Our proprietary survey of 100+ merchants in more non-discretionary categories (grocery, retail & pharmacy) reveals that COVID-19 has accelerated the digitization of payments. This opens a $19 billion revenue opportunity. Merchants are looking to invest more in proprietary digital solutions vs. third-party. We expect expanded digital payment offerings such as wallets, both online and in-store. We also see potential software M&A opportunities for payment processors.
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