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TomTom (TOM2) investor relations material
TomTom Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
2025 marked a pivotal year with the launch of Lane Model Maps, TomTom AI Agent, and ADAS SDK, record Automotive order intake, and expanded partnerships with CARIAD, Uber, and Esri, broadening the customer base and global reach.
The company focused on expanding its product offering, making data more accessible, and targeting growth in automated driving, infotainment, insurtech, and government verticals.
Initiated a €15 million share buyback program and undertook organizational realignment in June 2025.
Financial highlights
Group revenue for 2025 was €555 million, down 3% year-on-year; Q4 revenue was €131 million, down 8% year-on-year.
Location Technology revenue was €482 million, down 2%; Automotive operational revenue was €322 million, down 1%.
Gross margin improved to 88% for the year and 89% in Q4, up from 85% in 2024.
Free cash flow (excluding restructuring/reorganization) was €32 million, a turnaround from a €4 million outflow in 2024.
Net cash position at year-end was €263 million, nearly unchanged from 2024.
Outlook and guidance
2026 group revenue is projected between €495 million and €555 million; Location Technology revenue between €435 million and €485 million.
Operating margin expected around 3% in 2026, up from 0% in 2025.
Free cash flow expected to turn temporarily negative in 2026 due to sustained investment in lane model maps.
Return to top-line growth anticipated in 2027, with further margin improvement.
- TimeTickerHeadlineOpen
- 2371
Revenue up 21.5% YoY, profit down on higher investments; LiPLUS Holdings acquired. - 4902
Operating profit rebounded sharply and outlook was raised, despite lower revenue. - 5344
Mixed results in 3Q, but key segments are recovering and record 4Q is expected. - SH
Sales rose but higher costs and flat state funding drove a significant operating loss. - APTUS
AUM up 21% YoY, profit up 26%, ROE at 20.2%, and strong asset quality and liquidity. - 1803
Profits and margins soared, with forecasts and dividends raised on robust order growth. - 7988
Operating profit margin held at 14.4% with higher dividends and a positive FY2025 outlook. - 4188
Net income surged on asset sales, but profit guidance was cut due to restructuring costs. - 4183
Sales and profits fell, guidance was cut, and major shareholder returns were announced. - NDA
FY 2025/26 EBT guidance raised as strong metal prices offset lower TC/RCs and higher costs.
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