Zynga Q4 Highlights: 72M Users On Mobile, Lots of Midcore, Real-Money Is On Track

Now that Zynga beat the street with a surprisingly positive $311 million in revenue, here are the highlights from the earnings call. Zynga shares are up about 13 percent since yesterday’s close on the results. -Zynga is now a “mobile-first” company: Yes, this sounds familiar. Zynga now has 72 million monthly active users on mobile platforms, which is about one quarter of the company’s total. CEO Mark Pincus said on the call that more game teams in the company are focused on mobile launches than on Facebook. They added that Zynga likely has the fifth largest daily audience on mobile platforms behind companies like Google, and almost certainly the largest in mobile gaming. Players spent 10.7 billion minutes inside Zynga’s mobile games in December. That said, Zynga is still feeling the effect of Draw Something’s decline with daily active users declining to 20 million from 22 million in the previous quarter. -Midcore games are coming: Zynga made its bread-and-butter on the stereotypical ...

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