I think what we'll see in the future is the correcting of a few of these IPOs; none of these companies will go bankrupt though and bust completely. As mobile usage starts to thin out across all platforms(fb, goos, apple, etc.), overall growth will slow; we're seeing signs of that already.

Basically mobile usage will plateau and the market will correct itself in response. I'd say these companies will get a boost from international but it seems emerging markets are growing much more slowly than anticipated.