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TomTom april 2023

664 Posts, Pagina: « 1 2 3 4 5 6 7 8 9 10 11 12 13 14 ... 30 31 32 33 34 » | Laatste

Omlaag ↓

Dutchy Ron 9 april 2023 10:38

www.jdpower.com/cars/shopping-guides/...

What is Hyundai Highway Driving Assist 2?

tatje 10 april 2023 10:48

Gisteravond laat en vanmorgen voor mijn doen heel vroeg de consensus bekeken.

Eerst de outlook van Tom tom.

omzet 540 - 580 gem 560
LT 455 - 485 gem 470
C 85 - 95 gem 90

Uitspraak Harold : opex als 2021 dus 521( 547 - restructering 26 )
Uitspraak Taco : D en A rond de 50

En nu kijken naar de gem consensus 2023

Omzet 560
LT 471
C 89

Opex 521
D en A 41

Het enige verschil zit in D en A ( Taco zei bij call Q4 2021 50 )

Wordt het opex 521 min D en A 41 = 480 opex zonder D en A
Wordt het opex 521 min D en A 50 = 470 opex zonder D en A

Frappant dat de gem outlook bijna een kopie is van de consensus 2023.

Is een consensus te manipuleren.
Tenslotte krijgen 6 analisten een formulier, invullen en retourneren.
Verwacht niet dat de analisten ook de cijfers krijgen van anderen, tenminste niet van TT.

We hebben nog 42 intangible assets op de balans staan.
We schrijven normaal af : PPE 5 Lease 15 en intangible assets.

De gem consensus geeft aan D en A :
2023 41 ( ik zeg dan PPE 5 Lease 15 en 21 Intagible assets )
eind 2023 intangible assets 21 op de balans

De gem consensus geeft in 2024 aan D en A 40
40 ( ik zeg dan PPE 5 Lease 15 intangible assets 20 )
eind 2024 intangible assets op de balans 1 of al 0

De gem consensus geeft in 2025 aan D en A 33
( ik zeg dan PPE 5 Lease 15 en !!!!!

Kan alleen als ze een stukje Opex in 2023 of 2024 gaan activeren als intangible assets.
Hebben ze al eens gedaan rapport Q1 2022 blz 7 5 miljoen toen.

Opex in 2023 of 2024 ziet er dan iets beter uit.

Zo tot morgen :-)

tatje 10 april 2023 11:34

Trouwens over manipuleren gesproken.

FCF is zwaar te manipuleren

- apple contract bv loopt af eind Q3 2022, Normaal betaalt Apple zeg 40 miljoen per jaar. Nieuwe contract wordt 20, maar Apple gaat per kwartaal betalen.
- debiteuren later of eerder
- crediteuren eerder of later

je omzet die in de P en L loopt !

2019 deferred automotive binnen de spelregels IFRS maximalisren

In 2023 en 2024 kun je dan binnen de spelregels van de IFRS een gedeelte minimaliseren.

Our Automotive products have evolved into API-based updates and services in combination with an
initial onboard map, from a predominantly onboard offering including updates. As a result of this
change, the timing of IFRS revenue recognition for new map subscription contracts changed from Q4
2022 onward. In the fourth quarter of 2022, the impact on reported revenue was a positive effect of
€9.6 million, and we expect the positive impact on full-year 2023 revenue to be around €40 million.

Tenminste TT geeft de grotere herkenbaarheid een reden. ( het beestje een naam )

40 miljoen in 2024 betekent je LT groeit.

Ik denk dat ik weet waarom.

LT

2019 426 = 426
2020 392 = 392
2021 394 = 394
2022 426 + grotere herkenbaarheid 9,6 = 436
2023 430 + grotere herkenbaarheid 40 = 470

Incentives short
Targets
Location Technology Revenue (40%)
Free cash flow (40%)
Employee Engagement Score (20%)

Harold - taco - Alain

2019 460 - 308 - 304
2020 niets
2021 191 - 126 - 128
2022 487 - 320 - 325

Heeft Here in 2021 ook een grotere herkenbaarheid gezien of dachten de eigenaren 150 miljoen bijdrage wordt 50 en 90 a100 is meer omzet.
Tenslotte moet Here aan convenanten voldoen.
Schuld mag niet groter zijn dan 2 3 4 of 5 maal de ebitda.

Doei, tijd is om voor vandaag , anders heb ik een probleem.

Wereldbelegger 10 april 2023 11:57

EPA preparing to release strict vehicle emissions rules

The US Environmental Protection Agency is preparing to release strict new proposed federal emissions standards for light-duty vehicles that, if implemented, would move the US car market decisively toward electric vehicles over the next decade.

The EPA is considering emissions standards that could make up to two-thirds of new passenger vehicles sold in the US electric by 2032, according to a source familiar with the proposal.

If implemented, the new greenhouse gas performance standards would start for light-duty vehicles that are model year 2027 and gradually increase through model year 2032.

By 2032, the rules would ensure that 64% to 67% of all new-car sales in the US would be electric vehicles, according to the source.

edition.cnn.com/2023/04/09/politics/e...

vanmaarsum 11 april 2023 08:48

Rajkin G. van Quest Global Will partner wint Tomtom for CAEVExpo23

13-14 April KPTO, Bengaluru

Hopelijk een keer een deal bekendmaking tijdens dit congres……

dachthetniet 11 april 2023 18:53

quote:
vanmaarsum schreef op 11 april 2023 08:48:
Rajkin G. van Quest Global Will partner wint Tomtom for CAEVExpo23

13-14 April KPTO, Bengaluru

Hopelijk een keer een deal bekendmaking tijdens dit congres……

dat is nl het moment om dat te doen…. Een weinig zeggende beurs in india.

Beperktedijkbewaking 11 april 2023 20:50

quote:
Dutchy Ron schreef op 7 april 2023 19:58:
Renew your Toyota Dynamic Navigation service for two full years and continue receiving the most up-to-date routes and points of interest for only $169
www.toyota.com/owners/toyota-navigati...

Duur hoor, en niet eens OTA.
Ontving TT dat maar per connected car.

Dutchy Ron 11 april 2023 21:57

US: Stellantis Doubled PHEV Sales In Q1 2023

Plug-in hybrid Jeeps are selling like hot cakes

insideevs.com/news/661435/us-stellant...

Dutchy Ron 12 april 2023 08:11

Huawei sticks to current vehicle strategy despite headwinds
As Huawei has come under US sanctions, it is therefore difficult for automakers in Europe, the US and Japan to choose Huawei as a main supplier, said Richard Yu, the company's executive director and CEO of both the Consumer Business Group (BG) and the...
www.digitimes.com/news/a20230407PD201...

Dutchy Ron 12 april 2023 08:14

This Navigation App Just Got an Update to Convince Google Maps Users to Jump Ship

www.autoevolution.com/news/this-navig...

www.itweb.co.za/content/nWJadvbN591vbjO1

Petal Maps offers full-screen lane-level guidance, provides global users with reliable navigation

Met dank aan TT

Dutchy Ron 12 april 2023 08:19

The electric vehicle startup Fisker announced that it had met all the applicable U.S. Federal Motor Vehicle Safety Standards (FMVSS) for its upcoming all-electric Ocean crossover. This means that the Fisker Ocean meets the safety standards imposed by U.S. legislation for any new mass-produced vehicle.
interestingengineering.com/transporta...

Groen licht voor Fisker

However, the Fisker Ocean still needs to undergo actual crash testing by the National Highway Traffic Safety Administration (NHTSA). "Fisker engineered the structure of the Fisker Ocean to achieve a five-star crash rating according to the NCAP," said Chairman and CEO Henrik Fisker. "An official five-star rating will now be possible should NHTSA select a Fisker Ocean for testing,” he added.

Nog ff een paar crash testjes en dan gas op de lolly

The company intends to ramp up production on April 20, 2023, for vehicles planned for European delivery. Units destined for the U.S. will have a separate ramp-up, estimated to start the first week of May, with those vehicles ready to ship ahead of EPA approvals.

Wereldbelegger 12 april 2023 08:22

Wat gaat het worden bij de Q1 cijfers?

Q4/FY cijfers 3-feb slotkoers 7,26
gisteren 11-apr slotkoers 7,59

in deze periode:
Highest 7,86
Lowest 5,61

Dutchy Ron 12 april 2023 08:28

Woven by Toyota to accelerate Toyota’s vision for mobility
The company, formerly known as Woven Planet Holdings, has partnered with Toyota to implement Toyota Mobility Concept

April 11, 2023
www.automotiveworld.com/news-releases...

Dutchy Ron 12 april 2023 09:13

www.thechronicle.com.au/lifestyle/the...
The new Toyota bZ4X Infotainment System
With the bZ4X, Toyota is presenting its first battery-electric vehicle (BEV) and is breaking new ground in two senses: With the introduction of the all-electric SUV model, the bZ sub-brand is also celebrating its world premiere. The abbreviation stands for "beyond zero" - in German about: "beyond zero emissions". As the first purely electric vehicle, the bZ4X has real off-road qualities. The debut of the e-SUV gives further impetus to the multi-technology approach that Toyota is taking towards carbon neutrality. As a pioneer of electric mobility, Toyota has implemented more than a quarter of a century of experience and know-how in the construction of electrified drives in the bZ4X. Toyota cooperated with partner Subaru to develop the BEV SUV model. Among other things, the Japanese car manufacturer contributed its great expertise in all-wheel drives.

dachthetniet 12 april 2023 09:15

Goed signaal weer de koers! Zijn er nog mensen die er wat leuke berekeningen tegen aan willen gooien?

vanmaarsum 12 april 2023 12:12

The in-vehicle experience will see automotive’s next big disruption: Digital cockpits and the future of IVI

The automotive world is being forced to evolve to growing customer demands and increasing societal pressures. Drivers want true mobile app integration, not systems that piggyback the car’s IVI; they want richer in-vehicle experiences and high-level automated driver aids (ADAS). Alongside this, society is pushing the transition to electric power and for improvements in vehicle safety.

This shift to EVs isn’t just challenging drivetrain engineers. In-car user interface designers are up against it too. They must define how to share critical EV information, like battery state and charging locations, with drivers. Carmakers also must figure out how to build IVI systems faster, so that they mirror our digital lives, where apps and features are developed and updated regularly. On top of that, they must develop ways to keep IVI systems fresh for the life of the vehicle.

What’s happening for carmakers, suppliers and OEMS is more revolution, than evolution. Revolution brings big changes in how business is done. While it’s too soon to say exactly how the industry will change and restructure, automotive businesses are beginning to see what lies ahead and what they must do to capitalize.

Cesar Arego, Business Development Manager Digital Cockpit at TomTom, says we’re witnessing a new wave of disruption in automotive. We sat down with Cesar to find out how the automotive world is changing and what carmakers need to do to prepare for what lies ahead.

What are some of the biggest challenges and changes you’ve seen in the automotive industry?

When I first started 15 years ago, infotainment system integrators and tier ones were doing everything on their own. This has been the source of many challenges and changes that followed.

Back in those days, tier ones would take a map from a supplier, like TomTom or its competitors, and do something called compilation. This is essentially repackaging the map for their own applications. In some cases, it took hundreds of people to repack the map; each car line, each customer and each car brand getting a slightly different flavor.

In parallel to map compilation, using the repackaged maps, tier ones began developing in-vehicle infotainment (IVI) navigation software by themselves, for a small number of luxury-focused clients. But creating navigation systems is very labor- and capital-intensive. These companies constantly faced resource, engineering and development challenges. It was a laborious process and ultimately proved unsustainable.

What were the problems with the way those IVI systems were being built? And how did this change?

Compiling maps and building navigation systems in this way gave developers at tier ones a lot of control, but this was not the tier one’s core focus — making it difficult for them to offer best in class products. They were also rebuilding a map and satnav for each IVI system and car. It was a lot of repetitive work.

Early IVI systems needed to be developed in this way to coincide with vehicle development lifecycles. Software had to be locked in up to a year before the car entered production and couldn’t be modified afterwards. By the time the car model reaches the end of its production life, the IVI software could be up to eight years old.

That way of development doesn’t allow carmakers to meet the expectations of modern drivers. It’s an inefficient way of doing business. With key software disruptions arriving to the industry, how IVI systems are developed is evolving and it’s allowing carmakers, suppliers, tier ones and OEMs to explore new, more collaborative, ways of doing business.

Some carmakers now are making IVI systems and digital cockpit software much faster — in just 18 months. What’s more, they’re doing it alongside the development of the vehicles. Locking software in years ahead of production is becoming a thing of the past.

We’re at the dawn of a third wave of disruption in automotive, in-vehicle tech. Tier ones were doing it all. All the software structure from the bottom up themselves. And now we are seeing, with the arrival of Android Automotive, a new way to build digital cockpits. One which will provide better solutions for everybody.
What’s the most significant change you’ve seen inside the vehicle? What disruptions lead to this?

In a first wave of disruption, we saw the invention of high-tech IVI systems. After this, a second wave brought a reconfiguration of how these systems are made.

After many years dedicating their scarce resources to making mapping and navigation systems, car companies and tier ones pursued more cost effective and efficient means of production by partnering with mapping and navigation specialists, like TomTom. The thinking was, “Let them figure out how to make the best possible navigation and we’ll take care of everything else.”

In fact, back in 2012, a Japanese carmaker came to me and asked if we could take over map compilation. As it had been a focus for us, we’d gotten quite good at it and were able to recompile maps faster and more frequently — four times a year. The automaker was only able to get it done once a year.

Little by little, we’ve seen carmakers, OEMs and tier ones drop their navigation departments and dedicate their valuable resources to other parts of the infotainment system — that’s what they are experts on. This has allowed them to make highly functional, and high performing in-vehicle systems, whilst also delivering useful and accurate mapping and navigation that keep up with changes in the world.

And now, we’re at the beginning of a third wave of disruption with the arrival of Android Automotive. It’s presenting carmakers with more choice and opportunity with how they make their in-vehicle systems. And, I think, it’s the start of a new era of digital cockpits, which will be more intuitive, feature rich and constantly evolving- ones which provide an experience much closer to our mobile phones.

All these changes boil down to speed. The first and second waves of disruption allowed car companies to deliver fresher navigation through faster and more frequent map compilation and navigation system development. And now, the latest wave of disruption allows a faster and more frequent update of the entire IVI creation framework.

When talking about digital cockpits, mobile phones are frequently mentioned. It’s become a benchmark for the automotive industry, tell me about that.

The mobile phone has become a benchmark through its ubiquity and because phone experiences are more modern than what we have in cars. The software for a phone might be locked in just weeks before it enters production, most cars are locked in up to one year before they roll off the production line. By the time you’re driving the car, it feels old compared to other tech in your life.

www.telematicswire.net/the-in-vehicle...

vanmaarsum 12 april 2023 12:13

'How does the future of mobility look like? And what will the role of digital maps be? How can they help us build the world’s smartest and safest transport system?’
Stephanie Leonard, Head of Government and Regulatory Affairs at TomTom will be one of the speakers at Automotive Week 2023 during the Deep Dive

Read the full interview here:
lnkd.in/edRTYhsn

Tuesday 18th of April will be all about Mobility in the Digital Society.
Join the conversation next week at the Automotive Campus in Helmond: lnkd.in/eAriSr3p

vanmaarsum 12 april 2023 12:14

MIH

We are ready for your visit at 2035 E-Mobility/ TAIPEI AMPA taking place at TaiNEX 1 from today until April 15th, from 9:00am to 5:00pm. We will be showcasing our latest Software-Defined Vehicle architecture and applications at booth number K0816, along with our esteemed partners, including Microsoft, TomTom, Graphen AI, FIT, and VicOne. hope to see you here

vanmaarsum 12 april 2023 12:16

Asia’s biggest exposition on connected, autonomous and electric vehicles is here – and this year, TomTom will be there to showcase the latest in location technology.

The world runs on location data, and TomTom tech puts this power in your hands. Visit our booth and explore solutions that span a range of industries, from the automotive world to fleet and logistics – and beyond.

Curious to learn more about connected mobility?

Cesar Arego, Global Business Development Manager for TomTom Digital Cockpit, will be sharing his insights on how the industry can improve connected vehicle systems by leveraging the collaboration potential of modern software platforms at the upcoming CAEV Expo 2023 hosted by Telematics Wire in Bengaluru, India this week.

Want to learn more? ? bit.ly/417fmpt

JustRevisited 12 april 2023 13:14

Zal morgen wel ok zijn met (toelichting op de) cijfers. Dan heb je ook een optimistische toon op de aandeelhoudersvergadering op dezelfde dag.

De Europese autoverkopen waren in maart dit jaar 26% hoger dan vorig jaar (weliswaar vergeleken bij een zwak 2022) doordat de supply chain problemen (chips) voorbij zijn.

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