2. Offering Summary
Offering Size lOOM shares (all primary)
Over-Allotment 15% (all secondary)
Filing Range $8.So-$10.00
Expected Pricing Week of December 12, 2011
Tlcker /listing ZNGA / NASDAQ Global Select
Use of Proceeds General corporate purposes, capital expenditures, and tax
withholding obligations related to the vesting of
employee equity- based compensation (ZSUs)
Underwriters Morgan Stanley
Goldman Sachs
SofA Merrill lynch
Barclays Capital
J.P. Morgan
Allen & Company
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3. Investment Opportunity
1. Play is a core Internet and mobile activity
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2. Zynga is the leader in play
3. Only scalable platform
4. Repeatable and profitable model
5. Unmatched investment
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9. Zynga Platform Delivers Results
Created 9 of the 10 biggest
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227M MAUs, 54M DAUs
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10. 3 Tectonic Shifts in the Global Internet Landscape
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11. $SOOM Invested in the Future of Play
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12. Our DNA Combines Social, Web and Game Talent
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15. A Better Model for Play
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Revenue Model Single Purchase Free-to-Play I Ongoing
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Data and Analytlcs Limited Continuous Feedback
Distribution Traditional Retail Networ1< Virality
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16. Undisputed Leader in Play
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Rank Developer Social Game
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17. Best Brands in Social Games
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18. lOx DAU Growth in Mobile
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20. Powerful Virtual Goods Business Model
Virtual Goods
TTM Revenue $969M
% of Total Revenue 95%
YoYGrowth 122%
Play longer Gift Collect and · Accelerate
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Branded Social Sponsorships Mobile
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27. Games as a live Service
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29. Industry Leading Engines and Infrastructure
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30. Data and Analytics Drive Our Games
A/B Test for FarmVille Marketplace Layout
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31. Power of the Zynga Network
Cross Promotion from Zynga Network
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32. Multiple Opportunities for Growth
Grow Existing Launch Expand Increase Mobile More
Franchises New Games Internationally Offerings Platforms
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33. Largest Launch Lineup in Company History
2007 • 2008 200Q I • 1H20t1 R.:enl •nd Coming Soon
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38. Longevity of Bookings from Enduring Game Franchises
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39. New Games Drive Additional Growth
Bookings ($M)
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R&D (ex·SBC) (SM) Capital Elcpenditures ($M)
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Adj. EBITOA % of
49% 31% 17% 70%
Mar&in OCF
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