Article By Adweek -"So, Why Exactly is Zynga Hosting A Newfront"
Good article that explains why Zynga's Ad revenue is undervalued. It boils down to games/mobile devices compete for display time with traditional televisions, and since there is only 24 hours in a day, as people spend more time on their mobile device, the value of that mobile device display ad moves to be the same value as a tv ad.
- Great perspective of how marketing execs are thinking about the value of display ad because this has a direct effect on number of advertisers and the amount they are willing to pay per ad.
This is just another revenue stream for Zygna that analyst are undervaluing because they have no clue about its potential.