DerksVisie schreef op 2 september 2017 18:16:
TTT is zeer verdacht, na Sports (dat dus dramatisch liep) gaat TomTom opeens hier een grote campagne beginnen om te proberen nog wat kruimels toe te voegen aan het klantenbestand. Dat klantenbestand dat van 750.000 voertuigen op 12 juli naar 763.000 voertuigen in september is gegaan. Niet echt een aantal om over naar huis te schrijven dus. Ik snap ook niet de uitleg van Goddijn waar hij zei dat door aanpassingen aan het systeem Telematics minder groeit (2%)?
Dat klopt gewoon niet en ik ben bang dat de groei echt gestopt is. Wellicht gaat Telematics ook in de verkoop. Maar dan blijft er bijna niets meer over, en kan er net zo goed worden gesproken over de gehele verkoop van TomTom. Enige wat dan niet in het rijtje past van de afgelopen maanden is de aandelen inkoop (die trouwens nog steeds niet gestart is) misschien is voorgaande dan ook een reden waarom de aandeleninkoop niet zal plaatsvinden...
Ik vraag mij alleen af of de familie het bedrijf durft te verkopen.
Andrew Humphrey - Morgan Stanley, Research Division - Analyst
I've got a few, if I may. The first is on the Consumer business. You -- I tell you it's too early to kind of talk in detail about what you're strategic options might be. But I think in the past, you've indicated that part of the reason for keeping a U.S. PND business alive was to provide some shared overhead for -- or you viewed it as an opportunity on the consumer side. Does that change in the light of today's announcement? My second question is on Telematics. I think last November, you talked about opportunities in the leasing space with replacement vehicles or insurance fleets. Any more color on that would be great. My third question is around the Bosch agreement. I'd like to ask how the localization technology you're looking to develop with Bosch compares to your own technology in that department and what you previewed last November. And then finally, on the buyback, clearly, we are certainly in the early innings of an arms race in terms of developing technology around Autonomous Driving and mapping, which has the possibility of requiring multiple years of spending. Any color on how that plays into your thinking with regard to the buyback will be great.
Harold Goddijn - TomTom N.V. - Co-Founder, Chairman of the Management Board and CEO
Yes. So we said on the Sports side that we are evaluating strategic options. We're not doing that on the PND side. PND side is different. It's very much aligned with our technologies. It's cash generative. Gives strong position there. We're generating cash from that product category. And I think that TomTom is the best -- by far the best owner of that asset going forward. So nothing is changing there. So we have to face the reality that PND remains a declining product category. And that's fine. We can live with that. Telematics, Leasing connect with cars. So you can, broadly speaking, separate Telematics product portfolio in 2 different product categories: one category for fleet management, where you sell your products to a business that's operating a fleet; and the other category is Connected Car services, where you sell your products or services to OEMs, dealers, leasing companies. That last category is new. We see good potential there. We've signed a couple of deals there that have great potential. Volumes are high, but ASPs or ARPUs are much more competitive. So it's high volume, low price. We started to ship in that category. And that needs to ramp up, but it takes some time to embed it and get your operations right Then we'll have you. But the first results are there, and the first contributions to the top line from that Connected Car business are starting to come through in the P&L. But it will take some time before it starts to become a material income stream. Lastly, the Bosch agreement is about -- sorry, there's more -- 2 more questions. One is about Bosch agreement. And Bosch have developed a radar technology that is quite -- that is an advancement in innovative radar technology for self-driving. What we are doing together with Bosch is creating a, let's say, a fingerprint of the road of that radar image that we align with our HD Map or the HD Map is to ground through. And by having that radar overlay of the HD Map, the radar in the car can accurately help the positioning of the car, where it is and the direction of travel and so on and so forth. So we are helping Bosch to get that product aligned and create it. And that will help -- the ability of the product will help Bosch also to sell it in the automotive industry both as a sensor and a methodology for positioning. Lastly, Autonomous Driving, the HD Map itself, how is it going and how much money do you think you need for that, if I understand your question correctly, we've always said that it's difficult to create an HD map. But it's different than a standard map. Most of it -- we are working hard to develop the technologies that can help us to create that map to a large degree of automation. And that's where R&D and research is coming in through a combination of computer vision and artificial intelligence. We think we can achieve very high degree of automation for the creation of that HD map. So it's really technology innovation game rather than a Brute Force game. And we feel good about the progress we're making there
Over ttt....HG legt uit waarom het t9jd nodig heeft...