關於 electronic scale ，我們在網路上蒐集到這些相關的討論、資訊與評價

🌻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

🚩 New Media Artist Hsin-Chien Huang Leads "Garden Taipei/Formosa: Taiwan Grand Tour" with 22 Taiwan's VR and New Media Artworks to 2021 Ars Electronica Linz in Austria🇦🇹

2021 ARS ELECTRONICA FESTIVAL Ars Electronica has chosen “A New Digital Deal” as its annual theme, centering around the social and cultural transformations under the influence of technology from different countries. Also, it pays attention to changes of “the New Normal” due to the pandemic.

Hsin-Chien Huang, this year’s curator of the “Garden Taipei/Formosa”, resonates the theme with the “Taiwan Grand Tour”, hoping to waken our desire and ability to move freely during the journey via different kinds of media, also make more people see the marvelous results and how hard Taiwan has devoted to technology, culture, tradition, and tradition via international digital platforms. The tour will have become a window between the world and Taiwan.

The scale of this year’s exhibitions has been brought up a notch. Not only did it carry on displaying the VR and AR productions from last year, but the curator Hsin-Chien Huang has collaborated with three other, Hsiao-Yue Tsao, Billy Chang, and Chung-Hsien Chen, to call out many VR directors, new media artists, start-up companies and government institutions to join the project. There are 22 magnificent programs in total, which will be shown in categories such as “Immersive Tour”, “Animated Tour”, “New Media Tour”, “Earth Tour” and “Action Tour” respectively.

“Immersive Tour”, as the first part of the “Taiwan Grand Tour”, viewers can wander among the mountains, oceans, and rivers in the digital world, even outer space! Six scenes inspired by unique Taiwanese landscapes with cultural and biological features will be shared with the audiences, such as “The Starry Sand Beach” (Directed by Hsin-Chien Huang and Nina Barbier), “Moondream Reality-Rebirth”(Directed by Chi-Yen Chiang, Ami Wu), the shuttle VR 360 stereo video of “TAIPOWER D/S ONE.” (Directed by Ghung-I Hung and Shih-Chou Wen), “Floating Childhoods” (Directed by Hakka Public Communication Foundation and Wen-Chieh Chang), “Blue Tears EP1” (Directed by Hsiao-Yue Tsao), and “Samsara” (Directed by Hsin-Chien Huang).

In the “Animated Tour”, viewers can devote themselves to the characters via different programs. Whether it is the abstract or figurative visual style, audiences can experience anxiety and frustration all the way to happiness and growth. Getting rid of this disappointing reality, viewers shall continue the “Taiwan Grand Tour” through their imagination. This program consists of four animations: "Go Go Giwas: Sowing Dream Seeds"(Directed by Vick Wang, Yi-Feng Kao), "My grandmother is an Egg"(Directed by Wu-Ching Chang),"Inside"(Directed by Yu-Ting Hsueh), and "The Wayward Kite"(Directed by Yu-Ting Hsueh).

In the “New Media Tour” program, nine brilliant pieces created by Taiwanese artists will be shared as the relay points for the “Taiwan Grand Tour.” They use video, sound, electronic music, installation, and various new media to explore different topics, such as family, memory, city, society, landscape, and environment. We firmly believe that digital tools can also capture the warmth and emotions in reality. This program consists of nine artworks: "Surrounding Spectrum"(Directed by Hsiu-Ming Wu), "Nanyang Express II : Eternal Wandering and Tropical Pursuing"(Directed by Yi-Chi Lin), "Wave Waves"(Directed by Sio-Pang Hong), "That ・ This"(Directed by Ching-Chuan Hu), "Signal"(Directed by Chin-Hsiang Hu), "Tower of Babel by the sea"(Directed by Wei-Chung Feng), "How to explain love to an iPhone"(Directed by Jie-Huai Yang), "U+617E_v2.∞"(Directed by Jia-Hua Zhan), and "Absence in Presence"(Directed by Ning Tsai).

In the program “Earth Tour”, viewers will participate in a performance art called “Taste Soil”, which intends to rethink the relationship between humans and land by means of “eating.” The program brings together international eminent chefs Andre Chiang, dancer Billy Chang, new media artist Hsin-Chien Huang and Wen-Chieh Chang, fusing Taiwan’s unique traditions and customs with cuisines and dance performances via VR experience. A feast to the eyes and tastebuds awaits.

Looking back at the present time, humans need to take more efficient scientific actions in the digital world to reduce the consumption and pressure of resources and the environment and cope with the impact in the post-pandemic times. Two important technology units in Taiwan make their debut in the “Action Tour”: Miniwiz Co., Ltd. and the Taipei Urban Intelligence Center. The former is devoted to the sustainable development of materials science with digital technology and design, while the latter is the integration of big data and streaming technology to create a new technical model of urban governance. Combing these two, an answer to developing a sustainable society with digital energy is born. During the tour, a new performance art project is inspired by the digital cross-field cooperation for the first time. The Taipei Urban Intelligence Center will join hands with new media artist Chin-Hsiang Hu and the founder of Inwheel Ghung-I Hung, to create a new media artwork “The Weight of Data” by integrating both virtual and physical materials from different domains and sharing data resources.

The brilliant curatorial concept and lineup of the Taiwan Grand Tour have attracted the interest of the officials of the festival and been in the limelight. Therefore, the festival has invited three creators behind the “Earth Tour”: Andre Chiang, Billy Chang, and Hsin-Chien Huang, to an online interview called “Highlight Channel” at 18:00 on September 1 (Taiwan Time). The link will be provided by the official later on. Moreover, Miniwiz Co., Ltd. and the Taipei Urban Intelligence Center are also invited to share their ideas and experiences in an online show called “Home Delivery.”

The theme of the Garden Taipei/ Formosa is presented in a diverse form of performances by combining different fields multiply. The audience can easily follow the step of the “Taiwan Grand Tour” to explore Taiwan’s magnificent local digital creativity and illustrate a new digital landscape unitedly that only belongs to Taiwan. The 2021 Ars Electronica online exhibition will be held from September 8 to 12, 2021. Click the link below to take a sneak peek of this year’s shows.

📍ARS ELECTRONICA FESTIVAL 🔗 https://ars.electronica.art/newdigitaldeal/de/formosa-grand-tour/
📍ARS ELECTRONICA FESTIVAL “Home Delivery” 🔗 https://www.youtube.com/c/arselectronica/playlists?view=50&sort=dd&shelf_id=5
📍 Garden Taipei/Formosa: Taiwan Grand Tour 🔗 http://garden2021.metarealitylab.com/

#奧地利林茲電子藝術節
​#arselectronica21 #gardentaipeiformosa

WEAN RA MẮT 'MOT NGUOI VI EM' REWORKED EP - HỢP TÁC CÙNG MONOTAPE, FUSTIC., SIR HOANG

0:00 hôm nay 06.08, phiên bản midnight đã ra mắt. Và bây giờ, các bạn nhạc có thể thưởng thức trọn vẹn 'MOT NGUOI VI EM' REWORKED EP.

Nếu các bạn đã từng nghe bản gốc, bản hợp tác với nam rapper Singapore ShiGGa Shay hay gần đây nhất là phiên bản midnight thì đừng chần chừ mà khám phá một màu sắc khác biệt trong REWORKED EP này, với 2 bản mix nữa từ Fustic. và Sir Hoàng.

Bản remix của Fustic. là một track nhạc Trap/Bass đầy năng lượng. Fustic. đã để lại những dấu ấn rất riêng, rất đặc trưng của mình bằng cách chọn phối lại bài với minor scale (âm giai thứ) và áp dụng kĩ thuật Vocoder tạo ra một phiên bản khác lạ hoàn toàn với những gì mọi người từng biết về 'MOT NGUOI VI EM' mà WEAN LE đã dựng nên.

Sir Hoang là nhân tố không kém phần đặc biệt cho các phiên bản rework này, sau khi nhận được lời mời, anh rất hào hứng vì 'MOT NGUOI VI EM' vốn là bài hát yêu thích của anh và hoàn toàn phù hợp với dòng nhạc mà anh theo đuổi là electronic, R&B, Jazz,.. Sir Hoang đã khéo léo kết hợp kết hợp âm thanh của synthesizers, percussions cùng với nhạc cụ acoustic. Thêm vào đó, anh đã sử dụng thêm Jazz Reharmony vào các đoạn để bài hát trở nên thú vị và độc đáo hơn.

Giờ Cổ Động kính mời mọi người nghe nhạc trước. Tối thứ 4 tuần sau 11.07, Cổ Động On Air sẽ kể nhiều hơn, về NHUNG NGUOI VI EM cho các bạn.

@無數個夜 - 編曲創作
@無數次的 - 反覆練習
@無數次的 - 聆聽修正
@無數次的 - 混音調整
只為了對大家負責 , 也為我自己負責
更是為了呈現好的作品
過程中 相當辛苦
但一如往常的 , 當你咬講牙關 不放棄
告訴自己 再撐一下 再撐一下
那成長的果實終將到來
那美好的滋味 只有你自己最清楚

【MY HERO】
影響我最大的三位吉他手 Joe Satriani , Steve Vai , John Petrucci
我試著在音樂中 融合一些他們的彈奏語氣
Joe - Pentatonic Scale , Blues Scale , 簡單的音階 , 卻總是能呈現很好聽的感受
手感 , 手tone , 好到令人匪夷所思 , 是我認為三人之中不可取代性最高
Steve - 在這首音樂的B段 , 我把音樂轉調到Lydian Mode , 並且轉了兩次
Lydian是Joe & Steve 都很喜歡的音樂色彩風格 , 這邊我想到了他們兩位
並且模仿了一點Steve Vai的手法 , 做了一點滑弦+點弦
John - DT吉他手 , 在前衛金屬上影響我最多 , 並且他也有許多手法相當好聽
在這首音樂的最後一句速彈 , 是我對他致敬的方式

【MODERN ROCK】
以前學習音樂 翻著吉他教材的時候
總會看到一個章節寫著MODERN ROCK
然後就會看到一些吉他大師的身影
這些大師的吉他彈奏風格 , 是比較現代風格的 (當時的現代)
而那時候的我 對這樣的音樂風格 , 是深深著迷的
我總會坐在地上 , 打開電腦喇叭 , 抱著吉他
就這樣一邊彈琴 一邊聽三位大師的音樂
不知道就這樣度過了多少個夜晚...
除了一邊讚嘆他們怎麼這麼厲害之外
一邊也認真聆聽音樂 認真解析
我記得那時候的我 , 真的真的...
很他們三位一樣厲害....

最後我想對會員朋友們說
這次的音樂真的比較難彈
希望你們可以堅持熱情
給自己一些挑戰
如果真的練不起來
沒關係 每天練一點 持之以恆的話
相信你會看到自己慢慢進步的
你也會感謝你自己的不放棄 !
大家加油 !

記得幫我分享出去喔 ~ Enjoy it !!

【GUITAR GEAR】
Guitar▶Ibanez JS1200
Ibanez JS1CR30
Fender 63 Stratocaster
Don Grosh Retro Classic
Amp▶Bogner Ecstasy 20th Anniversary
Tuner▶Tc Electronic Poly Tune mini
Compressor▶Origin Effects Cali76
Drive Boost ▶Chase Bliss Preamp MKII
Chorus ▶Wampler Terraform
Fractal FM3

加入我的YT會員一起彈吉他 !!
https://www.youtube.com/channel/UCqLpLJT7CrR6SawBFwy_Tww/join

==👍贊助Josa👍==
Paypal ▶ https://www.paypal.com/paypalme/josaguitar
歐付寶 ▶ https://p.opay.tw/LzPAz
謝謝你們 !
我會持續做出好內容給大家收看的 !

Follow me on
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#Josa
#堅持熱情
#吉他教學
#吉他直播

Watch Dogs ไทย
ซื้อเกมได้ที่ https://store.epicgames.com/legendaus...

Watch Dogs is an action-adventure game, played from a third-person view. The player controls hacker Aiden Pearce, who uses his smartphone to control trains and traffic lights, infiltrate security systems, jam cellphones, access pedestrians' private information, and empty their bank accounts. System hacking involves the solving of puzzles. The game is set in a fictionalized version of Chicago ("Windy City"), an open world environment which permits free-roaming. It has a day-night cycle and dynamic weather system, which changes the behavior of non-player characters (NPCs). For melee combat, Pearce has an extensible truncheon; other combat uses handguns, shotguns, sniper rifles, machine guns, and grenade launchers. There is a slow motion option for gunplay, and the player can use proximity IEDs, grenades, and electronic lures. Lethal and non-lethal mission approaches can be enacted.

Pearce can scale vertical surfaces, hack forklifts and aerial work platforms to reach places otherwise unreachable, and can crouch behind walls to hide from enemies. The player has an array of vehicles with which to navigate the setting, including motorcycles, muscle cars, off-road vehicles, SUVs, luxury vehicles, sports cars, and speedboats.
The car radio is customizable, with about fifty songs.
If the player steals a car, its driver can summon the police;
if the player has a good reputation, the driver may acquiesce. A good reputation may be gained by detecting (and stopping) crimes, and a bad reputation results from committing crimes.
The skill tree is upgraded with points earned from hacking, combat, driving, and crafted items.
Money can be used to purchase guns, outfits, and vehicles.
There are several minigames, ranging from killing aliens to controlling a large, robotic spider.

Subscribe Youtube : https://www.youtube.com/channel/UC1efR-PYda6ru0pxo4uqbow?sub_confirmation=1