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Zynga IPO – numbers at a glance (ARPU, DAU, MAU, MUU) | www.martinfrindt.net/blog

Zynga IPO – numbers at a glance (ARPU, DAU, MAU, MUU)

YEAR 2010

MAU: 217.000.000
DAU: 56.000.000
MUU: 116.000.000

Bookings: 838.896.000 USD *

ARPU – year
MAU 3,87 USD
DAU 14,98 USD
MUU 7,23 USD

ARPU – monthly:
MAU:  0,32 USD
DAU:  1,25 USD
MUU:  0,60 USD

ARPU – daily:
MAU:  0,01 USD
DAU:  0,04 USD
MUU:  0,02 USD

Some other key metrics investors will want to keep an eye on (all numbers are as of March 31, 2011):

  • Total Q1 Revenues: $235.4 million
  • Online Game Revenue: $222.4 million
  • Online Advertising Revenue: $13 million
  • Cash and Cash Equivalents: $996 million
  • Operating cash flow: $103 million
  • Cash flow from financing activities: $225 million



DAUs is the number of individuals who played one of our games during a particular day, as recorded by our internal analytics systems. Average DAUs is the average of the DAUs for each day during the period reported.

MAUs is the number of individuals who played a particular game during a 30-day period, as recorded by our internal analytics systems. Average MAUs is the average of the MAUs at each month-end during the period reported.

MUUs is the number of unique individuals who played any of our games on a particular platform during a 30-day period, as recorded by our internal analytics systems. Average MUUs is the average of the MUUs at each month-end during the period reported.

Bookings is a non-GAAP financial measure that we define as the total amount of revenue from the sale of virtual goods in our online games and from advertising that would have been recognized in a period if we recognized all revenue immediately at the time of the sale. We record the sale of virtual goods as deferred revenue and then recognize that revenue over the estimated average life of the purchased virtual goods or as the virtual goods are consumed. Advertising revenue consisting of certain branded virtual goods and sponsorships is also deferred and recognized over the estimated average life of the branded virtual good, similar to online game revenue. Bookings is calculated as revenue recognized in a period plus the change in deferred revenue during the period.

source: http://www.sec.gov/Archives/edgar/data/1439404/000119312511180285/ds1.htm

3 Comments so far

  1. Quora on July 27th, 2011

    What is the average ARPU (average revenue per user) for a social game these days? Today?…

    Take a look at the Zynga numbers (2010): YEAR 2010 MAU: 217.000.000 DAU: 56.000.000 MUU: 116.000.000 Bookings: 838.896.000 USD * ARPU – year MAU 3,87 USD DAU 14,98 USD MUU 7,23 USD ARPU – monthly: MAU: 0,32 USD DAU: 1,25 USD MUU: 0,60 USD ARPU – daily:…

  2. [...] though. You say mobile gamers are worth $1.22. This analysis says Zynga's ARPU/month is $0.32 http://www.martinfrindt.net/blog…. This seems to be a pretty big gap… If you have any more numbers available or other sources of [...]

  3. Martin on August 12th, 2011

    UPDATE:

    ” … Facebook Credits is Facebook’s proprietary virtual currency that Facebook sells for use on the Facebook platform. Under the terms of our agreement, Facebook sets the price our players pay for Facebook Credits and collects the cash from the sale of Facebook Credits. Facebook’s current stated face value of a Facebook Credit is $0.10. For each Facebook Credit purchased by our players and redeemed in our games, Facebook remits to us $0.07, which is the amount we recognize as revenue. We recognize revenue net of the amounts retained by Facebook because we do not set the pricing of Facebook Credits sold to our players. Prior to the implementation of Facebook Credits in our games, players could purchase our virtual goods through various widely accepted payment methods offered in the games and we recognized revenue based on the transaction price paid by the player. …”

    That means:
    - all revenues & bookings via Facebook Credits are now net sales = 70% of the transaction value
    - before the migration to Facebook Credits all revenues/bookings = 100% of transaction value

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