In oktober zeiden Harold/Taco het volgende:
Marc Hesselink - ING Groep N.V., Research Division - Research Analyst
Okay. What does that mean for your '23 target? If I'm correct, it was more like a top-down approach, you're really looking at car volumes and take rates and then taking your share. If everything is back to normal, does it mean that the '23 targets are still -- that is still possible?
Harold C. A. Goddijn - TomTom N.V. - Co-Founder, Chairman of the Management Board & CEO
Yes. Yes. And yes, that is -- that would still be possible. If in '23, you're talking '23 now particular, Marc, I take it. If in '22, we can leave all this behind us and things are back to normal and everybody has adjusted theirsystems,then indeedwe could be looking atsome tailwind instead of headwind for '23 going forward. It's also a question to what extent the pent-up demand will translate into extra production. Various models, various ways to model that, nobody really knows, but there will be an effect that the underserved market in '21 and potentially '22, will then strongly recover in '23.
Okay. Let me take -- let me take the first question on the backlog. So we reported EUR 1.8 billion with Q4 numbers. If we do a preview of what we can report in February, then we will deduct from that EUR 1.8 billion, roughly EUR 235 million, let's say, of Automotive revenue. Then you add the order intake. There is a potential that that is a higher number than the EUR 235 million. And then you need indeed to correct -- and the third driver is the correction or an assessment of what is then remaining in the order book, now.
Up until now, we haven't seen major reassessments from our customers. Sometimes lines are pushed out a little bit, but so well -- that will run a half year longer at -- and maybe the first period has slightly lower numbers, but overall, the volumes will stay intact. I agree with you that it is probably more likely than not that there might be a reassessment, although we don't have any data to support that at this point. So we haven't heard from our customers that they -- that they're moving to the next platform earlier or as scheduled, and in between the volumes will be lower. So where we are now -- I will be positive about the backlog with that caveat that the reassessment that tends to take place in December and January, hasn't happened yet, and we need to have a look on what kind of effect that has.
Verder vergeet je steeds dat je de deferred revenue van het orderbook moet aftrekken voor de operationele omzet. Er ligt dus nog maar 1.5 miljard operationele omzet in het verschiet. In 3 maanden tijd zijn de voorspellingen echt zeer verslechterd, dat blijf je natuurlijk ontkennen, maar de cijfers liggen er toch echt.
Eind 2020/begin 2021 was de voorspelling gerealiseerde automotive omzet voor 2022 0.16 van 1.8 = 288 miljoen
Eind 2021/begin 2022 zijn de voorspellingen gerealiseerde automotive omzet voor 2022 0.12 van 1.6 = 228 miljoen
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