3Mon·

Will the Visa-Mastercard Duopoly Change in the Future?

$V (+0.33%) and $MA (+1.7%) currently dominate global payment processing, but new trends and players might reshape the landscape.

What do you think? Which players have the potential to fill these spots?

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Paypal - $PYPL (+1.65%)

Square - $SQ (+0.57%)

Adyen - $ADYEN (-0.46%)

Alipay - $BABA (+2.02%)

11 Comments

Casper@Pesce

3Mon

I believe Adyen will have the potential. With huge companies as McDonald's, Mango, Uber, Spotify and Ebay. Also i see a lot of smaller companies like cafes and shops using it here in the netherlands but also around the globe.

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TomTurboInvest@TomTurboInvest

3Mon

@Pesce Adyen is not a competitor to companies like Visa, Mastercard, etc. They are providing the Platform to bring the customer who is using a Credit Card and the merchant together. Adyen is managing all the transactions - online and offline via the terminals.

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Casper@Pesce

3Mon

@TomTurboInvest i thought we were talking about overall performance

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TomTurboInvest@TomTurboInvest

3Mon

@Pesce from performance perspective I fully agree - I’m in favor of Adyen.
Might be I’ve misunderstood, I thought who “breaks” the duopol of Visa and Mastercard

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Casper@Pesce

3Mon

@TomTurboInvest Yeahh im in favor of adyen growth wise as well. But i also believe that the duopol of visa and mastercard wont be broken.

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But T.@But_the_Stock_Picked_Me

3Mon

@Pesce I think Visa and Mastercard will have the ability and expertise to buy up any serious competition. I would therefor personally stick with the duopoly in the long run.

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Soprano@Soprano

3Mon

@Pesce Maybe home bias? In Germany Adyen is unknown (but Paypal is overly popular)

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Casper@Pesce

3Mon

@Soprano do you mean as in online payment method because adyen does not offer that. Instead their" backend software works behind the scenes as an end-to-end platform for payments, data, and analytics services. After integrating Adyen into their own online, mobile, and in-store payment platforms, merchants can accept over 250 types of payment methods -- including credit cards, debit cards, mobile wallets, and other payment apps"

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Manuel@Variett

3Mon

Interesting that you dont even list $AXP who is also a big player

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Iwas M.@SSIT

3Mon

Short answer: None.

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Maximilian@Max095

3Mon

$SQ

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