上周五,美国社交游戏巨头Zynga首日挂牌交易,IPO募集资金约10亿美元。公司创始人兼首席执行官马克•平克斯一早在Zynga 的洛杉矶总部敲响了纳斯达克开盘钟声,下午第一时间就接受了《财富》杂志(Fortune)的采访,畅谈公司的发展和上市的详情。 下面是采访记录(略有编辑): 《财富》杂志:Zynga不上市似乎也做得不错,现在为什么要上市? 平克斯:事实是我们一直以为我们要很久以后才会上市。我们曾经试图通过限制股票数量——就像Facebook一样——来推迟上市时间,但公司已发展到这样的规模,员工股东和外部股东的数量已如此之多,“上市”开始比“不上市”变得更有意义。 我们当然也希望能在公司发展过程的合适节点上实现上市,我认为现在就是。上市前我们正在努力提高推出新游戏的能力,我们已进行了多项收购,一个非常庞大的数据中心资本支出计划已接近尾声,为我们此次上市提供了两大基石。 你觉得投资者能够理解你的意图吗? 我们很喜欢我们遇到的投资者,他们对我们公司状况的深入了解和高瞻远瞩(关注市场潜力以及未来我们的位置)给我们留下了深刻印象。我们认为,我们的投资者和董事会都代表了公司的DNA,我们很高兴能有更多志同道合的投资者加盟。 先于Zynga五周上市的团购网站Groupon遭遇了众多负面报道和美国证监会(SEC)的调查。你作为旁观者从中学到了什么? 我没有什么特别的想法。他们面临的有些问题确实和我们一样,但我们对静默期很谨慎。我原本应在D开发者大会、Web 2.0和其他会议上演讲,结果都取消了。我们也没有和媒体对话,我们确实很谨慎。 Zynga成功IPO,是否说明华尔街对Facebook平台的认可? 我是第一次听到这种说法,我们不这样看。我想Facebook极大地推动了社交游戏的发展,就像我们正在看到的苹果(Apple)和安卓(Android)一样。这些平台降低了行业的进入门槛,让我们这样的公司都能从中受益。 |
Social gaming giant Zynga (ZNGA) went public earlier today, raising around $1 billion in its IPO. Company founder and CEO Mark Pincus rang Nasdaq's opening bell from Zynga's San Francisco headquarters earlier this morning, and this afternoon discussed the company and its listing with Fortune. What follows is a lightly-edited transcript: Fortune: Zynga seemed to be doing fine as a private company. Why go public? Pincus: It's been a reality for us that we were going to go public for a very long time now. We were able to prolong our period of being private by having restricted stock units, similar to Facebook, but you get to the point where you have big enough numbers of employee shareholders and outside shareholders that it starts to make more sense to be public. We also wanted to go public at the right point in our evolution, which I think this is. We were expanding our own ability to bring new games to market, and though once we got past that investment and most of the way through a very large capital expenditure program on our data centers that we'd have two big building blocks in place for going public. Do you think that investors understood your story? We really liked the investors that we met, and were impressed by both their depth of understanding of the state of our company and the long-term way their questions were really around market potential and where we'll be in the future. Our approach was that we think our investors and board really represent the DNA of the company, and we were excited to add some more likeminded investors. Groupon (GRPN) went public five weeks before Zynga, and suffered through a bunch of negative press and SEC troubles. Did you learn anything from watching its process? I can't think of anything in particular. They did face some of the same things we did, but we were very conservative when thinking about the quiet period. I was supposed to speak at D and Web 2.0 and other conferences, but pulled out of all of them. And we didn't talk to the press, because we really wanted to be careful. Is your IPO Wall Street's validation of Facebook as a platform? It's the first I've heard that argument, so I don't think that's the way we interpreted it. I think Facebook has been an amazing accelerator in social gaming, just like we're beginning to see Apple and Android also being accelerators. In both cases, these platforms are reducing barriers to play, and company like ours are able to benefit from it. |
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