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premise
I would say that, one, our products aren't simple enough yet, because they can never be simple enough for SMBs, but two, our products are probably the simplest ones out 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 do like the fact that it creates a market for an iPhone at a different price point as well that is a better product than that customer maybe currently buying which would further help from an ecosystem point of view and that's not to be underestimated.
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
today we use some basic signals like who you're friends with and what pages you like as some of the most important things for figuring out what – out of all of the millions and millions of pieces of content that are on Facebook, what we're going to show and what are going to be the most interesting things to you.
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 CRM has taken our own Dynamics product, has taken some pretty unique approaches.
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 teen front, younger users, we continue to be the best way to reach the largest global audience of teens and millennials.
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
We're very happy 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
premise
Now the other thing that's also true is that people want to share with lots of different kinds of audiences.
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 expect that actually to continue in Q2.
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
Yes, we're very excited about the partnership with Adobe.
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
So, attractive investments we believe, but ones that will take longer-term to pay off, and those would have a dilutive effect on margins in the near-term.
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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premise
It's very early in our rollout, but nothing inconsistent with what we've been modeling.
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'd say commerce broadly and e-commerce is an important vertical for our advertising 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
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claim
But its’ going well and I think we plan to roll it out every where pretty soon, so that’s the game plan 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
As we look at switchers, we're extremely excited that for the first half we set a record from switchers from other platforms, the largest we've ever seen in any six-month period before, so we've got traction 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
Obviously, on the safety and security side, those are costs that are layering in that we think are the right thing to do for the business but don't necessarily have a revenue impact.
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 the United States, which is usually the most advanced market, 35% of small businesses have no web presence at all.
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
So yes, and we consider that to be very valuable as opposed to, versus licensing many times by country, the third-party rights to content that we don't create ourselves.
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
So Reactions is going to rollout on every 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
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claim
And so, the ecosystem there is very, very strong.
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
We do it with you know a combination of price and capability that we think is unmatched.
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 look at this last quarter, our annuity grew double digits and our cloud grew triple 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
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claim
I don't think we have any specific stats to share on this, but it's going 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
claim
In terms of regulation overall, I think that, that's going to be very important.
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 so it's is an area that we're focused on.
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
We will do that overtime,
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 do realize it's a capital-intensive business and we have modeling that shows it's going to be a very – it is a very good business for us and that's what we aim for as long-term return on invested capital and free cash 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
Certainly, with different groups of people, it's stronger on Instagram or WhatsApp or Facebook, but across all three at this point, it's growing.
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
Of course, right, I mean these are large communities that people love and strongly associate with a specific app.
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 when we get to Q4 we’re going to be lapping some particularly successful optimizations that we had in Q4 and that’s going to contribute to more of a decel in Q4 than we think we’ll see in Q3.
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 advantage of that is also that some of those can be single player experiences.
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'll expect to see more of that flow through over time.
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're also investing in new technologies such as artificial intelligence, machine learning.
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 in addition, we're continuing to focus our product development around putting privacy first and that's going to, we believe, have some impact on revenue 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
So I'm not going to say a stat, but it's grown a lot
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
To give you a comparison, when we launched the iPhone, we had about 500 apps that were ready.
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've learned that we can't just rely on teaching our clients and teaching the ad agencies to do it, but helping them do 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
The team has actually done nice job in that segment, created some really modern offers, to get back and to enhance market that as 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
claim
But as I said earlier in response to the question, we also welcome the use of, I'll say, the most atomic building blocks of Azure, whether it just be a Linux container, Azure functions, which is very cost-efficient for 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
claim
And once we get that to a big base, then there are going to be a lot of opportunities to build a business, and the business will be proportional to the amount of that activity that people want to do organically.
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 look back on that, there were number of factors.
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 value that we care about here is helping to build common ground.
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've garnered awards, of course, but mainly that what we're focused on is good content that is attractive to 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
But our focus is really on ensuring that we’ve got capacity from available resources, whether it’s our own or our great carrier partners to be able to serve the small and medium-sized businesses in the 3P realm, but also the first party items that we are receiving orders from customers, making sure we’re able to deliver those things quickly and reliably.
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 the ability to now tier even the database with the cloud.
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
One of the new suites we have is called F1 and this is about first-line work.
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 a very clean holiday, and we think it worked well for both customers, Amazon and also for sellers – for FBA 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
Yeah, I'm going to be vague on the scale of it, but their capital intensity is offset by their density and throughput.
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 all of those trailing 12-month metrics actually stayed the same or slightly declined in Q1.
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
Obviously, there's a lot of things that can happen in Q4 from weather to demand patterns changing.
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
5.1% operating margin was up from 3.9% in Q1 and 3% last Q2.
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 that is not just the case for the aggregate of the growing community, but it's actually also the case on a per-person basis as well in terms of people sharing more and spending more time individually.
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 quarter was particularly strong for brand, are really recognizing that they can do big brand buys on our platform like they would do on TV, but make them much more targeted.
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 do put a lot of weight behind 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
When we look into 2019, we do expect to see a deceleration of revenue growth throughout 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
And this happened very quickly, 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
I think we're going to get to where we need to get to 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
But our fulfillment costs per unit actually decreased year-over-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
But right now, we're developing them somewhat independently.
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 the pricing is really about what is the pricing that you're seeing in the overall system primarily driven on the Feed-based 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
claim
Just from our point of view, this doesn't make sense, and we don't believe it will pass muster in the courts.
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
Video content is with the new global program, global Prime Video is becoming more global with the launch in India as 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
claim
I would characterize the launch of Status apps on WhatsApp as being a much smaller thing than a driver of 2019 revenue growth, and it's going to be more about Instagram and Facebook.
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
No plans to bring that in-house.
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 think we’ll be able to show the progress we’ve made over every quarter, and give you some goals going forward.
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 to your question about AWS, we actually see nine availability zones in four regions coming out in the next – in the coming 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's a little bit more exaggerated this year in that we're opening 18 fulfillment centers this 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
But it's very good for us to see the breadth of subscriptions that we offer and that customers are interested in.
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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premise
We have content from Japan to Korea to many countries, and we have great content from China as well, and so there are many hands in the 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
And that backend in many cases in regulator industries with the GEO participation we have is needed everywhere.
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 it's important to note that GDPR is affecting the entire online advertising industry.
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 we also see small businesses.
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
They worked with agencies Horizon, David & Goliath and Adaptly, and they targeted millennials on Facebook to create two different custom audience groups.
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
PC gaming is a growth market.
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
That said, I can't predict the future, but I am optimistic that the countries will get through this and we are hoping that calm heads prevail.
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 even see, obviously, the end-user parts of the infrastructure when it comes to enterprise mobility.
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
They come back in and they pay less for the service but they pay more for their smartphone.
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 it's a huge opportunity.
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, Walter, I think the way you see that show up is really in my conversation on FY 2019, to Satya's point, really we talked about that server product and KPI being high teens through FY 2019.
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 so I’m looking forward to seeing that play out as we move forward.
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 iPhone 6s is the most popular iPhone that we currently sell.
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 obviously at some point if those technologies move to lower price points and that there's probably more unit demand.
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
With our annuity mix as high as it is, it can impact at a couple points either way, but I don't think about that as really immaterial impact.
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
At least I thought it would be similar to the previous quarter, and it was.
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 should be well received by the Indian consumer 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
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claim
We continue to see 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
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claim
So we are really happy that again we're seeing great cost performance in a number of areas across the 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
You can buy the different ad formats within Facebook and 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
So it was a particularly heavy quarter, particularly for investment in warehouses.
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
We have teams dedicated to the seller experience and the vendor experience and we think they do a good job of selling the whole suite of products including advertising -- with the advertising teams at Amazon.
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 so having control later in the process is very valuable to us especially as we're working across multiple nodes in a network.
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 that, working together with them we can expand on that in the future.
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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premise
And if you think about the connection to why that happens it's not just a terrific engineering work that we've done in product value, it's also the investments that we've made to put resources and some of these larger accounts to continue to add new workloads that are only possible in the cloud and we've added resources that we're seeing the revenue get recaptured in that way.
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 robust device business including the launch of a new Paperwhite Fire TV Echo with general availability and numerous other products that we're very excited about.
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 then our Cosmos DB has become the leading multi-model, multi-region database.
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, again, signed a number of big 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
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premise
For example, one of the things that we see the most traction for HoloLens is with first-line workers.
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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premise
The first and the largest issue is the end of the Nokia commercial agreement that’s about $650 million that we earned in Q2 of a year ago that because of the ended the agreement simply goes away.
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 so we'll find out more through the quarter, but we're confident enough to give you guys guidance that we're returning to growth this quarter, which obviously feels very good 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
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claim
and we continue to build our products to serve a wide variety of audiences, including Millennials as 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
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claim
So, there's a lot of different influences 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