75 annotations
We're going to use some of these new technologies for release some point in 2023.
Why is this year 2023 instead of 2024?
Transcript
2023 Q4
16 Feb 24
When these Chinese development teams have been highly inefficient in a zero-COVID state, and that's just reversed out
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Transcript
2023 Q4
14 Feb 24
Whale hunting, which is an industry term, but marketing to go buy whales for games they can monetize consumers at immense levels is just not something that's possible anymore in today's identity-free universe.
And so game developers have had to go figure out how to make more casual games.
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Transcript
2023 Q4
14 Feb 24
We are generating a lot of free cash flow as we highlighted. We think that will continue in the first quarter
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Transcript
2023 Q4
14 Feb 24
we still think our stock is a great place to put money to work
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Transcript
2023 Q4
14 Feb 24
in the performance marketing sector, the advertisers got conservative but they're not getting any more conservative because we're not seeing material changes in the economy today versus a couple of quarters ago
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Transcript
2023 Q4
14 Feb 24
As far as revenue and numbers, this is still really early days here
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Transcript
2023 Q4
14 Feb 24
But today, we're not seeing that much performance advertising happening at large scale on that platform, especially when it comes to mobile app developers
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Transcript
2023 Q4
14 Feb 24
But in the fourth quarter, we did not buy back any shares as we are continuing to assess our capital allocation policy as well as increase the amount of cash in the quarter so that we ended the year with over $1 billion of cash
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Transcript
2023 Q4
14 Feb 24
our biggest business in Software Platform is the AppDiscovery business plus ALX
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Transcript
2023 Q4
14 Feb 24
we're guiding to essentially the quarter being flat to the fourth quarter in total revenue as well as total EBITDA
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2023 Q4
14 Feb 24
we're very much focused on the long-term and won't manage to near-term targets
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Transcript
2023 Q4
14 Feb 24
we did take a $128 million net loss charge for the divestiture and closure of these assets, including $100 million in the fourth quarter
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Transcript
2023 Q4
14 Feb 24
But we expect, as I said, R&D to be relatively stable and that software margin can grow and expand as we continue to grow app discovery in particular because that is a net revenue business.
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Transcript
2023 Q3
9 Nov 23
It was a little overblown in the media, pretty negligible impact.
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Transcript
2023 Q3
9 Nov 23
Advertisers on our platform are spending more dollars in a material way at better returns
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Transcript
2023 Q3
9 Nov 23
Margin outlook is slightly down from Q3's 48.5% given an approximately 100 basis point benefit from onetime items in Q3 and the potential for further investments in the business in Q4.
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Transcript
2023 Q3
9 Nov 23
Our Apps now consist of a globally diversified portfolio of over 200 free-to-play mobile games across five genres, run by eleven studios.
It literally says 11 studios
10-Q
2023 Q2
7 Nov 23
eleven studios
yup, 11 as per site.
10-K
2022 FY
6 Nov 23
In the first quarter of 2022, the Company paid or promised to pay a total of $209.6 million in bonuses to publishers consisting primarily of non-recurring bonuses to migrate publishers to MAX, the Company's in-app mediation platform. The Company accounted for such publisher bonuses as a reduction to revenue since the publishers receiving such bonuses are also customers of the Company.
they paying ppl to convert to MAX what?
10-Q
2023 Q2
6 Nov 23