以色列航太公司(IAI)將在倫敦DSEI軍備展，展示新款無人地面載具REX MK II，讓部隊在復雜的戰鬥環境中減少傷亡成本，據承載1.3噸載荷量，供應部隊彈藥、糧食飲水和傷病後送，搭載7.62機槍和50重機槍，並有各種依不同任務需求改良的無人載具
security company 在 新‧二七部隊 軍事雜談 Facebook 的最佳解答
同時也有26部Youtube影片，追蹤數超過0的網紅CarDebuts，也在其Youtube影片中提到，ชมสายการผลิต All-New Hyundai Santa Cruz 2022 ฮุนได ซานตาครูซ รถกระบะปิกอัพขนาดเล็ก โครงสร้างแบบ Unibody (Monocoque) Hyundai Motor Manufacturing Alaba...
「security company」的推薦目錄：
- 關於security company 在 新‧二七部隊 軍事雜談 Facebook 的最佳解答
- 關於security company 在 中環十一少 Facebook 的最讚貼文
- 關於security company 在 貓的成長美股異想世界 Facebook 的最佳解答
- 關於security company 在 CarDebuts Youtube 的精選貼文
- 關於security company 在 Daphne Iking Youtube 的最佳貼文
- 關於security company 在 謙預 QianyuSG Youtube 的精選貼文
- 關於security company 在 Algani Security Company - 社群| Facebook 的評價
security company 在 中環十一少 Facebook 的最讚貼文
以「不要作惡（Don’t be evil）」作定位的Google，以「自己的方式」紀念911恐襲？被揭於去年7月至12月期間，向警察提交用戶資料！
當中一單疑似跟国安法有關（因為報道這樣寫：三單之中有兩單跟國安法無關）
//One of the requests it complied with was an emergency disclosure request involving a credible threat to life, the company said. Facebook, meanwhile, denied an emergency request last year. The remaining two Google complied with involved human trafficking – it said the two requests were unrelated to national security and were supported by search warrants signed by a magistrate as part of an investigation. //
https://hongkongfp.com/2021/09/11/google-handed-user-data-to-hong-kong-authorities-despite-pledge-after-security-law-was-enacted/?fbclid=IwAR1XbzMm71jBEwHFsIURJ7azP5i7RHkuounIY92Y1h2c4aw-KuQ9ATRfU8A
security 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
security company 在 CarDebuts Youtube 的精選貼文
ชมสายการผลิต All-New Hyundai Santa Cruz 2022 ฮุนได ซานตาครูซ รถกระบะปิกอัพขนาดเล็ก โครงสร้างแบบ Unibody (Monocoque)
Hyundai Motor Manufacturing Alabama Celebrates Launch of All-New 2022 Santa Cruz
Montgomery, Ala. June 22, 2021 – Hyundai Motor Manufacturing Alabama (HMMA) celebrated the launch of the all-new 2022 Santa Cruz Sport Adventure Vehicle on Tuesday, June 22, 2021. The Santa Cruz joins the Sonata and Elantra sedans and Santa Fe and Tucson SUVs on the Montgomery assembly line. This addition marks the first time HMMA has produced five vehicles at once.
The highly-anticipated Santa Cruz Sport Adventure Vehicle shatters both SUV and truck segments, creating an entirely new vehicle category. The Santa Cruz features a secure, open bed area which includes a lockable tonneau cover and hidden bed storage for diverse gear-carrying flexibility.
“Santa Cruz, with its bold styling, breaks open an all new segment territory, both for Hyundai and the industry as a whole. Open-bed flexibility coupled with closed-cabin security meets the changing everyday needs of its adventure-oriented buyers, while powerful and efficient engines and superb maneuverability ensure it is a pleasure to drive in urban or off-road environments. Our customers will wonder just how they managed before owning one,” said Jose Munoz, president and CEO, Hyundai Motor North America.
HMMA recently completed a plant expansion project to support adding the Santa Cruz to HMMA’s product mix. The addition of the Santa Cruz will further enhance HMMA’s ability to adjust its vehicle production with market demand and stay competitive in the ever-changing automotive market.
“We are excited and honored to be producing Hyundai’s first open bed vehicle for the North American market,” said HMMA President and CEO, Ernie Kim. “The launch of the Santa Cruz is a further testament to the trust Hyundai Motor company puts in HMMA and our Alabama home. I am so proud of our Team Members for accomplishing this achievement while the world is going through such difficult times. We can’t wait for our customers to experience the innovative design and world class quality the Santa Cruz will bring to the table.”
The addition of the Santa Cruz will continue to sustain high-quality jobs at HMMA and throughout its supplier base.
The 2022 Hyundai Santa Cruz will begin arriving in U.S. dealerships later this summer.
ติดตามช่องของเราทาง Facebook ได้ที่ https://www.facebook.com/CarDebuts-891205251089964
หรือเว็บไซต์ https://cardebuts.com/
security company 在 Daphne Iking Youtube 的最佳貼文
I had a GREAT time chatting to certified (white) hacker Joco Tan, Cyber Security Manager EC Council and Fabian Hoo, Director EC-Council Malaysia. Learnt not just about the different job openings and courses by the company, but some really insightful tips on being more secured, online!
In a nutshell:
1. Think before Clicking (Klik Dengan Bijak!)
2. Change your passwords regularly and make them as long as you can!
3. REMEMBER NOTHING IS FREE! If it's too good to be true, it's probably a scam!
4. NEVER disclose your password to ANYONE. Banks who call you for your OTP or passwords are most likely hackers or scammers
Thank you everyone for your wonderful questions for our guest. Here are the websites to those keen in pursuing a course or career with them:
Corporate website : https://egs.eccouncil.org/
Courses : https://www.eccouncil.org/
Job seekers can send their application to : [email protected]
Thanks JobStreet Malaysia for a good run! Enjoyed my session with all our guests and learnt so much! #JobsThatMatter
Thanks for watching and please do not forget to subscribe!
Also follow me on my other social media channels:
Instagram
https://www.instagram.com/daphneiking/
Facebook
https://www.facebook.com/daphneiking/
Twitter
https://twitter.com/DaphCLPT
If you also need my profile and showreel, please visit:
joelebosi.wix.com/bedifulstory
security company 在 謙預 QianyuSG Youtube 的精選貼文
我的客人當中有好些是中小企業的老闆。雖然大多都有老闆相，但往往在他們的臉上，不分年齡層，我都看到四個字：「歷經滄桑」。
生意本來就難做，去年的疫情更讓一些行業吃盡苦頭，我做這支影片希望盡一點綿力，幫助各位老闆們。
企業做得好，上至老闆，下至員工，家裡都能有飯吃，有工作做，人人的心裡都會比較踏實。
我三個月沒在Youtube上片了，這裡還有人嗎？? 這影片本該在新春頭幾天出來的，但我忙到焦頭爛額，分身乏術，然後......就把希望寄託在元宵上片，但還有幾輪的修改。剛剛剪輯師在凌晨兩點把片發給我，然後......只能在正月十六早上三點多上片啦！對，我就是半夜不懂幾點場的Youtuber呀～
裡面的一部份的訊息雖是和春節有關，但大多都是經得起時間的考驗的，絕對一年到尾都受用！
如果這影片觀看率差，明年過年前，我再發一波冲收视！?
元宵過了一天快樂！
_______________________________
Among my clients, there are many small to medium enterprise business owners. Although most of them have the facial signs of being a boss, more often than not, on their faces, regardless of their age group, I can see that they have been through the vicissitudes of life.
It is never easy to do business and the pandemic last year had crippled many industries. I produced this video, to do my bit to help all bosses out there.
When a company is doing well, from the boss at the top to the employee at the lowest level, everybody gets to bring money home and put food on the table. When there is still work to do, there will be a comforting sense of security in every one.
It had been 3 months since I uploaded any video on Youtube. Are you still here? ? This video should have been up in the first few days of Chinese New Year, but I was so busy that days just flew by.
So I put hope that perhaps this could be uploaded on Yuan Xiao. However there were still a few rounds of amendments. My video editor just sent me the video at 2am earlier, so here it is! On the 16th day of the first Lunar month at 3am+, my first video for 2021! Yes, I am that Youtuber who uploads at ungodly hours~
There is a portion of information in the video related to CNY, but most information inside can definitely bear the test of the time, and most certainly useful for the bosses all year round!
If this video has poor views, I will put this up again next year before Chinese New Year to push up the viewership! ?
***********
阿彌陀佛，你好！我是李季謙，來自新加坡的風水命理師。我將我的一生貢獻於弘揚佛法和中華玄學。這過程曲折離奇，卻也充滿了許多人生的領悟。
通過我的影音與寫作，盼你也能夠突破自己命運的束縛，真正活得精彩。
我命在我，不在天。人生長短無所謂，最重要的是活得有價值，有貢獻。
??? 服務諮詢 ：
https://qianyu.sg/consultations/?lang=zh-hant
***********
Hi, I am Lee Ji Qian, a Chinese Metaphysics practitioner from Singapore. This journey in propagating Buddhism and Chinese Metaphysics has been full of hard knocks and exciting discoveries.
Through my videos and online writing, I hope to share my journey with you. So that you too can break free from the limits of your destiny and truly live a life you can call fulfilling. My destiny is in my own hands, not Heaven. So is yours.
It does not matter whether we can live a long or short life.
What matters most is living a life of value and contribution.
??? FOR MY SERVICES：
https://qianyu.sg/consultations/
? CONNECT WITH ME HERE:
http://www.facebook.com/qianyuSG
https://www.instagram.com/qianyusg/
––––––––––––––––––––––––––––––
Song: Sappheiros - Awake
Music provided by Vlog No Copyright Music.
Creative Commons - Attribution 3.0 Unported
Video Link: https://youtu.be/yp85LRnSamM
––––––––––––––––––––––––––––––
security company 在 Algani Security Company - 社群| Facebook 的推薦與評價
დაცვის კომპანია ალგანი - Algani Security Company ; 4.6. BG New Print - სარეკლამო კომპანია. 廣告代理商 ; ჯობს ევროპა ... ... <看更多>