The 8th Anniversary of eCloudvalley - Rewind
eCloudvalley was founded in 2013 and started operating AWS services in 2014. So far, eCloudvalley has served in the cloud field for 8 years.
Since its establishment eight years ago, we have been committed to cultivating cloud talents. We believe that cloud development will be becoming a trend, driving industries, leading enterprises, and actively assisting enterprises in their digital transformation.
Until today, we have established a corporate culture that issues Ownership, promotes progress, and sustains value. Also with the efforts of our colleagues, we have not only become a fast-growing company but also have achieved remarkable results in various markets.
Let's look back at the fantastic history of eCloudvalley together!
#eCloudcalley
#Happy_ECV_day
#Happy_ECV_8th_Anniversary
同時也有3部Youtube影片,追蹤數超過117的網紅JENN LEE,也在其Youtube影片中提到,觀秀注意事項: 1. 請將畫質調高至2160,以取得最佳畫面清晰度。 2. 若有VR頭盔或Google Cardboard,建議務必佩戴使用,將有身歷其境的非凡體驗。 PLEASE NOTICE: 1. As the content was rendered with 3D stereoscopi...
「digital transformation company」的推薦目錄:
- 關於digital transformation company 在 eCloudvalley Facebook 的最讚貼文
- 關於digital transformation company 在 貓的成長美股異想世界 Facebook 的最佳解答
- 關於digital transformation company 在 eCloudvalley Facebook 的最佳貼文
- 關於digital transformation company 在 JENN LEE Youtube 的精選貼文
- 關於digital transformation company 在 Dickson Chai Youtube 的精選貼文
- 關於digital transformation company 在 CarDebuts Youtube 的最讚貼文
- 關於digital transformation company 在 Leading Digital Transformation Now - No Matter ... - YouTube 的評價
digital transformation company 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
digital transformation company 在 eCloudvalley Facebook 的最佳貼文
With eCloudvalley, we provide "Next-generation Managed Service", a new IT servicing requirement born out by the trend of cloud.
AISA Digital Pte Ltd, for example, is a company that helps businesses implement digital transformation and automate the translation process of multilingual contents in order to extend their business across Southeast Asia. It combines the power of AI, cloud-based technology, and skilled human translators to provide the most complete and cost-effective translation solution for businesses of all sizes.
But with the rapid expansion of AISA's business and product development, It was difficult for AISA to solely plan on the right services or applications used to achieve their desired outcomes with limited knowledge of AWS. Finding a needed a responsive and reliable AWS Cloud vendor to manage their Production and Staging Environment system.
Learn more about the MSP on AISA, please clink in follow 👉 https://www.ecloudvalley.com/aisia-digital-pte-ltd/
digital transformation company 在 JENN LEE Youtube 的精選貼文
觀秀注意事項:
1. 請將畫質調高至2160,以取得最佳畫面清晰度。
2. 若有VR頭盔或Google Cardboard,建議務必佩戴使用,將有身歷其境的非凡體驗。
PLEASE NOTICE:
1. As the content was rendered with 3D stereoscopic with 8K resolution, it is suggested to view it with 3D VR headset for the best experience.
2. In case you don't have the headset, you can still experience it using Google Cardboard, with a down-graded quality.
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JENN LEE 21FW探索內心世界,忘卻物質的渴求,回歸精神的平衡與根本。
「過去、現在與未來的你都是不同的你,因為條件都不同,如果我們能把每個剎那當作生活片段來過活,會感到很感恩。」
由於全球疫情蔓延,JENN LEE 21FW以VR360沈浸式虛擬世界的新科技展出,時尚跨界新科技。以東方哲學思想「宇宙恆變」、「自然融合」與「活在當下」的創作概念,創造「變」與「流動」的視覺。
與兩度獲得亞洲最指標的電影獎項「金馬獎」的電影特效團隊「再現影像」,以及創媒空間國際有限公司主理人李奕慶擔任創意指導合作人林合一「LOVE PLANET VR360」虛擬新星球。
「你覺得愛是什麼?你想對誰說愛?」
Inspired and drawn from an Eastern philosophy “The universe is in eternal change”; highlighting the fact that we must live for the moment and embrace living in harmony with the substance of everything that exists. The VR showcase aims to bring together visually, the ideas of transformation and dissipation.
A chaotic VR world is juxtaposed with real characters from our everyday life. Jenn Lee and Golden Horse Award winning film company Renovatio Pictures, Inc. set about to invite a group of Taiwanese celebrities, actors, musicians, influencers, make-up artists and designers to participate in seeking Utopia via Virtual Reality.
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JENN LEE Team
李維錚 Wei Chen Lee
劉芸庭 Liu Yun Ting
吳霈萱 Wu Pei Xuan
毛紫函 Mao Tzu Han
賴映宇 Lai Ying Yu
葉祐誠 Yeh Yu Cheng
楊嘉靜 Yang Chia Ching
江聿涵 Jiang Yu Han
范棠棋 Fan Tang Chi
楊紫廷 Yang Tzu Ting
呂緣生 Lui Yuen Seng
Producer/ Photographer
費俊偉 Dennis Fei
視覺特效製作 再現影像製作股份有限公司
Visual Effects By Renovatio Pictures
視覺特效總監 郭憲聰
Visual Effects Supervisor Tomi Kuo
特效製片 黃棨雋
VFX Producer Peter Huang
技術總監 范屹閔
Pipeline Technical Director Willy Fan
CG 總監 陳昭詠
CG Supervisor Chen Chao Yung
特效協調 陳姵均
VFX Coordinators Hulk Chen
合成組長 謝欣霏
Composition Lead Faye Hsieh
資深合成師 徐佳佑
Senior Compositor Shu Chia Yu
CG 數位視覺設計師 吳怡萱
CG Digital Artists Ella Wu
概念美術設計師 吳怡萱
Concept Deisgn Artist Ella Wu
特效協力 張泰軒
VFX Associate Ted Chang
行政企劃 黃千真
Administration Angel Huang
Creative Director
李奕慶 Kris Lee
Citizens of Love Planet
高捷 Jack Kao
高愛 Maggie Kao
黃宣 YELLOW
阿夜 Marz23
百勒絲 Fairy Pai
郝雲娟 Hao Yun Juan
Yolanda Milan
張維宸 Way Mask
祁麟 Cone
程琪 Kare Chen
傅昱 Fu Yu
陳映如 In Ru Chen
張迎盈 Asa
張允信 Forrest Chang
張彤宇 Claire Chang
費俊偉 Dennis Fei
李維錚 Wei Chen Lee
臭咪 Stinky Mimimi
Sponsors
文化部
Nike
Gentle Monster
DENNIS FEI
KCC 墾青集團
HER
Music
Cloudy Ku — Hermitage Bliss
Written by Cloudy Ku 庫巧兔
Mixing
Tim Whitten
Mastering
Lawrence English
© all rights reserved
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JENN LEE Facebook:https://www.facebook.com/official.JENNLEE
JENN LEE Instagram: https://www.instagram.com/jennlee_official
JENN LEE Website:http://www.jennleestudio.com
PR Contact (Taiwan): ellenliujennlee@gmail.com
PR Contact :roxannechen@dyelog.co.uk
![post-title](https://i.ytimg.com/vi/B_O2O5pxGvQ/hqdefault.jpg)
digital transformation company 在 Dickson Chai Youtube 的精選貼文
[ Special Recognition Award @ QSR Media Asia Conference & Awards : A Virtual Event ] 当初接到通知时还是有感意外的,虽说不上什么大事,但我想还是值得记录一下这一页的。I think it’s good to keep it as memory, little lagging as captured during LIVE. Thanks to QSR (Quick Services Restaurants) Media Asia Award for this recognition, and thanks to whoever, whatever, or however which brought me what I’ve been receiving today. Sincerely, I’m just too lucky to do what I do today and too blessing to have what I have today. Thanks for everything, thanks to everyone. Thanks, 90 degree bow. ?
https://qsrmedia.asia/promotions/news/winners-2020-qsr-media-asia-conference-awards-announced
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Winners of the 2020 QSR Media Asia Conference & Awards announced
Hundreds of executives in and out of the region also joined the whole-day virtual conference.
The best restaurant brands were lauded and recognised for their innovation, creativity, execution, and overall impact in the past twelve months at the QSR Media Asia Conference and Awards: A Virtual Event.
The winners of the 2020 QSR Media Asia Awards are:
Best Digital Initiative
Agrain Holdings
Best Brand Transformation
Restaurants Development Company (franchisee of KFC Thailand)
Best Corporate Social Responsibility Initiative
PT. Baba Rafi Indonesia
Best Marketing Campaign
Loob Holding (Tealive) - Breakthrough Moments
Best New Concept
ISSO
Rising Star
Troy Kozuma | Chief Executive Officer, Urban Kitchen Company Limited (master franchisee of BonChon in Myanmar)
Best Innovation – Food and Beverage
KFC Singapore
Best Innovation – Health
Agrain Holdings
Best Sustainability Initiative
MANA!
Special Recognition Award
Dickson Chai | Marketing Manager, Auntie Anne’s Malaysia
Squad of the Year
Potato Corner (Cinco Corporation)
QSR Supplier of the Year
NewlyWeds Foods
2020 Multi-Site Restaurant of the Year
KFC Singapore
#AuntieAnnesMalaysia Auntie Anne's Malaysia
#QSRMediaAsiaAward
#SpecialRegconitionAward
#ThanksForEverything
#workaholicdickson
#IToldYouImAWorker
#SingingIsJustInterestLa
#NoBluffYou
![post-title](https://i.ytimg.com/vi/PXBnzPHEF_o/hqdefault.jpg)
digital transformation company 在 CarDebuts Youtube 的最讚貼文
Munich. The BMW Group is pushing ahead with its electrification strategy by extending the reach of its all-electric mobility offering to the company’s core brands. The BMW Concept iX3 – presented for the first time at the Auto China 2018 show in Beijing – offers a look ahead to the expansion of the model line-up in this area. The first model from the BMW brand to be driven purely by electric power will be a fully-fledged Sports Activity Vehicle (SAV) – and without compromises when it comes to functionality and comfort.
The BMW Concept iX3 underscores the BMW Group’s resolve to further strengthen its leading position in the field of electric mobility. The expansion of the company’s range of vehicles offering locally emission-free mobility is one of the central spheres of activity defined by the Automated, Connected, Electrified and Services (ACES) technological fields, on which the company is driving forward the transformation of the mobility sector as part of its NUMBER ONE - NEXT strategy.
The expansion of locally emission-free mobility vehicles is one of the key areas of centralized action, alongside with automated driving, high-end connectivity and new digital services, which are driving the company’s transformation of the mobility industry as part of the NUMBER ONE - NEXT strategy. Under the generic term "iNext", and as an enabler for the entire BMW Group, the future-model-kit is now being developed, in which the BMW Concept iX3 is playing a key role
![post-title](https://i.ytimg.com/vi/eh1THG373Bw/hqdefault.jpg)
digital transformation company 在 Leading Digital Transformation Now - No Matter ... - YouTube 的推薦與評價
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