A landmark Australian court ruling found that Apple and Google abused their market power, forcing them to allow alternative payment systems. This decision creates a significant opportunity for third-party payment processors to integrate with mobile app stores.
Published on August 13
Australia's landmark court ruling against Apple and Google creates the first major crack in app store monopolies. This legal precedent could trigger similar rulings worldwide, opening massive new markets for payment processors.
App stores process hundreds of billions in transactions annually, with most fees going to Apple and Google. Alternative payment providers can now compete for this enormous revenue stream that was previously completely inaccessible.
Companies that quickly integrate with app stores could establish dominant positions before competitors catch up. Early market entry in this newly opened space could lead to substantial long-term market share gains.
A landmark Australian court ruling has forced Apple and Google to allow alternative payment systems in their app stores, breaking their monopolistic control. This regulatory shift opens up the massive mobile app payment market to third-party processors for the first time. We've identified companies positioned to capture significant new revenue streams from this unprecedented market access opportunity.
This group focuses on digital payment processors and in-app transaction specialists who can now integrate with mobile app stores. These companies range from established payment giants to innovative fintech firms specialising in mobile commerce. The regulatory change creates a direct pathway for these businesses to tap into billions of app store transactions previously locked away.
Each company in this selection has been handpicked by professional analysts for their ability to benefit from app store payment liberalisation. They possess the technology, infrastructure, and market positioning to quickly capitalise on this regulatory-driven opportunity. These aren't random picks - they're strategic selections based on their potential to gain meaningful market share in the newly opened mobile payment ecosystem.
Market capitalisation breakdown for the 'Unlocking App Store Payments' basket.
PYPL: $66.92B
MA: $517.12B
FOUR: $6.80B
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
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On average, analysts expect assets in this group to grow 30.2% over the next year.
12 of 15 assets in this group are rated Buy by professional analysts.
