Dutchy Ron schreef op 23 oktober 2022 09:49:
STERTKE TT
• Well resourced.
• TomTom remains a strong
consumer navigation brand
• Leader in navigation software
with 15 OEM customers
• Leader in traffic data (live and
historic) in North America
Western Europe
• Focused on automotive and
enterprise
• Moving up the stack in
automotive infotainment
through its IndiGo ecosystem
• Open and flexible for developers
• Aggressive pricing of location
services
• >600 M active GPS probe points
• Closing the gap on map and data visualisation.
• Large addressable market through third-party developer platforms e.g. Azure, Huawei, Verizon, etc.
ZWAKTE TT
• Less well-resourced versus Google and HERE
• Reliance on Apple for probe data
• Weak indoor/ venue coverage
• Declining consumer business
(PND) risks stability