Mobile Payments – Global Thematic Research

The mobile payments industry is at a watershed. This year, the number of mobile payment transactions will surpass those for online payments for the first time, according to Capgemini’s World Payments Report 2014.

Mobile payment transactions open up the possibility of capturing data that can help target marketing campaigns and loyalty programmes. Technology giants in a position to benefit from this trend include Groupon, PayPal, Google, Alibaba, Facebook and Tencent.

In this report, we look at mobile payments, key players, trends, industry analysis, vlaue chain and technology briefing of the industry.

Scope

This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”.

About our Thematic Research Ecosystem

GlobalData has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, GlobalData’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in GlobalData’s “thematic engine” help to clearly identify the winners and losers within the TMT sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Single Theme report, offering in-depth research into a specific theme. It identifies winners and losers based on technology leadership, market position and other factors.

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Our thematic investment research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors.

• Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape

• Investors: Helps fund managers focus their time on the most interesting investment opportunities in global TMT.

Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.

Companies mentioned

Alibaba

Alphabet

Amex

Apple

Bango

Danal

Discover

Earthport

Evertec

FIS

Fiserv

Gemalto

Global Payments

Gmo Payment Gateway

Green Dot

Heartland Payments

Mastercard

MoneyGram

Monitise

NCR

Net 1 Ueps Tech

PayPal

Paypoint

Paysafe

SafeCharge

Samsung Electronics

Square

Tencent

TSYS

Vantiv

Visa

Western Union

Wirecard

Worldline

Worldpay

Table of Contents

PLAYERS

TRENDS

INDUSTRY ANALYSIS

Definition

Five types of mobile payment transactions

Market size

Market shares

Issuers and acquirers

Payment networks

Technology companies

VALUE CHAIN

Walking through the value chain

Understanding the flow of payment processing fees

Identifying the most disruptive mobile payment business models

Hardware-based technologies

Near Field Communications

Bluetooth Low Energy

Quick Response Code

Cloud-based technologies

Cloud-based mobile wallets

Cloud-based card readers

PP money transfers

Mobile marketing

Operator-centric technologies

Direct carrier billing

PP money transfer

Operator run mobile wallets using the Trusted Service Manager (TSM) model

Payment processing technologies

Payment networks

Payment service providers

Risk management service providers

TECHNOLOGY BRIEFING

The big four mobile payment platforms

Apple Pay

Google HCE

Samsung Pay

PayPal

Comparing the three big hardware-based mobile payment platforms

Comparing hardware-based vs cloud-based mobile payments

COMPANIES SECTION

Listed companies operating in the mobile payments space

Private companies operating in the mobile payments space

VALUATION TABLES

GLOSSARY

APPENDIX: OUR “THEMATIC” RESEARCH METHODOLOGY

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