Google's settlement with Epic Games will open up the Android ecosystem to competing app stores and payment processors. This creates a new investment opportunity in companies poised to benefit from lower fees and direct access to a massive consumer market.
Published on November 5
This is the first time Android's app ecosystem has been forced open to real competition. The ripple effects could reshape how billions of people interact with mobile apps and payments.
Companies can now bypass Google's traditional 30% commission structure, potentially keeping more revenue and offering better deals to consumers.
The companies positioned to act quickly in this newly opened market could capture significant market share before the competition catches up.
Google's landmark settlement with Epic Games is reshaping the Android app ecosystem by allowing third-party app stores and alternative payment systems. This creates a ripple effect of opportunities for companies that can now bypass traditional gatekeepers and access consumers directly with potentially lower fees.
This group focuses on the winners of a more open app marketplace - from payment processors who can now integrate directly with apps, to developers and platforms that benefit from reduced transaction costs. The changes could set precedents for other major digital platforms too.
Each company was handpicked by professional analysts based on their strategic position to capitalise on Android's opening ecosystem. Whether through payment processing, app development, or platform services, these stocks represent different ways to benefit from this significant market shift.
Concise summary and investor takeaways for the Android's Open App Economy basket market capitalisation breakdown.
GOOG: $3.35T
GOOGL: $3.35T
PYPL: $61.83B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Here are a few of the assets in this group. Create an account to unlock the full list.
ALPHABET INC
GOOG
Current Price
$343.16
Google is directly involved in the settlement, and changes to its Play Store policies will significantly impact its future revenue and market position...
Google is directly involved in the settlement, and changes to its Play Store policies will significantly impact its future revenue and market position.
ALPHABET INC
GOOGL
Current Price
$346.39
Google is directly involved in the settlement, and changes to its Play Store policies will significantly impact its future revenue and market position...
Google is directly involved in the settlement, and changes to its Play Store policies will significantly impact its future revenue and market position.
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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:
In 12 months it might be worth:
+57.93%
On average, analysts expect assets in this group to grow 57.93% over the next year.
11 of 15 assets in this group are rated Buy by professional analysts.
