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June 21, 2017Mary Meeker Internet Trends 2017
ReportsMary Meeker discusses the key internet trends for 2017. The continued rise of digital advertising, as well as growth within eSports, and eCommerce all feature heavily -
September 30, 2016Tug of War: Apple Pay versus The Big Australian Banks
ReportsApple Pay launched in Australia in November 2015 and is seeking to capture a slice of the banks’ interchange fee, worth an estimated $2.5b annually. With the exception of ANZ who adopted Apple Pay, this has not gone down well with other banks. We discuss the ongoing dispute between Apple and the large Australian banks, the repercussions of this for the market as a whole, including the consumer impact, and the expected outcome.
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August 6, 2015Disruption In – Banking on disruption
Focus Report, ReportsBanks act as the intermediary between borrowers and lenders. Digital disruption is the enabling platform that connects borrowers and lenders while circumventing banks. Where banks once relied on scale (including brick and mortar infrastructure), asymmetric information barriers, regulatory barriers and vertical integration – technology is unbundling the value chain. This report is part of our ‘Disruption In’ series and uses our proprietary Disruption Framework to analyse the potential for disruption in the financial services industry.
