Business services and investments experts Morgan Stanley confirmed this week what online gambling executives have been saying for the past two or three years – online and mobile social gaming is good news for internet gambling companies with the know-how to exploit it.
Analysts at the firm have issued a research assessment estimating that social gaming revenues will rise from $1.7 billion to $2.5 billion by 2015…and could reach $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 plc 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.