Posted on November 8, 2010

Decoupled Debit

Retail Payments over the next 20 years are likely to morph substantially from their current issuer/network dominance. In addition to regulatory changes, new technologies and new value networks are creating a new competitive dynamic which will bring more than $5-10B in capital investment into the payments within the next 2-3 years.
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Digital Goods Payment

There is a birth of new payment types brought on by digital goods. Companies like Zynga, Boku, PlaySpan, Bango, Zuora, SocialGold are being assessed at multiples exceeding 100x revenue. Social gaming is the focus of many of these companies, with estimated transaction volume of around $2.2B and expected market growth of 50-80% CAGR.

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