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premise
Those are things that we just think are just going to be ubiquitous.
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 I would say, yes, we had -- as we've mentioned the last couple of calls, we had some lessening of expenses in some key areas last year, mostly tied to headcount growth, infrastructure and fulfillment capacity.
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 second thing is video.
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 continues to make an increasing contribution to 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
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premise
Let's just take for example what's happening in a factory.
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
Overall these areas around commerce and payments, I think are one of the most exciting areas of product development for the next several years.
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 the best way to measure our progress is Office 365 subscription growth, Azure growth and EMS 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
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claim
And so I think the use cases on this much like our phones will be broad based.
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 try to make it very easy for businesses to promote pages, promote posts and the like.
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 think of the modern workplace as having a very significant footprint of Windows, but also people will use phones of iOS and Android, but they need both productivity, creativity, and security across all of this estate of theirs, and that’s where I think we have a competitive advantage and a great value proposition.
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 all these things are making the program better and we're still out trying to meet as many customers as possible.
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 launched, for example, Teams for first-line workers, which had things like shift worker capabilities, secure messaging.
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 plan on going in there with sort of all of our might.
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 focusing more on shorter-form content to start.
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 also the foreign exchange environment remains difficult, and we expect FX to be about $650 million headwind on a year-over-year basis into the December 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
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claim
I feel very good about 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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premise
So for example, automatic placements, what automatic placements do is they convert Feed ads into a Stories format and deliver the ads wherever they get their best results.
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
I mean, WhatsApp is more of a clear text messaging replacement.
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 mean, we obviously are focused on hiring top engineering talent.
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 I'd expect we would continue to make changes and evolve.
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 what you're seeing essentially in the second half of this year is a step-up investment primarily around digital content and also the fulfillment center investment, but also things like Echo and Alexa which we're adding a lot of resources to, India and AWS as we add people there to support additional service, think (7:54) rapid growth in that 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
And so we think that certainly we want to provide the best advertising, we certainly want to provide the best measurement, but our ability to do so as long as things happen across the industry, which is what's happening, I think we remain in a very strong position.
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 still believe that over time every phone sold will be a 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
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claim
But we think the biggest elasticity is probably in North America where the standard has been 2-day shipping for Prime.
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 when you can both add to your install base and add overall market opportunity, we do feel good about our line of sight in that business for our long-term goals.
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've had really great productive discussions with the Indian government, and I fully expect that at some point, they will agree to allow us to bring our stores into the country.
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're investing a lot in this
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 sort of everywhere I look I see significant 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
premise
They've done a great job of implementing a lot of iOS features in their apps and we're looking forward to working with them even more to build even greater experiences for our mutual users in China.
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 nowhere near serving that as well as we want 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
premise
And in order to promote things both in and what we’re doing on Instagram with shopping and in Facebook Marketplace and in the general approach to payments is providing as affordably as possible to improve the user experience and complete transactions which will of course make the tools more valuable for businesses overall and should make the ad prices go up.
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 delivery services – so AmazonFresh and Prime Now which serve a certain need.
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 I think less about it being cannibalistic
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 feel very good about that and we feel that we have a very, very strong portfolio for iPhone.
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 you're going to be able to look at these transparency reports as we issue them and see that we're continually making more progress, finding more of the content proactively, taking - getting better at taking it down, getting better at not distributing stuff that's borderline.
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 know both of them will matter and both of them are important, and so that’s why I tend to focus on that all up server KPI combination of the progress in the cloud, Azure, as well as the edge which is the on-prem.
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 are also good partnerships in place now across the industry, across law enforcement, the intelligence communities, not just in the U.S. but across other countries, 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
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claim
So all of those can impact it, Karl, as we look through the rest of 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
The combination of those two things and the opportunity we see is the reason in the sales re-org that we did in July, we continue to put resources and sales resources behind collaboration and communication, and so many of the important workloads that allow us to give great value 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
So there'll be more pricing pressure 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
So that's one of the primary drivers of the improvements that you see in margin 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
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claim
On Ad Breaks for mid-roll video, early days pretty good result,
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 then of course, ads, we've got 60 million businesses with pages.
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've constantly seen if you can get the customer sat off the charts you can wind up doing fairly well 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
For example, almost half of the iPhones that we sold in China last quarter were to people who were buying their first iPhone.
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 bit of an investment that has implications for a lot of elements to your cost structure, but we're very happy with Kiva.
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 while other revenue grew 36%, and it is principally advertising, advertising grew a bit higher than 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
And we also benefited from the extra day in the quarter due to the leap year, but strong performance from many of the categories
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 let's start with the $239 million; that is essentially where attributable to warrants that we have in companies that we partnered 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
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claim
So, I'd say, we're around the second phase of that in search now.
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 there are more Stories and feed, as more people are engaged in Facebook and increasingly in Instagram, that gives us more opportunities just on the supply side of ads.
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 think as of a few minutes ago, the first sales started in Australia.
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
Yeah, so as we mentioned, the ASP for iPhone was up $99, 18% increase year-over-year and this is really driven by the mix, by the fact that we've added iPhone 6 Plus to a new price point and in general, iPhone 6 and 6 Plus are doing extremely well as a percentage of the portfolio.
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 the vast majority of that we’re allocating to the share repurchase, because again, we believe there’s great value in the stock.
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 generally what we find is that price is 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
finarg
claim
And so the real opportunity is to bring mobility into the enterprises and change how people 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
claim
And I would guess that that's going to accelerate into the future as the bundle breaks down and people begin to buy likely multiple services in place of their current cable bundle.
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, when you think about segments the majority of these relate to the AWS segment.
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, that's how I measure progress.
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 three largest countries were India, the U.S. and Brazil.
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 at a high-level you can either sort of add more, expand your footprint or you get to add a new customer and both of those are motions that we focus on and I feel good about our execution.
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 mean, my own take of this, I think this has gone pretty well and has done what we had hoped, although we've made a number of changes.
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 you pointed out, there is a couple components that make gross profit dollars per seat or the life time value of a customer depending on the terms you want to use improve and increase over the life 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
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claim
And that product I think is a pretty revolutionary product
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 in terms of gross margin, margin actually here has been steadily improving.
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 the best of the people creating those shows and starring in those shows are also engaging with Facebook, and I think the vision Mark laid out for this all along is that, we should do video in a pretty social 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
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claim
In terms of the development on the advertising side, we're not specifically breaking out Instagram revenue, as you know,
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 one thing that you'll notice is that, we've grown – we've stepped down our rate of growth of fixed head count, excluding the acquisitions we've grown 26% year-over-year at the end of June, on a trailing 12 month basis.
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 first thing is we're seeing longer commitments.
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 pleased with the growth in time spent per DAU that we're seeing across the Facebook family of apps.
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're going to invest both in people and technology
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
As it relates to margin profile, you also just have the factor that you're increasing growth – the increasing mix of the business is shifting towards Asia and towards what are currently lower ARPU markets.
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 built our business around price selection and convenience.
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 certainly if you go outside of China into the other emerging markets, our share is much lower and the LTE penetration is so low, I mean in some cases, it's zero, that it indicates to me that there's still a lot of people, a tremendous number of people in the world, that will buy smartphones and we ought to be able to win over our fair share of 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
premise
And in fact, it's not about in fact taking any old workload per se, but it's about reimagining what they want to do across these.
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 would like to point out that the ever year major product hit a high on the active install 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
But we're looking – we think there is still a big opportunity, as we mentioned last call, big opportunity with Prime.
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
When we surveyed those sellers in the past, in 2014 about 71% of sellers saw a 20% or greater increase in sales when they entered the FBA 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
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claim
The Azure pace is not, if you drew a line, as correlated to EAs as it even was 3 years ago, as we've I think matured the product and matured our sales cycles.
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 just launched am Amazon Robotics fulfillment center in the Tokyo area recently, and I toured that last month, and it's just amazing to see the strides that Amazon Robotics has taken and the efficiency we're getting in our warehouse as a result.
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
Even the customer examples I gave, they were littered with example after example.
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 quite frankly, I was the one who opened up our communications and collaborations for other CRM vendors.
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's because we've built up engineering locations in key areas like Seattle, London, New York, Boston, Tel Aviv.
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 Q4 of 2015, we were pretty vocal or pretty transparent anyway that we ran out of space in Q4, especially due to some very strong demand for FBA space and services.
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 you look at the absolute number of upgraders, it was the highest that we've seen in any 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
So we're really pleased with what we're doing on the revenue front.
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 is the place you will look and see that number and outside of that I mean those really are the biggest contributors.
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
One of the examples I showed at F8 was around using object recognition and computer vision to be able to point your camera at something and then tap on it and get a card of information and maybe even a buy button.
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premise
The other area that's been growing over the past few years is Amazon Web Services (04:30) instances where those customers can pay for services upfront in some cases and discounts over multi-year periods.
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premise
So a recent example, HTC working with their agency Swift did Instagram videos to raise awareness of their mobile device warranty 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
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premise
And then also delivering tools for developers, helping them build for and really with Alexa.
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 see customers have migrated more than 80,000 databases using the AWS Database Migration Service.
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claim
It's a global number and we are very glad to have the success of the FBA 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
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claim
They hold us accountable for making their experience quick, and we want to do everything we can to do that.
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claim
As you've seen, we guided up sequentially in revenue.
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claim
So we consider that a very strong quarter as down sequentially in the growth that we've seen recently.
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 allows them to better tell customers who they are share their story.
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claim
So, we’re seeing strong growth across those platforms.
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premise
So we have great relationships with third party carriers.
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premise
Lastly, even when it's comes to devices, we want to take an approach that brings all assistants.
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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