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So, our private cloud, premium cue mix is also growing you see that in our results. | 0 |
That's where we spend most of our cycles in. | 0 |
I do believe that every conversation that we're having with customers is cloud-led. | 1 |
And so I do think that can have an impact in H2. | 1 |
I mean, specifically we've made a lot of initiatives to help improve and invest in the Facebook experience in emerging markets and that has helped drive some of the acceleration in growth. | 1 |
And I would imagine that that will come and contribute to our business through advertising in the way that it has historically. | 1 |
And in fact, they came right where we expected in terms of unearned balances. | 0 |
Last year we changed some of our incentives and worked with FBA merchants to try and have better throughput through our FCs, particularly in Q4. | 0 |
So we're very bullish on our International business. | 1 |
More than 200 million people use Explore in order to see content that's interesting to them and interact with people beyond their friends and the people who are – who they follow directly. | 0 |
The reality is the way we've done this for years is we've had a panel, a survey of thousands of people who basically we asked what the most meaningful content is that they had seen on the platform or that they've seen off the platform and we design our systems in order to be able to get to that ground truth of what peo... | 0 |
The other piece that we hadn't talked about is the reclass that we gave in the past few quarters, specifically around the advertising services that have moved from Contra COGS into other revenue beginning in 2018. | 0 |
And so, that's going to have an impact on impression rate growth. | 0 |
So I think, that's a lot of – the focus now is really having a good and exciting roadmap of recent revises and more to come ahead, and getting those into customers' hands. | 1 |
The objective of this is really twofold. | 1 |
So a number of things have come out recently. | 1 |
We have deals going with Ford on powering the cars of the future, Lyft, Gogo, a lot of really good customer wins in the quarter. | 0 |
On the specific report on this study, the study was conducted by a former employee with very incomplete data. | 0 |
We’re not hanging numbers out there to be measured on at this point, but we don’t do a lot of big partnerships as you probably know. | 0 |
So beyond that, we don’t do geographic cost breakouts and allocations; it’s not how we run the business. | 1 |
And we've done a lot of interesting things to help sellers and that’s why you see the results that we're seeing today 44% of our units today, as of this quarter, our third party units, that’s up about 400 basis points from last year. | 0 |
And so it’s tough to find something in the numbers not to like. | 1 |
One thing that I would cite there, it's just how we manage ad load and balance some of our internal promotion units and sort of use it as internal house spend and the nature of the changes that we made in that had a more pronounced impact in some of the lower ARPU countries and unlocked more impression growth in those ... | 0 |
The way the auction system works is going to just be whatever is the ad that is going to necessarily have the best return is going to win in the auction. | 0 |
And quite frankly, primarily I'm excited because for us, as I've always said, GitHub is not a means to some other end. | 0 |
The – we'll point out in Q2 that we added London and Boston as two new sites in London for AmazonFresh, and that was the first international location. | 0 |
on pricing growth, I think there we feel like we're making good progress in our goal of driving better outcomes in ROI for our advertisers through things like better targeting, better ad units, driving better conversion, | 1 |
As I said, the vast majority or the majority of the growth that we're seeing in sharing is coming from private messaging and story sharing. | 0 |
because they want to get a message out. | 0 |
We're always going be in a back-and-forth with ad blockers on the desktop side. | 0 |
So on the first one, the 10,000 number, that encompasses both employees at Facebook and also employees at partners, so it's not all Facebook employees. | 0 |
Our primary consideration is always around maximizing gross margin dollars, and that is the approach that we take around for example pricing decisions. | 1 |
Clearly, how they've used our service has evolved over the years. | 0 |
So the dividend is a very large component of capital return because we're going to be returning more than $13 billion a year to investors through dividends but we believe that given where we are with the valuation of the stock, we think that we continue to do the buyback primarily. | 1 |
In this line item, is certainly the fees associated with Amazon Prime and also it's where a lot of our subscription services for digital music, digital video, audiobooks, e-books, so there's some moving parts in there. | 0 |
We are now up to 49 since launch in 2006, | 0 |
Things like Prime Music, Prime Now, Amazon Fresh, all expanding globally. | 0 |
We do think that the -- for that accounting impact effectively, we expect that that amount will decrease as we go through the year. | 1 |
It really depends what that would be. | 0 |
The concept of adding a lot of value by having and giving comfort to the customers that as they make a commitment to the Microsoft platform that they can move between a commitment to on-prem to the cloud in a high value way, I do believe is a unique thing that we offer at this time. | 0 |
But we're going to invest as much in just making sure that we build out the community features around that. | 1 |
The customer response from people that have gotten theirs over the weekend have been overwhelmingly positive, and we’re far ahead of where we expected to be from an application point of view. | 0 |
So we're very excited about what we're seeing there. | 1 |
And that is a purely – it's more transactional than even our rest-of-world business. | 0 |
On video, yeah, right now the strength in our system is definitely through helping people discover content that they hadn't really asked for through News Feed. | 0 |
We have almost 2 million application developers in China that are writing apps for iOS and the App Store, and they're doing unbelievably creative work and innovative work. | 0 |
And customer service spend is something that people generally try to minimize. | 0 |
On the AirPods we're anxious to see the customers for the new AirPods Pro. | 1 |
And we think the combination of the creative working for mobile but also the measurement and targeting we can do is a very powerful offer. | 1 |
Obviously, if you look at what we had launched in the last few quarters and few years, we launched a lot of new products, and now we are launching a lot of new services. | 1 |
We believe that because we can do marketing to people and then measure results across what people do in privacy-protective ways, we have an ability to improve the relevance of marketing which will make it better for consumers and increase returns for marketers. | 0 |
But as I said before, we're approaching a $10 billion run rate in this business. | 0 |
So, for example, when we talk about data and AI close to data, because computation will always go wherever data is. | 0 |
So, things that we're really excited about stores, so a brand can customize and curate a multipage store. | 1 |
So the impression growth acceleration, you've got a couple factors going on there. | 1 |
And so we see that as a huge opportunity. | 1 |
Even on that -- our own demand for it, we don't see any change. | 1 |
And I would say the rapid pace of innovation continues to stretch our lead in that dimension. | 1 |
The other one is that there is no such thing as a canonical business. | 1 |
On a year-over-year basis, it's less relevant for our business. | 0 |
We are concerned at this point about capital efficiency, returning price to customers periodically with price reductions and adding feature sets for them to make the business more valuable. | 1 |
Their video is making a big contribution to time spent growth, but we are not providing a specific stat on time spent growth on an ongoing basis. | 0 |
So that is factored – I'm not quantifying that today, but it's factored into our Q4 guidance and it will be obviously factored into guidance into 2019. | 1 |
That's gone one example of it. | 0 |
So I do believe that's a continued pace you will see us on, and we feel good about the ROI of the investments we have made especially in those commercial segments. | 1 |
And so that's the proposition for the user. | 1 |
Our growth is really broad-based, and I think it really shows how important the targeting can be. | 1 |
As Tim said, we're starting the rollout of Apple Card in August, and there's two more very important services that we’re going to be adding to our portfolio during the fall. | 0 |
And I think you do see that in general through the year as we continue to keep that formula. | 1 |
And the things that have huge growth rates there are the other products category, which is our wearables business in China and the services business, which you and I just spoke about. | 0 |
This is all the things that are coming in SQL 2016 and we're excited about that. | 1 |
On desktop, people would have more commonly uploaded an album of photos that they took from their digital camera and downloaded onto their computer; whereas on mobile, the more common behavior is to take a single photo or a couple and just post those. | 0 |
So the move to the cloud for our customers and for us is not just about a new way of delivering the same value just as a SaaS service. | 1 |
So while I'm confident in our ability to continue to grow the core margin, I do think for us in particular, it really is a portfolio that we believe that we need to manage appropriately. | 1 |
But ultimately, if you want to get those high-quality judgments today on sensitive content and you want to do it quickly when the stakes are pretty high in terms of taking down content or leaving things up, and we take that extremely seriously, you want people to be looking at that. | 0 |
So to share another example from a holiday, Shutterfly did a Facebook and Instagram, both the brand and direct response holiday campaign on mobile | 0 |
So I have long believed that on 90 day clock on unit sales is a very surface way to view Apple. | 1 |
But as I said, one of the key things is, architecturally, the way we build Azure, the way we build Office 365, the way we build our gaming cloud and the way we build even Dynamics are all pretty much one architecture. | 0 |
Our goal when we work with marketers is to drive their business, and that means their products off the shelves, their services into the hands of people, and so in order to do that well, we need to work on targeting and we need to work on measurement. | 1 |
On the cost side, we talked last time about $800 million estimate of transportation cost to supply one day, the additional one day in Q2. | 0 |
Part of that is on HomePod but part of it is with the Apple Watch and the iPhone and the iPad, and so I think home is important. | 1 |
If you go back a few years and you tried to load a video in News Feed, it might have to buffer for 30 seconds before you watched it, which wasn't a good enough experience for that to be the primary way that people shared. | 0 |
And that's where Azure Stack shows up. | 0 |
Paid subscriptions is another target, is important to us. | 1 |
So you'll see that, we reported subscription services revenue increased 26% when you exclude FX. | 0 |
So look, I mean I think for all the concern about whether there is enough competition, the space today continues to be incredibly competitive. | 1 |
We actually launched a very broad portfolio of devices into the quarter. | 0 |
Advertising remained strong and was consistent growth with Q4. | 1 |
So on the FX adjusted ARPU growth, I would just really point to the overall revenue growth rate, that's what's driving it. | 1 |
One of them is the fact that last year in January we launched China Mobile and we had the subsequent channel sale for China Mobile. | 0 |
So that also helped and probably differential versus the guidance estimate. | 1 |
And they're experiencing frankly the latest innovations that the company has built. | 0 |
When we start to get to this point and the percentage we already have in the cloud, it is really an offset. | 0 |
We're also seeing a lot of strength in brand. | 1 |
So the right ad in News Feed is different than the right ad in an Instagram or a Facebook story is different than the right ad in Watch, which would be video-only. | 0 |
As I said earlier, we will be discussing capital allocation plans when we review our March quarter results. | 1 |
It's growing on all major products and it's growing of course in total. | 1 |
And that's really different from where we were a couple years ago. | 0 |
I mean, one, we're bringing a lot of cool hardware options to customers. | 0 |
You don't have to write any code. | 0 |
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