TomTom juni 2018

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Ja hoor. Op 14 juni. 2 weken geleden tikte de koers nog €8,77 aan.

Wat is nu je boodschap?

-€1 koekkoek.
Accuboor
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pwijsneus
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quote:

Accuboor schreef op 28 juni 2018 22:40:


Ford gaat samenwerken met Baidu mbt China


26 juli is conference call Baidu Q2 cijfers. Afgelopen Conference Calls (transcripts) leverde dat meer info op dan dat TomTom (hoor je niets meer over)meld waar het mee bezig is. Waar blijft dat Nvidia scenario voor TomTom?? Of overschat ik de waarde van positie in smart cities, telematics, location bases services(microsoft) en HD-maps(zelfsturende auto's)?? Partners in Baidu's Apollo (scroll naar beneden, indrukwekkende club: apollo.auto/


Eerste wat is gecommercialiseerd - China Speed - is HD-maps. Voorlopig enkel China, maar wat is de rol van TomTom hierin?!

Conference Call Q4 2017 11 Februari 2018
Alicia Yap - Citigroup Global Markets Asia Ltd.

My questions also relate – actually related to the autonomous partnership and also the delivery of the vehicles. Specifically for these L4 buses with King Long, should we start to assume some service fee that Baidu able to generate starting second half this year? And in terms of other OEM partner, what would be the monetization potential once the delivery happens later in the 2019 and the 2020 level? And then separately on the housekeeping questions, on the sequential decline in the online marketing customer, what was the reasons for that and how will they trend going into 2018? Thank you.

Qi Lu - Baidu, Inc.

Okay. Let me take the first part of the question, with regard to the Apollo platform essentially our business model. We've been super clear from the get go what's our business model, which is our business models will be selling services, a suite of expanding sort of services that's essential to power autonomous driving vehicles of different types. For example, HD maps is the first service that we are commercializing. And we are building a sales pipeline with an inbound set of commercial opportunities. On that parallel, you can think about Apollo and Android is very – from a business model perspective very similar. Android OEM let's say Samsung can take Android free to build the phones, but you have to use Google search services, which is Google monetize, as the primary vehicles for monetization. And then here for Apollo, at this phase of Apollo is very similar.

[i]Our HD maps is our first services,
but we have more and more services that's being planned and are in development. So, over time we see just a services alone over the coming years will be growing to a very material and a significant revenue source for the company. Having said that, the key caveats is that this market will take time to build. We are focusing on building the health of the ecosystem, elevating the technological capabilities, ensuring more and more partners embrace our platforms. And over time, sustainably, healthily build up that business. And last thing I would say is, the Apollo platforms, the Apollo ecosystem preserves many different options of future business model expansions. So, overall we are super bullish about the long-term economic earning capabilities. I will emphasize long-term, emphasize our focus on building a healthy ecosystem at this stage.[/i]


Conference Call Q1 2018 27 april 2018
Grace Chen - Morgan Stanley Taiwan Ltd.

My question is about the progress of your autonomous cars. We understand that Baidu just celebrated one year anniversary for the Apollo project. We understand that development is still in the early stage, but in retrospect, what do you view as the key achievements in the past one year? And what would you do to do better? Looking into the future, what would be your key focus to stay ahead of the curve, given the intensified competition domestically? Thank you.


Qi Lu - Baidu, Inc.

Yes. So first of all, with regard to the key progress over the last one year for the Apollo platform, there's several important area to quote. One is the platform capabilities. We deployed Apollo 1.0 within short span. Now, we just deployed Apollo 2.5. The platform capability and technology is moving at a rapid pace.

Second is, the ecosystem helps. Our developer community, member partners, the different agencies, government departments that are embracing, supporting Apollo has been growing leaps and bounds.

Third, which is more important, is the productization and the commercialization of our partners for L3 and L4-based vehicles is moving at a much, much faster pace than we originally anticipated, much, much faster.

Now going forward, our key focus areas will be continue to build up our technology foundations, but more importantly, to speed up the productization and the commercialization of vehicles.

For example, we mentioned in this year, we have a partner to commercially deploy L4 minibus vehicles. In next calendar years, we have several OEM partners deploy L3 commercially available vehicles. And as long as we keep excellent pace onto all those, the Apollo platform will continue to gain strength against the competition.


As we mentioned in the earlier calls, the Apollo ecosystem also have a very clear and healthy business model. We are very similar to Android, the platform technology is open for participating, open for use, but we also sell our services, just like Google, if you use Android to build a handset, you use Google Search services. In this case, it would be our HD map services and the future services that we'll deploy.

So overall, our focus is continue to speed up the development ecosystem, particularly the productization and the commercialization of our partners' vehicles. That will further increase Baidu's competitive strengths.
Juun
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Amsterdam, The Netherlands, June 29, 2018 TomTom (TOM2) has been chosen by the global hotel search platform, trivago, to be one of their geocoding providers, in order to create a better user experience. The agreement will see TomTom Online Search API being used to improve address geocoding in trivago’s hotel and accommodation database, allowing people to seamlessly search for an address, business or place, easily integrating location search into an application.

Anders Truelsen, Managing Director, TomTom Enterprise, said: “Because TomTom offers a personal approach to delivering high quality Maps APIs, companies like trivago trust us when they’re developing their backend applications.”

“TomTom geocoding services provide us with the ability to geocode large amounts, and various types, of hotel and accommodation addresses worldwide – which is particularly useful at the moment, as we are in the process of onboarding a sizeable volume of alternative accommodation properties. This is essential for us, in order to ensure an optimal lead time and guarantee the best quality connections between destinations and hotels.” says Romain Beget, Data Products Lead at trivago.

Developers can easily get going with TomTom Maps APIs, a full suite of location services on TomTom’s self-service developer portal: developer.tomtom.com/tomtom-maps-apis...
Juun
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Amsterdam, the Netherlands, June 29 2018 TomTom (TOM2) today announced that its comprehensive mapping data will be offered to Alteryx, Inc. (NYSE:AYX) customers as part of its self-service, end-to-end analytics platform. Alteryx is a data science and analytics company that helps companies to turn data into actionable insights. Building on a relationship of over 15 years, TomTom now becomes the sole map supplier for the Alteryx analytics platform, offering Alteryx users access to the highest quality mapping data – and thus geographic context – for their spatial analysis application development. In addition, for select countries, TomTom’s Maps APIs will be available in the Alteryx analytics platform, providing industry-leading geocoding and reverse geocoding capabilities.

With TomTom mapping data, Alteryx users can analyze their customer data in relation to things like retail locations. They can also compare competitor locations to their own, and perform drive time analysis for desired demographic segments before determining the location of retail stores. These capabilities are an essential part of the Alteryx analytics platform. Customers in more than 70 countries across the globe have deployed the Alteryx platform.

“With map visualization functionalities in the Alteryx analytics platform, users can gain insight with geographic context,” said Anders Truelsen, Managing Director of TomTom’s Enterprise Business Unit “TomTom is proud of its long standing relationship with Alteryx, and we are thrilled to continue offering the incredible insights our map data and Maps APIs can provide to their customers.”

“Our long-standing collaboration with TomTom is demonstrative of our commitment to empowering customers with the data they need to solve analytic challenges directly within our platform,” said Dean Stoecker, CEO of Alteryx. “Our customers trust and leverage TomTom’s mapping data as a critical piece of the spatial analysis puzzle, providing geographic context.”

TomTom is relied upon by technology companies, geographical information systems (GIS) providers, government bodies and traffic management institutions across the globe to deliver industry-leading mapping products that create location-enabled applications.
Gesloopt door HG
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quote:

Juun schreef op 29 juni 2018 07:35:


Amsterdam, The Netherlands, June 29, 2018 TomTom (TOM2) has been chosen by the global hotel search platform, trivago, to be one of their geocoding providers, in order to create a better user experience. The agreement will see TomTom Online Search API being used to improve address geocoding in trivago’s hotel and accommodation database, allowing people to seamlessly search for an address, business or place, easily integrating location search into an application.

Anders Truelsen, Managing Director, TomTom Enterprise, said: “Because TomTom offers a personal approach to delivering high quality Maps APIs, companies like trivago trust us when they’re developing their backend applications.”

“TomTom geocoding services provide us with the ability to geocode large amounts, and various types, of hotel and accommodation addresses worldwide – which is particularly useful at the moment, as we are in the process of onboarding a sizeable volume of alternative accommodation properties. This is essential for us, in order to ensure an optimal lead time and guarantee the best quality connections between destinations and hotels.” says Romain Beget, Data Products Lead at trivago.

Developers can easily get going with TomTom Maps APIs, a full suite of location services on TomTom’s self-service developer portal: developer.tomtom.com/tomtom-maps-apis...


Nu volgt er vast een koersexplosie.
Roofer
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Beurzen eerst nog 10% lager, dan koop ik weer TT bij. Had net iets te laat verkocht op 8,50. Maar alsnog wel tevreden. Uiteraard wel bang dat in de tussentijd groot nieuws uitkomt, maarja, dat is handelen..
Diegy
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In 2 weken tijd zowat 1 hele euro van de koers af. Vandaag kan zomaar een dagje van 4 tot 5% erbij worden voor tomtom.
Boertje
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Let wel: Trivago is overlappend voor alle hotel zoekingen op internet. Dus daar hangt ook bijvoorbeeld. Booming.com onder met 75000 hits per uur
Mob2021
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Trivago is goed nieuws. Betekend dat grote platformen inderdaad Google Maps heroverwegen en dus ook voor TomTom kunnen kiezen.
tatje
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Hallo Topper.

Bij jouw lijstje zou ik ook 17 juni 2018 bezoek Tim Cook CEO van Apple aan Amsterdam zetten.

- Museum bezoek
- rondvaart
- Lucky kat studios.

'Fijn om terug te zijn'
De topman is een paar dagen in Amsterdam. Wat de PRECIEZE REDEN is van het bezoek aan de stad is onduidelijk. 'Fijn om terug te zijn', twittert hij in ieder geval.

Als Harold in de VS op de koffie gaat bij Tim Cook, gaat Tim dan NIET bij Harold Goddijn op de koffie in Amsterdam. :-)

www.at5.nl/artikelen/183326/apple-ceo...


Tim heeft via Apple, toch ook een appeltje voor de dorst bij elkaar gekregen:-)

www.vacature.com/nl-be/carriere/salar...

Prettige dag, wat het koers controlerend Geteisum, vandaag voor ons in petto heeft, ik zie het morgen wel :-)
rjohnson
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Ik zie Trivago ook wel als een keerpunt in klanten. Betekend dat TT nu een nieuwe markt aanboort en wel de travel markt. Ik weet niet of ze al meerdere klanten in dat segment hebben, maar als er 1 over de dam is dan weet je het wel.
VanillaSky
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Gaan we knallen op dit nieuws? lijkt me sterk.
na vandaag de stilte periode in, echt komkommertijd. Wat dat betreft is/wordt TT toch een wat rustiger en saaier aandeel. Een kleine topline omzetgroei met een (hopelijk) wat grotere winsstijging. Verder sterke balans. De echt grote fantasie en het rijk rekenen dat is er toch wel een beetje uit en zie ik voorlopig niet terugkomen.
Lijkt mij toch een 7-10 euro aandeel 2018 en 2019, daarna 10+ indien a) de prognose van 12,50% groei in stand blijft de komende jaren maar ook VOORAL de jaren erna. b) consumer toch nog wat omzet blijft genereren zodat Topline omzetgroei mogelijk is voor TT in de jaren 2020 en verder.


~Justin~
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quote:

VanillaSky schreef op 29 juni 2018 09:13:


Gaan we knallen op dit nieuws? lijkt me sterk.
na vandaag de stilte periode in, echt komkommertijd. Wat dat betreft is/wordt TT toch een wat rustiger en saaier aandeel. Een kleine topline omzetgroei met een (hopelijk) wat grotere winsstijging. Verder sterke balans. De echt grote fantasie en het rijk rekenen dat is er toch wel een beetje uit en zie ik voorlopig niet terugkomen.
Lijkt mij toch een 7-10 euro aandeel 2018 en 2019, daarna 10+ indien a) de prognose van 12,50% groei in stand blijft de komende jaren maar ook VOORAL de jaren erna. b) consumer toch nog wat omzet blijft genereren zodat Topline omzetgroei mogelijk is voor TT in de jaren 2020 en verder.





Nieuws stelt weinig voor inderdaad. Voor een tech aandeel dat toch wel wat winstgevender gaat worden dan nu (meer marge, meer cash generatie) is de 7-10 range eigenlijk wat bescheiden, maar als je nu op het bord kijkt dan is er nog heel wat nodig om boven de 10 euro te komen. De markt heeft er dus een hard hoofd in. Of wil eerst zien dat Consumer wordt afgestoten. Corinne Vigreux is met stille trom vertrokken als MD van Consumer.
vreemd vermogen
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Ik gebruik Trivago best wel veel. Tot nu ging het bekijken van de plek via Google.Schijnbaar toch niet zo goed bevallen. Ook Here als landgenoot niet gekozen. Vind ik toch wel een positief teken.
Was here
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Ik heb weinig verstand van deze persberichten. Maar is dit ook indirect een succes van de samenwerking van tt en Microsoft Azure?

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Vertraagd 14 jul 2020 17:35
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