Research
FORUM TRANSCRIPT

IDFA Implications for Mobile Gaming Operators – H2 2021 Update – 29 September 2021

  • Public Equity
  • TMT
  • North America
PREMIUM

Specialist

VP at Tripledot Studios Ltd

Agenda

  • Operating environment for Zynga (NASDAQ: ZNGA), Applovin (NASDAQ: APP) and others – IDFA (Identifier For Advertisers) impact on user growth, CAC (customer acquisition cost) and revenue growth trajectories
  • Value propositions of key marketing channels pre- and post-IDFA changes
  • Mitigation efforts – Zynga's Adjust and Chartboost acquisitions and contextual advertising efforts
  • Outlook for Q4 2021 and beyond – industry winners, losers and potential wildcards

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