Mobile Commerce - A forecast of the winners and losers

Sunday, 22 June 2014 07:56


Investing in mobile commerce is difficult because no pure-play companies have made it to the public market...yet. What remains are other public companies that have been investing in businesses, and business divisions, that are focused on mobile commerce or mobile payments.


Read this white paper to better understand which public companies are focused on this new sector, and how to avoid chasing the wrong opportunity in this rapidly changing environment.


“The mobile commerce industry is primed for explosion around the world.”

Pundits have been saying this for years.

Between 2015 and 2016, it will become clear that the time of Mobile Commerce has arrived. And, the emerging mobile commerce industry is particularly disruptive, which creates potentially attractive opportunities, and crippling risk. Picking the winners and losers in any period of economic disruption is difficult. Monetizing the winners and losers can be even more difficult. Although there are many publicly traded companies that are already participating in mobile commerce, the winners are hard to find among the large and obvious failures.

Whether you believe mobile commerce will be a success, or failure, turning those convictions into a wise investment choices is difficult because most publicly traded companies do not exist completely within the mobile commerce space, which means you need to gauge the subset of a given public company's business model that can or will be affected by the mobile commerce industry.

Best case and worst-case scenarios will only affect that part of the business of these public companies that is exposed to the mobile commerce industry. This report separates those public companies with high opportunity from those companies with high exposure. Note that exposure can be either good, bad, or managed. High exposure does not mean a company is going to lose revenue; rather it is an expression of risk or increasing risk due to the market pressures of mobile commerce and its competitors. In the same vein, companies with high opportunity in this report are not guaranteed to realize these new revenue dollars. Substantial execution is still required to capture market share, consumers, retailers adoption and ultimately the revenue dollars mentioned in this report.


Table of Contents

  • Abstract 
  • Executive Summary
  • The Worldwide Top 20 
  • The Company with the Biggest Potential for New Revenue: Apple 
  • The Top 4 Potential Companies for New Revenue: Amazon, Google and
  • Samsung? 
  • The Company with the Greatest Risk: AMEX 
  • The Rest of the Top 3 with Greatest Risk Exposure 
  • About the Rating System 
  • Summary and Conclusion 

About the Author

David W. Schropfer is an international business leader with two decades of management experience ranging from telecommunications to payment systems. Mr. Schropfer is the CEO of Anchor ID, Inc. and was previously a partner with the internationally recognized consulting firm, The Luciano Group, where he led its Mobile Payment and Mobile Commerce practice. Earlier in his career, he was Senior Vice President with IDT Telecom, and a Business Development Officer for Capital One. He has served on the Board of Directors for multiple companies, and is a frequent speaker at industry conferences and trade shows. After graduating Boston College, David earned an Executive MBA from the University of Miami.


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