Epstein Secrets

nto programmatic ads. (cid:[email protected] Zynga (Buy): complementary deal and margin uplift ahead The key push v pull argument on Zynga has been on how the company will get to a stated aim of a 20% adjusted EBITDA margin. The company is executing on the progress of the same and this

c: Bcc: Date: Sat, 2 Jun 2018 07:24:22 +0000 Subject: Global TMT Weekly - Amazon, Logitech, Swisscom, Nintendo, Apple, Dialog, Ubisoft, Dish, ams, Zynga, Facebook, Salesforce.com Summary This week has seen much focus on macro concerns and the ongoing uncertainties of the U.S. trade tensions. The m

ples include how 60% of payments are done digitally, six hours a day are spent on a mobile (but mobile device volume growth is now basically zero), eCommerce hit 20% of China retail (and fastest growing in the world), US it is at 13%. Amazon R&D & Capex +45% YoY (Apple just 5%) and more than any other com

to programmatic ads. [cid: [email protected]) Zynga (Buy): complementary deal and margin uplift ahead The key push v pull argument on Zynga has been on how the company will get to a stated aim of a 20% adjusted EBITDA margin. The company is executing on the progress of the same and this

From: Neil Campling < Subject: Global TMT Weekly - Amazon, Logitech, Swisscom, Nintendo, Apple, Dialog, Ubisoft, Dish, ams, Zynga, Facebook, Salesforce.com Sent: Saturday, June 2, 2018 7:24:22 AM imaqe001.ipq image002.ipg imaae003.ioq imacie004.ipq imaqe005.pnq imaqe006.

mples include how 60% of payments are done digitally, six hours a day are spent on a mobile (but mobile device volume growth is now basically zero), eCommerce hit 20% of China retail (and fastest growing in the world), US it is at 13%. Amazon R&D & Capex +45% YoY (Apple just 5%) and more than any other co

r Internet sentiment ranking screen (page 7), FB, WIX, TREE have best sentiment while TWTR and TRIP have weakest. A few early checks positive, mixed eCommerce data Our early ad checks suggest robust overall demand, aided by somewhat easy comps vs 1Q’16, with Instagram momentum a standout. eCommerce is more

operating in developed countries. Bankof America 2 Internet/e-Commerce | 06 April2017 49 Merrill Lynch HOUSE_OVERSIGHT_014935 --- PAGE BREAK --- Zynga (Underperform, $2.70) Stock view: Live events can improve franchises, but still need new titles Zynga launched Dawn of Titans end of 4Q, and althou