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Aandeel TomTom NL0013332471

Laatste koers (eur) Verschil Volume
4,134   -0,166   (-3,86%) Dagrange 4,072 - 4,332 591.478   Gem. (3M) 241,2K

Bespreking outlook

174 Posts
Pagina: «« 1 ... 4 5 6 7 8 9 »» | Laatste | Omlaag ↓
  1. [verwijderd] 26 februari 2015 11:13
    quote:

    Automaatje schreef op 26 februari 2015 10:56:

    Het zou mij niet verbazen als in Q2 nieuwe produkten worden aangekondigd.

    Mvr gr, Daf66
    Dat doet me nog meer goed om te horen!

    Jongens en meisje(s), laat de AB-tjes voor Daf66 maar komen. Die van mij heeft hij alvast in the pocket.
  2. [verwijderd] 26 februari 2015 11:17
    Zo kan ie natuurlijk ook... ;-)

    Dear shortseller,

    I am pleased to report that 2014 was a sad year for you. We made good progress with our investments in our core technologies across the group, achieving important milestones and positioning TomTom back for growth. We made further inroads in establishing a multi-product consumer business with our GPS sport watches, we announced new deals with automotive customers and we saw accelerated growth in our fleet management business.

    Unfortunatelly for you, improvements to our organisational structure and R&D set-up over recent years have created a stronger basis for the future of TomTom. As well as being able to look forward to the benefits of a more efficient organisational structure. To make things even worse for you we will continue to build on a growth and performance-oriented culture that embraces teamwork, strong employee engagement, and the drive for excellence.

    Even though it's painful for you, I have no other choice than to emphasize that 2014 marked a year in which we achieved significant milestones with our technologies. We made substantial progress with the first version of our unique transactional map-making platform that will provide incremental map updates, enabling near real-time maps. With this technological innovation, TomTom is well positioned to address the need for accurate and up-to-date maps, for navigation applications and driver assistance applications, including Highly Automated Driving.

    We invested to maintain our leadership position in traffic, increasing our global coverage and enhancing our traffic services and put further damage to the wounded animals mentioned in the AFM short selling registry.

    There are significant threats that TomTom will become the de facto global leader in traffic information. Over 40 countries around the world now have access to TomTom's historic and real-time traffic information. TomTom also became the first company to use real-time weather information to calculate routes and arrival times. By knowing the exact traffic situation across the entire road network, including weather conditions, we give drivers more insight about the road ahead, making journeys faster and more predictable.

    Another painful thing to mention is that we made good progress on investments in our modular navigation software, which is used by our consumer drive products such as PNDs and offered as a modular connected navigation system with maps and traffic to our automotive customers for their embedded.We are committed to using the Navigation Data Standard (NDS) industry standard map format, which we are integrating into our navigation software on device-based and server-based navigation applications.

    The ability of NDS to support incremental updates fits well with our transactional map-making capability, making it possible to keep an on-board map up-to-date.

    To your surprise, our European PND business held up well in 2014. We improved our European market share and average selling price (ASP). The North American market continued to decline faster than in Europe and it remains a challenging market for PNDs. Our strategy is to maximise the value from the PND category, which we believe will remain a meaningful category in its own right for the foreseeable future. With the introduction of our own branded GPS sport watches we made a successful step into the sports market.

    In 2014, you might have been confronted with from your perspective unfavorable earnings trends, since we extended our sport watch range with the launch of TomTom Runner Cardio, equipped with a built-in heart rate monitor, which made heart rate training easily accessible to athletes. We also delivered a GPS watch to help golfers to improve their game. We will continue to invest in our consumer business and we look forward to bringing innovative and relevant new products to the market in 2015.

    To make things worse for you, our strategy of offering modular Connected Navigation System (CNS) components, including maps, traffic and navigation software and services, to automotive OEMs and Tier 1 vendors is driving growth in our Automotive business. In 2014, we continued to deliver our modular CNS components to our existing customers and we secured new partnerships and deals.

    Key strategic partnerships with Bosch SoftTec and Volkswagen Research to develop Advanced Driving Systems, and jointly research the future of Highly Automated Driving build on TomTom's expertise in mapping, traffic and navigation and position TomTom as a leading innovator in the future of automated driving. Conditions to use TomTom as a hedge are thus becoming more unfavorable on the long term.

    We also continued to strengthen our position as a premium traffic service provider in the automotive industry, underlined by new contract wins such as Daimler, Toyota, Fiat, and Audi. Our order bookings for 2014 exceeded a devastating €220 million, which together with earlier secured orders will support growth in our Automotive business from 2016 onwards.

    Sadly for you, even in our Licensing business, we diversified and grew our customer base globally and announced a number of strategic deals that enable us to offer cloud-based navigation and location services, a pedestrian-friendly map layer and an indoor mapping offering.

    To put your results under even greater pressure, our Telematics business performed strongly in 2014. We saw accelerated growth in the WEBFLEET subscriber base reaching close to half a million subscriptions by the year end. This was achieved through a combination of solid organic growth and two acquisitions: DAMS Tracking in France and Fleetlogic in the Netherlands.

    We have to acknowledge that today, our Telematics business is recognised as the largest and fastest growing telematics provider in Europe. We are increasingly becoming the fleet management service provider of choice for fleet owners of any size, with recurring revenue streams accounting for around 70% of Telematics' total revenue. Our established and scalable technology platform, in combination with our ongoing commitment to innovation, sustained investment in R&D and capacity to leverage economies of scale, enables us to continue to capitalise on the favourable industry trends.

    For the masochists still shorting TomTom, we would like to stress that the demand for applications that use location is expected to continue to grow globally across many industries, and we see new opportunities for TomTom. Over the past year, we have been positioning ourselves for growth and the results of our investments give us confidence for the future.

    Each of our business units has its own strategy, which includes developing and launching new products, and expanding our commercial footprint in both existing and new markets.

    While remaining cautious about the short-term economic outlook in our core markets and closely monitoring the developments in the PND market, we are committed to deliver top line revenue growth in 2015 and basically kill you.

    We will continue to execute on our existing strategy that you expected to fail. To grow our telematics, automotive and consumer businesses: we expect continued strong growth in our fleet management business, to announce new deals with automotive customers, and to further develop and grow a multi-product consumer business.

    You can off course also become one of our stakeholders. I would like to thank our shareholders for their continued support and confidence in TomTom. As we continue our journey in this dynamic and fast moving industry, our customers for their loyalty and valuable feedback that drives us to constantly innovate. And finally our employees
  3. [verwijderd] 26 februari 2015 11:37
    quote:

    xynix schreef op 26 februari 2015 11:22:

    LOL Justin! AB
    We invested to maintain our leadership position in traffic, increasing our global coverage and enhancing our traffic services and put further damage to the wounded animals mentioned in the AFM short selling registry. [...] we are committed to deliver top line revenue growth in 2015 and basically kill you.

    ;-)
  4. [verwijderd] 26 februari 2015 11:42
    quote:

    *Justin* schreef op 26 februari 2015 11:37:

    [...]

    We invested to maintain our leadership position in traffic, increasing our global coverage and enhancing our traffic services and put further damage to the wounded animals mentioned in the AFM short selling registry. [...] we are committed to deliver top line revenue growth in 2015 and basically kill you.

    ;-)
    "and basically kill you". Hilarisch! ;-)

    Nou nog ergens "scare the shit out of you" ;-)
  5. [verwijderd] 26 februari 2015 11:43
    quote:

    Automaatje schreef op 26 februari 2015 10:56:

    Het zou mij niet verbazen als in Q2 nieuwe produkten worden aangekondigd.

    Mvr gr, Daf66
    Mooi, weer een leuke puzzel.
    Mijn eerdere gok was dat de investeringen slechts nodig waren voor een nieuwe generatie sportwatch, maar er komt dus meer. Maar wat?

    Mischien leuk voor een extra trui in het gok-op-TT-koersen-klassement.
    Wat wordt het nieuwe produkt?

    seren track-en-trace-wearable
  6. [verwijderd] 26 februari 2015 11:55
    quote:

    seren schreef op 26 februari 2015 11:43:

    [...]

    Mooi, weer een leuke puzzel.
    Mijn eerdere gok was dat de investeringen slechts nodig waren voor een nieuwe generatie sportwatch, maar er komt dus meer. Maar wat?

    Mischien leuk voor een extra trui in het gok-op-TT-koersen-klassement.
    Wat wordt het nieuwe produkt?

    seren track-en-trace-wearable

    xynix - in ieder geval camera's of some sort (voor de "short shirt" in poepbruine kleur). Of Carla's short skirt ;-) !!
  7. [verwijderd] 26 februari 2015 12:03
    quote:

    seren schreef op 26 februari 2015 11:43:

    [...]

    Mooi, weer een leuke puzzel.
    Mijn eerdere gok was dat de investeringen slechts nodig waren voor een nieuwe generatie sportwatch, maar er komt dus meer. Maar wat?

    Mischien leuk voor een extra trui in het gok-op-TT-koersen-klassement.
    Wat wordt het nieuwe produkt?

    seren track-en-trace-wearable

    Ik zet in op fietsnavigatie, al dan niet embedded in het stuur.
  8. [verwijderd] 26 februari 2015 12:24
    Nu snap ik ook dat TomTom verwacht dat de omzetgroei meer in tweede helft van dit jaar komt. Dit product zou de PND weleens een goede plus kunnen geven. Mensen die nu in zijn voor een losse camera, kopen dan een totale PND waar de cam bij in zit. Beetje sponsoring vanuit de verzekeraar. En een beetje reuring om het product heen door 'blik op de weg' achtige video's op Youtube die met TomTom PND's + cam gemaakt zijn...
174 Posts
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