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Zynga's (ZNGA) Presents at 2020 Morgan Stanley Technology, Media & Telecom Conference (Transcript)

Mar. 06, 2020 1:04 PM ETTake-Two Interactive Software, Inc. (TTWO)
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Zynga Inc. (ZNGA) 2020 Morgan Stanley Technology, Media & Telecom Conference March 5, 2020 11:25 AM ET

Company Participants

Frank Gibeau – Chief Executive Officer

Conference Call Participants

Unidentified Analyst

Good morning, everyone. Welcome to -- for those just coming into the morning of the fourth day of the MS TMT Conference. We are so thrilled today to be joined by Frank Gibeau, the CEO of Zynga.

Frank Gibeau

Good morning.

Unidentified Analyst

Let me just quickly run through the disclosures. Please note that all important disclosures, including personal holdings disclosures and Morgan Stanley disclosures appear on the Morgan Stanley public website at www.morganstanley.com/researchdisclosures or at the registration desk.

Frank, you've been at Zynga since 2016. Before that, you were at EA for almost 25 years in a number of business and product leadership roles. Let's jump right into Zynga, though.

Frank Gibeau


Unidentified Analyst

Starting with your core forever franchises, so CSR, Words With Friends and then Poker. The latter two have been around for more than 10 years. What does it take to grow a franchise like that over a 10-year period? And then, obviously, some of those franchises actually got their start as many people in the room may remember on PC, some on Facebook. In an increasingly multi-platform future, how could some of those franchises evolve from here?

Frank Gibeau

Yes. It's really -- the total orientation of the company is to build what we call forever franchises. These are games that can last for years and years and years and are updated and kept alive frequently by game teams that are constantly producing new pieces of content, new features, so that the audience is constantly engaged. They have new things to do. They have new people to play with. It acts as an attractor for new players. It keeps current players engaged. And then if

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