Glu Mobile (GLUU)

[JustTradin05]

Based on already public information, seems we can already infer increased Q4 guidance. In their press release regarding Q3 a few weeks ago, they said Contract Killer 2 and Death Dome would be key to Q4 guidance. Both hit top 10 across the board in iphone / ipad apps, and CK2 is sustaining a high ranking. Plus, other apps have seen a bump from CK2's popularity (Contract Killer: Zombies for example).

Now Q3 didn't produce a hit, so that must be factored in. But I think CK2 and Death Dome out-performed expectations, which will all net to a positive IMO.

I'm very long Glu, and very bullish about the earnings today.

(note: didn't even have to mention the gambling deal with Probability, which itself holds quite a bit of upside potential)