🌻
美國聯準會(Fed)在美東時間22日下午2時(台灣23日凌晨2時)宣布利率維持在趨近零的水準,但暗示升息可能會比預期來得快一些,同時也大幅下修今年的經濟展望。
https://udn.com/news/story/6811/5764746
🌻Adobe(ADBE)電話會議內容讀後感
ADBE前兩天發表財報了.
這次ADBE在財報後下跌, 主要是兩個原因(如下). 不過個人覺得是瑕不掩瑜:
1. 因為之前已經漲了不少(投資人期望太高)
2. 因為Digital Marketing這部分的業務受到季節性的影響, 所以表現不是很突出(沒有比預期高出很多)
a. net new Digital Media ARR (3% beat vs guide, vs 15% beat in 2Q21 vs 35% beat in 3Q20).
b. 有分析師在問(“Maybe just -- can we double-click on the seasonality commentary in the quarter? Because if we look at the beat versus guidance on net new digital media ARR, it looks, at the same time you had the weakest beat, but then the strongest guide in the last three years, which kind of speaks to and confirm some of those seasonality comments that you made.)
i. 高層對此的回答是, 主要是疫情後, 加上正值夏季, 大家的日子回復到正常&放假外出, 所以這部分的業務有受到影響(I think going into the quarter, we had expected that the consumer with a little bit more return to normalcy as what's happening in the environment.)
ii. 高層又說了一些話, 不過重點就是他不認為這是甚麼大事”So, net-net, I would say that the growth prospects for that particular business and the growth drivers remain intact. But again, very much in line. And this is what we feel good about the insights that we're getting on the business.”
iii. 也提到, Q4通常會是digital marketing業務的旺季(表現會不俗的意思)
另外, 覺得這次令我印象深刻的是, 當高層與分析師提到這些事情:
• 常在一些公司的電話會議中提到omnichannel這個字(疫情後, 更明顯了). 這次高層也有提到. ADBE可說是omnichannel概念股:
o “I mean, a big part of that is more and more companies are thirdly doing the multi-channel omnichannel, whatever they want to call it. And I think that's only going to continue to be a driver of our Digital Experience Solutions. Because today that stable stakes and so we just look at it and say whether you're shopping in-store over they are shopping online. You need a solution that treats you like a customer that we know of.”
• 網路上影片(video)的興起, 以及串流影音, 有提高了Adobe的營收天花板(用句分析師的術語, 就是TAM (total addressable market) expansion.
• 當使用者製作了越來越多的內容, 內容管理(content management)的能力就越顯重要, 內容上的流程管理(workflow)也越顯重要. Adobe的產品能夠幫內容製作者解決這樣的問題.
• 而Adobe各產品間的相容性, 標準化, 整合能力, 是它的競爭優勢之一:
o And one of the things we did really well is what we called our named user deployment and how, you know, when we have these enterprise licensing agreements, we offer enterprises the ability to download and distribute within the companies. And the more we do training and evangelism of the products, that leads to adoption. So, I would say there's an element of standardization, there's an element of more content.
而最近ADBE有個新聞, 引起了我的注意, 就是它即將在自己的平台上, 提供付款服務(payment service). 根據之前研究SHOP的經驗, 這有可能會對股價造成一定的漲幅:
On Sept. 15, Adobe announced that it will add payment services to its e-commerce platform this year to help merchants accept credit cards and other ways of paying. The move will deepen Adobe's rivalry with e-commerce firm Shopify (SHOP).
For the service, Adobe has partnered with PayPal (PYPL), which will process a variety of payment types, including credit and debit cards as well as PayPal's own payment and buy-now-pay-later offerings.
https://www.investors.com/news/technology/adbe-stock-adobe-beats-fiscal-q3-targets/
接下來該怎麼辦? 對於基本面良好的公司如ADBE, 我能說的就是buy the dip(逢低買進)了. 供參.
🌻The Facebook Files
一個星期前, WSJ上面有個關於FB的大篇幅調查報導. 有興趣的可以看看.
The Facebook Files
https://www.wsj.com/articles/the-facebook-files-11631713039
這篇文章挺長, 也沒有看到華爾街中文版本的完整翻譯, 不過可以看看這篇:
https://on.wsj.com/2ZmFimp
"《華爾街日報》的相關調查顯示,這家社交媒體巨頭心知肚明,其平台會傷害用戶,而且是以該公司常常完全了解的方式造成傷害。目前,全球近半數人口都是Facebook旗下平台的用戶。其中一些證據尤其令人不安:據《華爾街日報》報導,Facebook的內部研究顯示,在報告稱有過自殺念頭的青少年中當中,有13%的英國用戶和6%的美國用戶把這種念頭歸結於Instagram。"
另一篇相關新聞:
https://www.thenewslens.com/article/156683
"《華爾街日報》於13日揭露Facebook的XCheck系統,也就是內部系統中的VIP名單,數百萬名人、政治人物與記者等知名公眾人物都在特別的一份「白名單」之內。"
"這些「貴賓」在社群上發布的內容可以躲過一般的審查系統,即使發布明顯的不當內容,也不會立即被刪除。《衛報》報導,Facebook的獨立監督委員會表示,在閱讀該篇報導後,決定要審查XCheck系統,並要求Facebook對其進行報告與解釋。"
🌻我喜歡的Apple TV影集, "Ted Lasso", 是這次艾美獎的大贏家, 很多主要演員都得獎了.
很高興這兩年, 因為有這部戲的陪伴, 讓我撐過了疫情, 家人離世, 以及一些烏煙瘴氣的事情.
前幾天看演員的得獎影片, 一位娛樂記者問得獎的男配角(也是編劇之一)說, 你覺得這部片的核心思想是甚麼. 他說, be curious, not judgemental.
就像得獎的女演員在劇中一開始是很鴨霸很壞心的球隊主人, 但這樣做是因為被前夫傷透了心, 所以想要弄垮離婚後分到的財產(也是前夫的最愛--球隊); 外表看起來永遠陽光燦爛做啦啦隊的男主角, 在青少年時父親自殺, 造成了他心裡永遠的痛&障礙(讓他在球賽時, 會有突發恐懼症).
我們每個人其實都有很多面, 很多個故事. 尤其在社群, 大家都是萍水相逢, 對彼此的了解都是非常片面的; 而有時候在社群裡, 看到有人會因為只看到一個面向, 就去下斷語. 這其實是人之常情很難避免, 所以我們需要常用第二層思考去提醒自己. 社群裡需要更多的同理心.
“Be curious, not judgmental” – Walt Whitman(惠特曼)(美國詩人)
Picture來源:
https://www.apple.com/newsroom/2021/09/apples-global-hit-comedy-series-ted-lasso-sweeps-the-2021-primetime-emmy-awards-scoring-history-making-win-for-outstanding-comedy-series/
同時也有16部Youtube影片,追蹤數超過40萬的網紅David Teo,也在其Youtube影片中提到,Dr.Douxi Essence of Eggshell Cream Soap Product Features - Feel Renewed with each wash as skin is powerfully moisturized - Anti-aging, Hydrating, Re...
「types of marketing」的推薦目錄:
types of marketing 在 Focus Taiwan Facebook 的精選貼文
[Warning: some viewers may fine the images disturbing]
https://focustaiwan.tw/video/004337637
In Taiwan, tens of thousands of animals have been used in often cruel laboratory experiments so that food companies can make claims about their products' benefits to health and safety. In many cases, the government does not require animal experiments and actually prefers human studies because they are more accurate, but many companies think that's too costly or time consuming. As a result, consumers unknowingly consume food, beverage and health supplements that have been experimented on animals in inhumane ways.
In April, however, the U.S.-based animal rights group - People for the Ethnical Treatment of Animals (#PETA) - convinced Taiwan's Food and Drug Administration (TFDA) to ban two types of experiments it had previously recommended for use to make anti-fatigue claims for marketing food and beverages.
In May, PETA also convinced one of Taiwan's biggest health food companies, Standard Foods Corp., which makes PepsiCo's Quaker oats and many products, to stop conducting #animaltests not required by law.
Despite these victories, PETA says there are still several types of cruel animal experiments allowed by the TFDA and many Taiwanese companies continue to use animal experimentation instead of safe and more effective human studies.
PETA has written to 19 other major health food companies in Taiwan that it said collectively force-fed, electroshocked, drowned, starved, bled, poisoned, dissected and/or killed more than 8,000 animals over the past two decades in laboratory experiments not required by law, and launched an online petition urging them to ban this archaic practice.
Hear one PETA scientist describe what happens to the animals and how you can help end such treatment of animals.
types of marketing 在 AppWorks Facebook 的最佳解答
If a tree falls in a forest and no one is around to hear it, does it make a sound? If a great product can't get into the hands of the customer, is it a great product?
Distribution is often the middle child of any startup family (forgotten, neglected, but the most important and the best…but I digress). Oftentimes a company is so consumed with building the best product that it will forget to think about how it’s going to reach the right customer. When a founder is describing what makes their company so great, no one ever talks about the distribution. There are plenty of great products out there that never saw the light of day because poor sales and distribution killed the company. On the other hand, companies that build up strong distribution advantages can protect themselves from the competition.
A health tech company that uses AI to improve on a medical process needs to figure out how hospitals and doctors make buying decisions for these types of products. Oftentimes, it involves conducting trials with a local research hospital in cooperation with leading local doctors. The advantage here that a foreign competitor cannot easily replicate is the relationship with the local medical establishment.
A startup selling some innovative new consumer item might achieve a leading position selling on an online platform, consistently appearing at the top of search results, or a leading position negotiating shelf space with key brick-and-mortar partners.
How about when it’s time to expand to a foreign country with a big market with only nascent players? The health tech company has no relationship with the local medical establishment, and are totally indistinguishable from the dozens of other players trying to secure a trial or cooperation. They can show all the evidence they want, but evidence from a foreign country, especially if it does not share many cultural similarities, is often discounted.
The consumer item startup, entering a new market, also faces issues replicating its previous success distributing on the new country’s leading online marketplace, and will likely have to start from scratch in selling in physical stores as well. Distribution and marketing costs swell, hurting the viability of the startup in the new market.
When a startup that has figured out how to make distribution work for them by turning it into a differentiator against competitors looks to expand to a new market, it should carefully choose a market where their advantage travels.
-David
This is part 4 of the series “How well does your competitive advantage travel?”
types of marketing 在 David Teo Youtube 的精選貼文
Dr.Douxi Essence of Eggshell Cream Soap
Product Features
- Feel Renewed with each wash as skin is powerfully moisturized
- Anti-aging, Hydrating, Regenerating, Nourishing
- 1 sold in every 3 seconds! Made in Taiwan, featured on Drama and endorsed by numerous Taiwan Celebrities like Aaron Yan.
- A cream based soap that gently and effectively cleanses the skin, contains eggshell essence and silk protein to nourish and hydrate the skin.
- Suitable for all skin types.
You can order :
https://shopee.com.my/Dr.Douxi-Essence-of-Eggshell-Cream-Cleansing-Soap-Face-Cleanser-Anti-Aging-Moisturising-Hydrating-(100g)-i.21832142.1998548248
Pengalaman Kena Kacau | Jalan Puncak Alam
https://www.youtube.com/watch?v=S1AVtE3sMro
#46A Apakah Hukum Orang Ada Duit Tapi Taknak Buat Korban?? | Ustaz Shahrizan Daud
https://www.youtube.com/watch?v=9al_JQ07rMI&t=292s
AZAL BERLAKON CERITA SERAM!! Tapi Jadi Kelakar ?? #13
https://www.youtube.com/watch?v=CHRQyxdhX2A
EKSKLUSIF TAYANGAN PERDANA KEM CUCI TANGAN FULL MOVIE
https://www.youtube.com/watch?v=5Qt6o_MP-gs
RESEPI AYAM KICAP PEDAS MAHSURI I MASAK-MASAK #1
https://www.youtube.com/watch?v=L-XVA5G67Ic&t=1s
#creamsoap #skincare #eggshell #MigMovie #FullMovie #Mig #MigPictures #DavidTeo #Metrowealth
Copyright By / Hakcipta Terpelihara : MIG Pictures.Sdn.Bhd
====================================================
Marketing and promotions please contact :
Email : ruby@metrowealth.com.my & jane@metrowealth.com.my
No phone : +603-7782-2299 (Monday to Friday | 9am to 6pm)
Subscribe Youtube DavidTeo : https://www.youtube.com/user/davidteoMETROWEALTH
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SILA LIKE, COMMENT, SUBSCRIBE, & SHARE.
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types of marketing 在 David Teo Youtube 的精選貼文
Boleh dapat product disini :
https://lakumall.com/shop/goodmorning-gsure
GoodMorning GSure Benefit :
- Complete nutrition (Contain 28 minerals and vitamins)
完整的营养 (含有28种维他命和矿物质)
- Contain 18 types of grains (Can be meal replacement)
富含18种榖糧 (可以当代餐)
- Contain Lutein – For healthy eyes
含有叶黄素 – 保护眼睛
- High in protein and contain Ca-HMB to prevent muscle loss
富含蛋白质及含有β-羟基-β-甲基丁酸钙来预防肌肉流失
- Suitable for lactose intolerance & vegetarian
适用于乳糖不耐症 & 适合素食者
- Contain phytonutrients
含植物营养素
- Contain dietary fiber to improve immune system
含膳食纤维帮助免疫系统
- No cholesterol
无胆固醇
- Low saturated fat
低饱和脂肪
IKAN SIAKAP KUKUS MAHSURI SOS LADA HITAM I MASAK-MASAK #28
https://www.youtube.com/watch?v=SCX1dVWT2OY
Ingin Diet Yang Sihat? Jom Cuba Salad Potato Ini #4
https://www.youtube.com/watch?v=py1z8-ueqE8
Intan Ladyana Dalam Misi Rayyan & Danish
https://www.youtube.com/watch?v=bWD_-PUqEkM
Telatah Azal Bagi Ubat Dekat Azil Sangat Menyentuh Hati #3
https://www.youtube.com/watch?v=1IC1cwxez-E
Pernah Tengok Pontianak Cantik?
https://www.youtube.com/watch?v=Ci24GeCmiNk
#Goodmorning #minuman #healthydrink #bijirin #Nutrisi #MigMovie #FullMovie #Mig #MigPictures #DavidTeo #Metrowealth
Copyright By / Hakcipta Terpelihara : MIG Pictures.Sdn.Bhd
====================================================
Marketing and promotions please contact :
Email : ruby@metrowealth.com.my & jane@metrowealth.com.my
No phone : +603-7782-2299 (Monday to Friday | 9am to 6pm)
Subscribe Youtube DavidTeo : https://www.youtube.com/user/davidteoMETROWEALTH
====================================================
Instagram : https://www.instagram.com/davidteo99
Facebook : https://www.facebook.com/davidteo99
SILA LIKE, COMMENT, SUBSCRIBE, & SHARE.
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types of marketing 在 Untyped 對啊我是工程師 Youtube 的最讚貼文
文組轉職軟體工程師的心路歷程 ft. Badu (GitLab DevRel)
這次邀請到現任GitLab DevRel (開發者行銷) 的Badu來和我們分享轉職的種種!影片中聊到了她如何以半自學的方式學習程式設計,如何加速學習轉職成為前端軟體工程師,轉職過程中的困難艱辛,未來對職涯的規劃。相信對於想嘗試寫程式,有轉職軟體工程念頭的人,一定會非常有幫助!
Overview 💬
🔹為什麼想換到軟體工程 2:50
🔹程式設計自學加速方法 4:30
🔹轉職過程中的汗與淚水 5:48
🔹轉職後出乎意料的事情 7:43
🔹性別比例不平衡的影響 8:55
🔹喜歡CS嗎?後悔想改變? 10:36
🔹推薦大家嘗試寫程式嗎 12:53
🔹轉職後的未來職涯規劃 15:16
Badu 也有經營一個Podcast頻道「冒牌者症候群の下班時間」。頻道中聊到了許多職涯發展的相關議題,非常推薦在職場上常常會有一種覺得自己不適任,很怕自己的能力不夠被拆穿,這些有冒牌者症候群(Imposter Syndrome)的人趕快去訂閱收聽!
快來聽聽凱心琳和Badu一起錄製的👇🏻👇🏻👇🏻
「#7 不念醫學系的那個決定 — 對啊我是工程師」
🔗 Anchor 🔗
https://anchor.fm/anniescript/episodes/7-efv9lo
🔗 Spotify 🔗
https://open.spotify.com/episode/15PN6xq4fSfQ2k4qKkKyqt?si=aGKgdWIETVKf31TzXv386g
🔗 SoundOn 🔗
https://player.soundon.fm/embed?podcast=0f1486df-fd4a-4298-a970-b6049bab710b&episode=6d3b48f6-5334-4c8e-93d8-4ee8cf08ef73
1111人力銀行 邀約合作,提供「職點」專欄文章供大家參考
連結為此:https://www.1111.com.tw/position/software-engineer/ 〈靠這招轉職軟體工程師!百萬年薪不是夢〉
#WomenInTech #轉職工程師 #會寫程式不一定要當軟體工程師
一定要看到影片最後面並且在「YouTube影片下方」按讚留言訂閱分享唷!
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歡迎留言告訴我你的想法,或是你想認識的程式語言唷!
每(隔週)週四晚上9點更新,請記得開啟YouTube🔔通知!
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【愛屋及烏】
Facebook 臉書粉專 👉 https://www.facebook.com/untyped/
Instagram 👉 https://www.instagram.com/untypedcoding/
合作邀約 👉 untypedcoding@gmail.com
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Untyped 對啊我是工程師 - There are so many data types in the world of computer science, so are the people who write the code. We aim to UNTYPE the stereotype of engineers and of how coding is only for a certain type of people.
凱心琳: 一個喜歡電腦科學邏輯推理,在科技圈努力為性別平等奮鬥的工程師。
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圖片影片音效:[giphy.com] [bensound]
![post-title](https://i.ytimg.com/vi/kh2qdYczwdM/hqdefault.jpg)