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claim | I think that this is going to become increasingly important not just from the perspective of what does the privacy policy say but how is this deeply designed into the products that we're building. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 software team worked really hard to make that go back several versions of iPhone so that we sort of have hundreds of millions of enabled devices overnight. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 are relying on us for not only that footprint, but as they continue to expand to sit under the Tier 1 opportunity we haven't seen before. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 in China, it's over 70%. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 actually feel very good, but as we continue to accelerate the growth trajectory that you are not seeing frankly much impact on the gross margin line and we are seeing a lot of leverage in that through OpEx all the way down to the operating income line. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 the advertisers generally are all shapes and sizes, and their common theme is they all want to reach our customers generally to drive brand awareness, discovery and eventually purchase. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 CapEx, again, we're focused on the ability to drive efficiencies across all of Amazon, but we're also certainly investing in 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 |
claim | Just jumping on the Alexa point, I mean, I think the short answer is we don't have any plans to add paid advertising to 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 | finarg |
premise | And so if you look at then our ability to grow in the Azure would be larger or over any period of time then ARPU seat or per user businesses it certainly could be but I don’t want that to really diminish the fact that there is a lot of room for us and our per seat businesses particularly across LinkedIn, the Power platform work we're doing. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 can make their ad serving and buying more efficient across the platforms they use. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 usually will expand our content, expanding our device and usage. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 are going to be high sometimes and they'll be moderated at other times. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 not just the Silicon Valley startups anymore, it is the core enterprise that is also becoming a digital company and we are well positioned to serve them and that's good 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 | I, for the first time, talked about Cosmos DB. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 finally, just the strong work on the infrastructure team, both between hardware innovation done at everything from the network, all the way to the prox and their integration with each other as well as the software innovation being done on top of 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 |
claim | Whether it's first-party games or third-party games, we are best-in-class in that monetization and that's what's reflected in the 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 | finarg |
claim | So I think geographically we are seeing very, very good performance. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 that's really why we're talking about our expectation that as you get into mid-2017, ad load will not be a big factor in driving overall inventory 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 | It's true, as you point out, that the equity markets have recently been volatile. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 think about gross margins in particular, what you'll see is Azure continuing to be a growing percentage of the total 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 |
claim | Then, on top of it, we even have modernization of apps that is accelerating. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 continue to add 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 | That was up 36% 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 | On the OEM side, the way to think about those comments is we do expect inventory levels to likely remain low as we exit the next quarter 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 | They were very 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 | finarg |
claim | But generally what we see with iPhone is the reliability of iPhone is fantastic. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 again, we're very excited, number of different things we're working on, but certainly one of the drivers along with all of the things that I mentioned is certainly FBA is very helpful. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 made acquisitions when they made sense. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 go beyond that, I feel good about our gaming business sequentially. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 move into the June quarter, as you know, we tend to have some level of gross margin compression as we go from the March quarter to the June 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 | not that no one event drives our business, we're pretty large and diversified. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 tough compare eventually isn't the benchmark. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 a lot of, I think, what we need to do is give people a way to see all of the videos that page that they like or follow is interested in sharing on 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 |
premise | In video, if you remember in Q4 of last year, we launched Prime Video in over 200 countries globally, continue to build up not only the offerings, but also the engagement that we see from those Prime 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 | It just we are now shipping more and more of our, other demand out of our warehouses, because of the strength in retail and FBA. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 | This has been happening over multiple years, but we have now got very good customer momentum | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 very happy with the AmazonFresh and we've now expanded quite a bit as you see in this 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 | Based on that experience, we're now planning to expand our channel before the holiday | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 there will be volatility in this number, but the consistent theme of being double-digit billings that really match our strength in Office 365, I think -- and I do expect to continue. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 | Just to size it for you, the impact of memory on our gross margin is 40 bps sequentially and 110 bps on a year over year 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 |
premise | It's key to our 2017 goals and executing on our three, five, and 10-year roadmap, the one that Mark outlined. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 many different use cases. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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, this last quarter, some of the most strategic announcements were all around our application 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 |
premise | One is the case of the mix shift to Azure as it grows at the pace we're seeing it does impact quarter to 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 | because the underlying demand looks extremely strong on both products but particularly on the iPhone 7 Plus versus our forecast going into the product launch. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 spent a good bit on those new regions already in 2015. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 multiple 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 | It's an enormous sized market and whether it grows, from our point of view, whether it grows 1% or 2% or 5% or 6% or 10% or shrinks 1% or 2%, it's a great market because it's just huge. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 | About half of our Diwali sales last year were 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 |
premise | Faster outside, data that we gave at the end 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 | It makes the experience in the living room with people using our products even better. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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, these are really privacy-first products, and I think that, that's kind of the most important way that we're thinking about this whole space overall. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 | At the same time, within the services portfolio that we have, we have services that have different levels of profitability, so we also need to take into account the mix of services that we're going to be selling. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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, Stories is obviously one of the big growing areas for us and continues to be a big driver. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 as I'd indicated before, the China rebound was broad based across 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 | It's going to open up a much greater diversity of use cases, not only making it so that use cases like facemasks or style transfers that we already have, you're now going to have thousands of options instead of just 10 or 20 at a 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 | So I think this is one where my optimism, frankly, for the structure of the market in the segment you chose, and my optimism for our positioning within that market is reflected in that investment number that you have 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 | We continue to see growth in users. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 this quarter, you saw a little bit healthier than we had thought, I pointed 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 so, as of today, there are obviously a lot more people on those programs than ever before because they just started. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 more we can do it, even in studies with each client, the better our ads get. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 is IoT. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 Sheryl alluded to it in her earlier commentary about if we get better at converting our impressions into things that are valuable for advertisers and we get more efficient in doing that, we'll be rewarded with better pricing and higher demand at better pricing as a result of that hard 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 build and then build businesses around these 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 |
premise | It's about the investment we've made in capability, the evolution of the product and its innovation. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 Messenger-only usage is not having a material impact on our overall usage stats. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 hopefully that is a temporary condition. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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’s gone through a fee change both because of the hardware innovation, innovation in Windows, innovation in Office. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 | Again, the majority of that comes from the sequential loss of leverage. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 challenge is always going to be cost and as we get better at this and get economies of scale, we lower those costs 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 | And so in terms of the Siri access point, as you can tell from the 100 billion number I quoted in the script, there's an extraordinary amount of usage of these products that are used to perform home-related functions. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 now the professional cloud or the professional network helps usage across all of that professional usage. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 second component of that is the execution on new revenue; in particular Azure, as well as Windows commercial, and billings in the quarter were very good and quite encouraging overall. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 excited about what we're building 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 are also seeing a great efficiency in the business on a cost 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 | So the Apple Watch led them to the 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 | And so I do think it will be a blend 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 |
claim | So this year we're expecting a sequential decline of 220 basis points. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 | With Rift, it’s really -- it’s early in the evolution of VR; it’s early to be talking about large volumes. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 fact we amortize our CapEx across all of these and we pay attention to margin and premium mix. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 because the video business is having great results with our most important customer base, which is our Prime 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 |
premise | And when you look at the consumer time we get, we are not getting the equivalent amount of time or resources from our marketers really of any size, and therein lies our opportunity to grow. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 looking ahead to Q1, we estimate approximately $1 billion of additional costs 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 | Now, at the same time, in order to make this experience good, there also needs to be good content in the system, right, so we need to make sure that people have the tools to able to share the moments that they care 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 | finarg |
claim | And so overall, we do think that this tablet that can replace your laptop is ideally suited for productivity needs, which means it's great for your personal use as well as your use inside of the enterprise, and we continue to see good 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 |
claim | It has been remarkable so far to see that we did take prices in a few 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 | You can buy Audience 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 |
claim | And then we're continuing to invest heavily in our innovation investments. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 also discounts for other 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 | And on the server question you asked at the beginning, let me say that we did see I think around 9% constant currency growth of the core server product, and a lot of that was premium driven. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 I said earlier this year, I think we are experiencing in total a more difficult cost environment and so hopefully that can turn into a positive 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 | So the full pickup on that year-over-year was in 2017 and now we're lapping 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 | because our market share is extremely high. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 that is a continuation of 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 | Video ads are important on our platform and the most important thing that’s growing well there is consumer engagement with video is 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 | I do think the work we showed at the analyst meeting on the importance of increasing the install base across Office and Exchange, that it did occur again 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 |
premise | It could be as someone coming from Office 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 for the first time now, we have the ability to go to an enterprise and talk about their entire data estate across Windows and Linux. | Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence 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 capital leases, which is where we spend money for the data centers, it's up only 9% year-over-year, trailing 12 months, and it was up 69% last year, at the end 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 |
claim | So in our commercial business, I think we’ve done a very good job of continuing to outpace IT spend on an overall basis by continuing to push customers to our annuity business whether they are on -- on premise or 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 |