Company website: zynga.com
SEC filings: sec.gov
From the Company’s S-1, filed July 1, 2011:
We are the world’s leading social game developer with 232 million average MAUs in 166 countries. We have launched the most successful social games in the industry in each of the last three years and have generated over $1.5 billion in cumulative bookings since our inception in 2007. Our games are accessible on Facebook, other social networks and mobile platforms to players worldwide, wherever and whenever they want. We operate our games as live services and continually enhance them by adding new content and features. All of our games are free to play, and we generate revenue through the in-game sale of virtual goods and advertising.
We are a pioneer and innovator of social games and a leader in making play a core activity on the Internet. We believe our leadership position in social games is the result of our significant investment in our people, content, brand, technology and infrastructure. Our leadership position in social games is defined by the following:
Large and Global Community of Players. According to AppData, we have more monthly active users on Facebook than the next 15 social game developers combined. Our players are also more engaged, with our games being played by more than 60 million average DAUs worldwide. According to AppData, we have more daily active users than the next 30 social game developers combined.
Leading Portfolio of Social Games. We have many of the most popular and successful online social games, including CityVille, FarmVille, Mafia Wars, Words with Friends and Zynga Poker. A Zynga game has been the most popular game on Facebook every month since the beginning of 2009. According to AppData, we have the top five social games on Facebook based on daily active users. On mobile platforms, we have several of the most popular games, including Words with Friends and Hanging with Friends, which are currently the top two games in the word category in the Apple App Store for iPhone.
Rapid Game Growth. Our games have achieved rapid and widespread adoption. FarmVille grew to 43 million MAUs in its first 100 days and CityVille grew to 61 million MAUs in its first 50 days. Our newest web-based game, Empires & Allies, grew to be the second most popular game on Facebook less than a month after launch. In June 2011, we launched Hanging with Friends, which became the most downloaded game in the Apple App Store for iPhone during its first week.
Scalable Technology and Data. We process and serve more than a petabyte of content for our players every day, a volume of data that we believe is unmatched in the social game industry. We continually analyze game data to optimize our games. We believe that combining data analytics with creative game design enables us to create a superior player experience.
We leverage our scale to increase player engagement, cross-promote our portfolio of games, continually enhance existing games, launch new games and build the Zynga brand. We believe our scale results in network effects that deliver compelling value to our players, and we are committed to making significant investments that will further grow our community of players, their engagement and our monetization over time.
We have achieved significant growth in our business in a short period of time. From 2008 to 2010, our bookings increased from $35.9 million to $838.9 million, and our adjusted EBITDA increased from $4.5 million to $392.7 million. For the three months ended March 31, 2010 and 2011, our bookings increased from $178.3 million to $286.6 million, and our adjusted EBITDA increased from $93.6 million to $112.3 million.
Underwriters: Morgan Stanley, Goldman Sachs & Co., Bank of America Merrill Lynch, Barclays Capital, JPMorgan Chase and Allen & Company, LLC
Estimated gross proceeds (preliminary): $1,000,000,000
Stock symbol: Unknown