#葉郎每日讀報 #娛樂產業國際要聞揀1加2條
│訂戶成長速度放緩的 Netflix 正式宣佈將為訂戶提供電玩內容 │
• Netflix 發佈第二季財報,結果第二季獲利低於市場預期、營收則高於市場預期。更重要的指標是第二季全球僅新增150萬訂戶。雖然這個數字高過 Netflix 和外界的預期,但和過去一年受到疫情刺激而快速增長的狀況相比,等於是踩了急剎車。尤其 Netflix 北美市場不僅是沒有成長,還繼續因為價格調漲而掉了43萬用戶。
• 紐約時報的解讀認為是 Disney+ 的侵吞蠶食,直接導致了 Netflix 的成長趨緩甚至負成長。他們引用 Parrot Analytics 趕在 Netflix 財報之前發佈的數據顯示,Netflix 因為近來欠缺爆紅熱門節目因而讓消費者移情別戀 Disney+。
• 彭博新聞的觀點正好相反:他們認為投資人原本擔憂 Netflix 的用戶增長速度會惡化更快。今天的財報結果顯示,即便 Disney+ 祭出一波又一波超級英雄和星戰武力,Netflix 的防護罩仍繼續挺住。等到幾部因疫情干擾而延後到第三季發行的重量級節目,如新一季《Money Heist 紙房子》和《Sex Education 性愛自修室》正式上架後應可以扳回一城。
• 不過另一個壞消息是 Netflix 預測第三季新增用戶數會是 350 萬人,遠低於華爾街預期的546萬數字。
• Netflix 顯然週全準備了各種好消息來轉移大家對於今天財報數據的注意力。首先他們發佈了各種好看的聲勢數據:包含 Zack Snyder 的《Army of the Dead 活屍大軍》在前28天一共被7500萬會員收看;Kevin Hart 的喜劇《Fatherhood 為夫進行式》也在前28天得到7400萬人收看;《The Mitchells vs. The Machines 米家大戰機器人》則以28天內被5300萬人收看而成為 Netflix 史上最成功動畫電影。不過 Variety 善意提醒 Netflix 的統計方法是只要觀看分鐘數超過2分鐘就算是看過。
• 今天最重要的還是 Netflix 正式對股東宣佈了他們所謂「進軍」遊戲產業的計畫:他們將優先開發行動裝置的遊戲,提供給 Netflix 原有用戶使用,不會額外收費。共同執行長 Reed Hastings 說 Netflix 會是一個單一產品公司,遊戲只會被視為 Netflix 平台上的一個新的內容分類,而不會是另一個要大家額外付錢的產品。
• 另一個意外是他們除了將改編節目 IP 成為電玩的路徑之外,也向股東預告他們仍準備有完全專屬於電玩的原創IP。也就是說 Netflix 並非只把電玩當成節目的延伸體驗,而是真的像 Hastings 說的當成是一種新的內容類別。
• 兩位領導全球串流龍頭的共同執行長 Reed Hastings 和 Ted Sarandos 也順便利用這個機會評論一下別人家發生的併購潮:他們預測 WarnerMedia 和 Discovery 合併的效果將不會像 Disney 和 Fox 的合併有這麼大的效益。而 Netflix 自己的長期成長模式仍然非常穩定,不會考慮跟競爭對手一樣採用併購策略。也就是說最近檯面上各個可能求售的好萊塢公司如 LionsGate、一再強調絕對沒有要賣的 Sony Pictures、A24、Reese Witherspoon 的 Hello Sunshine 或是今天才傳出求售的 Ron Howard 的製片公司 Imagine 等等賣方都可以不用打電話向 Netflix 邀標了。
新聞來源:
Netflix Growth Sputters in Q2, Streamer Plans to Launch Video Games for No Extra Charge(https://flip.it/W_PAZ1)
How Disney is Chipping Away at Netflix's Dominance(https://flip.it/tv.213)
Netflix's Avengers Shield Is Still Working(https://flip.it/WAOGAk)
———————————————————
其他也可以知道一下的事:
│串流經濟中 Frank Darabont 還有辦法告倒業主拿回他的《Walking Dead 陰屍路》的2億美元分紅嗎?│
新聞來源:What the $200M ‘Walking Dead’ Settlement Says About TV’s Future(https://flip.it/4jV7vz)
│後 COVID 時代的影展新常態:坎城影展傳出光篩檢來賓的費用就高達100萬美元│
新聞來源:How Cannes Pulled Off an In-Person Film Festival by Spending More Than $1 Million on COVID Testing (https://flip.it/dWXawo)
同時也有2部Youtube影片,追蹤數超過24萬的網紅lifeintaiwan,也在其Youtube影片中提到,In this video I tell you how much work is required to make a million dollars on Youtube. It’s been a long journey on YouTube and some people think it’...
「what is video analytics」的推薦目錄:
what is video analytics 在 貓的成長美股異想世界 Facebook 的最佳貼文
🌻風險管理
跌了幾十趴的個股還要繼續抱下去嗎? 去年飆漲的SPAC, 今年還漲的回來嗎?(可以跟下篇一起看).
開始玩成長股後, 我學到最難的一堂課是風險控制. 每個人對風險控制的觀念不一樣, 這跟每個人的心理素質也有關係.
風險管理, 也就是"留得青山在, 不怕沒柴燒".
風險管理:
https://zh.wikipedia.org/wiki/%E9%A3%8E%E9%99%A9%E7%AE%A1%E7%90%86
🌻There Are Too Many Defenseless(無防禦性的) Stocks
(可以的話, 我希望您可以好好讀一下這篇文章. 我希望能夠幫您守住些財富, 減少些損失, 甚至創造些獲利. "Too many", 也就代表了股票沒有稀有性)
The underwriters just created too many stocks. There's too many new companies, too many companies that help you with analytics(分析), too many that offer video, too many data collectors and too many real-time analysis, and too many cybersecurity companies. There's been too many new electric vehicle derivatives, too many cannabis (大麻) plays and way too many new fintechs(金融科技).
The effect? We are now facing a bewildering number of companies that simply do the same things and can't be differentiated (無差異性的) and, frankly, are too hard to understand unless you are deeply involved in the transfer of data from on your premises to the cloud(雲端).
Why does this matter?
Because these stocks are defenseless. They are defenseless against inflation (通膨) because so many of them sell at a multiple to sales and any company that trades as a multiple to sales (指的是以P/S為估值方式, 非傳統的P/E. 軟體公司主要是用P/S) will see its value erode more quickly than any other in this stock market because the company has to graduate from a multiple to sales to a multiple of earnings, or just keep losing money. So many new investors have not experienced real inflation where these kinds of stocks can't be given away.
They are defenseless against an economic boom. I have been reading through countless software as a whatever with a go to market strategy and a huge TAM (total addressable market, 指的是市場大小) to land and expand(指的是雲端公司的商業模式), and my eyes glaze over. Who needs a company with all of those buzzwords that's growing at 27% and losing money when I have plenty of high quality industrials that are growing at 27% and spewing cash to the point the biggest issue is how much should be put to growth versus rewarding shareholders.
They are defenseless against older companies with a balanced policy toward dividends and buybacks, so that supply is mopped up while demand is bolstered by a yield. The land and expanders don't have anything backing them up which makes them vulnerable to sudden shocks down as we have seen.
They are defenseless against insider selling. If capital gains rates are going up, these are the companies with the most vulnerable stocks because so many of the people in these new companies have stocks that are still up substantially from when they got stock so a company with a stock down 30%-40% is vulnerable from scads of insider selling, including secondaries I am now expecting with increasing frequency.
They are defenseless against SPACs. While there are many good SPACs there are too many SPACs with too much stock sloshing around. I keep thinking about that MP Materials (MP) secondary offering in late March, where entities controlled by CEO James Litinsky sold 4.6 million shares of his company in a deal priced at $35. Now it is a small percentage of his holdings and many others involved with the company sold small amounts, too. That's not the point. It's more of a statement: this stock traded at $50. You might have been inclined to buy on the pullback but you would have been massacred as the stock is now at $27. If you have a so-called successful SPAC its success might be measured by how much money you took out of it before its stock fell by 50%. There are hundreds of things and when you consider all of the warrants out there, you know this market is going to be overwhelmed with this stuff.
You aren't going to see these kinds of secondaries at Deere (DE) or Caterpillar (CAT) , that's for certain.
Now there are people out there willing to buy the incredibly almost stupidly risky stocks, people like Cathie Wood, who demonstrated her unflappable conviction to her method of buying stocks that worked when there's scarcity value but there's anything but that now.
Maybe she can take down tens of billions of dollars worth and save the day. I wouldn't count on it. I am sorry to question her stock picking, lord knows she's been amazing. But unless others copy her, we know the stocks she is buying resemble what's not working at all. Maybe someday, but not now.
I try to figure out what the end game for these stocks might be if the economy keeps heating up and inflation accelerates. There's simply not enough money from young people or ETFs based on high growth or Cathie Wood to keep these stocks higher, and there's too much opportunity for the insiders to do what MP did, something that crunched the stock even as it reported a quarter ahead of expectations, which meant something at one point but means absolutely nothing now. Nothing at all.
文章來源: https://realmoney.thestreet.com/jim-cramer/jim-cramer-there-are-too-many-defenseless-stocks-15649142
Picture來源:
https://society6.com/product/boxing-cat_print
what is video analytics 在 浩爾譯世界 Facebook 的精選貼文
【每日國際選讀】
#文末挑戰多益選擇題📝
FaceApp在偷你的隱私?
開啟「接收通知」和「搶先看」每天吸收雙語時事新知
來讀華爾街日報獨家
🔥 As FaceApp Goes Viral, So Do Concerns About Privacy, Russia Ties
FaceApp爆紅的同時,背後卻是資安漏洞?
- go viral 迅速竄紅(就像病毒viral一樣)
🧐 Just as quickly as a free photo-editing app went viral among smartphones users this week, it drew a backlash that exposed growing concerns about digital privacy and the potential for abuse from overseas actors.
本週,一款免費的手機修圖應用程式迅速走紅,但同時也因為國外演員的濫用,引起了強烈反彈,暴露出人們對數位隱私的日益擔憂。
- backlash (社會或政治方面的)強烈反應;強烈反對
✏️ FaceApp, which was developed in Russia and lets users upload photos of people’s faces that they can then alter to appear older or younger, saw a spike in popularity this week. The surge was driven by such celebrities as LeBron James and the Jonas brothers posting images on social media of what they might look like decades in the future.
FaceApp 開發於俄羅斯,用戶可以上傳臉部照片,改變自己臉的樣貌,讓自己看起來更老或更年輕,本週人氣暴漲。爆紅的原因是勒布朗.詹姆斯和喬納斯兄弟等名人在社交媒體上發布了他們老了之後可能的模樣。
- alter 修改;改變,(使)變化
- be driven by 受…所驅使
- spike 上升至非常高的數量(價格或程度)
🐍 Launched in 2017, the app has been downloaded more than 95 million times world-wide, with more than 20 million of those downloads occurring since July 11, according to estimates from Sensor Tower Inc., a mobile analytics firm. It is most popular in India, followed by the U.S., and is currently the No. 1 downloaded iPhone app in all but one of the 84 markets the firm tracks.
該應用程式推出於2017年,根據移動分析公司Sensor Tower Inc.的估計,該程式的全球下載量已超過9500萬次,其中2000多萬次的下載是在7月11日之後。FaceApp 在印度最受歡迎,其次是美國,目前在該公司追蹤的84個市場中,幾乎所以地區都是iPhone app store的排名第一,只有一個市場例外。
- occur (尤指事故及其他意外事件)發生
✍️另外有個常見的說法是it occurs to me that… (突然想到.../突然冒出...的念頭)
註:此新聞為去年7月18日之報導,故數據可能已有變動,近期FaceApp因為推出「變性」功能而再度爆紅,攻佔各大社群媒體版面。
#誰能比我正?
#照片秀起來
未完待續...
究竟為何它的隱私安全引人擔憂
背後又跟什麼政治陰謀有關?
加入文末每日國際選讀計畫,解鎖完整語音導讀版
——
原文連結請看留言
——
❓❓多益模擬題❓:
Within days the controversial video ________ and drew a ______ that the gap between the rich and the poor was widened.
🙋🏻♀🙋🏼♀
A. went vital/ backfire
B. went viral/ backfire
C. went viral/ backlash
-
【每日商業英文計畫,熱烈招生中!】
華爾街日報訂閱超值方案 📰
專屬 #臉書社團,浩爾 #每日語音導讀
「留言+1」,就送你 #優惠碼 及 #導讀試聽!
what is video analytics 在 lifeintaiwan Youtube 的最佳貼文
In this video I tell you how much work is required to make a million dollars on Youtube. It’s been a long journey on YouTube and some people think it’s an easy way to make money, watch this video and find out exactly what it takes!
Join this channel to get access to perks:
https://www.youtube.com/channel/UCorBWy2Imz8wZTl9cERkpqw/join
#analytics #taiwan #公開收入
Music:
Fig Leaf Rag by Kevin MacLeod http://incompetech.com
Creative Commons — Attribution 4.0 International — CC BY 4.0
Free Download / Stream: https://bit.ly/fig-leaf-rag
Music promoted by Audio Library https://youtu.be/63lNUh9fu5k
what is video analytics 在 にゃーにゃちゃんねるnya-nya channel Youtube 的精選貼文
【寸劇シリーズ】ソファの下にいるのは、おばけ??
What is under the sofa?
쇼파밑에는 무엇이 있을까요? 의 소파 밑에 괴물
小学生以下のお子様はお父さんお母さんと一緒に見てね!
【Lovely & Happy】にゃーにゃちゃんねるオリジナルソング聞いてね♬
https://www.youtube.com/watch?v=3qXHL7lNMr8
サブチャンネル seira & kokomi free chも見てね!
https://www.youtube.com/channel/UCrlZriPtTMH_FgvUS6CT2Bw
にゃーにゃTシャツ&パーカーグッズ販売のお知らせ★
https://muuu.com/videos/15d0c48a05d67e94#product-container-596
おもしろかったらチャンネル登録してね♥
♥Please Subscribe♥にゃーにゃちゃんねる nya-nya channel
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【寸劇】マグマが来た~!!床が溶岩!ダンボールすべり台が大変‼ここみちゃん助けて!The Floor is lava challenge
https://www.youtube.com/watch?v=MbmHPbYgLgw
警察助けて!でっかいクモが来た!
https://studio.youtube.com/video/ldnpEJigH-E/analytics/tab-overview/period-since_publish
【寸劇】犯人は誰だ?!でっかい警察探しにいくよ!警察ごっこ
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what is video analytics 在 Video Analytics - an overview | ScienceDirect Topics 的相關結果
Video analytics is a technology that processes a digital video signal using a special algorithm to perform a security-related function. ... <看更多>
what is video analytics 在 A Guide to Video Analytics: Applications and Opportunities 的相關結果
The main goal of video analytics is to automatically recognize temporal and spatial events in videos. A person who moves suspiciously, traffic ... ... <看更多>
what is video analytics 在 What is Video Analytics? - Senstar 的相關結果
Video Analytics uses advanced algorithms and machine learning to monitor, analyze and manage large volumes of video. They digitally analyze video inputs, ... ... <看更多>