關於 ceo of the year 2023 ，我們在網路上蒐集到這些相關的討論、資訊與評價

#雜學校 是個為創新教育議題籌辦大型會議的社會企業，它的執行長蘇仰志說，「我們台灣人總愛待在舒適圈。我們沒有說英語的文化環境」，不像上海和新加坡等城市，「他們（在會議上）說英語是很自然的事」。

蘇仰志說，「我們有翻譯，但那不足以」進行創意的腦力激盪、有效地建立人脈或分享觀念。「如果你不懂英語文，就不會有收穫。」

雜學校每年舉辦的會議，被稱為亞洲最大規模的教育創新博覽會。蘇仰志今年打算仿照德州奧斯汀的西南偏南藝術節，把年會擴大成為國際創新內容會議和節慶，不限單一產業別的活動。他希望到了2023年，能讓年會全程只用英語文，不用翻譯。

“In Taiwan we always stay in our comfort zone,” says Ozzie Su, CEO of ZAShare, a social enterprise that organizes large-scale conferences on innovative education. “We have no environments for English-speaking culture,” he says, in contrast to cities like Shanghai and Singapore where “they are using English very naturally” at conferences.

“We translate, but that’s not enough” to have creative brainstorming, effective networking, and the sharing of ideas, Su says. “If you don’t know English, you’re getting nothing.”

ZAShare already runs an annual event that is billed as Asia’s biggest expo on innovation in education. This year, Su intends to expand it into an international creative content conference and festival in the mold of the Austin, Texas-based South by Southwest (SXSW) conference, which isn’t limited to just one industry. His hope is that by 2023, he can put on an English-only event, with no translation.

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最近有很多法人舉辦科技方面的會議, 會在會議中訪問上市公司的高層. 可以到Seeking Alpha上面看一下訪問內容.

--DA Davidson’s 19th Annual & Software Internet Conference on September 9th
--Citi’s 2020 Global Technology Conference on September 10th
--Deutsche Bank Technology Conference on September 14
--Jefferies Virtual Software Conference on September 15

我快快地看了兩份(Docusign(DOCU)還有Crowdstrike(CRWD)), 也把重點劃了出來(並沒有翻譯成中文就是, 也沒有濃縮.) 有興趣的可以到部落格那邊的個股專屬標籤去找檔案.

DOCU: CEO有提到TAM, 市佔, 競爭環境, 國際發展.

CRWD: CFO專訪. 可以看競爭對手的狀態, 還有他們的業務模式. 感覺起來他們未來會切入OKTA這些公司的市場(做identity的.)

🌻FedEx(FDX)聯邦快遞財報

聯邦快遞上季每日陸運包裹量增31％至1,160萬件，帶動獲利勁增逾60％。

聯邦快遞營運長蘇布拉瑪尼亞說：「我們預計三到五年內看到的增長幅度，大約在三到五個月就達成。」

以上文字來源:
https://udn.com/news/story/6811/4866362

執行副總裁兼行銷和傳播長卡瑞爾（Brie Carere）表示，大型包裹、傢俱與高價位電子商品的配送到府業務量增加。她也說，超過65歲的消費者「終於上網」並且「從電子商務角度來看，我不認為（疫情結束後）這些購買行為會恢復到以往的狀態」。

以上文字來源: https://tw.news.yahoo.com/%E5%8F%97%E6%83%A0%E6%96%BC%E7%96%AB%E6%83%85%E5%AE%85%E7%B6%93%E6%BF%9F-%E8%81%AF%E9%82%A6%E5%BF%AB%E9%81%9E%E7%8D%B2%E5%88%A9%E9%A3%86%E5%8D%87-084745880.html

以下是財報內容中, 值得注意的幾段. 可以看到, 電商有加速發展, 而消費者本來花在服務業上的費用, 有轉移到物品(goods)的現象.

"The second and perhaps more profound trend is the acceleration of ecommerce. Pre-COVID, we projected that the U.S. domestic market would hit a 100 million packages per day by calendar year 2026. We now project that the U.S. domestic parcel market will hit this mark by calendar year 2023 pulling volume projections forward by three years from the previous expectation."

"Ecommerce fueled substantially by this pandemic is driving the extraordinary growth. In fact 96% of the U.S. growth is expected to come from ecommerce. While ecommerce as a percentage of total retail has declined from its apex in April, it remains elevated. Ecommerce as a percentage of total retail for Q2 calendar year 2020 is estimated at 21% compared to 15% in Q2 calendar year 2019."

"In the U.S., spending that would normally have gone into services has shifted towards goods with goods spending boosted further by pent-up demand. Retail sales are growing again year-over-year and ecommerce is building at holiday levels and of course, more to come on that in a moment. The service sector is severely impacted by the pandemic and higher employment rates continues to weigh on growth."