關於 cross sales ，我們在網路上蒐集到這些相關的討論、資訊與評價

Today is Malaysia day! A very exciting day for all Malaysians to celebrate together as a strong & united nation ❤️

In the past few months, we've all had a hard time against the pandemic & the fight isn't over yet... so let's all stay hopeful and keep ourselves at home as much as we can 💛 This is the greatest contribution we can all do for the country we love.
I can’t wait for when the pandemic ends so I can to cuti-cuti Malaysia with my Corolla Cross! 😍

Grab your Corolla Cross while sales tax holiday is still here!

#AllNewCorollaCross #DriveCorollaCross #Drive❗#AllAboutTheDrive #ToyotaMY

又到了早起念英文的時間囉！各位娘子軍們準備好了嗎？大家的孩子今天應該都去補課了吧！感謝早起上學的老大，順便也讓我達成早起念英文的第三天，今天就帶大家來唸一篇跟行銷相關的文章吧！

5 no-nonsense ways to improve the relationship between marketing and sales
不說廢話的五個改善行銷與銷售業務之間關係的方法

no-nonsense 嚴肅的；實際的；不說廢話的

You’ll read everywhere on LinkedIn and Twitter about the importance of cross-collaboration between marketing and sales teams, but is any work actually getting done to make improvements?

LinkedIn跟 Twitter 上到處都可以看到行銷部門與銷售業務團隊兼跨部門協作的重要性，但有任何工作真的改善了嗎？

cross-collaboration 跨越（部門、領域）協作

A poll by LinkedIn revealed that only 46% of marketers describe sales and marketing as “highly aligned.”

根據LinkedIn的一項民意調查顯示，只有百分之四十六的行銷人描述銷售跟行銷高度一致。

Poll 民意調查 align對齊；一致

Despite a shared objective for gathering and converting more leads into long-lasting customers, this collaboration issue stems from a few different causes:
儘管有著收集更多潛在客戶並將其轉化為長期客戶的共同目標，但這種跨部門協作問題來自於幾個不同的原因：

despite儘管 shared objective共同目標 gather收集 convert轉化
long-lasting長期的 stem from源自於

• Each department works in silos and there’s little to no communication between them.
每個部門都各自為政，彼此之間幾乎沒有交流。

silos 穀倉 （商業用語中指各機構沒有做好溝通交流）

• The marketing team is expected to create and tweak the brand’s assets without any feedback from sales.
行銷團隊可預見要在沒有人任何銷售反饋的狀況下創建或調整品牌資產

• Sales are expected to convert more, even if they aren’t receiving quality leads from marketing.

業務部門要轉換更多（訂單、客戶），即使他們並沒有從行銷部門取得有品質的潛在客戶或線索

By working together even incrementally better, both teams can see huge gains, like up to 209% more revenue, improved morale, and faster .
Let’s look at five no-nonsense tips to try in your organization.
即使一起工作能逐漸地改善，兩個部門都能夠看到具體的收穫，像是提昇209%的收入、提升士氣以及更快的銷售週期。
我們還是來看看五個實際可以在組織中嘗試的方式。

這篇有點難（對我而言啦！哈哈哈）
不過主要是在講公司裡面的行銷及業務部門要怎麼跨部門合作可以讓公司的營收更好，行銷主要做的事情是長期及潛在的客戶經營或品牌的管理營運，業務部門則是負訂單的即刻銷售，都是公司很重要的部門，配合得好可以讓公司的行銷成本降低、銷售的循環更好。
本篇是很實用的文章喔！跟大家分享～
＃原文連結
https://blog.close.com/improve-marketing-sales-relationship/
＃翻譯參考
Google翻譯
劍橋翻譯

收工來去補眠囉！

#圖文一定要不符的啊
#貝貝那麼可愛

🌻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

iPhone 13 蘋果預計會更大賣！只因為 5G 還有發展潛力？iPhone 13 會準時還是延期？
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素材與資料來源：
官網、Pexels (若有非我實拍）
https://www.macrumors.com/2021/07/27/apple-manufacturing-components-factors/
https://www.macrumors.com/2021/06/30/iphone-12-passes-100-million-sales/
https://www.counterpointresearch.com/iphone-12-series-sales-cross-100-million-mark-within-7-months-launch/
https://www.macrumors.com/2021/07/27/iphone-upgraders-switchers-q3-2021/
https://www.macrumors.com/2021/07/27/iphone-ipad-supply-constraints-september-quarter/
https://www.macrumors.com/2021/07/27/apple-mac-ipad-sales-up-q3-2021/
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工商影片秉持公開、公正原則
所以我在影片內一定會提廠商 Sponsor 資訊
還請各位廠商大大乾爹乾媽們見諒囉！
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#iPhone13 #iPhone13上市 #iPhone12 #iPhone12ProMax #iPhone12Pro #iPhone12ProMax開箱 #iPhone12Mini

今日は月曜日。ここ１週間のニュースのまとめです。次期iPhoneの噂や新型MacBook Proの進捗や発売時期。iPadの長期予測情報などが出てきています。
今日の動画は7月5日15時くらいまでの情報です。その後別の情報が出る可能性はありますがそれは来週扱いますね。
また引用しているアナリストレポートや噂などは結果として不正解の可能性があります。早合点して買い替えを前提に売却などしないようにご注意ください。

＜引用させていただいた記事＞
CounterPoint
https://www.counterpointresearch.com/iphone-12-series-sales-cross-100-million-mark-within-7-months-launch/

Nikkei Asia
https://asia.nikkei.com/Business/Tech/Semiconductors/Apple-and-Intel-become-first-to-adopt-TSMC-s-latest-chip-tech

Apple
https://beta.apple.com/sp/ja/betaprogram/guide?locale=ja
https://www.apple.com/jp/shop/product/MXU52FE/A/40mmケース用日本・インターナショナルコレクションスポーツループ

TheELEC
http://www.thelec.net/news/articleView.html?idxno=3009

経済日報
https://money.udn.com/money/story/5612/5566357

MacRumors
https://www.macrumors.com/2021/07/04/iphone-13-larger-wireless-charging-coil/
ソース動画
https://youtu.be/wJsJJZYo9AQ

https://www.macrumors.com/2021/07/01/windows-11-on-mac-parallels-desktop/
https://www.macrumors.com/2021/07/01/mini-led-suppliers-ramp-up-new-macbook-pro/
https://www.macrumors.com/2021/07/01/apple-macbook-pro-in-september/
https://www.macrumors.com/2021/07/01/apple-red-donations-covid-december-30/
https://www.macrumors.com/2021/06/30/apple-preparing-iphone-13-mmwave-expansion/
https://www.macrumors.com/2021/06/30/kuo-airpods-pro-2-next-year/
https://www.macrumors.com/2021/06/29/iphone-13-dual-lens-diagonal-array/

9to5Mac
https://9to5mac.com/2021/07/04/apple-expanding-silicon-valley-talent/
https://9to5mac.com/2021/06/27/iphone-13-pro-to-feature-ultra-wide-lens-with-autofocus-coming-to-regular-models-next-year/


＜関連動画＞
＜速報＞本日登場！iOS 15パブリックベータ版の設定方法＆iOS 14への戻し方・注意点も！
https://youtu.be/cGsbzCmnu6U
バンド/文字盤22カ国色！Apple Watchインターナショナルコレクション・選んだのはこの色！壁紙だけもOKな国旗モチーフ
https://youtu.be/m2TE05eXE-A

え！iPad 16インチ？画面内指紋認証は来年？新MacBook Proは年内いつ？Appleの１週間 噂とニュースまとめ・20210628
https://youtu.be/3mIZZsqhG3M

新MacBook Proは7-9月？Intel Mac Pro？全画面iPad mini？Appleの１週間 噂とニュースまとめ・20210615
https://youtu.be/EoXVNEDIvsE
＜速報＞ノイキャン有で価格よし！突然発表の「Beats Studio Buds」まとめと比較！・これは欲しい
https://youtu.be/LhKI1Dwg8Wk
新型AirPodsにMacBook Pro・iPhone 13も順調！Appleの１週間 噂とニュースまとめ・20210601
https://youtu.be/GJZbh7ZiG34

MacBook Proおーい!? AppleイベントWWDC21 概要10分まとめ・噂を信じちゃいけないよ
https://youtu.be/zg9nUC1hFgw

再生リスト：2021Appleの噂やニュース
https://youtube.com/playlist?list=PL1bNs6yZxdxlWopvosovZ9AM6EEQOkjsw

撮影機材

・Panasonic Lumix GH5s
・Panasonic Lumix GH5
・Canon Power Shot G7X Mark II
・iPhone 12 Pro（Simフリー）
・iPhone 12 mini（Simフリー）
・iPadPro 11”（Simフリー）
・DJI OSMO Pocket
・Moment iPhone 外付けレンズ＆専用ケース

動画編集
Final Cut Pro X
Adobe Illustrator(スライド)
Adobe Photoshop(スライド）
Adobe Character Animator（アニメーション）
※チャンネル全般で使っているものであって動画によって機材アプリは違います。

#Apple
#MacBookPro
#iPhone13

男生？女生？傻傻分不清出？你能找得出谁是男扮女装的吗？

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