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premise
For the first time in fact, in our own Microsoft history, we have an extensibility model that is the same for Office 365 and Dynamics 365.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
So we're pretty early in this whole thing and there's so much unique content that people share in Facebook that I think that that is the clear, unique opportunity to go for first, right?
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
It's true in North America and our more developed markets within Europe, but I wouldn't say there's any real surprises there.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
If we had not gotten started on some of the distributed computing infrastructure in a completely different place, we wouldn't have even had Azure.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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claim
And I think we've been pleased with what we've seen so far obviously and look forward to the next few seasons with the NFL.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
So when you look at some of our most quickly growing areas things like Alexa and AWS and also teams working on machine learning and other high-end technical projects, our technical headcount actually grew twice that rate or nearly twice that rate based on total headcount.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
We saw a little bit more impact of E5 this quarter in ARPU than we have been seeing.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
Right now, a lot of what people are sharing are their social videos and content.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
The revenue growth from iPhone across all the geographic segments was in the double-digits.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
because of some of the core capabilities of Windows 10 when it comes to security, manageability.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
because we're delivering growth against a much larger scale News Feed business in the prior-year period and also, of course, headwinds are an impact as well, as you mentioned.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
It would be a huge difference.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
On Facebook, they took that ad and showed it to movie fans, Wizard of Oz fans and also people connected to accessibility causes.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
We saw a strong double-digit growth in premium.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
But I don't think that there is really a strategy to pull this in from 10 years to five, I just think it's going to be a 10-year thing.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
We have a partnership with them on e-signatures.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
Whereas now with the cloud for the first time we now can serve both individuals as well as small businesses with the same kind of sophistication that in the past was exclusively available for the large enterprises.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
because it has a lot of potential.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
And so what we have right now, which is a situation, it’s not surprising to us, we knew we would be here, is that the watch gross margins for the current quarter that we’ve included in the guidance that Luca’s provided in the aggregate, are lower than the company average.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
And so we're bringing all of our energies to bear there.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
We think our website is very tuned to selling online.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
And if you remember last call, I mentioned that we had seven price decreases that were timed for December 1.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
And I love magazines.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
India, we set a new first-half record.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
So conceptually stepping back, it's now a multi-billion dollar business for us.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
Some of these services are scaling quickly and so we tend to expand gross margins there.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
we feel slightly very good about where we are right now in the cycle.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
It has to go all the way through for this to work from discovery, all the way through a pretty seamless checkout flow.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
Keep in mind that the foreign exchange impact on that number was $49.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
So it's a number of factors, I would say.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
Our customers are telling us that.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
It's very similar to what happened even in the client server era, but of course the starting points and how this progresses is very different.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
In terms of what I think is going on, I think what you said is absolutely true, that the upgrade cycle is longer.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
Are we executing well on it?
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
But I think in consumer, it’s maybe the easiest one to talk about, is that we talked about license growth of 10%, when you correct for Japan.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
As we always do when we provide a range, it's a range that we believe we're going to fall within.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
And so I see the demographics there also being incredibly great for a consumer brand and for people that really want the best products.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
We are using payments in some of our other products in ways that enable some of the interactions we want to see.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
So nothing specific to call out on that.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
We've done such a terrific job, I think, of growing and focusing and the innovation we put in and having our sales teams, through investments we've made for the past couple of years, and competency building, land that at customers.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
We feel very good about the long term prospects in India and doing a good job for both Indian customers and Indian sellers.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
And so we've worked hard to build measurement tools into the products, so that when you buy an ad, an SMB has a very easy interface and decide what their goals are.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
Similarly, we've announced an agreement to lease some airplanes with Air Transport Services Group, an agreement to lease up to 20 Boeing 767s there, and similar use case, it's products that are already boxed.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
I mean one of the things that I always think about it, for all the success we’ve had in our server business, we were a low share player.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
We continue to believe we're delivering great ROI for advertisers.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
Is this something that the world needs Microsoft to be doing, or is it well served by others?
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
We had VMware, and we had many other players we competed with and I grew up competing with.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
We were actually at the high end of the range for gross margins.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
And going forward, we have a fantastic lineup of servers, not just the infrastructure, but even SharePoint, Exchange, Lync Server continues to have significant on-premise deployment.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
Internationally, a lot of the same factors hold.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
That I think is going to create great value for enterprises, and that's showing up in all the pilots.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
But we're also growing our teams and capabilities to ensure that we can keep up with increased volume on our own, particularly around the holiday season.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
In general what we have to do is we use computers and AI for what they're good for which is looking at a lot of content very quickly and making quick judgments.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
As you said, I think as we mentioned this in the release, we're definitely continuing to improve the experience in India for customers and sellers, excited by some of the response we've seen.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
It adds - if it's in the FBA program, it adds Prime eligible selection.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
Most of that is for the AWS business.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
And on that front, we’re -- substantial majority of our expenses are U.S. dollar base.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
The main focus is on helping people capture and share any moment that they want, and also the whole theme that we have around community plays out a little bit differently on Instagram.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
There’s a much larger breadth of possibilities here for customers than in our other products.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
because there’s different characteristics of Stories versus Feed, because you have effectively rolls of video when people are posting lots of Stories, and the interstitials are in between the rolls.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
Two years ago we were down 140 bps.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
It's a very computationally and resource-intensive set of services that we provide and we need to build that out.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
And the answer is, it’s a little bigger, but it actually has the same amount of volatility quarter-to-quarter, so Q1 renewal base is actually almost equivalent to last year.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
We were significantly short at the beginning of the quarter.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
And so that's been really a great story for us.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
International was up slightly in Q2, but for the most part, the improvement in delivery speeds will be in future quarters there.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
We expect to make steady progress quickly and through the year.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
It includes things like the Community Operations investments that we talked about today in the announcement.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
but the focus is really to build a rev-share model over time that's sustainable.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
We are putting most of our efforts right now, continue to into our Robotics program.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
And we've seen experiences both in terms of a lighthearted like Candace Payne and also more serious, more serious issues around the U.S. and around the globe.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
And over the long-term, I think one of the big things that we need to do is see if we can not only make this good for engagement for our partners, but also a really positive business driver for them too.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
And then lastly, we have the best support for what I would say is the most open platform for all developers.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
So, that means there’s a bunch of workloads that are migrating to the cloud, people use both Azure Stack plus Azure.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
And they're inherently less efficient than more established mature buildings, so there will be a cycle where those will be more productive next year than they are this year and more productive in 2018 than they are in 2017.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
Just on the grocery side of it, as you mentioned, Brian talked a bit about the Whole Foods Market growth over 500 stores, 75 metros with delivery capability, so continuing to grow that out.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
And while we have opportunities to grow impressions on Facebook and Instagram, that's less so in feed, where we already have healthy ad loads in - on both surfaces and more in Stories where we have lower CPMs.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
So we've said often that we think that virtual reality and augmented reality could be the next big computing platform.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
I mean, I think, we're having a lot of success with devices and customers are enjoying those.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
And now, I think we're starting to work through what the formula is going to be so we can take some of those rate limits off and let video grow at the rate it wants to.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
So that’s what we’re seeing is increasing, what I would call, annuity relationships and subscription relationships with all classes of customers.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
I think it's possible to get to the point in the next five to 10 years where we have computer systems that are better than people at each of those things.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
On the other side, AppleCare, I mentioned AppleCare was an all-time record in June, so really strong performance, but our growth has decelerated in AppleCare due to factors that we fully expected, because we are comping this expansion of our coverage for AppleCare that we've had significant success during the last 18 to 24 months in really broadening our coverage of AppleCare around the world with some key partners, carriers and resellers.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
And addition to the workloads Satya mentioned, I'll also bring up EMF.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
I mean, the hearings didn't just touch on that.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
This has been a dream of mine for, I don't know, for 15 years probably.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
Customers save millions.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
So it's gone very well.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
I see AR as being profound.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
For the smaller portion of our business it’s still non-annuity per transactional, it does provide as I talked about earlier some opportunity but it’s not that large just because the nature of the commitment our customers now is far more of the annuity type.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
We're obviously pleased with our overall level of growth in engagement.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
So video is having an impact, but we grew expenses 39% year-over-year in the first quarter.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
We are seeing people move more and more of their workflows to AWS and at a faster pace.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
So even with significant improvement again in, what Satya was talking about, some of the lower level IaaS and PaaS services within Azure, on the gross margin side you'll see some gross margin percentage pressure in that segment through 2019, but with significant dollar growth.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
That is important in the enterprise and that’s what we are building towards with great management and great security.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
The gross margins are impacted by first party versus third party mix, as well as AWS mix if you're looking at the total for the company.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
I think where you're seeing us do some work in that, I think, is on the areas of Amazon Business, and that's really just from the standpoint of there are many different types of businesses that we can serve with that offering, and we're in our third year now, and so there's a lot of different sectors, whether they are hospitals, educational institutions, labs, government agencies, I mean, there's a lot of different shapes and sizes across industries that we can serve with that.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
So we would expect expense growth to ramp throughout the year, largely due to the factors that we've talked about on prior calls in terms of what's driving the overall acceleration.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
because right now most assistants are fairly dumb in terms of just doing one-turn dialogue, but where we're going to go is multi-turn dialogue and that requires real natural language understanding.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
Stories it is the biggest individual driver of impression growth, and we talked about how that is coming through at lower prices.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg