Tomtom Nv · EURONEXT:TOM2
Tomtom Nv — Investor Day (2022)
14 slides from Tomtom Nv's investor day presentation, 2022
Slide 1: Driving growth in Automotive
Oo tomtom Driving growth in Automotive Antoine Saucier | Managing Director Automotive Capital Markets Day 2022
Slide 2: Product portfolio serving multiple segments
Product portfolio serving multiple segments
Slide 3: TomTom market share in Europe
TomTom market share in Europe Map Navigation Software Traffic Current (s +5pp +15pp Stable _ <q q ME tomtom Mill Others
Slide 4: TomTom market share in North America
TomTom market share in North America Map Navigation Software Traffic Current C4 ‘6 +5pp +5pp +10pp a © © q ME tomtom Mill Others
Slide 5: Product portfolio serving multiple segments
abet Two-wheelers Product portfolio serving a multiple i seg ments Navigation ADAS & Automated Driving
Slide 6: Navigation take rate continues to grow
Navigation take rate continues to grow Navigation take rate (in % of total global car sales) GP Navigation 80% (> Nor-navigation 50% 2021 2025 2030 Source: Strategy Analytics, S&P Global, TomTom estimates
Slide 7: Addressable market size growing toward €1.5 billion
Addressable market size growing toward €1.5 billion Automotive location technology market excluding China (in € billions) Key market drivers 1.5 9%) 1.0 Navigation > Vehicle connectivity > Electrification > Software-Defined Vehicle 2021 2025 Source: LMC Automotive, TomTom estimates
Slide 8: Electrification is transforming the navigation experience
Electrification is transforming the navigation experience ned with EV OEMs Growing market opportunity EV market share (as a % of total car production, global excl. China) > New EV models with navigation co-developed by VW CARIAD and TomTom launching in 2023 > Supplying location tech to new EV OEMs,
Slide 9: Advanced Driver Assistance Systems drive higher take rates
Advanced Driver Assistance Systems drive higher take rates Gro ositioned with OEMs Leading ADAS portfolio arket opportunity Automation level (as a % of total car production, global excl. China) > OEMs starting to push for 100% navigation take rate driven by ISA regulation and market trend > ADAS Map
Slide 10: Location technology enables the software-defined vehicle
Location technology enables the software- defined vehicle > Customer experience > New business models enabling recurring revenues
Slide 11: @Chris: Can you put a nice globe pic here? Please
@Chris: Can you put a nice globe pic here? Please @Chris: check withinclude please @Chris: please include Andy if we have this movie and built crop to this movie and crop to something the right size the right size 11
Slide 12: Long-term partnerships on location technology required
Long-term partnerships on location technology required From supplier _ Stand-alone and ship-and-forget a product Continuous software updates a Licensing model with one-off Platform ecosystem model with we revenue recurring revenue aS (ro) PURSES eA mS Long term partnership model
Slide 13: Backlog fueled by recent wins
Backlog fueled by recent wins Significant deals drive TomTom Automotive growth
Slide 14: SO tomtom
SO tomtom