打機有害?打機無害 👾
有無興趣一齊打鋪機?
本身諗住落地面離開,大公主被門前嘅giant cherry 吸引咗,入去一睇啲嘢咁熟面口嘅?
場館入面設有座枱式街機,一於嚟鋪 #streetfighter 先啦!對於第一次玩街機嘅大公主緊緊夠高㩒到啲制,同隊友對打玩到好興奮😆 場內仲有兩個賽車game 可以玩㗎!不過有個小朋友唔夠高而個大人又唔想排所以無玩喇~
嘩!如果你身邊有be@rbrick愛好者,可以睇吓家中有無佢擺緊出嚟賣嘅collection,唔講唔知原來現家咁值錢🤭
Reflection 💡
曾經聽講過大公主呢一個generation 屬於digital native, 基本上佢哋唔洗教已經可以自己摸索點樣操控iPad 或者其他game device.
學有時,玩有時,其實打機並不是壞事。
汝其唔知小朋友玩咩遊戲而擔憂,倒不如同小朋友一齊玩啦!
#Movingout, #justdance 都係我哋抗疫在家好buddy. 早幾個月我家終於都入手 #動物森友會 ,每日呢兩父女會互相俾驚喜對方,一個成日掘完擺到成屋都係嘢,一個就密密地為條村建設🤣
對於一隻 #小學雞 識字唔多,我就變咗旁白不斷負責讀字俾佢聽😑 不過另一得著係讀多幾次佢慢慢都識睇,有時叫我幫手入中文字仲順便認識埋中文輸入法🤪
當遊戲成為一種語言,你又認識有幾多?
📍Hong Kong Times Square 2/F Game Room
Follow us #mimimomoma
齊齊 mi mi mo mo explore 👀
#mimimomoexplore #happykids #快樂童年 #hkparents #親子日常 #MRsisterhood
#game #tvgame #街機遊戲
同時也有12部Youtube影片,追蹤數超過1,380的網紅Rikodon_English,也在其Youtube影片中提到,どーん!みなさんこんにちは★今日の動画では、自粛期間中だからこそ使えるオンライン英会話サービスアプリCamblyを使って、英語勉強におけるモチベーションの保ち方についてインタビューしてみたよ!コロナで思うように動けないことが多い中ですが、少しでもこの動画が皆さんのモチベーションのきっかけになれたらう...
「digital native」的推薦目錄:
digital native 在 Ainie Haziqah Facebook 的最讚貼文
Thank you Che Puan Sarimah Ibrahim for tonight's session of #SundayNightwithAH about mental health! It was a really good sharing session and an honest sharing!
Thank you for championing this issue!
We also talked about her latest music video with Damian Mikhail 'HARAPAN' which are sending a message of hope to those with suicidal thoughts.
Please stream the song on all digital platforms (Youtube, Spotify and iTunes)!
And don't forget to vote the song on Era!
https://era.je/native/carta/lagu-baru-nak-up?utm_source=syok&utm_medium=app_referral&utm_campaign=LaguBaruNakUp
digital native 在 貓的成長美股異想世界 Facebook 的最讚貼文
🌻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 native 在 Rikodon_English Youtube 的最讚貼文
どーん!みなさんこんにちは★今日の動画では、自粛期間中だからこそ使えるオンライン英会話サービスアプリCamblyを使って、英語勉強におけるモチベーションの保ち方についてインタビューしてみたよ!コロナで思うように動けないことが多い中ですが、少しでもこの動画が皆さんのモチベーションのきっかけになれたらうれしいです♥
15分トライアル、ぜひぜひお試しあれ!後半編もお楽しみに!
コード:RIKODON
Hey guys! Welcome back to my channel♥
Today, I'd like to share some interview with tutors on Cambly, which is an digital language learning platform which allows you to access with people from all over the world! These tutors told me some tips to stay motivated to learn languages, so if you are curious, go check my video! Hope you guys like it!
Camblyウェブサイト↓
https://www.cambly.com/english?lang=ja&campaignid=1768339142&adid=342595246531&adgroupid=66912712297
英会話・日本語レッスンの詳細は、こちらまでお問い合わせください♪
If you are interested in Japanese/English lesson, please contact me at
[email protected]
MUSIC : Epidemic sound
https://epidemicsound.jp/
#英語 #英会話 #Cambly #お家で過ごそう #english #stayhome
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<Rikodon_English?>
Hey guys!
This is Riko-don!
I’m very excited to announce that I finally started my YouTube channel!
In my channel, I’d like to introduce some useful English/
Japanese phrases, hidden cool spots in some local areas,
and sometimes talk about my life!
If you have any requests or comments, please leave comments below!
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digital native 在 TheMingThing Youtube 的精選貼文
Being a native of the digital era, I think we all have a responsibility to not be stupid and refrain from sharing stupid things. So get educated properly when it comes to the Corona Virus.
Episode 12 of our new season of content, "In Search Of..."
We hope you’ve enjoyed the video fam! :D
Remember to HIT that THUMBS UP & SHARE the video!
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FIND US ON:
FACEBOOK: fb(dot)com/dmingthing
INSTAGRAM: @themingthing
WEBSITE: thecorestudios(dot)com
For project inquiries, EMAIL: contact(at)thecorestudios(dot)com
#coronavirus #prayforwuhan
digital native 在 KengKawiz Youtube 的最讚貼文
ทันไอที : อัปเดตข่าวกระชับ ครบ จบที่เดียว
: Huawei จดสิทธิบัตรมือถือจอพับ มีปากกา Stylus คาดเป็น Mate X2 (อ่านข่าวเต็ม : https://www.gsmarena.com/huawei_mate_x_2_might_have_a_stylus_according_to_a_patent-news-39357.php)
: หุ่นยนต์น้องหมา Spot เตรียมวางขายอย่างเป็นทางการ (อ่านข่าวเต็ม : https://www.theverge.com/2019/9/24/20880511/boston-dynamics-spot-robot-mini-hands-on-lease-buy)
: โหลดเลย 2 เกมดัง Call of Duty Mobile & Mario Kart Tour ลงมือถือให้เล่นแล้ว
: Native vs Digital Naïve แคมเปญดีสอนให้เท่าทันโลกไซเบอร์ (อ่านข่าวเต็ม : https://www.youtube.com/watch?v=S_DK-FS1500 )
8 โมงเช้า จ.-ศ. กับ Kengkawiz
#IT #tech #update #news
digital native 在 digital native中文(繁體)翻譯:劍橋詞典 的相關結果
digital native 翻譯:數位原住民(因與數位科技、電腦等一起成長而對此非常熟悉的人)。了解更多。 ... <看更多>
digital native 在 Digital Native Definition - Investopedia 的相關結果
Digital natives are people who have grown up under the ubiquitous influence of the internet and other modern information technologies. · Digital natives think, ... ... <看更多>
digital native 在 數位原住民- 維基百科,自由的百科全書 的相關結果
數位原住民(英語:Digital native)指的是從小就生長在有各式數位產品環境的世代;相對的概念為「數位移民」(Digital Immigrant),表示長大後才接觸數位產品並有 ... ... <看更多>