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Home  /  Forum  /  TomTom  /  Conference call nalezen

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Aandeel TomTom AEX:TOM2.NL, NL0013332471

  • 5,700 19 apr 2024 17:35
  • -0,280 (-4,68%) Dagrange 5,700 - 5,925
  • 569.243 Gem. (3M) 307,3K

Conference call nalezen

39 Posts
Pagina: «« 1 2 | Laatste | Omlaag ↓
  1. forum rang 5 hvasd2 21 april 2015 21:18
    "But if you look aviation, I can say if you say that’s not an area we’re interested in and I think the for boating this is a very specific market is now we’ve planned to enter those verticals if you like."

    Lees ik hier nou dat TT iets met boating gaat doen ? Of is de vertaling te grof ?
  7. [verwijderd] 21 april 2015 22:05
    De transcript is op sommige punten niet volledig. Een voorbeeld over het verschil in kwaliteit van de TomTom maps met die van HERE:

    And that gives us [indiscernible] over anyone else in the industry.

    In de webcast hoor je toch duidelijk:

    And that gives us an edge over anyone else in the industry.

    Het is ook wel leuk om de nerveuze manier van vragen van shorter TT International te horen.
    En Goddijn barst van het vertrouwen inzake de growth Automotive die er de komende jaren aan zit te komen. In 2016 gaat dat ook echt beginnen. Ook Wyatt is overtuigend.
    Voor diegenen die de conference call nog eens willen beluisteren is deze link handig:

    corporate.tomtom.com/presentations.cfm

  8. Romax 21 april 2015 22:14
    quote:

    Leeuw 007 schreef op 21 april 2015 22:05:

    En wat is nou de kloe van het verhaal Justin?
    Ik zal je helpen Leeuw omdat je geen Engels kent.
    Waarschijnlijk is TomTom voor de zomer failliet......
    Dus verkoop nu wat je hebt en zoek een ander aandeel en dito forum....
    Zou je bijna alle leden een groot plezier mee doen!
  15. forum rang 8 Beperktedijkbewaking 22 april 2015 06:41
    Dank Justin, div. AB-tjes.
    Ik had noodzakelijke andere bezigheden, maar ben dankzij jou weer volledig op de hoogte.

    Toch een vraag, ik citeer MW uit jouw verslag:

    "Yes, so revenue in automotive sector is for 2016 will be substantially higher than what we do in 2015. It has to be 2015 is lower than 2014. 2014 was also another great year, but we start to recover ground to 2014 by booking €220 million orders, if you project that against the scheduled deliveries for 2016, then we can be quite confident that revenue will go up substantially in 2015 in the automotive segment."

    Ik hoop dat het onderstreepte waar is in 2015, zelfs als het alleen over Q4 gaat.
    Wat bedoelt ze, of is het een transcriptiefout?
  17. VanillaSky 22 april 2015 08:25
    quote:

    hvasd2 schreef op 21 april 2015 21:18:

    "But if you look aviation, I can say if you say that’s not an area we’re interested in and I think the for boating this is a very specific market is now we’ve planned to enter those verticals if you like."

    Lees ik hier nou dat TT iets met boating gaat doen ? Of is de vertaling te grof ?
    Nee zo uit mijn hoofd werd er gezegd hetzelfde geldt voor 'boating'. Dus geen interesse, en verder wilde HG er niks over zeggen.
  19. Wipo 22 april 2015 08:42
    Hier nog even de samenvatting van Seeking Alpha:

    TomTom's (TMOAF) CEO Harold Goddijn on Q1 2015 Results - Earnings Call Transcript
    | Apr. 21, 2015 11:53 AM ET | About: Tomtom NV (TMOAF)

    TomTom NV (OTCPK:TMOAF) Q1 2015 Earnings Conference Call April 21, 2015 8:00 AM ET
    Harold Goddijn - Chief Executive Officer

    [Audio Gap]

    We saw market share improvements at the end of the quarter in both regions. We continue to see strong growth in our sport business and we’ve doubled the number of outlets in Q1 globally. We also added Nike+ to the list of platforms available to TomTom GPS sport watch, enabling to – our user to track their progress, and share their performance with the Nike+ community.

    Our fleet management business grew strongly in the first quarter and at the end of the quarter Telematics reported an installed base of 482,000 active subscribers, which is a 39% increase year-on-year.

    Our Automotive business contracted as anticipated and newly booked business continued at levels which will support a growing business. In the quarter, we announced an agreement to deliver maps to Volkswagen in North America. We also continue to expand our position as a premium traffic service provider in the automotive market we announced that we will deliver our real-time traffic services to Volkswagen, Hyundai, and Kia in Europe. We extended our global partnership with Fiat to deliver maps and navigation in Latin America. And we also announced a new deal with South Korea's SsangYong Motor Company. Our maps and navigation software will be included in the all-new Tivoli model throughout Europe beginning in May 2015.

    Good progress has been made with migrating our databases, our country databases to our new map-making platform. This new platform technology is fundamental to our future and will transform our digital map process from a quarterly batch process to one in which our map is continuously releasable and that can swiftly and automatically process sensor and cloud source data. The new platform allows us to process a variety of external sources proprietary and from our strategic core [ph] partners at low cost and near real-time. We are well in track to fully replace the map-making platform in the second half of this year.

    This concludes my part of presentation I am handing over to Marina.
    Marina Wyatt - Chief Financial Officer

    Thanks, Harold. I’ll now go through our quarterly financial result. So we generated revenue of €205 million in the first quarter which was flat compared to the last quarter last year. Our Telematics, Licensing and sport businesses grew strongly, and they broadly counterbalance the reduction in PND and Automotive revenue. Consumer revenue was €122 million which was 3% down compared to last year and this was caused by lower PND and related content & services revenue which was partly offset by strong growth in sport.

    Our automotive business generated €24 million in the quarter, down from €29 million in the same quarter of last year, and this decline was caused by the facing out of certain older contracts. Our licensing revenue was €29 million in the quarter, which was a 12% growth, compared to the same quarter of last year, and the year-on-year increase was mainly caused by higher traffic revenue and to a lesser extent by FX. Telematics revenue for the quarter was €31 million, which was 24% increase, compared to last year and the recurring subscription revenue for the quarter increased by 32% year-on-year to €23 million. Our monthly subscription ARPU decreased slightly year-on-year owning to the impact of acquisitions, product mix changes and regional mix changes.

    The strengthening of the dollar adversary impacted our first quarter results. This has reflected in the mobility [ph] levels which we have reported, the gross margin was 54% which is 3 percentage points lower compared to 57% in Q1 2014, and this is basically caused by the FX movements. A constant currency for the U.S. dollar and British pound our gross margin and operating results were relatively flat year-on-year and revenue was slightly dow
39 Posts
Pagina: «« 1 2 | Laatste |Omhoog ↑

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