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Aandeel TomTom AEX:TOM2.NL, NL0013332471

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TomTom nieuws in 2013

686 Posts
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  1. Jejo303 18 november 2013 10:51
    Fleet Management Market Expected to Reach $30.45 Billion By 2018

    Monday, 18 November 2013 04:38 Reporters 0 Comments
    .

    [211 Pages Report] Fleet Management Market categories the global By Component (Fleet Analytics, Telematics, Vehicle Tracking & Fleet Monitoring, Vendor Services) & By Vehicles (Corporate Fleets, Trucks, Light Goods, Container Ships, Buses, Aircrafts) & Geography

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    The number of vehicles is increasing globally with a major boom in the emerging economies; this has a positive impact on the fleet management industry. Asia-Pacific is expected to exhibit the highest growth rate in the fleet management market revenue out of the various regional markets. There are also government endeavors to mandate the incorporation of GPS tracking features in all the new vehicles to be sold and operated in their specific regions, which clearly shows the opportunities for fleet management business growth. Organizations from public transport, service sectors, logistics, and retail industries are expected to bring huge business opportunities for the fleet management vendors.

    The key strategies followed by many of the leading companies in the fleet management market are new technology, customized solution, and acquiring relatively small domain expert players. Some of the major players in this market are Accenture, Motorola Solutions, TomTom, Qualcomm, Masternaut, Trimble Navigation Ltd., Garmin International, Fleetmatics, Pointer Telocation Ltd, Verizon Networkfleet, among others.

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  2. [verwijderd] 18 november 2013 12:51
    Leuk artikeltje maar het gevecht zal zich vooral richten op de smartphonedominantie van Google (Microsoft, Samsung, Facebook, Apple en andere giganten zullen in deze markt hun positie moeten veroveren).
    Alhoewel Here zich zal moeten herpositioneren nu Nokia de smartphonedivisie heeft verkocht aan Microsoft, zullen Here en TomTom vooralsnog vooral contentleveranciers zijn voor die giganten (Here kan slechts dromen van een zelfstandige positie).

    Binnen Automotive is TomTom de belangrijkste concurrent maar daar wint juist TomTom marktaandeel op HERE met o.a. de superieure real-time traffic info (zie de recente megadeals met Ford, Mercedes Benz, Toyota etc.).

    HERE heeft binnen de Nokia-omgeving overigens weinig bestaansrecht (Nokia zal zich vooral concentreren op Networks & Services) en zal vermoedelijk binnen niet al te lange tijd ook worden verkocht. Hoogstwaarschijnlijk aan Microsoft.
  3. [verwijderd] 18 november 2013 13:03
    Zou ook kunnen en lijkt mij ook zeer interessant voor de koers van TomTom (de kaarten van Nokia zijn ruim €3 miljard waard volgens de in september uitgevoerde assessment; een notering zal dan toch zeker iets extra moeten opleveren dus €4-€5 miljard zal men dan minimaal willen nastreven met een separate notering).

    Wellicht was in dit stadium de vraagprijs voor Microsoft nog niet te verantwoorden en volgt de overname over een jaartje.

    Als Microsoft daadwerkelijk de concurrentie met Google wil aangaan in de smartphonemarkt, dan zijn die Here-kaarten van cruciaal belang.
  4. [verwijderd] 18 november 2013 13:23
    quote:

    exit Q3 schreef op 18 november 2013 13:03:

    Als Microsoft daadwerkelijk de concurrentie met Google wil aangaan in de smartphonemarkt, dan zijn die Here-kaarten van cruciaal belang.
    Ja, denk ik ook maar dan zullen Apple, Samsung, LG, HTC, Lenovo, enz, enz het moeten doen met de enige overgebleven kaartenmaker(TA). En de cirkel is weer rond..
  5. forum rang 6 hvasd2 18 november 2013 21:55
    quote:

    Kiet = Niet schreef op 18 november 2013 13:23:

    [...]

    Ja, denk ik ook maar dan zullen Apple, Samsung, LG, HTC, Lenovo, enz, enz het moeten doen met de enige overgebleven kaartenmaker(TA). En de cirkel is weer rond..
    Als de kaarten balletjes echt gaat rollen dan zal de waarde van TT(TA) flink gaan stijgen ;-)
  6. [verwijderd] 20 november 2013 10:48
    smart421.wordpress.com/2013/11/20/the...

    "TomTom’s Peter Moeykens talked about their experience of building a public API around TomTom’s core map, navigation and point-of-interest assets. He talked about the journey TomTom went on, the (inevitable) missteps made, and the ‘lightbulb moment’ that was the realisation that APIs need to be thought about as products. Again, this is a view I share strongly, even for internal APIs – without taking that outside in view of the world, your APIs will be lifeless. Peter talked about how they sold APIs internally (Answer: demos), and how they sold them externally, and perhaps more to the point, how they got their sales guys to sell them externally (Answer: showing them the kinds of applications the APIs would allow other people to build). Really great, practical advice."

    www.apiconference.com/pdf/BAPI-London...
  7. [verwijderd] 20 november 2013 15:20
    AutoNavi Holdings Limited Reports Third Quarter 2013 Results

    seekingalpha.com/news-article/8227951...

    De groei in China qua aantallen blijft duizelingwekkend. In Q3 47 miljoen nieuwe mobiele gebruikers erbij. Desalniettemin moeten ook daar de inkomsten uit Location Based Services nog op gang gaan komen.
  8. [verwijderd] 20 november 2013 16:43
    Nomura hikes AutoNavi PT: valuation of business is based on MAUs, not financials • 9:27 AM

    Nomura hikes AutoNavi's (AMAP) PT to $19 from $17 following the company's lackluster financial results in Q3. The 6% Y/Y revenue decline should be understood in the context of AutoNavi's transition to offering its map app for free as it attempts to build a critical mass for its product, Nomura believes.

    -Under that framework, the quarter was a success, as Monthly Active Users grew 31% Q/Q to 85M. The torrid expansion was an acceleration from Q2's 16%.

    -Nomura values AutoNavi by applying peer average valuations per MAU (and a 40% haircut) to AutoNavi's user base. The firm thinks AutoNavi could grow MAU to 200M by 2015.

    -Meanwhile, Baidu has begun to pay handset makers to pre-load its own mapping app, while AutoNavi is trying to bundle pre-installs with partner apps (like Alibaba's). The pre-install market is split roughly 50:50 between Baidu and AutoNavi, with the situation rapidly "becoming a 'two-player' market and growing increasingly difficult for other players to compete," Nomura writes.

    -Investors agreed with Nomura's take on AutoNavi's Q3 results yesterday, sending shares up 8.1%.
  9. [verwijderd] 21 november 2013 08:16
    TomTom lanceert nieuwe producten in 2014

    Automotive trekt aan en goede vooruitzichten voor Services in 2014.

    TomTom zal in 2014 een aantal nieuwe producten lanceren, onder meer op het vlak van hardlopen en zwemmen. Dit zei CEO Harold Goddijn van TomTom tijdens een door Morgan Stanley georganiseerde Technology Media & Telecoms bijeenkomst in Barcelona.

    Positief was verder dat Goddijn aangaf betere resultaten te boeken op de Automotive markt en aan marktaandeel te winnen. Daarbij mikt de navigatiespecialist op meer interesses voor TomTom Services door partners BMW, Toyota, Fiat en Renault in 2014.

    De kans dat er grote nieuwe deals worden gesloten voor de kaarten van TomTom lijkt evenwel klein. Analisten van Morgan Stanley spraken van "beperkte" kansen voor de kernactiviteit van TomTom.

    In Amerika tot slot ondervindt TomTom stevige tegenwind, wat ook blijkt uit het gedaalde marktaandeel voor navigatiekastjestak tot 17 procent. Desondanks blijft de onderneming in Amerika volgens eigen zeggen winstgevend, hetgeen volgens Morgan Stanley vooral te danken is aan licentie overeenkomsten met BMW en Apple.

    Morgan Stanley heeft een Onderwogen advies op TomTom met een koersdoel van 3,40 euro. TomTom sloot woensdag op 5,57 euro.
  10. forum rang 8 Beperktedijkbewaking 22 november 2013 04:08
    quote:

    kingwoep schreef op 21 november 2013 09:36:

    ‘Lack of addressing systems holds back African e-commerce’

    www.itwebafrica.com/business-intellig...
    Klopt. Vandaar dat TT-Zd-Afr. goede business maakt met de verkoop van geo-gerelateerde adressen en postcodes aan o.a. verzekeringsmaatschapijen.
686 Posts
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