In the SektorReport Mobility Q3 2026, we focus on the customer interface.
While vehicles and infrastructure have long dominated the mobility sector, competition is increasingly shifting toward the driver and consumer experience—that is, seamless digital experiences related to ticketing, payment, parking, charging, and tolls. The automation of the entire customer journey makes this interface a strategic differentiator.
The market environment is reinforcing this trend: Traditional automotive suppliers continue to trade at depressed levels of around 6.0x EV/EBITDA (S&P Capital IQ), while software- and subscription-based platform models with recurring revenue achieve significantly higher multiples. The platform economy, regulatory tailwinds, and user expectations for a “one-tap” experience are shifting value from hardware to customer relationships. This is a key driver of strategic acquisitions.
Our Sector Insight on page 3 of the SektorReport Mobility Q3 2026 analyzes why the driver and consumer experience are becoming value drivers, which subsegments—from ticketing and MaaS to mobility payments, parking, charging, and tolls—offer particular M&A potential, and where small and medium-sized enterprises can leverage their niche strengths in platform strategies.
In the Deal Report on page 4 of the SektorReport Mobility Q3 2026, we examine the acquisition of Vesputi GmbH by the British company Tracsis plc. This transaction serves as a prime example of how strategic buyers are specifically acquiring specialized experience platforms to complete their mobility ecosystem along the customer journey.
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