Analysts at the firm have issued a research assessment estimating that social gaming revenues will rise from us$ 1.7 billion to us$ 2.5 billion by 2015 and could reach us$ 7 billion in the same timeframe.
The report identifies four companies that are most likely to benefit from this boom from an internet gambling perspective – Zynga, Bwin.Party, 888 Holdings and IGT. “Winners will be defined by scale, strong balance sheets, technology, marketing and regulatory skills,” the analysts opine.
Although IGT and especially 888 Holdings have been powering along recently, Bwin.Party and Zynga have been delivering disappointing numbers.