JustRevisited schreef op 21 december 2022 19:08:
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Twee bronnen. Ten eerste kun je uit de outlook opmaken dat als Automotive 15% groeit (wat TT verwacht) dat dan Enterprise flat is (ik denk licht stijgend maar er is zoals je weet een 50 mio bandbreedte). En als Enterprise op jaarbasis flat is en in eerste halfjaar kleiner, dan dus tweede halfjaar groter.
Dat kun je ook opmaken uit uitspraken hieronder gepost (Titulaer)
Uit de Q&A op de CMD
Maarten Verbeek – the IDEA! – Research AnalystThen furthermore, you also have provided earlier guidance on your revenue for location technology for 2023. That suggests, when using the midpoint, that you expect to grow your location technology revenue some 8% in 2023. To get to the 2025 number, there needs to be a significant acceleration in 2024 and 2025. What's driving that?
Harold Goddijn – TomTom – Co-Founder & Chief Executive OfficerYeah, I think that's what this day is about. New maps, new platform, better competitive position, and some unique capabilities we bring to location technology market, that were not available until today. All that in combination will help us to grow in Automotive, and that's backed up by a strong order book, as you’ve seen. And on top of that, we see growth opportunities in the Enterprise world – so, everything else apart from Automotive.
Taco Titulaer – TomTom – Chief Financial OfficerMaybe if I can add to that. One of the factors, of course, is that Enterprise first goes down before it goes up, right? So, that explains it.
Maarten Verbeek – the IDEA! – Research AnalystAnd you disclosed an orderbook of €2.4 billion, can you also break that down in time?
Taco Titulaer – TomTom – Chief Financial OfficerIn time, you mean when that revenue would come in? Now, you typically think that that will, from a reported point of view – first year 20%, second year 20%, and then the percentage gets smaller. So, it takes take a long time, but I would say that after five years, you're reaching something like 80%.