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It's the fact that we are having the iPhone SE entering the mix, and that obviously is going to have a downward pressure on ASP. | 0 |
We - the basic - the principles behind GDPR in Europe, I think we're very important, and I think having that codified around the world would be a very positive step. | 1 |
But I think I look at this and say, at a 37% growth rate, plus some of the integrations we've seen and the growth in uses and users of things like Outlook Mobile, I believe that we're probably a little bit on the front end of the revenue synergies you'll see in product over time. | 0 |
So again, we feel like if we work on the inputs on this business and continue to grow traffic to the site, we will have a good outcome in the advertising space. | 1 |
So, yeah, so, Justin, over time ad load has been one of the factors driving year-over-year growth. | 1 |
And I think using and trying to continue to earn the customer trust to deliver these world-class workloads. | 1 |
But clearly the iPhone SE has a downward impact on iPhone ASP, of course, | 1 |
And of course, Cortana Analytics; this is the big data side of it. | 0 |
We think about the relevance of our applications across all device sockets. | 1 |
We want to build a service that can help connect everyone around the world, so we want to offer that service for free and have it be affordable, and that's completely aligned with what we're trying to do. | 1 |
And so that's how we priced it. | 1 |
And at the end of the day, there's also policy and you're in a community and we have community standards for how we think people should communicate in order to be safe. | 1 |
So, it was really important to me, and I think to making – to the long term of what our product stands for it to make sure that News Feed is always about meaningful interaction. | 1 |
Third party units continue to grow, advertising dollars continue to grow very well. | 1 |
As we connect more advertisers with those and bring more data into the system and we can get more of the impressions that are very highly targeted and very relevant, then we'll be rewarded with better pricing as we can expand that out into things like Lookalikes. | 0 |
We did a little better in the quarter than I expected, but inventory levels are a little higher. | 1 |
But in terms of for the market overall, I just think it would be a lot better if we had a very clear set of rules at the federal level on privacy. | 1 |
So we were competing there with things like Facebook camera, but we ultimately thought that we were going to do better work if we were building with Instagram. | 1 |
We are also continuing to invest in areas like community operations and other areas. | 0 |
And then on the brand side itself, we have new reporting - excuse me, where we're again looking to measure the new to the brand shoppers and what lift they're seeing. | 1 |
So we still feel quite good about the opportunity, especially in some of the customers that have already moved to E3. | 1 |
And rather than just relying on our own intuition, although we do rely on that a lot, we will try to put it out in the market and get feedback and then roll it out from there. | 0 |
The reactive model of waiting for people in the community to flag them guarantees that by the time that we get to look at an issue someone has already seen that content, which is not the state that we want to be in. | 0 |
On the political spending, our business is broad-based, | 1 |
On the other part of your question, we continue to work on the network around the world, but I can't respond to any of the rumors and speculation. | 1 |
The guidance is $2.5 billion to $3 billion, and that's up from $1.8 billion last year. | 0 |
You can tell by that we’re a big believer in China. | 1 |
In the US, I think it was less video and more core feed engagement. | 0 |
It's really as we talked about transactional weakness in Productivity and Business Process. | 1 |
And now the third class of content, which I think is going to be important and increasingly important over time is the one that you basically want to essentially trade the content for money, and that is one where you need the rev share to unlock that. | 1 |
So we're happy with the engagement that customers have. | 1 |
It did pull forward a bit of revenue into Q2. | 0 |
Yes, I think you're seeing the expansion of our bookstores. | 1 |
We've also added Lockers, and much more to come. | 0 |
because when they're more targeted, they have higher returns for marketers and they're more enjoyable or relevant for people. | 0 |
And so I'm not sure there's anything quote-unquote new, Karl, I would say, other than that bit of mix between OEM Pro, a little bit pulled into Q2 versus Q3. | 1 |
At the end of 2014, we had 15,000 bots, so we've doubled that amount and they were in 10 warehouses. | 0 |
The infrastructure team has done an outstanding job in driving good efficiencies through things like the Open Compute Project, which allows us to leverage an open-source strategy to lower our costs on server and other expensive hardware. | 0 |
That's a part of what we announced with the Apple Card earlier in the call and so we are cognizant that there are lots of users out there that want sort of a recurring payment like that and the receipt of new products on some sort of standard kind of basis and we are committed to make that easier to do than perhaps it ... | 0 |
Well, Souq's pioneered e-commerce in the Middle East, and they're creating great shipping experience for their customers and they're multiple countries, and they're doing a great job. | 0 |
I mean there are a couple of different things here. | 1 |
And so all of those are important | 1 |
I'm not -- we haven’t even completed the first inning yet. | 1 |
And then, not stopping there, but going to other devices, for example mobile. | 0 |
So when you see some of the KPIs and some of the strength you saw in quarter, that's the foundation of Xbox. | 0 |
It's like 100% year-over-year. | 0 |
Next, I think across every service the momentum we’ve seen in Q4 and in particular, I would say, I think not many people focus on it, but even things like Windows E5, advanced threat protection services, those types of deployments really will add to momentum in our offerings. | 1 |
While pricing is certainly a factor we don't believe it's always the primary factor; | 1 |
Nothing that's happened has changed our fundamental view that China will be Apple's largest market at some point in the future. | 0 |
There are big elections, not just the U.S. midterms, but the major elections upcoming in Mexico, in Brazil, in India, and Pakistan, and a number of other countries around the world. | 0 |
Yeah, what I can tell you is that yes, the unit growth has been reaccelerated in the last two quarters and actually Amazon Fulfilled unit growth is growing at a higher clip. | 1 |
so it is a fundamental part of our business model. | 1 |
But we continue to make changes to improve and to optimize around driving meaningful social interactions as Mark talked about. | 0 |
On a macro basis, I think the trade tension is less and that clearly looks positive right now with the comments that we've been reading in the press. | 1 |
And we'd look at it and take things down that didn't belong. | 0 |
So that’s a little bit more on our guidance, but again we are really looking forward to Q4. | 1 |
That is really showing a lot of good traction for us, but we're also seeing traction in analytics and voice. | 0 |
So you know there has been some reduction in the threshold for some lower ASP items that we’ve been doing separately over the last six months that have spurred some sales in lower ASP items, but we think that is again the right decision for customers, especially over the long term. | 1 |
In terms of what drove the improvement in the pricing, it's strong demand, so that's playing through in the face of a little bit slower supply growth. | 1 |
And we think with the cash flow that we're generating, we have a strong financial position with which to fund that. | 1 |
So it's -- that increase in one-day shipping and all the associated cost of additional transportation and getting capacity in place. | 1 |
There are also carriers that have similar kind of plans, where they also replace or change out the iPhone every year. | 0 |
Today, on the first-party sales, we collect on our own products in all 45 states that have a state-imposed sales tax. | 1 |
And the third is Facebook – our own product changes. | 1 |
But obviously, if you have rising prices, it's going to make that work against an upstream trend, so we need to continue to work hard to deliver more value for advertisers in the face of that. | 0 |
It allows us and locks for a same day and next-day deliveries. | 0 |
Just a reminder, there is a little bit of impact from the revenue recognition. | 1 |
And again, so we're going to continue feed the Prime platform as we talked about, continue to add selection in a lot of categories. | 1 |
We do much more in-house technology development than we used to do a few years ago, which we think is a great investment for us to make. | 0 |
Then they extended those ads on Audience Network to maximize reach, and they used the Facebook Pixels to measure the incremental sales, and got to a 9.7 times return on ad sales. | 0 |
We like the response that we've seen so far. | 1 |
And in other words, we tried to stay as close as we could to a local price point that we knew was effective for that particular market. | 1 |
I would also say, it's not all about iPhone in China, the services area grew double digit. | 1 |
Prime Now is a little bit easier to build up from scratch, I would say. | 1 |
And volume -- one-day volume was accelerating throughout the quarter. | 0 |
But what our goals there are to be helpful to customers and enhance their shopping and viewing experiences, mostly with targeted recommendations. | 1 |
In fact, you can think of it as a price cut for anybody who cares about being very, very smart about cloud consumption | 0 |
But I would tell you that we’re thrilled with the reception of iPhone X. | 1 |
So what you're seeing in our results right now are very strong growth for Facebook and very strong growth for Instagram. | 1 |
It is a new product for us, and with any kind of new product, you wind up taking some time to fully ramp. | 1 |
So we just see that there is a lot of upside there. | 1 |
So they are very different situations. | 1 |
But its $800 -- excuse me $800 million lower depreciation expense in the quarter and it will be consistent. | 0 |
Now over any short-term period, the majority of what we have seen is really either a budget constraint, a macroeconomic change, or people, to the question you've laid out, maybe in the midst of making their cloud transition plan, and maybe that has elongated the sales cycle to an extent. | 0 |
We are not rolling out any monetization products on WhatsApp right now, but we did start that process at F8 on Messenger. | 0 |
yes, obviously this is a one-off item that affected the December quarter. | 1 |
But on the cost side, yes it’s going to be the route density and other things will improve over time and get our cost structure down, but for now, there is certainly some start-up paying in adding new capacity. | 1 |
And I think that that's just going to continue growing and I'm really looking forward to getting the first stats on WhatsApp VoIP as well soon. | 1 |
If I zoom out of the 90-day clock and look at it, we've got some exciting things coming on iPad. | 1 |
And so what's really most important in winning budgets is our relative performance versus other opportunities presented to marketers. | 0 |
And I think about the combination of both Dynamics 365 as well as what we're doing on the LinkedIn side. | 1 |
So that's countries like India and Mexico and Brazil and Indonesia, which will make up a large part of the community on WhatsApp. | 0 |
And I wouldn't expect anything here to launch soon, but this is definitely something that we're thinking about and that I think will improve the user experience. | 1 |
It is a lower RPL than our traditional non-Pro OEM licenses, but I do believe it drove meaningful ecosystem health and as well drove good competitive dynamics in the channel. | 0 |
I would say that we're very - it's widespread and more Prime members have adopted the Whole Foods benefit than almost any other benefit we've offered them, and they're saving, as a result, hundreds of millions of dollars. | 1 |
And that shows how you can use our ad products to go all the way from awareness, measuring through to a sale and show how important our ads can be to commerce on our platform. | 0 |
So for Watch, the big thing that we're trying to do is help create new ways that people can connect, right? | 1 |
The reason for the acceleration also here is multiple factors. | 1 |
So we definitely see that path of -- where they're adopting the layers of Azure. | 1 |
People like it. | 0 |
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