TomTom N.V. — Cyborg Score 5/10

Mixed
Location Technology & Navigation Software

Strategic Profile

The company operates in two reporting segments; Location Technology and Consumer, with the majority of revenue derived from the Location Technology Segment. TomTom is experiencing a transition in contracts with a ramp down of old contracts and ramp up of new ones that will create near-term headwinds in 2026 but drive recovery in 2027 and material effects in 2028.

Cyborg Score Rationale

The company turned operating profit positive in 2025 and has optimized the business for efficiency and productivity through technology modernization. However, revenue is expected to be lower or steady in 2026 with guidance between 495-555 million euros due to customer contract transitions.

Top Insights

  • Company completed major technology stack modernization in 2025 enabling efficiency and productivity optimization.
  • Location Technology segment revenue expected 435-485M euros in 2026 vs 482M in 2025, with operating margins expanding from 0% to above 3%.
  • Recent partnerships include deals with AECOM (Feb 2026), Miovision (Jan 2026), and CARIAD for automated driving systems (Jan 2026).
  • UBER renewed its global mapping deal with TomTom to boost routing precision and efficiency.

Named Competitors

  • Maps & Navigation Platform — Location platform for autonomous vehicles and smart cities
  • GPS & Navigation Devices — Diversified navigation and positioning solutions
  • Geolocation Services — Location identification using geocoding system

Recent Developments

  • (February 2026) TomTom and AECOM partner on global infrastructure planning and road traffic management
  • (February 2026) Q4 2025 results released showing return to profitability with positive operating profit
  • (January 2026) TomTom Orbis Maps selected to power CARIAD's automated driving systems
  • (January 2026) Partnership with Miovision for advanced traffic data analytics

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