TomTom NL0013332471

Conference call Q3

1. [verwijderd] 23 oktober 2015 12:48

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   AB thanks.
2. battumboy 23 oktober 2015 21:23

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   • battumboy

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   Uit het transcript
   
   Our gross margin was 53% in the quarter, which is 4 percentage points lower compared with the 57% we reported for Q3 2014.
   The gross margin for Q3 2015 at constant currencies was 58%, which was actually 1 percentage point higher than last year.
   
3. battumboy 23 oktober 2015 21:30

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   ]On the [pie] question, the traditional use case for maps is entertainment, and the take rate is 25%, 30%. And that is not fundamentally changing in the coming years, not this decade.
   Next decade, you can talk about different use cases for the map, for highly automated driving and self-driving cars, and what have you, and the take rates go from 25%, in theory, to 100%, and that will, indeed, quadruple the pie. But the order intake that we're seeing today is not related to that: that is the more traditional use case at, as we call, entertainment maps for navigation.