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TomTom Januari 2019

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Sunshine Band
0
gesprek met een MBO student die twee jaar terug een dag 'directeur' van een groot bedrijf (T2) mocht zijn

was te zien in 1 vandaag

zoals gewoonlijk had hij weer weinig te zeggen;-)

zit me wel af te vragen wie van die twee trotser keek vanwege het tv optreden;-)
Bezige Barend
0
Kwam al op LinkedIn voorbij vorige week. Die knul kreeg ook nog visitekaartjes wat een onzin
kusadasi
0
The Netherlands has been the graveyard of many a foreign takeover attempt. Can Canada succeed where so many others have failed? Photographer: Bloomberg/Bloomberg
Señor Acero
0
quote:

Sunshine Band schreef op 31 jan 2019 om 18:46:


Toch maar mooi weer op prime time op tv die Harold Goddijn!


Ik zag hem toevallig ook voorbijkomen.
Gekleed in een grijze trui met van die opzetstukken in de ellebogen.
Denk dat ze vanavond spruitjes eten in huize goddijn....
apollo
0
quote:

Señor Acero schreef op 31 jan 2019 om 19:32:


[...]

Ik zag hem toevallig ook voorbijkomen.
Gekleed in een grijze trui met van die opzetstukken in de ellebogen.
Denk dat ze vanavond spruitjes eten in huize goddijn....


't zal morgen dan wel stinken
apieslapie
1
quote:

RickBreda schreef op 31 jan 2019 om 17:24:


Als Harold as woensdag contrair communiceert met betrekking tot het hoger krijgen van de huidige lage koers dan ga ik bij zowel de AFM alsmede De VEB een brief neerleggen.


Dat zal geen ene shit uitmaken, het enige wat helpt is als iedereen van dit forum naar de ava toe gaat en met zijn allen een statement maken.
apieslapie
1
quote:

apieslapie schreef op 31 jan 2019 om 20:26:


[...]

Dat zal geen ene shit uitmaken, het enige wat helpt is als iedereen van dit forum naar de ava toe gaat en met zijn allen een statement maken.


We gaan allemaal gele hesjes dragen haha
GLMF
0
quote:

apieslapie schreef op 31 jan 2019 om 20:26:


[...]

Dat zal geen ene shit uitmaken, het enige wat helpt is als iedereen van dit forum naar de ava toe gaat en met zijn allen een statement maken.
pas maar op wat je roept... genoeggezeiknuhumor.tumblr.com/post/1...
jaar2018
0
quote:

Optiebelegger schreef op 31 jan 2019 om 16:34:


KPN stijgt op overnamegeruchten !!!!
Wie volgt : TOMTOM ?????????



Brunel en PostNL
eduardo3105
1
quote:

RickBreda schreef op 31 jan 2019 om 17:24:


Als Harold as woensdag contrair communiceert met betrekking tot het hoger krijgen van de huidige lage koers dan ga ik bij zowel de AFM alsmede De VEB een brief neerleggen.

Dan kan je beter nu al vast beginnen met schrijven Rick want meer dan uh uh daar kan ik nog niets over zeggen, ja uh uh we gaan zelfstandig door, ja uh uh die 160mio hebben we nodig om de kosten te dekken, maar uh uh het gaat best wel goed. Daarnaast heb je ook vast nog wel de voorbeelden van de afgelopen 2 jaar paraat van al dat goede nieuws dat TT bracht om de koers te steunen. Ik stap er op 5 feb maar even uit. Loop liever eventueel een stukje koerswinst mis dan dat ik weer met een teleurstelling blijf zitten.
Was here
2
Als je nog eens kijkt naar de q3 cijfers dan vallen 2 zaken met name op:
- verdubbeling def rev in automotive naar 154miljoen tov q3 van 2017. Nissan biedt live services aan voor een periode van 5 jaar. Dus deze trend zal zich voortzetten.
- cash flow was in q3 2018 56miljoen en in q3 2017 was dat nog 48miljoen.

Met 350 miljoen cash, ijzersterke cashflow en een snel oplopende def ref automotive is tt nu financieel erg gezond. Wellicht te gezond.Wat moet je met al dat geld doen? Ik ben wel een voorstander van een nieuwe ronde aandeleninkoop om de wpa te verhogen.

De deal met daimler truck zal wellicht de krimp in consumer kunnen vertragen.

Wat kan er woensdag nog tegenvallen?
-orderboek. Ik verwacht nog wel voor 350miljoen aan orders.
-outlook. Ze zijn wellicht weer voorzichtig om in de loop van 2019 de outlook te kunnen verhogen.

Kans: private equity ligt op de loer voor 12 euro per aandeel
GLMF
0
quote:

Was here schreef op 31 jan 2019 om 23:10:


Als je nog eens kijkt naar de q3 cijfers dan vallen 2 zaken met name op:
- verdubbeling def rev in automotive naar 154miljoen tov q3 van 2017. Nissan biedt live services aan voor een periode van 5 jaar. Dus deze trend zal zich voortzetten.
- cash flow was in q3 2018 56miljoen en in q3 2017 was dat nog 48miljoen.

Met 350 miljoen cash, ijzersterke cashflow en een snel oplopende def ref automotive is tt nu financieel erg gezond. Wellicht te gezond.Wat moet je met al dat geld doen? Ik ben wel een voorstander van een nieuwe ronde aandeleninkoop om de wpa te verhogen.

De deal met daimler truck zal wellicht de krimp in consumer kunnen vertragen.

Wat kan er woensdag nog tegenvallen?
-orderboek. Ik verwacht nog wel voor 350miljoen aan orders.
-outlook. Ze zijn wellicht weer voorzichtig om in de loop van 2019 de outlook te kunnen verhogen.

Kans: private equity ligt op de loer voor 12 euro per aandeel

mooi begin voor het februari draadje?
Sunshine Band
3
January 31, 2019 04:55 PM
TomTom auto boss ready to battle Google as tech race
intensies


TomTom is working on systems that will stream mapping updates to autonomous cars but it faces
a new competitor in Google. TomTom Automotive boss Antoine Saucier welcomes the competition
because he knows that the challenges of providing automotive-grade solutions isn’t easy, as he
explained to Automotive News Europe.
What was the rst big auto industry breakthrough for TomTom?
If you go back 10 years when we started with Renault, we brought all the TomTom
technology into the car: our hardware, software, maps and connectivity. We were
also providing the SIM card. We had our web application to update the map,
personalize the device and we provided customer care. People would call TomTom
if they had a problem, not Renault.
Last October TomTom announced an extension to its deal with PSA Group to
provide navigation components beyond 2020. The deal includes maps, routing and
trac information for the Peugeot, Citroen, DS, Opel and Vauxhall brands. Is this a
step forward?
We will do more in the next generation than in the current one. And we will do it very
differently.
How so?
The overall development setup is different. The number of partners that are brought
together has dramatically increased. These are people you have to work with as
31-1-2019 Printable
europe.autonews.com/node/354451/print... 3/4
part of an ecosystem. There is a lot more interface work to determine how to
connect things and how to check that everything works together seamlessly.
How will TomTom benet from autonomous cars?
What is the autonomous driving challenge from a map perspective? The base map.
We are mapping, or remapping, the roads in high-denition format for autonomous
driving. That is an evolution of the standard map-making work. The challenge with
autonomous driving is that if something happens on the road you are on, you want
to know. We will use the data from the sensors on the autonomous cars and send it
to the cloud to generate map updates whenever they are relevant and then resend
that to the car. We use what we call “auto stream” for that. I call this the Netix of
autonomous driving – a map on-demand service. It guarantees that your
autonomous car gets the latest available map wherever it’s driving. We think we
have the best high-denition map ecosystem for the autonomous driving industry.
Ultimately, you want to make people really condent that the car knows what it is
doing.
How does TomTom view Apple?
Apple is a customer. Our maps are on the iPhone.
Uber is also using our technology and Microsoft
Azure is powered by TomTom location
technologies. Those businesses are increasingly
using our maps, software and services for their
purposes and their customers’.
Google recently won work from Volvo that used to be TomTom’s. Is Google a rival
that worries TomTom?
MEET THE BOSS
NAME: Antoine Saucier
TITLE: TomTom Automotive
Managing Director
AGE: 49
Started current job: In 2015
31-1-2019 Printable
europe.autonews.com/node/354451/print... 4/4
Google used to be a customer of TomTom maps but they decided to do their own
thing. At the moment, I think Google is really going into embedded systems
[Renault-Nissan-Mitsubishi and Volvo have announced deals to embed the Android
operating system in their vehicles]. If they want to really do what we do, which is
working with these complex setups of multiple parties and adapt to what car
manufacturers are looking for, then they become a competitor for the automotive
business. The competition is welcome. We say: Good luck. It’s not an easy
business. I also don’t think they are used to dealing with those types of long
[automotive] cycles. We are working with PSA in Europe. We are working with
Mitsubishi as well, until 2021 when Google starts. Let’s see where they land. In the
meantime, we are not standing still.
What about Garmin? Is it a big rival?
We don’t see them as a strong competitor. They are missing a big asset, which is
the map. We make maps. They are more in the hardware and they are in the
airplane and shipping industries so they have diversied. Overall, we have been
clear since the beginning in our automotive strategy and we benet from having key
assets, meaning the maps, software, and connected services. That’s a key
differentiator

europe.autonews.com/node/354451/print...
win some...
0
AB voor het plaatsen van het interview met Saucier. Interview straalt zelfvertrouwen uit, interview met De Taeye laatst ook al. De toonzetting bevalt mij wel. Gewoon nadruk leggen op je sterke punten. Ook wel grappig dat Here niet wordt genoemd, beetje een 'koekje van eigen deeg' na dat interview met Overbeek in het FD.
~Justin~
4
MEET THE BOSS
NAME: Antoine Saucier
TITLE: TomTom Automotive Managing Director
AGE: 49
Started current job: In 2015


===


TomTom auto boss ready to battle Google as tech race intensifies
DOUGLAS A. BOLDUC
January 31, 2019 04:55 PM
AN HOUR AGO


Saucier “You want to make people really confident that the car knows what it is doing.”


What was the first big auto industry breakthrough for TomTom?
If you go back 10 years when we started with Renault, we brought all the TomTom technology into the car: our hardware, software, maps and connectivity. We were also providing the SIM card. We had our web application to update the map, personalize the device and we provided customer care. People would call TomTom if they had a problem, not Renault.

Last October TomTom announced an extension to its deal with PSA Group to provide navigation components beyond 2020. The deal includes maps, routing and traffic information for the Peugeot, Citroen, DS, Opel and Vauxhall brands. Is this a step forward?

We will do more in the next generation than in the current one. And we will do it very differently.

How so?
The overall development setup is different. The number of partners that are brought together has dramatically increased. These are people you have to work with as part of an ecosystem. There is a lot more interface work to determine how to connect things and how to check that everything works together seamlessly.

How will TomTom benefit from autonomous cars?
What is the autonomous driving challenge from a map perspective? The base map. We are mapping, or remapping, the roads in high-definition format for autonomous driving. That is an evolution of the standard map-making work. The challenge with autonomous driving is that if something happens on the road you are on, you want to know. We will use the data from the sensors on the autonomous cars and send it to the cloud to generate map updates whenever they are relevant and then resend that to the car. We use what we call “auto stream” for that. I call this the Netflix of autonomous driving – a map on-demand service. It guarantees that your autonomous car gets the latest available map wherever it’s driving. We think we have the best high-definition map ecosystem for the autonomous driving industry. Ultimately, you want to make people really confident that the car knows what it is doing.

How does TomTom view Apple?
Apple is a customer. Our maps are on the iPhone. Uber is also using our technology and Microsoft Azure is powered by TomTom location technologies. Those businesses are increasingly using our maps, software and services for their purposes and their customers’.

Google recently won work from Volvo that used to be TomTom’s. Is Google a rival that worries TomTom?
Google used to be a customer of TomTom maps but they decided to do their own thing. At the moment, I think Google is really going into embedded systems [Renault-Nissan-Mitsubishi and Volvo have announced deals to embed the Android operating system in their vehicles]. If they want to really do what we do, which is working with these complex setups of multiple parties and adapt to what car manufacturers are looking for, then they become a competitor for the automotive business. The competition is welcome. We say: Good luck. It’s not an easy business. I also don’t think they are used to dealing with those types of long [automotive] cycles. We are working with PSA in Europe. We are working with Mitsubishi as well, until 2021 when Google starts. Let’s see where they land. In the meantime, we are not standing still.

What about Garmin? Is it a big rival?
We don’t see them as a strong competitor. They are missing a big asset, which is the map. We make maps. They are more in the hardware and they are in the airplane and shipping industries so they have diversified. Overall, we have been clear since the beginning in our automotive strategy and we benefit from having key assets, meaning the maps, software, and connected services. That’s a key differentiator.
Sunshine Band
0
Bedankt Justin, bij mijn copy paste ging wat mis. voordat ik het gezien en hersteld had was de redactietijd om.

Kunnen we zonder ruzie te maken aan een februari draadje beginnen?
Ik ga de sneeuw trotseren
pwijsneus
1
quote:

~Justin~ schreef op 1 feb 2019 om 00:38:


MEET THE BOSS
NAME: Antoine Saucier
TITLE: TomTom Automotive Managing Director
AGE: 49
Started current job: In 2015


===


TomTom auto boss ready to battle Google as tech race intensifies
DOUGLAS A. BOLDUC
January 31, 2019 04:55 PM
AN HOUR AGO


Saucier “You want to make people really confident that the car knows what it is doing.”


What was the first big auto industry breakthrough for TomTom?
If you go back 10 years when we started with Renault, we brought all the TomTom technology into the car: our hardware, software, maps and connectivity. We were also providing the SIM card. We had our web application to update the map, personalize the device and we provided customer care. People would call TomTom if they had a problem, not Renault.

Last October TomTom announced an extension to its deal with PSA Group to provide navigation components beyond 2020. The deal includes maps, routing and traffic information for the Peugeot, Citroen, DS, Opel and Vauxhall brands. Is this a step forward?

We will do more in the next generation than in the current one. And we will do it very differently.

How so?
The overall development setup is different. The number of partners that are brought together has dramatically increased. These are people you have to work with as part of an ecosystem. There is a lot more interface work to determine how to connect things and how to check that everything works together seamlessly.

How will TomTom benefit from autonomous cars?
What is the autonomous driving challenge from a map perspective? The base map. We are mapping, or remapping, the roads in high-definition format for autonomous driving. That is an evolution of the standard map-making work. The challenge with autonomous driving is that if something happens on the road you are on, you want to know. We will use the data from the sensors on the autonomous cars and send it to the cloud to generate map updates whenever they are relevant and then resend that to the car. We use what we call “auto stream” for that. I call this the Netflix of autonomous driving – a map on-demand service. It guarantees that your autonomous car gets the latest available map wherever it’s driving. We think we have the best high-definition map ecosystem for the autonomous driving industry. Ultimately, you want to make people really confident that the car knows what it is doing.

How does TomTom view Apple?
Apple is a customer. Our maps are on the iPhone. Uber is also using our technology and Microsoft Azure is powered by TomTom location technologies. Those businesses are increasingly using our maps, software and services for their purposes and their customers’.

Google recently won work from Volvo that used to be TomTom’s. Is Google a rival that worries TomTom?
Google used to be a customer of TomTom maps but they decided to do their own thing. At the moment, I think Google is really going into embedded systems [Renault-Nissan-Mitsubishi and Volvo have announced deals to embed the Android operating system in their vehicles]. If they want to really do what we do, which is working with these complex setups of multiple parties and adapt to what car manufacturers are looking for, then they become a competitor for the automotive business. The competition is welcome. We say: Good luck. It’s not an easy business. I also don’t think they are used to dealing with those types of long [automotive] cycles. We are working with PSA in Europe. We are working with Mitsubishi as well, until 2021 when Google starts. Let’s see where they land. In the meantime, we are not standing still.

What about Garmin? Is it a big rival?
We don’t see them as a strong competitor. They are missing a big asset, which is the map. We make maps. They are more in the hardware and they are in the airplane and shipping industries so they have diversified. Overall, we have been clear since the beginning in our automotive strategy and we benefit from having key assets, meaning the maps, software, and connected services. That’s a key differentiator.


Dus enterprise levert meer maps, software en services. Ben benieuwd of dit onderdeel dan ook groei laat zien, en de Outlook die daarover wordt afgegeven volgende week. Put your money where your mouth is.

Zowieso mag uit de doeken gedaan worden wat de kansen zijn mbt Azure en Apollo. Inclusief financiële impact graag.

Het antwoord op de komst van Google had ik liever vorig jaar september gezien - toen het aandeel 25% op 1 dag verloor - maar hij voelt zich misschien gesterkt door recente ontwikkelingen.

De Renault-Nissan-Mitchubitchi alliance zit in een enorme dip vanwege het Ghosn schandaal. En autobouwers komen er nu achter dat het Google enkel om hun data te doen is (duh). Dus zie je nu Microsoft met een alternatief komen, Bosch blaft terug en gaat de strijd aan. Meer achtergrond in dit artikel:

Failure To Keep Google Out Of Vehicles Could Finish The Automotive Industry As We Know It.
www.forbes.com/sites/richardwindsoreu...

De waarde van TomTom's assets zien we niet terug in de koers. Dus wat gaat er in hemelsnaam voor zorgen dat er weer een beertje schwung in deze notering terugkomt?!
holenbeer
0
Timing van de 2 mannen is ook opmerkelijk, vlak na verkoop TTT en vlak voor jaarcijfers
poolbeer
0
Wat is er gebeurd? Als ik dit lees dan komt het wel goed volgende week. Mooie titel: Meet the Boss.
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