , , , , | 7 Comments

iGo Stopping? Signs are Bad When Your Accountant Goes Away, Just Ask Dennis Farina After Charles Grodin Left in “Midnight Run.”

Is there a reverse stock split in iGo’s future?  A delisting?  Something else?  Here is the situation: 1.  For fiscal 2011, revenues decrease from $43.4 million to $38.4 million while losses skyrocket from a base of $2.5 million to $11.6 … Continue reading

Posted in Delisting, Dismissal of Accountant | Tagged , , , , , , , , , | 6 Comments