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 $$
Dumped nonperforming assets and people
Set strategy "mobile 1st"
John Doerr joins Z Board: Strong Credibility supporting for NJ/NV gaming license suitability applications and knows what the street wants to see & hear....
Atul Bagga,Lazard Analyst joins Z as new Finance VP: Deep finance analytics on games market and knows what the street wants to see & hear...
Maytal Ginzburg, former Senior Vice President of Regulated and Corporate Markets for 888 Holdings, Z's new real-money gambling chief.