META-Thread: Telematics - 500 Beiträge pro Seite
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Da ich inzwischen öfter auch Meldungen zum Thema finde, die nicht eindeutig einem Wert zuzuordnen sind und da es doch schon einige notierte Werte gibt, mach ich mal einen weiteren Branchenthread auf und hoffe, dass er
-Neueinsteigern ein bisschen zu Orientierung hilft
-Interesse an den Einzelwerten weckt
-und vielleicht Input von anderen bringt, der aus mir weiterhilft
Ich verstehe unter "Telematics" in diesem Kontext, dass es sich um Firmen handelt die Subscribern internet- oder satellitenbasierte Services anbieten, um Assets (z.B. Autos, container, etc.) zu tracken.
In meinem Teildepot zum Thema habe ich aktuell in absteigender Gewichtung:
CarTrack
Mix Telematics
CalAmp
TomTom
Ituran
Fleetmatics (werden gerade von Verizon übernommen)
OrbComm
Novotel Wireless (haben Dignicore übernommen)
-Neueinsteigern ein bisschen zu Orientierung hilft
-Interesse an den Einzelwerten weckt
-und vielleicht Input von anderen bringt, der aus mir weiterhilft
Ich verstehe unter "Telematics" in diesem Kontext, dass es sich um Firmen handelt die Subscribern internet- oder satellitenbasierte Services anbieten, um Assets (z.B. Autos, container, etc.) zu tracken.
In meinem Teildepot zum Thema habe ich aktuell in absteigender Gewichtung:
CarTrack
Mix Telematics
CalAmp
TomTom
Ituran
Fleetmatics (werden gerade von Verizon übernommen)
OrbComm
Novotel Wireless (haben Dignicore übernommen)
Antwort auf Beitrag Nr.: 53.336.196 von R-BgO am 23.09.16 14:50:49
.
.
Verizon-Telogis Deal Creates Top Telematics Unit
June 23, 2016
By Paul Clinton
Verizon's acquisition of Telogis would create the second-largest telematics company in the U.S. in a deal that brings together complementary businesses, a leading telematics consultant said.
Once combined, Verizon and Telogis would be second to Fleetmatics in number of units under management in the U.S. market. The companies would each have more than 700,000 units in service. Globally, the combined entity would be third behind Fleetmatics and TomTom Telematics, according to Clem Driscoll, who produces an annual market study.
The deal brings Verizon a telematics company in Telogis that has developed partnerships with Ford, General Motors, Hino, Isuzu, Mack, and Volvo's Class 8 truck unit. Verizon Telematics has focused more on building a subscriber list for its Web-based Networkfleet software service, Driscoll said.
"To me it’s a statement by Verizon that they want to get deeper into GPS fleet management or more broadly they want to get deeper into M2M (machine-to-machine) data services," Driscoll said. "They have aggressively built a subscriber base for Verizon Networkfleet. That business has been growing at a fast rate. It's leveraged mostly by the Verizon B2B salesforce, which has been feeding a lot of leads into Networkfleet and helping them grow."
Telogis has been in the top 10 of telematics providers listed in Driscoll's study, and the company brought in about $89 million in revenue in 2014. The company's revenue surpassed $100 million in 2015, said Krys Grondorf, a Telogis spokesperson. The sales price for the deal would likely fall in the $350 million to $400 million range, Driscoll said.
Both companies primarily offer Software-as-a-Service (SaaS) and contract out to third-party manufacturers to provide the black-box hardware that pulls telematics data from a vehicle's electronic data bus.
The merger may signal future consolidation in the telematics industry, which now counts several hundred vendors, according to LeasePlan USA's Dan Shive, vice president of risk management services.
"This acquisition is further confirmation that telematics is becoming a must-have technology for effective fleet management today," Shive said. "It is also a sign of expected vendor consolidation in a maturing marketplace. Telematics has grown exponentially in recent years with scores of providers, many of which were funded by venture capital investment. They are now looking for long term strategic partnerships to remain viable."
Verizon hat auch schon vor Fleetmatics was übernommen:
..
.
Verizon-Telogis Deal Creates Top Telematics Unit
June 23, 2016
By Paul Clinton
Verizon's acquisition of Telogis would create the second-largest telematics company in the U.S. in a deal that brings together complementary businesses, a leading telematics consultant said.
Once combined, Verizon and Telogis would be second to Fleetmatics in number of units under management in the U.S. market. The companies would each have more than 700,000 units in service. Globally, the combined entity would be third behind Fleetmatics and TomTom Telematics, according to Clem Driscoll, who produces an annual market study.
The deal brings Verizon a telematics company in Telogis that has developed partnerships with Ford, General Motors, Hino, Isuzu, Mack, and Volvo's Class 8 truck unit. Verizon Telematics has focused more on building a subscriber list for its Web-based Networkfleet software service, Driscoll said.
"To me it’s a statement by Verizon that they want to get deeper into GPS fleet management or more broadly they want to get deeper into M2M (machine-to-machine) data services," Driscoll said. "They have aggressively built a subscriber base for Verizon Networkfleet. That business has been growing at a fast rate. It's leveraged mostly by the Verizon B2B salesforce, which has been feeding a lot of leads into Networkfleet and helping them grow."
Telogis has been in the top 10 of telematics providers listed in Driscoll's study, and the company brought in about $89 million in revenue in 2014. The company's revenue surpassed $100 million in 2015, said Krys Grondorf, a Telogis spokesperson. The sales price for the deal would likely fall in the $350 million to $400 million range, Driscoll said.
Both companies primarily offer Software-as-a-Service (SaaS) and contract out to third-party manufacturers to provide the black-box hardware that pulls telematics data from a vehicle's electronic data bus.
The merger may signal future consolidation in the telematics industry, which now counts several hundred vendors, according to LeasePlan USA's Dan Shive, vice president of risk management services.
"This acquisition is further confirmation that telematics is becoming a must-have technology for effective fleet management today," Shive said. "It is also a sign of expected vendor consolidation in a maturing marketplace. Telematics has grown exponentially in recent years with scores of providers, many of which were funded by venture capital investment. They are now looking for long term strategic partnerships to remain viable."
Digitimes Research: Cellular IoT may have limited opportunities for mobile telecom carriers
Benson Wu, DIGITIMES Research, Taipei [Friday 30 September 2016]
As mobile communication markets are approaching saturation, cellular IoT is expected to bring new business opportunities and revenue growth for mobile telecom carriers. But development of cellular IoT may not be optimistic, mainly because ARPU for cellular IoT services will be much lower than for mobile communications. Nearly 50% of global cellular M2M (machine to machine) connected devices are concentrated in the US and China, according to Digitimes Research.
In most cases, ARPU for cellular M2M IoT services is less than 5% the ARPU from smartphone subscriptions, Digitimes Research indicated.
According to GSM Association, there will be 980 million M2M connected devices around the world in 2020, and more than 50% will be based on low-power wide area networks.
There was a lack of cellular IoT standards until 3GPP (3rd Generation Partnership Project) completed specification of NB-IoT and LTE-MTC (machine-type communications) low-power IoT standards in June 2016, resulting in a lag in development of cellular IoT.
Benson Wu, DIGITIMES Research, Taipei [Friday 30 September 2016]
As mobile communication markets are approaching saturation, cellular IoT is expected to bring new business opportunities and revenue growth for mobile telecom carriers. But development of cellular IoT may not be optimistic, mainly because ARPU for cellular IoT services will be much lower than for mobile communications. Nearly 50% of global cellular M2M (machine to machine) connected devices are concentrated in the US and China, according to Digitimes Research.
In most cases, ARPU for cellular M2M IoT services is less than 5% the ARPU from smartphone subscriptions, Digitimes Research indicated.
According to GSM Association, there will be 980 million M2M connected devices around the world in 2020, and more than 50% will be based on low-power wide area networks.
There was a lack of cellular IoT standards until 3GPP (3rd Generation Partnership Project) completed specification of NB-IoT and LTE-MTC (machine-type communications) low-power IoT standards in June 2016, resulting in a lag in development of cellular IoT.
Antwort auf Beitrag Nr.: 53.336.196 von R-BgO am 23.09.16 14:50:49
in kursiv: Interpolationen
Habe auch keine Ahnung, wie vergleichbar diese Subskribier-Zahlen sind, da offenbar sehr unterschiedliche Umsätze damit gemacht werden; sollte trotzdem ein Anhaltspunkt für absolute und relative Marktentwicklung sein.
Sascar sitzt in Brasilien und wurde von Michelin übernommen.
Teletrac gehört zu Fortive.
was ich mir so aus diversen reports rausgeschrieben habe:
in kursiv: Interpolationen
Habe auch keine Ahnung, wie vergleichbar diese Subskribier-Zahlen sind, da offenbar sehr unterschiedliche Umsätze damit gemacht werden; sollte trotzdem ein Anhaltspunkt für absolute und relative Marktentwicklung sein.
Sascar sitzt in Brasilien und wurde von Michelin übernommen.
Teletrac gehört zu Fortive.
M&A Deals:
Trading Spotlight
Antwort auf Beitrag Nr.: 54.024.194 von R-BgO am 06.01.17 12:15:52
habe noch ein paar mehr Infos gefunden:
in kursiv habe ich Schätzungen/Fortschreibungen drin; der Rest sind Zahlen aus reports
Antwort auf Beitrag Nr.: 54.100.835 von R-BgO am 17.01.17 13:03:46
aus der September-Präsentation von Pointer:
Antwort auf Beitrag Nr.: 55.824.336 von R-BgO am 26.09.17 11:37:31
schon alt, der mit mehr Namen als ich kannte:
Antwort auf Beitrag Nr.: 55.824.336 von R-BgO am 26.09.17 11:37:31
wirtschaftlich interessant finde ich -derzeit- nur Cartrack und Ituran, mit Abstrichen auch Mix und Pointer
update
wirtschaftlich interessant finde ich -derzeit- nur Cartrack und Ituran, mit Abstrichen auch Mix und Pointer
Antwort auf Beitrag Nr.: 59.162.322 von R-BgO am 07.11.18 20:43:17
Thread: Inseego - vormals Novatel Wireless
Thread: Ituran Location and Control
Thread: TOMTOM wieder im Aufwind
Thread: Pointer Telocation
Thread: Quartix Holdings
Thread: ORBCOMM Announces Fourth Quarter and Full Year 2014 Results
Thread: CalAmp - DIE "next generation" Internetaktie?
Thread: I.D. Systems
Thread: Cartrack Holdings
Links zu den diversen Einzelthreads:
Thread: Mix TelematicsThread: Inseego - vormals Novatel Wireless
Thread: Ituran Location and Control
Thread: TOMTOM wieder im Aufwind
Thread: Pointer Telocation
Thread: Quartix Holdings
Thread: ORBCOMM Announces Fourth Quarter and Full Year 2014 Results
Thread: CalAmp - DIE "next generation" Internetaktie?
Thread: I.D. Systems
Thread: Cartrack Holdings
TomTom verkauft an Bridgestone
das Meiste scheine ich gefunden zu haben:
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