Forum: TomTom » September 2019: Op Naar Deals En 17.50 Koers » Pagina: 6 | Belegger.nl

September 2019: Op Naar Deals En 17.50 Koers

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marathon 11
1
Nee, ik ben het met u eens er is op sommige dagen totaal geen vraag maar als er veel vraag komt ben ik van mening dat de koers fors oploopt. Goed nieuws kan helpen of een overname natuurlijk. Verder zie ik voornamelijk een computerprogje dat transacties uitvoert en er verder nagenoeg geen transacties plaatsvinden. Het blijft afwachten tot we gaan zien waar we echt naartoe kunnen. Deze maand kan wat nieuws opleveren en hopelijk positief nieuws.
de koe
1
HD_Erik
0
quote:

de koe schreef op 4 sep 2019 om 08:53:


[...]je was me net voor.....
Spanend !


Lijkt op een Volkswagen;)
tatje
1
quote:

HD_Erik schreef op 4 sep 2019 om 08:52:


Aankonding Tom Tom op Twittert:

twitter.com/TomTom/status/11691404249...


Ik zag het woord autonomos !

Gisteren de ING investor conference met Taco aanwezig.

Vandaag webseminar HD Maps met Electrobit.

Kan inderdaad een spannende dag worden.

Openingsveiling 63 aandelen op 11.04 of 5.

9.07 uur al bijna 29000 aandelen verhandeld.

Zijn machten die elkaar in evenwicht willen houden.

Er is reuring :-)
Wielerfanaat
3
Vanochtend op Bloomberg

Hyperdrive
TomTom Maps Out Revamp With Bet on Self-Driving Cars
By Natalia Drozdiak
4 september 2019 07:30 CEST
Dutch digital map co. was hit by decline in use of sat navs
TomTom says it’s a leader in HD maps for autonomous cars
A visualization of TomTom’s HD maps for autonomous vehicles.
A visualization of TomTom’s HD maps for autonomous vehicles. Source: TomTom

Once a household name for its satellite navigation for cars, TomTom NV has taken a backseat in recent years as smartphones, loaded with apps like Google maps, surged in popularity.

Now the Dutch digital mapping company is betting that your car needs directions more than you do. Over the past few years, TomTom has been building high-definition or “dynamic” maps for self-driving cars. It’s a decision that could help it challenge tech platforms, like Alphabet Inc.’s Google, as cars are increasingly sold with more autonomous capabilities.

“We used to make maps for humans, but now we make maps for robots,” Alain De Taeye, member of TomTom’s management board, said at a journalist briefing in Amsterdam.

TomTom’s share price peaked in 2007 at around 100 euros a share. But this summit coincided with the launch of the iPhone. A year later, TomTom reported sales of more than 12 million personal navigation devices, it’s record high. By 2011, it announced a restructuring program that included forced lay-offs to counter lower sales and in 2017, TomTom took a 169 million-euro write down on its consumer unit. It’s share price has since hovered at around 20 euros.

TomTom now finds itself with several deep-pocketed rivals battling for the future of car navigation, including Apple Inc., Google and HERE Technologies, the digital mapping company controlled by BMW AG and other German car makers. In a blow for TomTom, longtime partner Renault SA and associates Nissan Motor Co. and Mitsubishi Motors Corp. last year signed on with Google’s Android operating system to supply standard-definition maps.

On a quest to claw its way back, TomTom is ditching unwanted business lines, like the Telematics fleet-management business, and doubling down on HD maps. TomTom says it’s been able to differentiate itself from competitors on HD maps by being independent and not having an advertising-based business model like Google’s.

TomTom shareprice since peak, Euros
In addition to sensors and other features, HD maps are an important part of autonomous driving, which can incorporate different levels of human assistance – from very little to none whatsoever in even the harshest weather conditions.

HD maps, stored on a car’s computer system, replicate every lane, guard-rail, road edge and pole that a vehicle sees, helping cars locate their positions within centimeters. Those features are critical to avoid crashing into nearby cars, but they also help the car discern which traffic light at a busy cross-section it should obey or identify a speed sign hidden by a truck.


So far, TomTom has publicly announced HD partnerships with Baidu Inc. on its Apollo driverless project, and with Renault on the carmaker’s SYMBIOZ autonomous driving program. It announced in March that it had won multiple deals to provide HD maps to major car makers, but declined to say which ones. Those contracts, which typically last more than 10 years because of ongoing service needs, have so far resulted in a roughly 60% market share in HD maps for TomTom, according to Willem Strijbosch, the company’s head of autonomous driving.

“Not every car maker has made their decision yet on who will support them on HD maps,” said Strijbosch. “But out of all the car makers that have made a decision, we see that the big ones – the top 10 – are picking TomTom.”

The Bayshore Route of Shuto Expressway in Yokohama city in Japan daytime aerial view from airplane
A visualization of TomTom’s HD maps for autonomous vehicles.Source: TomTom
TomTom collects traffic and road data on more than 67 million kilometers around the world using 600 million different devices – including its mobile mapping cars, sat navs, and mobile phones. Of those roads, TomTom has so far covered only 400,000 kilometers in HD. Its HD maps are currently only available on highways in the U.S., Canada, Europe, South Korea and Japan but it is working to add more side roads as the technology advances.

The mapping firm doesn’t disclose revenue from HD maps but in July it boosted its full-year guidance, saying it now expects sales from its location technology to grow 17% to 435 million euros, up from 430 million euros forecast in April. That amounts to around two-thirds of the group’s overall expected revenue.

“The single biggest risk to the TomTom investment case is costs,” said Wim Gille, head of equity research at ABN AMRO. He said the company still has lots of ground to cover on HD maps compared to its standard definition maps and clients will want reassurance that the company can continue to serve them in a decade from now.

While HERE is out-earning TomTom in revenues, Gille said, it’s also spending around 1 billion euros a year in operating expenses, about twice as much as TomTom. Still, he said both companies have what it takes to build and maintain an HD map.

“The market is big enough for both of them,” he said.
boem!
0
Onverschillig welk nieuw automerk er wederom een deal met TT heeft gesloten de koers zal daar echt niet hevig op reageren.

De koers volgt nl de interpretatie van de markt vwb het verdienmodel.
Met de huidige 11 euro waardeert men het al op 22x de FCF outlook voor 2019.
Een nieuwe deal zal daar weinig aan veranderen.
Het is wachten op de cijfers 3q waarna men op basis van harde cijfers zijn interpretatie zal bijstellen.
Makita
0
TomTom12
0
Is een Volvo, kijk maar naar het laatste frame bij omhoogtrekken van doek naar design van de gril.
JIBA
0
quote:

Makita schreef op 4 sep 2019 om 09:20:


[...]
XC60 zou ik zeggen


Dat lijkt m inderdaad te zijn ja.
tatje
0
Wielerfanaat.

Klasse artikel.

heb 2 zonen die ook elite amateur hebben gefietst, jaar of 10 geleden.

Ook la marmotte fietsen 3 keer.

Mooie zin van Strijbosch.

“Not every car maker has made their decision yet on who will support them on HD maps,” said Strijbosch. “But out of all the car makers that have made a decision, we see that the big ones – the top 10 – are picking TomTom.”
marathon 11
0
quote:

boem! schreef op 4 sep 2019 om 09:17:


Onverschillig welk nieuw automerk er wederom een deal met TT heeft gesloten de koers zal daar echt niet hevig op reageren.

De koers volgt nl de interpretatie van de markt vwb het verdienmodel.
Met de huidige 11 euro waardeert men het al op 22x de FCF outlook voor 2019.
Een nieuwe deal zal daar weinig aan veranderen.
Het is wachten op de cijfers 3q waarna men op basis van harde cijfers zijn interpretatie zal bijstellen.

Ben dat niet met je eens. Elke nieuwe naam levert in de toekomst veel geld op. Toen Volvo zgn afscheid nam waren de gevolgen voor de koers ook rampzalig. Verwacht dat we vandaag de €11.20 zullen slechten en eind van de maand ruim boven de €12 staan. Mijn mening dus!!
Stille vennoot
0
Volvo, duidelijk, en het woordje : autono...
dat woordje is wellicht het belangrijkste....
tatje
0
Ik snap er niets meer van.

De eerste 2 HD maps deals waren voor Tom Tom.

Als je dan leest wat Strijbosch zegt:

""“Not every car maker has made their decision yet on who will support them on HD maps,” said Strijbosch. “But out of all the car makers that have made a decision, we see that the big ones – the top 10 – are picking TomTom.” ""

Dan moeten er toch al veel meer HD deals binnen zijn !!!

Dus de HD deals worden ook 1 maal per jaar geopenbaard, lijkt het :-)
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Vertraagd 06-dec-19 17:38
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