Zynga's (ZNGA) CEO Frank Gibeau on UBS Global TMT Virtual Conference (Transcript)

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Zynga Inc. (ZNGA) UBS Global TMT Virtual Conference December 8, 2020 2:00 PM ET

Company Participants

Frank Gibeau – Chief Executive Officer

Conference Call Participants

John Hodulik – UBS
Batya Levi – UBS

John Hodulik

Okay, good afternoon, everyone. Welcome back to UBS’s TMT Conference the third day. As you know, I’m John Hodulik, the Media and Telecom analyst. And I’m here with UBS’s other Media and Telecom analyst, Batya Levi. And together we are hosting our next guest, Frank Gibeau, the CEO of Zynga. Frank, thanks for being here.

Frank Gibeau

It’s great to be here. Thanks for having me.

John Hodulik

So, we’ve got about 40 minutes to 45 minutes from – for Q&A, that Batya and I, and let’s face it, Batya put together. And we’re going to run through that, and yes, let us know if you guys have any questions and we can lead them into this story. But Frank, you’ve been around this industry for a long time. Batya and I have been here and doing it about three months. So 30 years versus three months, I think you have a little bit better perspective than we do on things. So, could you give us a view of how you view the industry today and give it all the changes that we’ve seen thus far in 2021?

Frank Gibeau

Well, so it’s always good to have fresh eyes and new people joining the journey here in interactive. So welcome. You’re going to have a lot of fun.

John Hodulik

Absolutely.

Frank Gibeau

I think what’s so great about this sector is that, it is a dynamic growing industry. It’s, it started out, when I joined, it was a very much a hobbyist type thing. It wasn’t that broad-based. It wasn’t that international. Now it’s bigger than movies of music combined. It’s the largest

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