IDFA Implications for Mobile Gaming Operators – Q1 2022 Update – 20 January 2022

  • Public Equity
  • TMT
  • North America


VP at Tripledot Studios Ltd


  • Operating environments for Zynga (NASDAQ: ZNGA), Applovin (NASDAQ: APP) and others – IDFA (Identifier for Advertisers) impact to user growth, customer acquisition costs and revenue growth trajectory
  • Value proposition of key marketing channels pre- and post-IDFA changes
  • Mitigation efforts – Zynga's Adjust and Chartboost acquisitions and contextual advertising efforts
  • Outlook for Q1 2022 and beyond – industry winners, losers and potential wildcards


Gain access to Premium Content

Submit your details to access up to 5 Forum Transcripts or to request a complimentary one week trial.

    One week, unlimited access to over 40,000 transcripts
The information, material and content contained in this transcript (“Content”) is for information purposes only and does not constitute advice of any type or a trade recommendation and should not form the basis of any investment decision.This transcript has been edited by Third Bridge for ease of reading. Third Bridge Group Limited and its affiliates (together “Third Bridge”) make no representation and accept no liability for the Contentor for any errors, omissions or inaccuracies in respect of it. The views of the specialist expressed in the Content are those of the specialist and they are not endorsed by, nor do they represent the opinion of, Third Bridge. Third Bridge reserves all copyright, intellectual and other property rights in the Content. Any modification, reformatting, copying, displaying, distributing, transmitting, publishing, licensing, creating derivative works from, transferring or selling any Content is strictly prohibited