Gartner Magic Quadrant for Enterprise Backup and Recovery Software Solutions

 

5 August 2024

By Michael Hoeck, Jason Donham, and 2 more

I&O leaders are challenged to protect and recover critical business applications and data from multiple threats. The enterprise backup and recovery software solutions market is responding with more workload coverage, ransomware recovery capabilities and delivery models, and focus on simplicity.

Strategic Planning Assumptions

By 2028, 75% of enterprises will use a common solution for backup and recovery of data residing on-premises and in cloud infrastructure, compared with 20% in 2024.

By 2028, 75% of enterprises will prioritize backup of SaaS applications as a critical requirement, compared with 15% in 2024.

By 2028, 90% of enterprise backup and recovery products will include embedded technology to detect and identify cyberthreats, compared with fewer than 45% in 2024.

By 2028, 75% of large enterprises will adopt backup as a service (BaaS), alongside on-premises tools, to back up cloud and on-premises workloads, compared with 15% in 2024.

By 2028, 75% of enterprise backup and recovery products will integrate generative AI (GenAI) to improve management and support operations, compared with fewer than 5% in 2024.

Retailed electricity market 研究

We develop forward-looking estimates of the range in growth rates for key cost-related and non-cost-related rate drivers to better understand how they could affect retail rate growth for a generic U.S. investor-owned and vertically integrated utility.

Cost related: utilities’ capital expenditures, non-fuel operations and
maintenance (O&M) expenses, and fuel and purchased power costs

Non cost related : retail sales, peak demand, and customers


we assumed compound annual growth rates (CAGRs) for each of the rate drivers and bounded them with a range of Low, Medium, and High values to characterize the potential variability

Assuming all cost-related rate drivers continue to grow at their me dium CAGR, the retail rate components with the highest CAGRs are associated with CapEx. Specifically, the rate component for transmission CapEx grows by 9.1%/year, for distribution CapEx by 8.7%/year

Where the money is the value investing in digital age 重點摘要 (二)

 

I doubted it. For one thing, since its IPO Amazon has consistently said that the operating margins of its online retail business should at maturity be 10% to 13%.II For another, Walmart has more than 10,000 stores to maintain; Amazon has only 500 Whole Foods stores, a handful of Amazon branded stores, and fewer than 1,000 distribution centers. How could Walmart be three times more profitable than a company operating with less than 10% of a physical presence?

Either there was something structurally broken with Amazon’s online model, or the company was underreporting its true earnings power. It was clear to me, both from instinct and by making comparisons to comparable companies, that the latter was true. Other, less ambitious e-tailers such as eBay report 25% operating margins

At this point, I could have just slapped Amazon’s 10% to 13% long-term profitability goal on the entire e-commerce segment, or I could have imputed eBay’s 25% margin to Amazon. Instead, I decided to dig another layer deeper. The company had given me discrete revenue—but not profit—disclosure for five of its commerce divisions. If I worked through the numbers of these subsidiaries and tried to tease out a profitability profile for each one, perhaps I could generate a more accurate estimate of Amazon’s earnings power. So that’s what I did.

2025 市場教戰首則

 

iShares S&P GSCI Commodity-Indexed Trust GSG:NYSE Arca

CVS pharmacy Ticker : CVS

Topicus.com inc Ticker : TOITF

Masco Corp

Smurfit WestRock

Helen of Troy Ltd

Amphenol Corporation

Samasa  IOT

Generac Holdings GNRC

Reddit   RDDT

https://www.investors.com/research/ibd-stock-of-the-day/reddit-stock-social-media-earnings-ipo/

CAVA  restaurant 

Investor daily business 推薦

Wix

Adtalem

Kinetil pipeline

Spotify Technology

Shopify

Burlington Stores

UBS on Friday upgraded Burlington stock to buy from neutral, noting a solid consumer spending environment, major market share gains for department stores, and the company's self-help initiatives

Shopify

海龜4號 MHGVY - Mowi 挪威鮭魚( 續篇)

 

上篇提到2023重押且抱一整年MHGVY, 到隔年農曆春節之後迎來新高點19.8, 看到帳上數字創新高, 覺得過去10幾年勤勉學習Financial market 投資總算有滿意的結果☺, 可謂「辛苦播種, 歡喜收割」高興5分鐘過後, 立即一個念頭上來 : 是要全部賣掉, 還是續抱呢 !?

2024 Q4 市場教戰守則

CCJ   鈾礦    Mining-Metal Ores Group

PYPL   Finance-Card/Pmtpr

VST   Utility-Elctric Pwr

UPWK Comml Svcs-Stffng

今年EPS 會有0.5,  free cash flow 明顯增加 ( 最近果然衝上來 ✌✌)

 TDW  原油,  研究原油供需, 可以的話, 2025繼續上

Confluent

 

Qualtrics International (XM)


Cloudera (CLDR)   2021 被併購私募  

2020 每股自由現金 0.18   股價 18 

Toast Inc 餐廳 Cloud ERP management 每股自由現金流量 0.35 股價32

Zscaler Inc 資訊安全, 每股自由現金流量很好 4塊




Strimzi

Tibco

https://lt.morningstar.com/1c6qh1t6k9/stockreport/default.aspx?SecurityToken=0P0001AAXI%5D3%5D0%5DE0EXG%24XNYS

https://estuary.dev/confluent-alternatives/#:~:text=Aiven%20allows%20you%20to%20connect%20to%20external,Prometheus%20and%20Datadog%20to%20name%20a%20few.

海龜7號 - Vistra Corp 發電廠估值 (VST) 核電題材

目前價格估出來134.3, 跟今天123不會差很多, 

Operating income我是用中性偏樂觀去估計

高登模型盈餘成長是1%, 假如設成2%, 價格變成210

海龜9號 Paypal

 

2024  Paypal業績觀察,  打臉2年前負面新聞 

Paypal手續營收年成長率

Merchant Checkout TPV      總成交量	23Q3	23Q4	24Q1	24Q2
Branded        透過Paypal交易	+6%	+5%	+7%	+6%
Unbranded	+32%	+29%	26%	+19%

2024 EPS 預估至少有4塊

2020 當年度是3.54  卻漲到200多塊

Paypal  free cash flow per share 6.4   81 in price as of 11th Oct 2024 

SQ    free cash flow per share 0.88   70 in price as of 11th Oct 2024

Visa  Free Cash Flow per Share 9.27,  250 in price as of 11th Oct 2024

海龜8號 Docusign Inc

Our initial annual guidance expected a lower rate of early renewals in Fiscal 26 as reps increasingly focus on IAM expansion potential. We had anticipated the impact to take place after Q1, but the reduction in early renewals began sooner than forecasted. This resulted in lower-than-expected early renewal billings in Q1. We take responsibility for not fully anticipating the timing of this shift in our guidance.

ServiceTitan, the operating system that powers the trades, and a longtime Docusign customer, is deploying IAM across legal, HR, sales, and procurement, using Docusign Maestro to create time-saving automated workflows and Docusign Navigator to gain greater insight into its business. As part of our growing strategic go-to-market partnership with Microsoft, we’re delivering this IAM solution via the Azure Marketplace.

Within our go-to-market pillar, we continue to drive transformation across three integrated routes now all selling IAM: direct, self-serve, and partner. 

Robbie David Owens

Okay. Perfect. And then our understanding as we lean in a little more aggressively this year, which didn't come to fruition in the first quarter. And I understand the commentary around the timing of some of the cloud migration efforts. Anything else at play? And you did talk about increasing sales capacity without expanding the team. Is that something that you're factoring into the calculus here or something that could lend to upside just in terms of repurposing a lot of that existing sales force?

Allan C. Thygesen

We're not counting on that, but I certainly hope so that over time, that sales capacity will translate into more bookings and billings and revenue. Maybe just -- let me just touch quickly on some of the changes that we made at the beginning of the year to set ourselves up for long-term success. We -- besides the early renewals piece, which really was a minor element of the changes that we made, big changes were we really wanted our sales reps to be able to focus more time to go deeper and sell more broadly into organizations that represented the biggest growth opportunity.

And so we resegmented and changed the portfolios for our sellers and moved a substantial number of customers to a self-serve first model. And so that freed up capacity in effect without additional headcount to let our reps go deeper. We also changed our sales compensation model to emphasize more annualized models and emphasize IAM and so on. And so there were a lot of levers pulled to set ourselves up for, shall we say, a larger deal, more enterprise type of sales motion. That will be a long journey for the company. And -- but we've begun it. I'm very pleased with the early results and how the sales teams are responding to that. And we're feeling like that those were the right changes to make to set us up to really capture the full potential of IAM.



The dollar net retention rate increased slightly to 101%, in line with Q4 and up from 99% in Q1 of 2025. We continue to expect dollar net retention to moderately improve throughout the year based on both gross retention improvement and IAM upsell impact. IAM sales continued to show strong momentum with both IAM deal volume and revenue slightly outpacing our expectations this quarter. IAM's share of total direct deal volume, including upsell deals and new customer deals, increased meaningfully quarter-over-quarter



Joshua Phillip Baer

I was hoping you could provide some context for how much of the double-digit percentage that will be IAM as a percentage of subscription book of business is coming from upsell and net new customers versus that transition from eSignature. Just any context for how accretive or incremental IAM is on the business?


Blake Jeffrey Grayson
Sure. So we're not disclosing expansion rates like that. Obviously, with the book of business that we have with the size of it, $3 billion plus, we have a huge opportunity to be able to provide extra value to our existing customers. So I think that existing installed base, and that is an upsell from what they're doing today because if you recall, the vast, vast majority of the IAM deals that we're doing are expansions of spend because we're providing additional value to customers. But also, we're finding that new customers also are quite interested in it. And it's becoming a much, much larger share of our new deals, our new company deals that we're doing. So it's going to come from both of these things, but I think that it's fair to assume that with the size of the installed base that we currently have, the biggest opportunity we have is with customers that we already do business with.

向上銷售(Up-Selling)是什麼？有什麼用？

向上銷售（Up-Selling）是指在銷售過程中，銷售人員引導顧客購買比原先預計購買產品更高級別、更昂貴或利潤更高的產品或服務。這種銷售技巧的目的是增加每筆交易的銷售額，從而提高整體的利潤，能從多方面達到業績提升效果：

1. 增加平均交易價值：通過鼓勵顧客購買更高價值的商品，可以提高每次購買的平均銷售額。
2. 提高顧客滿意度：如果更高級別的產品能夠更好地滿足顧客的需求，這可能會提高他們對購買的滿意度，進而提升顧客忠誠度。
3. 促進庫存周轉：向上銷售有助於推動更高價位或高利潤產品的銷售，這可以有效管理庫存並促進庫存周轉。
4. 實現銷售目標：對銷售團隊來說，通過向上銷售可以更快地達到銷售目標和提成目標。
5. 提高競爭力：向上銷售可以幫助企業更好地利用其產品線的多樣性，從而與競爭對手相比獲得優勢。

實施向上銷售時，應始終考慮顧客的最佳利益，並且要確保所推薦的產品真正能夠帶來額外的價值，而不是單純為了提高銷售額。如果向上銷售僅僅基於公司的利益，而忽視了顧客需求，則可能損害顧客關係，適得其反。

Docusign    free cash flow per share 4.39    price 69.5 in price as of 11th Oct 2024 

Counterstrike   free cash flow per share 4.43   314.9 in price as of 11th Oct 2024 

https://www.reddit.com/r/LawFirm/comments/149fy8k/is_adobe_esign_sufficient_adobe_esign_vs_docusign/

https://www.docusign.com/vs/docusign-vs-adobe-sign

https://www.gartner.com/reviews/market/electronic-signature/vendor/docusign/product/docusign-esignature/alternatives

DOCU 目前有個最大問題是Standard以及 pro 方案價格將近 Adobe e-signature 兩倍, 會逐漸失去一般客群, 但在高端使用

( 法院証明, 破產清算, 遺產處置) 仍有相當價值

Acrobat Standard costs $12.99 per month per license 

Docusign Standard plans start at $25 per user per month

Acrobat Pro costs $19.99 per month per license.

Docusign  $40 for Business Pro






Anyone using Adobe for e-sign? Have you gotten any pushback? (e.g. opposing counsel, state agencies, or insurance carriers refusing to accept your client's signature)

Currently have Adobe e-sign and Docusign subscriptions. Would like to cancel Docusign since I use Adobe regularly and it has an integrated e-sign feature.

Docusign seems more "legit" because it adds an envelope ID at the top left of every page, a date under each signature, and provides a receipt. Adobe does not seem to have any of these features.

Im in a matter now in which the defendant in a breach of contract matter swapped a page in a contract that had a wet signature. I’m the plaintiff who also happens to be a lawyer. I traced the metadata. Clear and convincing evidence he produced a fraudulent contract. Now he’s being reported to local authorities and

 the FBI for extortion using interstate commerce. So yea- stick to e-signatures to avoid this sort of problem.

Because a hand-signed document can easily be altered, have pages substituted in, or be outright fabricated much easier than a document signed in Docusign or Adobe.

I’m old and always get wet signatures other than fee agreements.

My colleague had a client create a fake email for her spouse so she could sign for her husband. She filed bankruptcy for both of them and he didn’t know until trustee contacted him. Shit hit the fan

I worry about this. At least locally we have a pre-filing meeting rule for attorneys. Trustee asks debtors if they met with their attorney before filing at the 341.

All of our AdobeSign signatures get a date automatically added underneath, but this might be an enterprise setting by the administrator.

I prefer Docusign over AdobeSign, but our company only has Adobe, and the only people who ever complain about it are in countries that either don't accept e-signatures (fair) or distrust e-signatures even though they're legal (annoying).

FWIW, unless you're using DocuSign's advanced features like remote online notary (which I believe other services are starting to offer), contract lifecycle management, templates, or workflows, you're better off with Adobe e-sign. You'll still get the audit trail and other indicia that you would need if the e-signature is challenged in court, and that is the most important thing.

I use Adobe Sign as close to exclusively as I can in my Bankruptcy practice.


Adobe Sign, for the past 5 years, no issues, with either opposing or the court (if you don’t count the bar section meeting discussion that resulted in the practice of supplying the audit trail.)

Until yesterday, when a client (who is an IT security pro) said he didn’t want “sensitive” documents provided to him by any means except our secure portal.

Here are a few things to consider when comparing Adobe eSign to Docusign:

Legality - Both are legally recognized forms of electronic signature under the ESIGN and UETA laws. So from a pure legality standpoint, either should be acceptable.


Industry adoption - Docusign has a larger market share and is likely more familiar/trusted by others you exchange documents with. Adobe eSign may be unknown or questioned more.


Signature security - Both use secure digital signature technology so the signatures themselves are equally valid. Docusign adds some cosmetic elements like envelope ID and date stamps that make it look more like a "traditional" signed document.


Features - Docusign generally has more specialized e-signature focused features like built-in analytics, reminders/notifications, vault storage, pre-fill forms, etc. Adobe eSign is more basic.


Compatibility - Docusign integrates more seamlessly with other legal/office tools like CRM, billing, contracts management systems through their partner ecosystem.

So in summary, while both are legally valid options, Docusign may be less likely to raise questions or objections from others due to its stronger industry presence and reputation as the leader in e-signatures specifically. The extra features and integration options are also a plus. Unless you have a specific price or workflow reason to stay with Adobe eSign, most experts would recommend Docusign for legal use cases. But Adobe could work too if needed.

海龜3號 - Tidewater

Aug 14, 2024 Updated

Henrik Alex

Investing Group Leader

Tidewater: Decent Quarter But Lowered Outlook Disappoints

• Leading offshore service vessel provider Tidewater Inc. reported strong Q2/2024 results, with both top and bottom line results exceeding expectations.
• Revenues of $339.2 million and Adjusted EBITDA of $139.7 million represented new multi-year highs. The company's average dayrate of $21,130 moved up by 32% year-over-year and 8% sequentially.
• Despite the company's strong second quarter results, management lowered full-year expectations due to several drilling campaigns having been pushed out from the third into the fourth quarter.
• In addition, a combination of higher-than-anticipated dry-docking days and required vessel repositioning will impact Q3 results.
• Considering limited upside from current levels and with Tidewater screening expensive relative to other offshore oil and gas service stocks, I am reiterating my “Hold” rating on the shares.

調整持股, 參與Stockfeel 場景金融募資案

 

5871 中租 賣掉500股

2945 美廉社 賣掉 2,000股

2301 光寶科 賣掉 1,100股 ( 其中100股賣掉資金, 去補回5871中租 100股 )

公司研究資料 網站

 

Owler

2021 績效檢討

 

04/07/2021     Buy         DBC TDA TRAN - Bought 20 (DBC) @16.65

05/04/2021     Sell        DBC TDA TRAN - Sold 50 (DBC) @18.33

 

01/04/土耳其ETF2021     Buy  TUR TDA TRAN - Bought 10 (TUR) @27.0179

01/12/2021     Sell  TUR TDA TRAN - Sold 20 (TUR) @27.9990

 

2024 Q4 美國經濟預測

 

機械設備製造

 

https://www.luisazhou.com/blog/how-many-americans-are-self-employed/#:~:text=What%20percentage%20of%20US%20workers%20are%20self%2Demployed%3F&text=10.1%25%20of%20the%20workforce%20is,unincorporated%20(9.635%20million)%20businesses.

https://fred.stlouisfed.org/series/DRTSCIS

https://www.census.gov/foreign-trade/Press-Release/current_press_release/ft900.pdf

https://www.bls.gov/web/empsit/ces_cps_trends.htm

股市英文索引

 

股票術語 英漢對照

TD移轉 Charles Schwb 常見問題

 

TD 移轉 Charles Schwb 常見問題

加密货币投资 浅探

 

虛擬貨幣合約是什麼？

傳統金融的期貨

平常在投資上所聽到的放空、做空，都是指藉由商品跌價來獲利，在傳統金融上最常見的方式就是「期貨交易」。

期貨意味著「未來的買賣合約」，其由來是為了保護農民而產生的機制：

將尚未產出的商品賣出的機制，後來延伸成金融市場上可以看跌的做法：先預借商品賣出，最後用低價買回商品後繳還，呈現出的結果就是商品跌價時可以賺到錢。

加密貨幣的合約

對於加密貨幣這樣的新興投資市場，傳統金融是很好的借鏡，且幣市有很好的彈性、能更輕易地達成各種金融模型；相較於其他更複雜的衍生性商品，幣圈的秒合約交易更為簡單。

無非就是上升和下降，可以通過選擇正確的交易方向來獲利，對於初學者來說，有50%的盈利概率，更何況在我們分析師的精準指導下，盈利概率會達到90%以上。

比如：購買BTC時，就在行情頁面點擊購買（BTC/USDT），就會出現買入多少秒（S）根據對行情的判斷做出正確的選擇即可

【漲跌都能賺】虛擬貨幣合約是什麼？老手獲利翻倍、無懼下跌的絕招

「合約交易」就相當於傳統金融中的「期貨交易」，是個運作已經很成熟的商品，其中不只有做空獲利的機制，還有可以讓漲跌幅放大的槓桿機制，是個拓展交易視野的絕佳工具。

❤️❤️❤️比特幣秒合約投資適合所有類型的投資者，無論您是新手還是經驗豐富的投資者。

每筆交易持續 60 秒。⏰⏰⏰60秒後，如果投資預測是正確的，你可以立即獲利。💯💯💯

因為不管是漲是跌，只要我們預測的方向對了，就可以盈利🔥🔥🔥

🆘🆘🆘 例如，BTC 的當前價格為 21223.90美元。如果你認為它的價格會上漲⬆️📈，你可以選擇“看漲”來創建一個上漲訂單⬆️📈。如果您認為它的價格會下跌⬇️📉，您可以選擇“看跌”來創建下跌訂單⬇️📉.💯💯💯

選擇“60秒”、“120秒”或“180秒”的時段進行選擇，如果選擇“60秒內上漲”，則表示只要60秒後的價格高於買入價$21223.90，就可以賺錢。 ✨✨✨

100 塊的投資將產生 95 塊的利潤‼️‼️‼️（計價單位使用 USDT）

簡單來說，秒合約獲利的關鍵不是漲幅 / 跌幅的多少百分比而是只要看對方向、只要方向對了哪怕價格相差0.1都能獲利95趴。

2024 美國鑄幣稅分析

 

美國鑄幣稅研究

海龜10號 - 2301光寶科

 

光寶科年初計劃

股科醫生 - 光寶科技

2024 U.S Housing market 研究

 

Housing Market Predictions For 2024: When Will Home Prices Be Affordable Again?

 

The bid price refers to the highest price a buyer will pay for a security. The ask price refers to the lowest price a seller will accept for a security. The difference between these two prices is known as the spread; the smaller the spread, the greater the liquidity of the given security.

製造業 - 景氣循環

由於過去二十年來，全球工業生產的上下游逐漸分工明確，上游端的製造業通常位於新興市場國家，如中國、東南亞等地區，因此製造業循環向上時，新興市場通常都會因此受益；反之，製造業循環向下時，新興市場表現則不如成熟市場。

通過觀察，製造業循環約以三至四年為一個週期。例如以 2015 年的經驗，當時在美國結束購債、轉向升息，以中國為首的新興市場和美利差收窄、美元升值，引發熱錢外流，疊加油價崩跌，製造業對景氣前景悲觀，且資金收緊下企業看壞終端需求， 2014 下半年起製造業新訂單不斷減少，企業進行去化庫存，最終 2015 年新興市場股市大幅修正。之後隨著庫存低檔，景氣落底反彈支撐需求，企業回補庫存，製造業有所表現，直至 2017 年，中美貿易紛爭引發不確定性再度上升，再度進入下一個製造業循環。

CCJ - Cameco trace kit

 

影片大部分在講2024 Kazakhstan 處理sulfuric acid plan硫酸工廠處理大量硫酸倒入土壤，受到鄰近國家抗議
哈薩克鈾礦多使用現地淋溶法（In-situ Leach, ISL）法開採，因此大量硫酸為淋溶液，所以前幾年硫酸發生供應短缺，直接影響鈾礦產量。因此加拿大為該國興建一座年產能120萬噸的硫酸工廠，已於去年6月順利開始生產，對於改善硫酸短缺現象有極大幫助。該廠位於Balkhash 的Kazakhmys煉銅廠內，並裝設由歐洲重建開發銀行（European Bank for Reconstruction and Development, EBRD）貸款興建的二氧化硫脫硫設備。該國還計畫設置更多硫酸廠來滿足未來激增的產能　

机会来了？2023矿业股系列1 I 铀股投资 Opportunity is knocking?

核電復興 ------又價去標76%

2023 績效檢討

 

AMZN 當時候年初抱到125就賣掉, 怕24年上半市場看經濟衰退, 消費動能喪失. 另一方面Amazon市過去10年大漲好幾倍股票, 高速成長期已過去, 擔心股價漲太慢 ( 結果反而我的Mowi 龜速漲漲, 又跌下來) 一直到年中, Nasdaq開始進行一場碾碎空頭的報復式猛漲( Squeeze short) AMZN漲到150幾, 我看到心裡有點酸酸, 到了年底, AMZN漲到175塊, 漲幅超過70%

雅虎新聞 : 

亞馬遜的股價截至12/14目前為止已經上漲73%，遠遠超過標普500指數23%的漲幅。 

原因歸功於他們的雲計算部門Amazon Web Services（AWS）的收入正在加速增長。摩根大通預計，新的工作負載部署、較容易進行年度比較，以及生成式人工智慧投資的不斷增加，都將推動AWS的動力。 

SNOW 年初被咬到( 145進場, 瞬間被殺到118) 後來反彈到135趕緊全數出脫, 後來漲到170, 心裡覺得很奇妙, 仍散戶式心理, 早知道年初殺到118加碼.

一方面對於輸錢仍心有餘悸, 一方面覺得它獲利狀況還不夠好, 萬一170又回殺下去

結果到年底漲到200

TDW 當初5月份小抱到59.8賣出, 一方面總經狀況很難說, 另外油價查過資料至少撐在70塊, 但不敢壓太多, 有賺就跑

 

海龜8號 Snowflake VS Oracle

 

Oracle provides products and services that address enterprise information technology (IT) environments. Our products and services include enterprise applications and infrastructure offerings that are delivered worldwide through a variety of flexible and interoperable IT deployment models.

Accordingly, we offer choice and flexibility to our customers and facilitate the product, service and deployment combinations that best suit our customers’ needs. Our customers include businesses of many sizes, government agencies, educational institutions and resellers that we market and sell to directly through our worldwide sales force

 

for example, a global cloud applications developer that utilizes Oracle Cloud Infrastructure (OCI) to power its software-as-a-service (SaaS) offerings; a multi-national financial institution that runs its banking applications using Oracle Exadata Cloud@Customer; and a global consumer products company that leverages Oracle Fusion Cloud Enterprise Resource Planning for its accounting processes, risk management, supply chain and financial planning functions