關於 day of year 2023 ，我們在網路上蒐集到這些相關的討論、資訊與評價

🌻
最近有很多法人舉辦科技方面的會議, 會在會議中訪問上市公司的高層. 可以到Seeking Alpha上面看一下訪問內容.

--DA Davidson’s 19th Annual & Software Internet Conference on September 9th
--Citi’s 2020 Global Technology Conference on September 10th
--Deutsche Bank Technology Conference on September 14
--Jefferies Virtual Software Conference on September 15

我快快地看了兩份(Docusign(DOCU)還有Crowdstrike(CRWD)), 也把重點劃了出來(並沒有翻譯成中文就是, 也沒有濃縮.) 有興趣的可以到部落格那邊的個股專屬標籤去找檔案.

DOCU: CEO有提到TAM, 市佔, 競爭環境, 國際發展.

CRWD: CFO專訪. 可以看競爭對手的狀態, 還有他們的業務模式. 感覺起來他們未來會切入OKTA這些公司的市場(做identity的.)

🌻FedEx(FDX)聯邦快遞財報

聯邦快遞上季每日陸運包裹量增31％至1,160萬件，帶動獲利勁增逾60％。

聯邦快遞營運長蘇布拉瑪尼亞說：「我們預計三到五年內看到的增長幅度，大約在三到五個月就達成。」

以上文字來源:
https://udn.com/news/story/6811/4866362

執行副總裁兼行銷和傳播長卡瑞爾（Brie Carere）表示，大型包裹、傢俱與高價位電子商品的配送到府業務量增加。她也說，超過65歲的消費者「終於上網」並且「從電子商務角度來看，我不認為（疫情結束後）這些購買行為會恢復到以往的狀態」。

以上文字來源: https://tw.news.yahoo.com/%E5%8F%97%E6%83%A0%E6%96%BC%E7%96%AB%E6%83%85%E5%AE%85%E7%B6%93%E6%BF%9F-%E8%81%AF%E9%82%A6%E5%BF%AB%E9%81%9E%E7%8D%B2%E5%88%A9%E9%A3%86%E5%8D%87-084745880.html

以下是財報內容中, 值得注意的幾段. 可以看到, 電商有加速發展, 而消費者本來花在服務業上的費用, 有轉移到物品(goods)的現象.

"The second and perhaps more profound trend is the acceleration of ecommerce. Pre-COVID, we projected that the U.S. domestic market would hit a 100 million packages per day by calendar year 2026. We now project that the U.S. domestic parcel market will hit this mark by calendar year 2023 pulling volume projections forward by three years from the previous expectation."

"Ecommerce fueled substantially by this pandemic is driving the extraordinary growth. In fact 96% of the U.S. growth is expected to come from ecommerce. While ecommerce as a percentage of total retail has declined from its apex in April, it remains elevated. Ecommerce as a percentage of total retail for Q2 calendar year 2020 is estimated at 21% compared to 15% in Q2 calendar year 2019."

"In the U.S., spending that would normally have gone into services has shifted towards goods with goods spending boosted further by pent-up demand. Retail sales are growing again year-over-year and ecommerce is building at holiday levels and of course, more to come on that in a moment. The service sector is severely impacted by the pandemic and higher employment rates continues to weigh on growth."

บริษัทเทคโนโลยีทุกสาย กำลังมุ่งหน้าเข้าสู่ธุรกิจเกม /โดย ลงทุนแมน
อุตสาหกรรมเทคโนโลยี คือผู้ขับเคลื่อนโลกยุคนี้ อย่างไม่ต้องสงสัย
เพราะไม่ว่ามองไปทางไหน สิ่งต่างๆ ที่อยู่รอบตัวเรา ล้วนเกี่ยวข้องกับบริษัทเทคโนโลยีทั้งสิ้น

Amazon ให้บริการแพลตฟอร์ม E-commerce...
Continue ReadingAll tech companies are heading into game business / invest manly
The technology industry is undoubtedly driving the world.
Because, wherever you look, things surrounding us are all related to technology companies.

Amazon provides e-commerce platforms
Alphabet, Google's mom company, search website, information.
Apple sells electronic devices such as iPhone, iPad
Facebook dominates social media platforms market.
Microsoft Develops Operating Systems and Computer Software

But did you know that there is one thing these companies are paying attention to?
That's the ′′ game business

What are tech companies doing about the game industry now?
Invest man will tell you about it.
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Scenario and Economic Update with Blockdit
Podcasts available on the go
Blockdit.com/download
╚═══════════╝
First start at Amazon

Amazon company has invested in the game business since 2014 after acquiring Twitch business, online video platform, game containers with 29,000 million baht.

Passing through now, Twitch has grown beyond the competitors clearly.
9,340 million hours a year videos are viewed by 73 % of the market.

In addition, they have a business called Amazon Web Services (AWS) that provides cloud database storage, which major game developers such as Bandai, Capcom, Epic Games, Supercell, Zynga are the company's customers.

Meaning that every time people play online, AWS services are also being used.
And most importantly, this business has much higher profit margins than E-commerce.

Next one is Alphabet

The company owns YouTube, the world's biggest online video platform, with about 250 million game-related followers per day.

In addition, YouTube has also launched a YouTube Gaming feature to support streaming games especially.
There are 2,681 million hours of video viewing per year. The market share of 21 % is the number 2, secondary from Twitch.

But what creates a lot of excitement for the industry.
Is Launching a cloud gaming platform business named Stadia at the end of 2019

This service may change the gaming patterns as we can buy games immediately. No need to download, install or need to use a good, expensive spectrum. Stadia will process and adjust the game quality details to suit the devices that people. Play and use.

The next company to talk about is Apple

In fact, indirect income game for Apple.
In 2019, there are people who spend in game application via App Store. App Store is about 1.2 trillion Baht. It is 70 % of all apps. Every 100 Baht will receive a share of 30 Baht.

Apple decided to expand its business to the gaming industry.
By launching an online gaming platform called Apple Arcade

Subscription subscriber, 150 baht per month. You can choose to play any game on every device of Apple brand.

There is an assessment that in the next 2 years, there will be around 50 million accounts of Apple Arcade users who will make additional income for the company over 93,000 million baht per year.

Another interesting one is Facebook.

Facebook has launched a 2018 Facebook Gaming online video feature.
Focusing on connecting to social media user base to create an advantage for people to follow contents easily under the same platform.

The company reveals 700 million video game visitors per month.
However, compared to the number of hours, Facebook Gaming also has a market share of only 3 %

But in the future, Facebook may develop new businesses similar to Google's Stadia.
Because I just bought PlayGiga business, cloud-based platform from Spain for 2,400 million baht.

And the eye-catching thing is Oculus VR owned by VR, a virtual reality technology developer with a high chance of making Facebook create successful virtual reality gaming devices.

The last part is Microsoft

Microsoft has been in the gaming business since 2001, as an Xbox gaming console developer that currently has total sales of more than 155 million machines.

And in 2016, the company launched a streaming platform named Mixer.
But the response is not as expected. There is only 3 % market share.

Get Microsoft to turn off this platform this July and rock the account with Facebook Gaming instead to collaborate with Twitch and YouTube.

In addition, Microsoft is also undergoing a cloud gaming business development. It is expected to be launched by XCloud this year.

All of them have businesses involved in gaming either way or anyhow.

But I have to say..
No matter how fierce the competition is, no one can compete with the real game owner like Tencent, Chinese tech company.

Because they have created or invested in a loud game with many players around the world like Fortnite, PlayerUnknown's Battlegrounds, Arena of Valor (RoV), League of Legends, Honor of Kings, Clash of Clans

Resulting in Tencent reigning the industry's highest position. Earning up to 612,000 million baht from the game business.

Arrived here. Many people may wonder why the game market is so interesting in the eyes of tech companies?

What these companies need is inevitable bringing their technology into consumer hands to build a strong user base.

Gaming business is becoming a very large industry.
From the world population of 7,800 million people, there are 2,700 million people playing games or around 35 %
Covering people of all ages and all devices whether it's mobile, computer or game console.

So, the game market is worth up to 4.7 trillion baht and it predicts that the number will grow to 6.2 trillion baht in 2023

The special thing is gaming people always pay to buy unlimited items or features.
Different from other markets where customers may buy limited amounts of money or subscription payments which are always the same.

And the company can also offer products to customers directly in real time. When order happens, players get items immediately. Game owners get paid at the same time.

While buying normally, consumers may have to shop at the mall or wait for delivery later. The seller may have a central or multi-layer dealer to get paid and also to manage inventory.

Including game owners and players can also do game-changing activities such as gamecast reviews or serious Esports to win prize money.

This is not surprising if it says in the near future, the game market where humans pay virtual purchases.
Could be bigger than any physical product market that is tangible..
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Scenario and Economic Update with Blockdit
Podcasts available on the go
Blockdit.com/download
╚═══════════╝
Follow to invest manly at
Website - longtunman.com
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Twitter - twitter.com/longtunman
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Line - page.line.me/longtunman
YouTube - youtube.com/longtunman
References
-https://edition.cnn.com/2020/06/28/tech/google-stadia-apple-arcade-mixer-gaming/index.html
-https://www.protocol.com/tech-gaming-amazon-facebook-microsoft
-https://www.geekwire.com/2019/microsofts-mixer-grows-audience-amazons-twitch-continues-dominate-streaming-market/
-https://aws.amazon.com/gametech/
-https://en.wikipedia.org/wiki/List_of_best-selling_game_consoles
-https://www.reuters.com/article/esports-business-gaming-revenues/report-gaming-revenue-to-top-159b-in-2020-idUSFLM8jkJMl
-https://www.digitalinformationworld.com/2020/01/global-consumers-spent-over-83-billion-on-mobile-apps-in-the-last-12-months.html
-https://en.wikipedia.org/wiki/Tencent#Video_games
-https://www.statista.com/statistics/983227/global-video-games-revenue-companies/Translated

Some brief history about #MalaysiaDay 🇲🇾
.
‘The formation of the new federation was planned to occur on 1 June 1963, but was later postponed to 31 August 1963, to coincide with the sixth Hari Merdeka.

Several issues related to objections of neighbouring Indonesia and the Philippines to the formation of Malaysia delayed the declaration to

16 September of the same year. ‘
.
.
And that’s why 16 September is Malaysia Day 🌺
.
I love you Malaysia, I do ♥️
.
#malaysiaday2019 #penangperanakan

Hello beautiful buttercups!

I think every girl asks themselves, What bride do I wanna be? It's a pretty simple answer. I want to be a HAPPY bride..... but also stunning beautiful at the same time, LIKE A FLOATING ANGEL!! Haha, it's true. Every bride wants to look their best for the most special day in their life.

I'll be doing my own makeup for my Wedding this year so I've been on FIRE seeking hairstyle and makeup inspiration. Every bride is different but this is the perfect bridal look for me.

This bridal look enhances a bride's natural beauty without covering it completely. I've said this before but the bride should be wearing the makeup. The makeup shouldn't be wearing the bride. The result? You still look like yourself- just enhanced.

This look is created to complement a Wedding gown. It's simple but beautiful, long lasting and photographs well too. I realized how expensive getting your makeup done can be so if you can, why not do it yourself? When people ask about your makeup, you can say "I DID IT!! YEYY".

Either way, you will look beautiful because it's your wedding day. You'll be radiating light wherever you go.

If you're not a bride-to-be, it's all good ^_^. You can still rock this look baby!! If not- plan ahead and decide how you want your makeup for your big day hehee.

I can't believe that our wedding day is in less than 7 MONTHS!! Time is flying so fast. I'm so nervous and excited!!!

For, full list of products used in this video along with bridal beauty tips, check out:
http://www.bubzbeauty.com/bubbi-likes/384-perfect-bridal-makeup-a-bridal-beauty-tips.html

Music: Beautiful in White by Shane Filan and A Thousand Years (instrumental) by Christina Perry.

I know I know, my skin hasn't been too good lately. I told you staying up is bad bad bad. Going to spend the next few days sleeping more, eating better and stressing less to help skin regenerate itself.


_________________


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My Official Website. Keep up with me for updates on my life, doggies, beauty, fashion and boyfriend, check out:
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