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ISIN: NL0013332471 · WKN: A2PK2B · Symbol: OEMA
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First quarter 2009 financial highlights 1
Revenue of €213 million
EBITDA of €15 million, EBITDA margin of 7%
Net loss of €33 million
Operating expenses reduced by 30% sequentially and 24% year-on-year
Net debt of €1,159 million (Q4 2008: €1,109 million)
First quarter 2009 operational highlights
New TomTom ONE and XL launched including functionality from high end products
Tele Atlas released latest version of historical Speed Profiles database
First shipments of new Renault Clio with built in Carminat TomTom
Extension of relationship with Toyota announced
Revenue of €213 million
EBITDA of €15 million, EBITDA margin of 7%
Net loss of €33 million
Operating expenses reduced by 30% sequentially and 24% year-on-year
Net debt of €1,159 million (Q4 2008: €1,109 million)
First quarter 2009 operational highlights
New TomTom ONE and XL launched including functionality from high end products
Tele Atlas released latest version of historical Speed Profiles database
First shipments of new Renault Clio with built in Carminat TomTom
Extension of relationship with Toyota announced
http://investors.tomtom.com/releasedetail.cfm?ReleaseID=3787…
Die Zahlen sind wie erwartet nicht berauschend, aber die Zusammenarbeit mit Toyota und Renault dürfte zukünftig für bessere Kurse sorgen.
Die Zahlen sind wie erwartet nicht berauschend, aber die Zusammenarbeit mit Toyota und Renault dürfte zukünftig für bessere Kurse sorgen.
Antwort auf Beitrag Nr.: 37.003.558 von justfollowme am 20.04.09 17:12:12Wenn das Sparprogramm (Entlassungen) erst mal voll zum tragen kommt, sehe ich 6-8€. Habe mich bei 2,80€ eingedeckt...
Bis dahin habe ich Luft, und kann immer noch raus....
Bis dahin habe ich Luft, und kann immer noch raus....
Antwort auf Beitrag Nr.: 37.003.185 von justfollowme am 20.04.09 16:32:05Jedenfalls am Mittwoch werden wir mehr wissen, wie es weiter geht!
Q1 2009
TomTom Q1 2009 Results
22 April 2009
Press release (07.30 CET)
Conference call (14.00 CET)
Q1 2009
TomTom Q1 2009 Results
22 April 2009
Press release (07.30 CET)
Conference call (14.00 CET)
14.04.2009 15:30
JPMorgan belässt TomTom auf 'Underweight' - Ziel 1,98 Euro
www.finanznachrichten.de
Ob man mit Tomtom aus der Krise navigieren kann? Jedenfalls 1,98 € glaube ich nicht. Langfristig dürften wir bei Tomtom wieder höhere Kurse sehen!
JPMorgan belässt TomTom auf 'Underweight' - Ziel 1,98 Euro
www.finanznachrichten.de
Ob man mit Tomtom aus der Krise navigieren kann? Jedenfalls 1,98 € glaube ich nicht. Langfristig dürften wir bei Tomtom wieder höhere Kurse sehen!
Trading Spotlight
TomTom Q4 and full year 2008 results
TomTom Q4 2008 pro forma revenue €528 million, EPS 0.57 (reported EPS -€ 8.02)1
TomTom 2008 pro forma revenue €1,748 million, EPS 1.16 (reported EPS -€ 7.13)1
Fourth quarter 2008 highlights
* Revenue of €528 million
* Gross profit of €238 million, gross profit margin of 45%
* Ebitda of €98 million1, Ebitda margin of 19%1
* Net profit of €70 million
* Cash generated from operations of €251 million
* Net debt of €1,109 million, reduced by €213 million (Q3 2008 €1,322 million)
* Non-cash impairment charge of €1,048 million
* HD Traffic up and running in 5 European countries
* Historical speed profile database made available to Tele Atlas customers
* Launch of first Tele Atlas map incorporating Map Share feedback
* Geographical expansion of PND business into Russia
Harold Goddijn, TomTom CEO:
"Despite the tough market conditions TomTom traded profitably and was significantly cash generative in the quarter. We expect trading conditions to continue to be challenging throughout 2009 and we are adjusting our cost base accordingly.
We made good progress on an operational and strategic front in the quarter. With our PND business we continue to maintain strong market share and margins in our core markets and we are targeting growth opportunities in new geographies. In addition, we are focused on further expanding our customer base through our industry leading content and services offerings such as HD Traffic. Through our Renault partnership we will shortly bring our first line fitted navigation solution for the volume car segment to market. We are increasing operational efficiency within Tele Atlas and we are creating opportunities in the mobile, internet and automotive markets. WORK has gained a leading position in European fleet management and doubled its subscriber numbers during the year. All of this gives me confidence that our strategy is right and that we will successfully transition into a more broadly based company."
Market and TomTom outlook 2009
The PND category grew by more than 30% in 2008. Given relatively low penetration levels and increased acceptance of car navigation we expect growth to continue, however in the short term this will be tempered by macro economic conditions. We believe that PNDs will continue to be the platform of choice for the coming years.
It is difficult to give specific guidance at this early point in the year given the limited visibility about how demand will develop given the volatile market conditions. At this stage, based on our latest planning, we expect the PND markets in Europe and North America to be around 15 million and 17 million units in size respectively and for TomTom to sell between 11 and 12 million units with revenue for the full year 2009 of between €1.4 billion and €1.6 billion.
Sales in the first half of the year will be more strongly skewed towards the second quarter and in the second half to the fourth quarter, driven by expected seasonality and by the timing of new product introductions. During the first quarter sell-in is expected to be limited as inventory is cleared by retailers ahead of new products in the second quarter.
We have initiated a cost reduction programme. We expect to save approximately €60 million, or 10%, in operating expenses in 2009 compared to the 2008 pro forma operating expenses.
TomTom Q4 2008 pro forma revenue €528 million, EPS 0.57 (reported EPS -€ 8.02)1
TomTom 2008 pro forma revenue €1,748 million, EPS 1.16 (reported EPS -€ 7.13)1
Fourth quarter 2008 highlights
* Revenue of €528 million
* Gross profit of €238 million, gross profit margin of 45%
* Ebitda of €98 million1, Ebitda margin of 19%1
* Net profit of €70 million
* Cash generated from operations of €251 million
* Net debt of €1,109 million, reduced by €213 million (Q3 2008 €1,322 million)
* Non-cash impairment charge of €1,048 million
* HD Traffic up and running in 5 European countries
* Historical speed profile database made available to Tele Atlas customers
* Launch of first Tele Atlas map incorporating Map Share feedback
* Geographical expansion of PND business into Russia
Harold Goddijn, TomTom CEO:
"Despite the tough market conditions TomTom traded profitably and was significantly cash generative in the quarter. We expect trading conditions to continue to be challenging throughout 2009 and we are adjusting our cost base accordingly.
We made good progress on an operational and strategic front in the quarter. With our PND business we continue to maintain strong market share and margins in our core markets and we are targeting growth opportunities in new geographies. In addition, we are focused on further expanding our customer base through our industry leading content and services offerings such as HD Traffic. Through our Renault partnership we will shortly bring our first line fitted navigation solution for the volume car segment to market. We are increasing operational efficiency within Tele Atlas and we are creating opportunities in the mobile, internet and automotive markets. WORK has gained a leading position in European fleet management and doubled its subscriber numbers during the year. All of this gives me confidence that our strategy is right and that we will successfully transition into a more broadly based company."
Market and TomTom outlook 2009
The PND category grew by more than 30% in 2008. Given relatively low penetration levels and increased acceptance of car navigation we expect growth to continue, however in the short term this will be tempered by macro economic conditions. We believe that PNDs will continue to be the platform of choice for the coming years.
It is difficult to give specific guidance at this early point in the year given the limited visibility about how demand will develop given the volatile market conditions. At this stage, based on our latest planning, we expect the PND markets in Europe and North America to be around 15 million and 17 million units in size respectively and for TomTom to sell between 11 and 12 million units with revenue for the full year 2009 of between €1.4 billion and €1.6 billion.
Sales in the first half of the year will be more strongly skewed towards the second quarter and in the second half to the fourth quarter, driven by expected seasonality and by the timing of new product introductions. During the first quarter sell-in is expected to be limited as inventory is cleared by retailers ahead of new products in the second quarter.
We have initiated a cost reduction programme. We expect to save approximately €60 million, or 10%, in operating expenses in 2009 compared to the 2008 pro forma operating expenses.
Amsterdam, 20 January 2009 - TomTom today updates the market on trading in the fourth quarter and the expected results for the full year 2008.
In the fourth quarter we saw the size of the PND market fall short of our previously announced expectations of 18 million units for both the European and North American markets for the full year 2008. We now expect the European and North American markets for the full year 2008 to be approximately 17 million units in size each. Our fourth quarter market shares in both markets continued to be strong at 46% and 24%, respectively. We expect to report sell-in volume for the full year 2008 at the lower end of the previously provided range of 12 to 13 million units.
We previously gave guidance for full year reported revenue of between €1.75 billion and €1.85 billion and an EBITDA margin of between 20% and 24%. As a result of the smaller than expected market size reported revenue is now expected to be between €1.66 billion and €1.68 billion with an EBITDA margin of between 19% and 20%.
TomTom is in the process of carrying out an impairment review and our preliminary assessment is that due to the changed macro environment we can no longer fully sustain the full valuation of the acquired business of Tele Atlas as established at the time of the acquisition. The amount of the impairment is in the process of being quantified. This non-cash charge has no impact on covenant testing and the TomTom Group continues to be in compliance with its financing covenants.
Due to strong cash flow management in the quarter the Group ended the year with net debt of €1.11 billion, down from €1.32 billion at the end of third quarter in 2008.
More details will be provided on 24 February 2009 when we report the full fourth quarter and 2008 results.
In the fourth quarter we saw the size of the PND market fall short of our previously announced expectations of 18 million units for both the European and North American markets for the full year 2008. We now expect the European and North American markets for the full year 2008 to be approximately 17 million units in size each. Our fourth quarter market shares in both markets continued to be strong at 46% and 24%, respectively. We expect to report sell-in volume for the full year 2008 at the lower end of the previously provided range of 12 to 13 million units.
We previously gave guidance for full year reported revenue of between €1.75 billion and €1.85 billion and an EBITDA margin of between 20% and 24%. As a result of the smaller than expected market size reported revenue is now expected to be between €1.66 billion and €1.68 billion with an EBITDA margin of between 19% and 20%.
TomTom is in the process of carrying out an impairment review and our preliminary assessment is that due to the changed macro environment we can no longer fully sustain the full valuation of the acquired business of Tele Atlas as established at the time of the acquisition. The amount of the impairment is in the process of being quantified. This non-cash charge has no impact on covenant testing and the TomTom Group continues to be in compliance with its financing covenants.
Due to strong cash flow management in the quarter the Group ended the year with net debt of €1.11 billion, down from €1.32 billion at the end of third quarter in 2008.
More details will be provided on 24 February 2009 when we report the full fourth quarter and 2008 results.
18% heute
wie gut dass ich nachgelegt habe
wie gut dass ich nachgelegt habe
Antwort auf Beitrag Nr.: 35.936.610 von Doppelvize am 13.11.08 11:24:25Bei 29 % Streubesitz ist das eher zweifelhaft. Aber der Gedanke hat was: Übernahme und Tele Atlas an die Börse bringen Re-IPO
Re-IPO
Antwort auf Beitrag Nr.: 35.772.026 von canadaforce am 31.10.08 02:11:48Das sind im Moment echte Einstiegskurse. Habe bei der Höhe seinerzeit auch Tele Atlas eingesammelt. Hat bestens geklappt.
Und als Übernahmekandidat ist TT allein durch den Besitz von TeleAtlas interessant...
Schau mer mal..
DV
Und als Übernahmekandidat ist TT allein durch den Besitz von TeleAtlas interessant...
Schau mer mal..
DV
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