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TomTom augustus 2023

261 Posts, Pagina: « 1 2 3 4 5 6 7 8 ... 10 11 12 13 14 » | Laatste
Beperktedijkbewaking
3
Vraag me trouwens af hoe het is met mede-babyboomer J-P. Schaeffer in Berlijn, hun VP 'traffic'. De enige echte guru binnen TT, naast Alain de T. misschien. Je hoort niks meer van of over hem.

Voor hem en zijn clubje alleen al zouden Google, Waze, Intel/Mobileye of zelfs de HERE-eigenaren al een miljard over moeten hebben...
Beperktedijkbewaking
2
5 minuten geleden op NPO radio 1:

"Er staat een te hoge vrachtwagen voor de Wijkertunnel. De tunnel is tijdelijk afgesloten."

Ik waan me 30 jaar terug. Ze leren het ook nooit.
Borden lezen kunnen ze niet, en van TomTom hebben ze nog nooit gehoord.
tatje
1
Taco bij zijn intro CC Q2 2023.

To conclude, I want to emphasize our commitment to achieving profitable growth and enhancing shareholder value. We're excited about positive trajectory set for the remainder of the year.

Tenslotte, wil ik onze inzet benadrukken om winstgevende groei te bereiken en aandeelhouders waarde te verbeteren.
We zijn opgewonden over het positieve traject voor de rest van het jaar.

Zou zeggen :-)

Taco : Maak je woorden waar !
tatje
4
Het is al eens besproken.

Maar Opties hebben alleen zin, als je een flinke koersstijging verwacht.

Tom Tom liet al jaren geen koersstijging zien, dus liet men de optie waardeloos aflopen.

Wat zijn medewerkersopties?
Een optie geeft het recht om een aandeel in het eigen bedrijf tegen een vooraf vastgestelde prijs (uitoefenprijs) binnen een bepaalde periode (uitoefenperiode) te kopen. Medewerkersopties worden voornamelijk gebruikt door beursgenoteerde ondernemingen. Meestal is de uitoefenprijs gelijk aan de beurskoers die geldt op de dag dat de medewerker de optie verkrijgt. Elke waardestijging daarna is dan 'winst' voor de werknemer, maar over deze waardestijging dient vervolgens nog wel belasting te worden betaald en dat kan tot gevolg hebben dat deze winst in werkelijk nihil kan zijn.
Het is niet verplicht de optie uit te oefenen. Als de beurskoers lager is dan de uitoefenprijs oefent de medewerker niet uit. Dat kan er uiteindelijk toe leiden dat de medewerker de optie laat verlopen, omdat de beurskoers op dat laatste moment onder de uitoefenprijs ligt.

Dus je long incentive kon waardeloos aflopen, zoals vaak gebeurde .

Toen kwam in 2019 de RSU.

Wat zijn voor- en nadelen van Restricted Share Units (RSU)?
Een manier om werknemers mee te laten profiteren van de groei van het bedrijf zijn aandelen. Dat gebeurt dan meestal in de vorm van zogenaamde Restricted Share Units (RSUs). Een RSU geeft een werknemer recht op ‘gratis’ aandelen in de onderneming van de werkgever nadat aan bepaalde (prestatie)voorwaarden is voldaan. Pas nadat aan alle voorwaarden is voldaan en de aandelen zijn geleverd, wordt de werknemer aandeelhouder van de onderneming van de werkgever. De uitgifte van een RSU aan werknemers is niet aftrekbaar van de vennootschapsbelasting voor de werkgever. Bij de werknemer wordt de waarde van de RSU op het moment dat deze onvoorwaardelijk wordt verkregen belast als loon uit dienstbetrekking.

Als de koers bij granten dezelfde is als bij uitoefenen.

bv 2019 granten voor 450000 a 7,50 dus 60000 rsu.
2022 krijg je de aandelen, koers is nog steeds 7,50

Je moet over je 450000 belasting betalen, zeg 50% is 225000.

Je verkoopt de helft van je 60000 aandelen , 30000 a 7,50 en betaalt zo de belasting.

Zie je alleen gouden bergen, dan zou je met je 60000 aandelen ook 225000 kunnen financieren.

Dus bij opties heb je bij een gelijkblijvende koers niets.

En bij RSU houdt je bij een gelijkblijvend koers 30000 aandelen over.

Het wordt pas spannend, als TT zijn belofte gaat inlossen.

Tot morgen :-)

Die toppers , zeg dat de meesten in 2020 kwamen.

De RSU die zij krijgen in 2020 is pas belastingplichtig in 2023

De RSU van 2021 in 2024
De RSU van 2022 in 2025
De RSU van 2023 in 2026
De RSU van 2024 in 2027
De RSU van 2025 in 2028
De Booster begin 2026 in 2029.

Dus bij een overname in 2026 valt de financiering mee :-)

Als je kinderen geen interesse hebben in de zaak, zou ik bij een goed bod verkopen :-)

Een stap opzij gaat Harold miz niet doen, het lesje Marina Wyatt ligt nog vers in het geheugen.
tatje
1
Van de IEX side op 17 juli.
ING verwacht dat de consensus voor de omzet voor 2023 ongeveer 5 procent zal stijgen. De gemiddelde verwachting voor de EBITDA zal oplopen van 24 miljoen euro naar 30 miljoen euro naar aanleiding van deze resultaten.

De gemiddelde consensus was 572 en de ING verwacht dus 600
ebitda was 24 en de ING gaat naar 30.

Dus bij 100 voor C wordt LT 500
Dus bij 95 voor C wordt LT 505

Tom Tom gaat bij zijn outlook uit van FCF around 5%

5% FCF van 600 is 30 miljoen.

Na het eerste HJ stond FCF op 3,8 miljoen, maar ja, working capital stond ook op - 15

Denk dat de cash eind vh jaar tussen de 345 en 350 staat, mits geen aandelen inkoop dit jaar.

Maar, we zullen zien.

En nu geef ik het woord aan :-)
HenkdeV
1
quote:

next2023 schreef op 8 augustus 2023 16:32:

we gaan weer naar de 6 euro, wat een aandeel !!
Koop een put, kun je verdienen aan de door jou voorspelde daling.
PGV
2
quote:

next2023 schreef op 8 augustus 2023 16:32:

we gaan weer naar de 6 euro, wat een aandeel !!
Graag , weer lekker volladen en een leuke rit maken. Leuk voor ritjes naar de 7, ik vind het een heerlijk aandeel.
nr36
3
Overture Maps Foundation releases its first open map dataset

A conversation with Marc Prioleau about OMF’s journey to this point, its first map data release, and what he sees in the future.

Matt Collins
Surveying & MappingLidar & Geospatial
World Map Isolated on White Background in Bright Blue Color and Modern Flat Design.Shutterstock
Late last month, the Overture Maps Foundation announced the release of their first world-wide public release of their open map data. The initial dataset, Overture 2023-07-26-alpha.0, includes four data layers: Places of Interest, Buildings, Transportation Network, and Administrative Boundaries, the specifics of which you can learn about here. These were derived using open and contributed map data through a variety of channels, and released in the Overture Maps data schema, introduced in June of this year.

The formation of the Overture Maps Foundation (OMF) was facilitated by the Linux Foundation, with the group being officially founded in December of 2022. Its founding members were Meta, Amazon Web Services, Microsoft, and TomTom, and today includes over a dozen companies as part of the group. This initial full release comes just a few months after an earlier preliminary release in April.

This is just the first step in what is an ambitious endeavor put together by some of the biggest companies in the world. To learn more about both this initial release as well as OMF more broadly, Geo Week News recently spoke with Marc Prioleau, the executive director of Overture Maps Foundation.

Bringing companies together

Prioleau, unsurprisingly, notes that it was not a quick process putting OMF together, which makes sense given the sheer size of the group’s founding members. He told Geo Week News about a “long incubation period,” noting that they are coming up on the two-year anniversary of the first internal reviews around forming what would eventually become OMF. For his part, Prioleau was with Meta prior to taking on the executive director role with OMF. He worked with maps within Meta, and was “very involved in putting together the group that ultimately became Overture.”

Despite the inevitable slow speed of any effort bringing together organizations of this scope, Prioleau does note “there was pretty strong alignment around the reason to make this happen.” Broadly speaking, there was agreement from all of these companies, and plenty of others, that maps which are derived from data for a variety of sources, which anyone can access, is the direction in which the industry needs to head. That, in turn, made keeping this group independent, even from the companies from which they were founded. That’s where the Linux Foundation comes in.

Maps and navigation online on mobile application, City isometric plan with road and buildings, GPS, World Map.
Shutterstock
“The nice thing about the Linux Foundation is they provide you the scaffolding when you set up a foundation that allows you to focus on what you want to do, and not the other pieces. And the other thing is it’s independent.” Prioleau continues, “We very much want the project to be independent, and putting it in the Linux Foundation gives you a neutral turf.”
nr36
3
Who’s involved with OMF?

One of the curiosities around any group of this stature is who is actually doing the work. In terms of employees, Prioleau is the lone employee of Overture Maps Foundation, but he makes sure to point out there are plenty of others putting in the work. “We have some supporting marketing and legal teams, things in that structure. And right now, the rest of the people who are working on Overture are people who are members, who are coming in.” In other words, the organizations who are joining this group are, at least in some cases, offering people to do the work. He estimates there are around 130 engineers from various contributing companies, with people “gravitating to the teams they’re interested in.”

And in terms of those companies, a lot of current members fall into the geospatial realm in some form or another – companies like Esri, Nomoko, and Sparkgeo, for example – but anyone is able to join. “It’s an open organization, so various people can join, but we do emphasize contribution,” Prioleau said. “We’re asking people to come in and contribute, and contributions end up being in one of four ways.” Those four ways are financially, contributing data, contributing pipelines or technologies, and offering people and engineering resources.

These companies can join at one of three layers, steering, general, and contributing. Prioleau explains, “The steering layer is really around sustainability of the project. The people who are joining at that level are joining with the level of commitment that says we’re going to sustain this, because building maps is a long-term project. The next level is general, and that’s really where a lot of the work and decision-making gets made. And then the contributor level recognizes the fact that there are people who may not be able to join at a high level, but have data they could contribute.”

Openness is the key

The biggest thing that became clear throughout our conversation with Prioleau is how important the entire group believes openness is to their mission. Today, maps are largely dominated by companies like Google and Apple, without a truly open alternative that provides the same level of value. Providing that open alternative was the main ethos behind this movement, and why they ask any group member to have some sort of contribution.

“We really felt that open map data was a good place to push. There’s sort of a truism that maps are hard,” Prioleau notes. “But the real story of that is the next level, which is that map data is hard. If you think about maps as they’ve evolved from 20 years ago, where you got a map and what was on that map was whatever the mapmaker decided to put on there. Now, maps are this framework, and what’s really interesting is what you put on top of that.”

Atlanta 3D city model aerial rendering
Shutterstock
So where is OMF in terms of providing that data now? This initial release, as mentioned above, includes places, buildings, transportation networks, and administrative borders, all of which came from a variety of sources. For example, OpenStreetMap, a crowd-sourced open map, was used for large portions of the transportation network data. Buildings data was created using a combination of open data from the US government’s 3DEP program, along with data from companies like Esri and Nomoko. The places layer – or “theme,” as they call them at OMF – was largely put together using data contributed by Meta and Microsoft.

Data should only become more open as time goes on, too. “At some point people always ask me, where’s the line between open and proprietary? And my standard answer is: I don’t really know. It varies depending on who you’re talking to. But it only moves in one direction. It only moves up.”

Looking to the future

With any project of this size and scope, particularly one which is open to all different kinds of companies, it’s hard to clearly map out what the future could potentially look like. That said, Prioleau did have one definite answer as to what layer needs to be added next: Addresses. Beyond that, though, he believes members will drive the direction OMF moves in the coming years. If many automotive companies join, for example, there would likely be more work done refining transportation data.

He also, more broadly, looks to where the technology space in general appears to be heading, towards a “metaverse,” or more broadly spatial computing and things like mixed reality. “If you’ve got an augmented reality headset from one company, and I’ve got an augmented reality headset from another company, we need to share the same map. We need to agree that that 3D shape is there, and that digital asset is placed there in a certain way.”

And so, it all comes down to this idea of sharing data and creating open data, with which users and organizations can use it for whatever their application may be.

“If that framework belongs to a company, then there are pluses and minuses about attaching all kinds of other data to it,” says Prioleau. “But if that framework is open data, it becomes a shared resource, and now you really can open up the industry. There was this very strong feeling among the people we were talking to that open map base layers was really a key thing.”
tatje
3
Bedankt nr36.

Het volgende zei Harold bij de CC Q4 2022.

Tim Versteeg - ABN AMRO - ODDO BHF B.V. - Equity Sales
Okay, thank you. I have a question more related to the statements about the Automotive segment. Can you say something about the competitive landscape and the development in market shares there?

Harold C. A. Goddijn - TomTom N.V. - Co-Founder, Chairman of the Management Board & CEO
Yes. So, yes, it's not so easy. This is not a fast-moving business. You know the drill about long lead times. And what we see is that, let's say, the traditional competitive landscape -- it looks like we are coming out as the winner, let’s put it that way. The number of companies that are active in the full-stack is shrinking

Natuurlijk haal ik er een belangrijke zin uit :-)

""And what we see is that, let's say, the traditional competitive landscape -- it looks like we are coming out as the winner, let’s put it that way. ""

En wat we zien in het traditionele competitie landschap, dat het er naar uit ziet dat wij er als winnaar uitkomen

www.youtube.com/watch?v=vwGWOAbpBdk

Was erbij, wel hard en groot scherm :-)
Wereldbelegger
0
Uitzendbureau huurt kantoor in voormalig TomTomgebouw

Uitzend- en adviesbureau Amoria Group huurt 1.129 m2 kantoorruimte in het voormalig TomTom-gebouw aan de Oosterdoksstraat 114 in Amsterdam.

www.propertynl.com/Nieuws/Uitzendbure...

Is bij de TT websitebeheerder nog niet bekend ((-;

Amsterdam is considered the cultural capital of the Netherlands. You'll find yourself surrounded by picturesque history, architecture, art, music, museums and more. Home to TomTom's headquarters, our two Amsterdam offices house a range of shared services and engineering teams.

Addresses
De Ruijterkade 154, 1011 AC
Amsterdam

Oosterdoksstraat 114, 1011 DK
Amsterdam
tatje
1
Marc Hesselink - ING Groep N.V., Research Division - Research Analyst
The first question is actually a little bit on the dynamics that you're seeing in the industry. You're launching your new map platform. There are also some stories out that maybe some of the German OEMs are looking to make deeper partnerships with, maybe, the likes of Google and Apple. What are the things that you're hearing? What kind of moves are people making? And what does it mean for your relative position versus HEREand Google, and maybe even Apple?

Harold C. A. Goddijn - TomTom N.V. - Co-Founder, Chairman of the Management Board & CEO
Yes. It's a good question. So, a key part of our strategy and our planning is that the world needs a mapping platform, next to Google. Google has a phenomenal product. It's used on mobile phones extensively. But there are also limitations, both with regards to the business model, the data consumption, and whatnot. And the world needs a platform on which it can innovate, can bring data together.
And obviously, our strategy is to become that alternative. If you need more than a standard API, if you want to integrate self-driving maps, or ADAS maps, if you want to integrate the data you're collecting yourself, as a user, then you need more flexibility. And that in itself will enable innovation.
Our strategy isto become, overtime, a clear alternative to what is there, and become in thatfree-marketsegment,the leader in location technology. And I think that resonates. Our customers tell us that too. They want to have a choice. They want to be able to innovate. They like what they see -- ourintent. And I can see in the interactions with our customers, in the type of questions we get, the type of interaction we're having, that thisis met with considerable support. Does that answer your question, Marc?

""And what we see is that, let's say, the traditional competitive landscape -- it looks like we are coming out as the winner, let’s put it that way. ""

En wat we zien in het traditionele competitie landschap, dat het er naar uit ziet dat wij er als winnaar uitkomen.

Ik zie het momenteel zo.

Traditioneel wordt Tom Tom de winnaar.
Dan heb je Google en misschien Apple.

Dat is het, het gaat nu om profitable revenue.

.
We zijn nog met zijn 2en .

Microsoft ruilde in 2019 Here om voor Tom Tom.

Dat was het begin van het maken vh nieuwe platform.

choice. - keuze - alternatief.

Tom Tom moet hard werken om Google te benaderen, maar lukt dat dan zijn ze flexibeler.
Wereldbelegger
0
quote:

nr36 schreef op 9 augustus 2023 05:28:

Who’s involved with OMF?

deel van post weggelaten zie hierboven


Looking to the future
With any project of this size and scope, particularly one which is open to all different kinds of companies, it’s hard to clearly map out what the future could potentially look like. That said, Prioleau did have one definite answer as to what layer needs to be added next: Addresses. Beyond that, though, he believes members will drive the direction OMF moves in the coming years. If many automotive companies join, for example, there would likely be more work done refining transportation data.

If many automotive companies join
Gaan ze er in mee? Gaan ze participeren?
Vooralsnog kijken ze de kat uit de boom.
tatje
0
Harold C. A. Goddijn - TomTom N.V. - Co-Founder, Chairman of the Management Board & CEO
Yes, we see attachment rates going up, and there are two significant drivers for that. First of all is legislation. So, there's more and more legislation
that requires the car to be smart, with speed assist, cruise control, hazard warnings, traffic information. There's new legislation in the making that
will give carmakers additional points if they integrate those types of technology into their cars. So, that has an impact on the take rates. So, if you
want to have, as a carmaker, a high NCAP rating, then there is an incentive to start working with the type of data that we are producing.

NCAP

Euro NCAP is de afkorting van European New Car Assessment Programme, een Europees programma om nieuwe auto's te beoordelen.
tatje
0
WB heeft zeker een functie binnen dit forum.

Alles is niet wit en zwart mag ook.

Maar logisch dat men de kat uit de boom kijkt, maps worden NU pas geleverd :-)

The roll-out of our new maps is progressing according to schedule. We delivered the new maps to key partners in important verticalslike ride hailing, fleet and logistics, and automotive for testing and validation, and the reception has been overwhelmingly positive. Our new maps are setting new benchmarks on all metrics. And thanks to our new mapping platform, the pace of improvement on these metrics is higher than what we have seen in the past.

Ga feesten vanavond, kan laat worden :-)
hvasd2
0
Wereldbelegger
0
Overture Maps Foundation bestaat bijna negen maanden.
Wanneer Oems zouden participeren of wat geld doneren gaan de ontwikkelingen veel sneller dan nu het geval is door de inzet van 130 (naar zeggen) programmeurs via OMF.

Grote vraag:
Waarom kijken de machtige en rijke Oems "de kat uit de boom"?
Terwijl ze nu voor wat zilverlingen er bovenop kunnen zitten.
hvasd2
0
quote:

Wereldbelegger schreef op 10 augustus 2023 11:17:

Overture Maps Foundation bestaat bijna negen maanden.
Wanneer Oems zouden participeren of wat geld doneren gaan de ontwikkelingen veel sneller dan nu het geval is door de inzet van 130 (naar zeggen) programmeurs via OMF.

Grote vraag:
Waarom kijken de machtige en rijke Oems "de kat uit de boom"?
Terwijl ze nu voor wat zilverlingen er bovenop kunnen zitten.
Inderdaad en waarom leggen deze oem’s geen 6 miljard neer voor TT terwijl dat bedrag een schijntje voor hun is ?
Blijkbaar geen interesse of zien ze TT liever zelfstandig. En wat OMF betreft is het blijkbaar zo dat ze alleen hun overtollig personeel erin willen stoppen
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