Installing the show, night shift @ Kunsthalle Winterthur.
the night shift 在 蘇匯宇 Su Hui-Yu Facebook 的精選貼文
同時也有46部Youtube影片，追蹤數超過196萬的網紅主頻道【谷阿莫】，也在其Youtube影片中提到，第1378部《怪奇大廈 / 怪奇宅 / The Night Shift》我是#谷阿莫 的主頻道，影片主要會在這邊更新，若是主頻道出問題，可以去其他頻道觀看。 ｜副 頻 道：https://reurl.cc/6ROXb ｜#谷阿莫直播 頻道：https://reurl.cc/Ez06d1 ｜休閒頻道：...
「the night shift」的推薦目錄：
- 關於the night shift 在 蘇匯宇 Su Hui-Yu Facebook 的精選貼文
- 關於the night shift 在 貓的成長美股異想世界 Facebook 的最佳解答
- 關於the night shift 在 Facebook 的最佳貼文
- 關於the night shift 在 主頻道【谷阿莫】 Youtube 的最佳貼文
- 關於the night shift 在 森零 Youtube 的精選貼文
- 關於the night shift 在 ToNy_GospeL Youtube 的最佳解答
- 關於the night shift 在 Night Shift - Home | Facebook 的評價
the night shift 在 貓的成長美股異想世界 Facebook 的最佳解答
🌻Docusign(DOCU), Crowdstrike(CRWD)財報結果
上週這兩家公司發表財報了.
這兩天看了一下他們的財報結果. Again, 兩家的表現都很好, 但發現分析師給DOCU的調價(往上)幅度比較多, 就好奇研究了一下SaaS公司是怎麼被估值的. 有興趣的話可以看看(從中學習到很多. 非常推薦一讀):
https://makingsenseofusastocks.blogspot.com/2021/09/blog-post.html
(By the way, 分析師對CRWD的價格調幅沒那麼大, 主因是成長趨緩了. 而DOCU的free cash flow佔營收比, 以及顧客黏著力在這季創了新高, 是讓分析師按讚的幾個原因).
關於CRWD: "The Street is already modeling revenue growth deceleration in 2022 to 36%, down from 60% expected in 2021, which on its own might prove a hurdle for a stock already trading at a high multiple," said Bank of America analyst Tal Liani in a report.
分析師對於DOCU的評價:
• 11位buy; 給的價格分別是: $310, $320 (x2), $330 (x2), $340 (x2), $345, $350, $350, $389
• 給Buy的分析師的評語:
o Baird: The analyst continues to view them as a best in class way to play digital transformation trends with strong growth, cash flow and profitability, and a strong competitive position. Power said DocuSign remains one of his top long-term compounding growth ideas.
o Citi: While slightly shy of the double-digit billings beat in recent quarters, DocuSign still delivered a solid 8% beat to Q2 billings, which grew 47% year-over-year, Radke tells investors in a research note.
o Evercore ISI: he calls "another strong quarter." While some may have wanted to see more aggressive Q3 billings guidance, he believes estimates "continue to leave room for upside," Materne said.
o JMP Securities: While revenue growth decelerated to 50% from 58% in Q1, the company is the clear leader in electronic signature and the broader system of agreement having crossed over 1M customers with a $2B run rate this quarter, the analyst tells investors in a research note, adding that he sees lots of room for growth as DocuSign targets a $50B total addressable market.
o Needham: The analyst commented, "Docusign reported another strong quarter in 2QF22 with typical DOCU upside to revenue and profitability. Sales metrics and growth decelerated Q/Q, as we expected against a massive pandemic quarter, but at a much slower rate than we believe much of the Street was anticipating. 65k net new customers was lower than the 70k - 90 range of CY20 but was still more than 2x greater than any pre-pandemic quarter, highlighting a strong end-market driving 47% billings growth against a strong comp. Commentary on incremental Agreement Cloud demand was positive, suggesting an additional growth tailwind combined with solid international can further aid 2HF22. Although DOCU shares could be lower near-term due to weak 2H OpMg guidance, we think this guidance is conservative, as the recent OM was greater than the pre-pandemic level even with tough comps."
o RBC Capital: The quarter highlighted the sustainability of the company's tailwinds post-pandemic as most of its underlying metrics such as billings and net revenue retention were solid, the analyst tells investors in a research note, adding that the traction with CLM and Notary was also "impressive".
分析師對於CRWD的評價:
• 12位buy; 給的價格分別是: $300, $310 (x2), $313, $315 (x2) , $305, $320, $325, $330 (x2), $340
• 1位給hold: $280 (from $220 by J.P. Morgan(same))
• 給Buy的分析師的評語:
o Baird: The analyst believes the company has significant room for growth with core modules, opportunities with Humio and in cloud workload security, among others, should help drive a continuation of strong growth over a long time horizon.
o BTIG: The company's "strong" Q2 results "cleared every hurdle", even though the buy-side benchmarks may have been slightly higher, the analyst tells investors in a research note. Powell adds that Crowdstrike is clearly gaining share in its core endpoint security target market at a rapid pace and gaining traction with new products across multiple categories.
o Canaccord: The analyst said the stock is down from its recent highs, and he thinks the re-rating creates a more favorable entry point for longer-oriented investors for a foundational security name. He views Crowdstrike as a long-term secular winner in security due to its native cloud platform advantage versus closely held peers in endpoint security combined with platform expansion into tangential segments to capture greater share of security budgets.
o Goldman Sachs: CrowdStrike last night delivered "another beat and raise quarter as the company benefited from another quarter of elevated demand," Essex said. But it traded lower following net new annual recurring revenue growth guidance that was slightly less than investors had hoped for. Essex, nonetheless, said the quarter demonstrated CrowdStrike's "ability to continue to go down market efficiently."
o JMP Securities: The analyst notes the company's Q2 annualized recurring revenue of $1.34B topping his estimate of $1.30B, with "sustained" 70% ARR and revenue growth along with margin upside seen as key highlights for the quarter. Suppiger adds that the metrics reflect Crowdstrike's "strong execution and robust demand environment".
o Mizuho: "very good" fiscal Q2 results. The annual recurring revenue growth of 70% year-over-year "was strong and still nicely surpassed" the Street's 65%-66% estimate, Moskowitz tells investors in a research note. He believes "strong execution can propel" Crowdstrike's stock higher.
o Piper Sandler: The company's metrics "outperformed across the board" in Q2 with 70% annual recurring revenue and revenue growth and record net new customer adds in the quarter, Owens tells investors in a research note.
o RBC Capital: Hedberg adds that CrowdStrike's record pipeline entering Q3 should continue to fuel the company's "land-and-expand" momentum.
o Stifel: Q2 results that he said "exceeded consensus estimates across all major financial metrics." He continues to believe that Crowdstrike's growth opportunity "remains in the early days" despite the company's scale given continued share capture within its core endpoint security market and incremental module adoption on the Falcon Platform, Reback tells investors.
o UBS: the company reported "pretty good" Q2 results against high expectations.
🌻趨勢: 跨境電商 Cross-border commerce
Morgan Stanley:
From our perspective, we think many are underestimating what the cross-border eCommerce demand could ultimately be, once key friction points like FX rates, tax and duties, shipping, language, etc are smoothed—all issues that Global-E directly addresses.
Cross-border ecommerce brings new, high-yield volume: We think elevated levels of cross-border ecommerce (ex-travel) is a structural shift thathas yet to be fully contemplated in MA (and V)'s long-term forecasts. MA's cross-border CNP ex-travel volume was 69% above 2019's level in 2Q and 63% higher in 1Q. Strength reflects both broader ecommerce adoption plus globalization of commerce, as marketplaces and services that reduce cross-border friction (such as those from GLBE) make international online ordering more readily adopted. Early data at V suggests greater cross-border ecommerce spend is persisting even in areas with pre-pandemic levels of international travel. Cross-border transactions also come at a higher yield, making us more optimistic that the trend can bring incremental long-term growth to the networks.
產業的潮流是有連貫性的. 疫情讓電商更發達後, 接下來應該就是加速電商跨境了. 跨境的話, 有很多問題需要解決(稅率, 語言, etc.) 這就需要有公司來做整合的動作. 這種跨境, 也可以想像是omnichannel的一種呈現.
Harley Finkelstein (President of Shopify): "I mean I think commerce in 2021 is cross-border."
🌻SPAC熱潮退卻，初創市值蒸發750億美元
"SPAC熱潮已經退卻。分析顯示，在2月中旬以前完成合併的137家SPAC的總市值已經蒸發25%，市值回落幅度上個月一度超過1,000億美元。"
"像貝萊德(BlackRock Inc., BLK)和富達投資(Fidelity Investments Inc.)這類企業管理的基金，以及許多對沖基金、養老金管理公司和其他一些投資者，都在SPAC的回落中遭受了衝擊，他們在去年年底開始的熱潮中競相投資SPAC。其中許多基金由於在價格還很低的時候就早早入場，所以現在仍坐擁可觀收益。事實上，SPAC市值仍有約2,500億美元，高於一年前的約1,000億美元，反映出這期間股價上漲和新公司上市的影響。
但即便如此，今年年初令人炫目的回報還是讓許多後來者做了接盤俠，扎堆投資所謂穩賺不賠的領域，其永恆的風險可見一斑。在過去的幾個月裡，一些投資者眼睜睜看著帳面財富縮水。"
"股價下跌會在SPAC領域形成惡性循環，因為投資者有權在併購交易前從空白支票公司撤資。一旦SPAC跌破發行價，投資者就更有可能這樣做，而許多SPAC的股價現在正處於這樣的水平。目前，在尚未宣布併購交易的空白支票公司中，超過95%的公司股價低於發行價。
投資者的大規模撤資會讓已經上市的空白支票公司手上的現金大幅減少，讓其更難實現業務目標，並可能加劇股價跌勢。"
https://on.wsj.com/3n6JznC
🌻BNPL (buy now pay later)
But most BNPL providers including Affirm, Klarna and Afterpay have been losing money despite breakneck revenue growth as they invest heavily in marketing to win share. Sweden-based Klarna’s credit losses more than doubled in the second quarter. Affirm has projected adjusted operating losses of $50m-$55m for the fiscal year that ended June 30.
The path to profitability for many of these companies was to achieve massive scale, analysts said.
https://www.ft.com/content/ca201a37-a16d-4223-b123-04d38350a972
Pictures: 一葉知秋; from EarningsWhispers
the night shift 在 Facebook 的最佳貼文
#throwback #unboxing #iphone12promax
Have been using the iPhone 12 Pro Max for months now. Let’s do a quick review (I think the 13 is coming very soon!)
I love everything about it, cameras are great, especially the main wide angle one is crazily good, the 47% bigger sensor really takes better video in any situations. The sensor-shift stabilization also works magically while taking night shot and videos (almost “gimbal-like” looking footage). Comparing with my previous iPhone 11 Pro Max, the iPhone 12 Pro Max really takes significantly better video and photos(in real life situation). For the HDR video part, um….I mostly take my footages in SDR mode.
The iPhone 13 is coming very soon, there are lots of rumours on the internet, if you ask me is there any new features I would love to see on iPhone 13. I would love to have a 120hz screen/portrait video mode/log mode(for video)/ultra wide selfie camera/better battery performance. That’s it 🤓 @apple #iphone12 #unboxingiphone #unboxingiphone12promax #iphone13
the night shift 在 主頻道【谷阿莫】 Youtube 的最佳貼文
第1378部《怪奇大廈 / 怪奇宅 / The Night Shift》我是#谷阿莫 的主頻道，影片主要會在這邊更新，若是主頻道出問題，可以去其他頻道觀看。
｜副 頻 道：https://reurl.cc/6ROXb
｜#谷阿莫直播 頻道：https://reurl.cc/Ez06d1
｜休閒頻道：https://bit.ly/2UhcK5y
｜大家來說故事頻道：https://reurl.cc/Oo36y
想看跟我生活有關的影片，可以訂閱我的新頻道。
｜#谷阿莫Life ：https://goo.gl/TYhtGM
我是谷阿莫，very good的阿莫，科科，來這邊只是聽我說一個我喜歡的故事，我不評論原始故事背後的含意或導演拍攝的用意，因為那些東西每個人都有不同的看法，有空還是要自己去看原創故事喔，謝謝。
這些地方也能看到谷阿莫。
谷阿莫臉書：https://www.facebook.com/amogood/
谷阿莫ＩＧ：https://www.instagram.com/imamogood/
聯絡信箱：amoverygood@gmail.com
the night shift 在 森零 Youtube 的精選貼文
鬧鐘在寂靜的夜裡響起，主角必須前去便利商店上夜班過生活啊.
打掃，整理貨物，清理廁所，收集包裹還有服務客人都需要辦到啊!! 半夜甚至有可疑人物來勘察...
這時居然有個奧客老人進來霸佔廁所?!! 還有一個來自深淵黑洞的包裹送到?!!
▶每天都會有新影片! 歡迎大家訂閱我!!☛https://goo.gl/k5ySNC
▶最新精華播放清單☛https://goo.gl/H9z7cd
#恐怖遊戲 #便利商店 #店員模擬器
Night Shift: remade遊戲鏈接：https://charliegs96.itch.io/nightshiftremade
The Box遊戲鏈接：https://aaron-wise.itch.io/the-box
Facebook☛https://www.facebook.com/Forest0
Twitter☛https://twitter.com/Forest_Zer0
業務諮詢 ▶ white10156@gmail.com
喜歡這部影片的話可以按個喜歡，並且幫我分享
想要看更多的話可以訂閱哦
有任何意見都可以在底下留言
我會努力下去的!!
BGM來源：https://dova-s.jp/
片尾曲：You 8 Me
the night shift 在 ToNy_GospeL Youtube 的最佳解答
=============== Set It Off - Medley 11 Songs =================
Vocal : ToNy_GospeL
All Music : ToNy_GospeL
Illust : Nutgie
Special Thanks : JayVounter
Animator : ToNy_GospeL
Mix & Masterings : ToNy_GospeL
================ Original Song by Set It Off ==================
Medley first version : https://youtu.be/evZh79yp1c8
"Merry Christmas 2020" and Hello everybody and say my name ToNy_GospeL
This video is an extension of the medley that has been done before, according to this clip in 2018. To be honest, I'm a huge fan of Set it off.I'm still listening Duality ,Cinematic ,Up side Down albums.
I used to cover the songs of "Set it off" 3 songs on my YouTube channel.
I hope you enjoy this medley and stay awesome dude.
Lyrics
(I'LL SLEEP WHEN I'M DEAD) : shorturl.at/bfrX6
I’m stuck self torturing
My meds are failing me
Internal clock in smithereens
Can’t fix this, I’m hopeless
My eyes are stapled open wide
As I lay down on my side
I am bouncing off these walls
As I focus on the clock
Time stands still but I cannot
I should strap myself in bed
I guess I'll sleep when I am dead...
(I'D RATHER DROWN) : shorturl.at/cnOU9
Thanks for treating me like every boy you meet
So please, come in and take a seat
Here's the part where I learn and you will teach
On how to treat people like a piece of meat
(HORRIBLE KIDS) : shorturl.at/cinFW
Why is it me they're after?
Couldn't they pick another one?
One day I'll spit their laughter
And bite their tongue
Horrible kids, would you look what you did?
It was your ignorance that formed a beast with your wit
Ba-da-da-da-bum-
(NIGHTMARE) : shorturl.at/zU049
I hear it creeping from the corner
And all I know is that I don't feel safe
I feel the tapping on my shoulder
I turn around in an alarming state
But am I losing my mind? I really think so
Not a creature in sight
But what you don't know...
(KILL THE LIGHTS) : shorturl.at/wABT1
So we all stand enthralled by this bland curtain call
And the truth we pursue as we all, we all beg you to
Kill the lights, kill the actor, kill the actress
I'm afraid that the spotlight dried you up, whoa, whoa oh
Don't even think about it
Don't even think about it, no
We're begging you
To kill the lights, kill the actor, kill the actress
Or kill us all
(N.M.E.) : shorturl.at/huCIS
Remove the gag and step away he's suffocating!
You pull the strings day after day, that's why he needs a-
-break! From you! Bid your ass adieu!
A break! From you! Bitch, your ass is through!
Oh I hope he hears these words
Maybe next time he will learn
(PLASTIC PROMISES) : shorturl.at/jGHPY
Please, don't tell me that we're fine
I've got too much on my mind!
Isn't this too plain to see? Maybe, yeah!
'Cause we lost too much to gain
We were dancing in the rain
Tell me what am I to do?
With a double dose of
(PARTNERS IN CRIME) : shorturl.at/gjNS3
You'll never take us alive
We swore that death would do us part
They'll call our crimes a work of art
You'll never take us alive
We'll live like spoiled royalty
Lovers and partners...
Partners in crime!
(Wolf in Sheep's Clothing) : shorturl.at/swNP1
So could you
Tell me how you're sleeping easy
How you're only thinking of yourself
Show me how you justify
Telling all your lies like second nature
Listen, mark my words, one day (one day)
You will pay, you will pay
Karma's gonna come collect your debt
(Bleak December) : shorturl.at/djvC5
Watch you pretend, you know it all
Shift any blame aside
Vending the victim when it sells
How do you even sleep at night?
As I drive and drive
In that bleak December, you're just too cold
But I need the answer, before you'd fold
You would hold your cards inside your chest
I think I drove too far for that bleak December
And how full of shit you are
(The Haunting) : shorturl.at/aftLN
No one will love you like I did,
Will treat you like I did,
So go on wear that scarlet letter.
No one will love you like I did,
Will touch you like I did,
So good luck finding something better.
Playlist ที่น่าสนจายยย
- (All TEASER) บทเพลงของฆาตกร IdentityV : https://bit.ly/2WNy2sw
- รวมคลิปเกม Identity V (อัดเกม) : https://bit.ly/2FcgzEb
- HigH LigHT | (จับภาพตาดูฉากนี้!?) IdentityV : https://bit.ly/31DtFnN
สมัครสมาชิก Youtube Member : https://bit.ly/2ZgMOMD
อันนี้ช่องใหม่ TG GameCaster (LIVE เกมยาวๆ) : https://bit.ly/31FvmRG
Contact Me
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LINKS DISCORD OFFICIAL : https://discord.gg/PuNVVTCJ5F
นี้เป็น Web page ใน Facebook ของผมนะครับ
https://www.facebook.com/ToNy.GospeL.Official
อันนี้ Facebook ส่วนตัวนะครับ
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#Setitoff #Medley #TG
the night shift 在 Night Shift - Home | Facebook 的推薦與評價
KUTCORNERS for Red Bull Music Presents: Night Shift x Chapel Sound. Kutcorners is a DJ, producer, and musician from Vancouver, B.C. He is 1/2 of the ... ... <看更多>