🌻
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1928部Youtube影片,追蹤數超過3萬的網紅Pat Kay,也在其Youtube影片中提到,After a year on YouTube, I grew from 0 to 56,000 subscribers, and I've learnt a lot! A lot about the platform, about talking to camera, about "being a...
「adobe an」的推薦目錄:
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adobe an 在 Facebook 的最佳解答
The New Norm
---------------------------------------------------------------------------------------
Although I'm grateful for being able to work throughout the pandemic, the routine of going to work gets a little monotonous.
Wake up
Workout
Get dressed
Go to work
Park the car
Go to office
Work
This is probably the 1st time in 3 years I got to explore this once upon a time crazy busy little area near my office. Now it's a dead town for people to pick up their breakfast and go on with their day.
Times are so uncertain that now more than ever, we should stop and smell the roses more often. Appreciate the little things and the people in your life. In a blink of an eye, they might be blink out of existence. Leaving you with the regret of not doing more for/with them.
---------------------------------------------------------------------------------------
#newnorm #appreciatethelittlethings #uncertaintimes #walkabout #morningwalks #citylife #pandemic #adobe #adobecreatives #lumix #lumixg95 #kualalumpur #malaysia
adobe an 在 CTKKIT PHOTOGRAPHY Facebook 的最讚貼文
Responsibilities:
- Design or create graphics to meet specific commercial or promotional needs
- Assist on photoshoot directions, keep a keen eye on aesthetics & details during photoshoots
- Schedule organising, progress monitoring and documentations
- Assist on media recommendations, manage social media accounts, website and copy-writing
- Administrative studio support
Requirements:
- Strong art /design aesthetic sense
- Minimum 1 - 2 years of solid experience in Design / Art Direction
- Proficient in Adobe Photoshop and Illustrator
- Understand marketing initiatives, strategic positioning and target audience
- Good command of written Chinese and English
- Strong communication skills, strong sense of responsibility and eager to support team, keep team motivated and meet deadlines
- With the experience of photography is an advantage
-
Please provide your portfolio and full resume stating your current and expected salary for application.
To know more about us, please visit www.ctkkit.com.
*All information provided by applicants will be treated in strict confidence and used only for recruitment purposes.
adobe an 在 Pat Kay Youtube 的最佳貼文
After a year on YouTube, I grew from 0 to 56,000 subscribers, and I've learnt a lot! A lot about the platform, about talking to camera, about "being a YouTuber"; all things that I want to share with you in this video.
Support me on Patreon or join this channel to get access to exclusive perks:
https://patreon.com/patkay
https://www.youtube.com/channel/UCeMvA8xJIGgvEjO0kgGFOpg/join
Let's chat! Join my Discord
https://discord.gg/nrm4ZdhRQQ
Get the music I use
Epidemic Sound (30 days free) - https://geni.us/pk-epidemicsound
Artlist (get 2 months free) - https://geni.us/pk-artlist
Stock video footage (use my code for an extra 2 months free)
https://geni.us/pk-artgrid
———
🌐 Find me at
Patreon - https://patreon.com/patkay
Website - https://patkay.com
Instagram - https://instagram.com/pat_kay
Instagram (second account) - https://instagram.com/heypatkay
Twitter - https://twitter.com/heypatkay
Discord - https://discord.gg/nrm4ZdhRQQ
Twitch - https://twitch.tv/heypatkay
🛍 Shop
Photography Guide to Japan - https://geni.us/DiscoverJapan
Photography Guide to Tokyo - https://geni.us/TokyoGuide
My entire Adobe Lightroom preset pack - https://geni.us/presets
Prints - https://geni.us/pkprints
📷 Gear
Photo camera - https://geni.us/GJrG7iy
Video camera - https://geni.us/J1KUKOQ
Little camera - https://geni.us/TWPPdPC
Main lens - https://geni.us/ifAt80d
Wide lens - https://geni.us/6Gkq
Mid lens - https://geni.us/0ooL
Portrait lens - https://geni.us/mBf1I
Long lens - https://geni.us/213QPKM
Shotgun mic - https://geni.us/ogbq
Shotgun deadcat - https://geni.us/IGuRsBA
Lav mic - https://geni.us/z3i4Ov9
Drone - https://geni.us/2q5uu
Tripod - https://geni.us/vO4wh
Mini tripod - https://geni.us/k9ym
SD card - https://geni.us/DrVnd6q
Full gear list here - https://geni.us/A6HPT
![post-title](https://i.ytimg.com/vi/qhpFO2J8kkQ/hqdefault.jpg)
adobe an 在 Pat Kay Youtube 的精選貼文
Today is my birthday. I turn 33. This is a short visual essay about what my life has been like up till this point.
Support me on Patreon or join this channel to get access to exclusive perks:
https://patreon.com/patkay
https://www.youtube.com/channel/UCeMvA8xJIGgvEjO0kgGFOpg/join
Let's chat! Join my Discord
https://discord.gg/nrm4ZdhRQQ
Get the music I use
Epidemic Sound (30 days free) - https://geni.us/pk-epidemicsound
Artlist (get 2 months free) - https://geni.us/pk-artlist
Stock video footage (use my code for an extra 2 months free)
https://geni.us/pk-artgrid
———
🌐 Find me at
Patreon - https://patreon.com/patkay
Website - https://patkay.com
Instagram - https://instagram.com/pat_kay
Instagram (second account) - https://instagram.com/heypatkay
Twitter - https://twitter.com/heypatkay
Discord - https://discord.gg/nrm4ZdhRQQ
Twitch - https://twitch.tv/heypatkay
🛍 Shop
Photography Guide to Japan - https://geni.us/DiscoverJapan
Photography Guide to Tokyo - https://geni.us/TokyoGuide
My entire Adobe Lightroom preset pack - https://geni.us/presets
Prints - https://geni.us/pkprints
📷 Gear
Photo camera - https://geni.us/GJrG7iy
Video camera - https://geni.us/J1KUKOQ
Little camera - https://geni.us/TWPPdPC
Main lens - https://geni.us/ifAt80d
Wide lens - https://geni.us/6Gkq
Mid lens - https://geni.us/0ooL
Portrait lens - https://geni.us/mBf1I
Long lens - https://geni.us/213QPKM
Shotgun mic - https://geni.us/ogbq
Shotgun deadcat - https://geni.us/IGuRsBA
Lav mic - https://geni.us/z3i4Ov9
Drone - https://geni.us/2q5uu
Tripod - https://geni.us/vO4wh
Mini tripod - https://geni.us/k9ym
SD card - https://geni.us/DrVnd6q
Full gear list here - https://geni.us/A6HPT
![post-title](https://i.ytimg.com/vi/vJNNMsELH8E/hqdefault.jpg)
adobe an 在 Pat Kay Youtube 的最佳解答
My very first NFT collection called "Tokyo Tales" is now available on Opensea!
It's a collection of 33 unique images taken over the years discovering the true beating heart of my favourite city, Tokyo.
Find it over at https://opensea.io/collection/tokyo-tales
———
Support me on Patreon or join this channel to get access to exclusive perks:
https://patreon.com/patkay
https://www.youtube.com/channel/UCeMvA8xJIGgvEjO0kgGFOpg/join
Let's chat! Join my Discord
https://discord.gg/nrm4ZdhRQQ
Get the music I use
Epidemic Sound (30 days free) - https://geni.us/pk-epidemicsound
Artlist (get 2 months free) - https://geni.us/pk-artlist
Stock video footage (use my code for an extra 2 months free)
https://geni.us/pk-artgrid
———
🌐 Find me at
Patreon - https://patreon.com/patkay
Website - https://patkay.com
Instagram - https://instagram.com/pat_kay
Instagram (second account) - https://instagram.com/heypatkay
Twitter - https://twitter.com/heypatkay
Discord - https://discord.gg/nrm4ZdhRQQ
Twitch - https://twitch.tv/heypatkay
🛍 Shop
Photography Guide to Japan - https://geni.us/DiscoverJapan
Photography Guide to Tokyo - https://geni.us/TokyoGuide
My entire Adobe Lightroom preset pack - https://geni.us/presets
Prints - https://geni.us/pkprints
📷 Gear
Photo camera - https://geni.us/GJrG7iy
Video camera - https://geni.us/J1KUKOQ
Little camera - https://geni.us/TWPPdPC
Main lens - https://geni.us/ifAt80d
Wide lens - https://geni.us/6Gkq
Mid lens - https://geni.us/0ooL
Portrait lens - https://geni.us/mBf1I
Long lens - https://geni.us/213QPKM
Shotgun mic - https://geni.us/ogbq
Shotgun deadcat - https://geni.us/IGuRsBA
Lav mic - https://geni.us/z3i4Ov9
Drone - https://geni.us/2q5uu
Tripod - https://geni.us/vO4wh
Mini tripod - https://geni.us/k9ym
SD card - https://geni.us/DrVnd6q
Full gear list here - https://geni.us/A6HPT
![post-title](https://i.ytimg.com/vi/A0SDAgYPvSk/hqdefault.jpg)
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