Doug Creutz of Cowen and Co. recently wrote a report that social games on PC are losing out to mobile products. The number of daily active users (DAUs) for Facebook’s top publishers like Zynga, EA and Disney. suffered a 5.5 percent DAU decrease over the past half year, with Zynga’s DAU dropping by 27 percent in the last 6 months.
“We believe it is hard to construct a model where over half of the top 20 games are shrinking significantly in aggregate but where the total is meaningfully growing,” says Creutz. “In contrast, 17 of the top 20 games on the iPhone are less than a year old. We think this is a function of the faster growth of mobile gaming relative to social.”
Zynga occupies eight slots in the top twenty Facebook games, but just two in the iOS rankings. EA and Disney both have two on Facebook and just one on iOS.
Source: Cowen.com
