Benjamin G. schreef op 14 april 2021 18:03:
Wat highlights uit de conference call:
- Fast growing EV market - enhanced offering
- Enterprise - new close contracts, expanded reach in logistics + fleetmanagement (API's)
- growing demand for location technology in broader set of services
- Long List triple A customers
- Database build en maintain lower cost, new sources, highly automated processes , freedom to innovate,for customers as well in control
- price stack - verwacht geen groei in pricing.
- Pricing power kan wel komen door betere kwaliteit.
- solved hard problem for carmakers - availability (loss of connection)
- not all clients take full stack (combination of integration, software en content services)
- strategy: stack services = better pricing power
- succes software --> convince more clients for full stack
- overall type of money for full stack solutions - stable for years - battle for more services better user - positive result to full hybrid and full stack
- Market share automotive Europe: 18% , North America 14%, much much more than we have in full stack solutions- win rate? - overall opportunity this year, significant amount available, comfortable to give updates on order backlog , win rate no good for steering information
-Entreprise - competition Google - structural change in last 2 years? Location is becoming more and more important. Not gonna stop. Can compete in two area's: a. more flexible services, freedom to innovate, need to be in control and b. we don't care for customers of client data
- 3rd element: cloudsolutions, sharing data platform level, alternative to, going to in an area map making becomes more automated process - rethink of how data exchanged/used/managed
- not immediate plans to start new share buy back