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Adobe预计公司2023年年度销售额将低于预期:汇率变化影响增长_我的网站

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一 |     Adobe超过40%的销售额来自海外。    RAVENA, N.Y. -- New York officials launched legal recreational marijuana sales by promising many of the first retail licenses to people with past drug convictions, hoping to give people harmed by the war on drugs a chance to succeed before competitors crowded in.But more than nine months after sales started, only about two dozen state-sanctioned dispensaries have opened their doors. Legal challenges over the state's permitting process have left more than 400 provisional licensees in limbo. Marijuana farmers are reeling because there are too few stores to sell their harvest.State regulators are now expanding the market amid those troubles. They recently opened up a 60-day general application window to grow, process, distribute or sell marijuana, expecting to issue more than 1,000 new licenses. New rules also will allow companies licensed to grow and sell medical marijuana in New York to get into the recreational market.The moves are expected to boost the number of legal dispensaries in a market now dominated by black-market sellers who simply opened retail stores without a license. But the prospect of competing with the medical providers worries some farmers and retailers who fear being squeezed by deeper-pocketed companies before they had a chance to establish themselves.“My concern is that they have all the money to bleed us out,” said Coss Marte, whose opening of CONBUD dispensary in Manhattan was pushed back by a lawsuit against state regulators. “They’re vertically integrated. So now what they could do is ... grow their own product at the cheapest price and basically outbid all the farmers, all our products and all our pricing.”Critics blame New York’s slow retail growth partly on bureaucratic issues, like delays in setting up a $200 million “social equity” fund to help applicants open shops. The rollout also was hobbled by lawsuits on behalf of people and businesses excluded from the first wave of retail licenses. Marte's shop was among those temporarily blocked by a judge from opening after a group sued on behalf of disabled veterans, saying they were wrongly excluded from applying for a license. Marte, who has a past drug arrest, was paying rent on a store he could not open.A judge recently ruled that Marte's store and several others could open. But the fate of many other provisional license holders, like Carson Grant of New York City, was unclear. After months of delays in opening his store in Queens, he was debating whether to reapply for a license again in this general round.“It's very difficult emotionally,” he said.Reginald Fluellen, senior consultant with the Cannabis Social Equity Coalition, blamed the state for a botched rollout.“They’ve failed miserably in providing the justice-involved individuals the kind of head start, the kind of foothold, in the market that they promised," Fluellen said.Under new regulations, medical marijuana providers could begin retail recreational sales at one of their existing dispensaries as early as Dec. 29. They could begin selling recreational pot at two more dispensaries six months after that. The entry price for those companies is steep: a $20 million licensing fee, with $5 million due upfront. But multiple companies are expected to jump in.“We expect New York to be the hub, or one of the hubs, for legal cannabis on the East Coast,” said Curaleaf CEO Matt Darin. “And so we’re very bullish and we’ve invested a lot of capital and time to be able to maximize the opportunity.”Curaleaf, which operates in multiple states, has already invested $50 million in New York, most of it on a recently expanded indoor growing facility south of Albany that now serves the medical market. Rows of plants there mature in intensely lit rooms where humidity, temperature and nutrition are tightly controlled — a scene in stark contrast to the fields and greenhouses that have defined New York’s adult-use market since growing started last year.Curaleaf will be able to double the size of the facility’s canopy to 64,000 square feet, or about 1.5 acres (0.61 hectares), if the market dictates, said Joe Holland, an executive vice president.To guard against retail monopolies, the medical providers will be limited to three retail outlets. And in a nod to farmers, their shops will initially have to devote half their shelf space to products grown and processed by independent businesses.Still, critics say the state should have allowed more time for economically and socially diverse entrepreneurs to succeed before letting in larger competitors.Joseph Calderone of Grateful Valley Farm, near the Pennsylvania border, compared it to little hardware stores competing against big box stores. Large indoor facilities, he said, can produce multiple crops a year. Meanwhile, farms having trouble selling their crops are “teetering on the edge of failure,” he said.“We were given a fair chance to grow. We were asked to do that," he said. "We kept our promise. The state did not keep their promise.” Office of Cannabis Management executive director Chris Alexander said the new regulations maintain New York’s commitment to social and economic equity, while keeping the market more competitive than in other states. That includes giving priority consideration for social and equity applicants in the current round.While acknowledging there was some “frustration” in getting retail stores open, Alexander said the state has shown a market supplied by small farmers can work. "We've got some of the top-performing dispensaries in the country right here in New York," Alexander saidAnd there’s still room to grow. Regulators have estimated New York will eventually require at least 2,000 dispensaries to meet demand. “I think there’s enough business to go around,” said Christian Chavez, CEO of Statis Cannabis Co. He said sales have been good since they opened their dispensary in the Bronx in July. “I think it’ll be quite some time until this market gets saturated in New York.”。该公司首席执行官Shantanu Narayen周二在向分析师发表报告时表示,经济环境影响了这一预测。"首席执行官的信心明显有所下降," Narayen称,理由是客户对美国通胀、潜在经济衰退和俄乌冲突的担忧。

二 | Adobe说,这一预测不包括Adobe上个月宣布将以200亿美元收购的产品设计竞争对手Figma。

三 | 分析师们对收购价感到惊讶,这是一家私有软件公司有史以来的最高收购价,并预示着竞争对手正在大举进军,超出了此前的预期。自宣布与Figma达成交易以来,该公司股价已下跌21%,周二在纽约收于292.98美元。该公司在一份声明中表示,本财年的销售额将约为192亿美元。在截至2023年11月的这一期间,不包括一些项目的利润将高达每股15.45美元。分析师平均预计,该公司每股收益为15.53美元,营收为198亿美元。该公司还确认了其第四财季的销售和收益(不包括部分项目)预期为每股3.5美元,约合45亿美元。消息公布后,股价在盘后交易中上涨了约3.2%。媒体写道,Adobe的数字媒体部门(包括其标志性创意软件)的财政年度预测低于预期,强化了收购Figma“显示出对抗创意云业务增长放缓紧迫感”的论点。Adobe正在寻求扩大其基于网络的产品系列,以吸引更多的休闲用户和产品设计师。近年来这一市场吸引了Canva、Lightricks和Figma等公司。在周二早些时候举行的Adobe年度产品发布会上,该公司对其旗舰产品Photoshop图像编辑程序进行了改进,增加了更多协作工具、人工智能功能和网络功能。Narayen在发布会上大力宣传Adobe Express的发布,这是一款基于浏览器的快速媒体编辑解决方案。该公司表示,自推出以来该服务已有2000万注册用户。“我们可能来晚了一点,” Narayen,“但它就在这里,而且很棒。

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Published on:11:47:36


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