Super Stonk Bros
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#9. Zynga: Death of M&A Gravy Train or Rise of the Ad Tech Walled Garden?
49 minutes Posted May 12, 2021 at 12:12 am.
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Show notes

Macro 108 (aka Joe Kim ) and Steve Palley discuss Zynga's latest quarterly earnings call and our thoughts on the company.

The company is currently transitioning from growth fueled by the M&A gravy train for the past 5-6 years but today is actively trying to be more like Applovin and build a vertically integrated adtech + games powerhouse. 

What do we think are the future prospects for Zynga?

GUEST HOST:

- Matthew Kanterman is Equity Research Analyst at Bloomberg Intelligence and unlike us is an industry pro!

HOST INFO:

- Joe Kim is CEO of LILA Games. Formerly SVP Games at NBCUniversal, Chief Product Officer at SEGA, Studio Lead at FunPlus where he launched the #1 top grossing F2P mobile game King of Avalon

- Steve Palley is Product Owner at Pixelberry Studios. Formerly Co-founder of two companies ApplyMap and SlidetoPlay, Chief Editor for Mobile Games at GameSpot, and phD in Political Science from UCLA.

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