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Zynga, Inc. Message Board

  • jenncalifon jenncalifon Mar 28, 2013 12:03 PM Flag

    All the right moves...

    Lets review..... RMG Aligned and set to launch
    FB distance gives wall st what they asked for. (orig slamed Z for being tied to fb)
    Mobile monetization gives wall st what they asked for. (orig slamed Z on "can they monetize mobile") Already making money as of last cc ~ mobile revs outpaced fb's desktop declines by two-fold) and comeScore just released rpt that ZNGA grew mobile footprint by 211% as of Feb.
    Distribution partnership aligned on Cable TV
    Distribution partnership aligned on Network TV
    Distribution to Mobile Pac RIm on 10Cent
    Handset Nokia embedded - next is Samsung
    US RMG suitability/license in progress
    Well positioned to provide every casino deep content for engagement.
    End to End Data Centers and Platform in place (without Amazon Cloud costs)

    When Seacrest launches Draw Something - audience will be 20-30 million weekly viewers with play at home or on mobile for prizes...(50% will download the paid app version - just watch)
    More Than Likely.. The Bwinparty partnership will leverage Zynga's games and mobile users for slice of "le pie"
    70% of time spent of mobile is games. which is ripe for ad $$

    Share buyback,
    Dumped nonperforming assets and people
    Streamlined product
    Set strategy "mobile 1st"

    Did i miss anything?

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