Research
FORUM TRANSCRIPT

Take-Two Interactive – Acquisition of Zynga & Advertising Growth Opportunities

  • Multi Asset
  • Consumer
  • Global
PREMIUM

Specialist

Former SVP at Zynga Inc

Agenda

  • Take-Two's (NASDAQ: TTWO) operating environment and synergies and integration challenges with Zynga (NASDAQ: ZNGA)
  • Nuances between mobile strategies of Take-Two, Activision Blizzard (NASDAQ: ATVI) and EA (NASDAQ: EA) – ability for Zynga to develop mobile versions of AAA console IP
  • Zynga’s organic growth potential vs players such as King (NASDAQ: ATVI)
  • Advertising growth outlook – IDFA (Identifier for Advertisers) implications, Chartboost growth strategy and potential headwinds
  • Outlook for 2022 and beyond – further consolidation potential and metaverse developments

Questions

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