In this video, Motley Fool contributor Steve Heller explores what has made eBay (NASDAQ:EBAY) a mobile powerhouse in the age of smartphones and what will drive future returns for shareholders. Most notably, Brazil, Russia, India, and China will continue to dominate growth, as 80% of the next 2 billion Internet users coming online in the next three to five years will come from these countries. In the context of mobile, the majority of these users will experience the Internet for the first time on a mobile device, putting eBay's mobile business in an envious position compared to the competition -- namely, Facebook (NASDAQ:FB) and Google (NASDAQ:GOOGL).

Fool contributor Steve Heller owns shares of Google and eBay. The Motley Fool recommends eBay, Facebook, and Google. The Motley Fool owns shares of eBay, Facebook, and Google. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.