W schreef op 19 juli 2017 09:12:
analisten bellen voor
" solid quarter but weak Telematics and Sports "
2Q17: better sales , EBITDA and net profit ( excl a 169 mio impairment of goodwill reletaing to TeleAtlas and Sports specifically )
a strategic review will take place with sports ( not PND) with clarity in Q3 period
TT is lowering its guidance modestly due to Sports keeping EPS unchanged
company is announcing a 50mio share buy-back
automotive rev very strong , beating consensus
Licensing equally strong
Telematics disappointing ( in this mng call CFO stated , " we need to fix this " (ARPU down to eur 14 , subscriptionn growth down to 7% )
Gross margin was very strong
when asked why not sell consumer
HG answered that TT still is the best owner of the asset
can TT sell Sports?
Given declining revenue, the need for high marketing spend and the competition in the wearables market, proceeds ( if any ) will be minimal
Halting the business may also be the outcome of the strategic review
""
OK , nu naar de volgende
dat sports is dus een complete waste of time and funds, doodzonde dat hier zoveel inzet aangegeven is, maar goed verandering is op til
succes