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So that's where we're most excited about there. | 1 |
So interactions were down. | 0 |
We think our growth has been very broad-based, | 1 |
And so it's difficult sometimes to get a read over exactly what's happening in the market, but given the industry numbers that we've seen, it's clear that we picked up global market share and picked up market share in several countries, not only iPhone, but iPad as well. | 1 |
So we continue to believe consumables, groceries are a key part of the offer to customers and we are playing with very different models to see which works and for what needs. | 1 |
We were up 71% year over year. | 0 |
We have in fact good traction in the business segment. | 0 |
so -- and there is the impact that we would see during the course of the year. | 1 |
so there is an opportunity for us to continue to grow ad load on Instagram probably beyond – in a longer timeframe than there is on Facebook because of that disparity in terms of where they are today. | 1 |
The other dynamics that you've mentioned are still there. | 1 |
Are we doing them in the right way? | 0 |
On a year-over-year basis, we are also about flat. | 0 |
And so when I look at all of these things, usage going up, app developers still innovating, we've got some exciting things in the pipeline, I feel really, really good about it. | 1 |
So we're thrilled with the results as to what's driving it it's the totality that's driving it. | 1 |
When I think about hybrid computing at least in the fullness of time, it's more the future of distributed computing, where there is a cloud, there is an edge. | 0 |
And certainly AI is going to be a big part of that both on the vision side and the voice side. | 0 |
But there's no reason that we shouldn't be able to match you up with any of the millions of pieces of content that you might be interested in that gets shared on Facebook every day, except for the fact that we don't have the AI technology to know what those are about and if they match your interest today. | 0 |
Then of course, I would say by far the largest impact on margins for the quarter is the loss of leverage, | 1 |
In terms of the actual content, first, we think gaming is going to be the most obvious market. | 1 |
I've seen consumer solutions. | 0 |
And so you're left with less than 100 basis points deterioration on a year-over-year basis where again, we have the reality of new cost structures into our products. | 1 |
On India, I think it's important to look not only at per capita income, which may be what you're looking at, but sort of look at the number of people that are or will move into the middle class sort of over the next decade. | 1 |
So to me that’s what we’re building to. | 1 |
And as far as the used cases, right now it’s actually pretty diversified. | 1 |
And although we have a strong partner network here, we will always be able to leverage our strength and our knowledge about where shipments are going, both within our network and to final customers that will create opportunities for us there as we increase or better the customer experience as well. | 0 |
We want to make sure that we buy back the stock at the right time. | 0 |
And then, I guess, we're very focused on serving brands as well. | 1 |
That was particularly strong in Q4, and I think you'll see that more as we move into 2020. | 1 |
And so we will continue to push that differentiation because I think that view architecturally and the delivery of it is what makes us pretty unique. | 0 |
Where there's significant room left – and we're not just standing still in terms of adding value for new segments, so those are all in play. | 1 |
An importantly for our business, is connect the dots between online marketing and business outcomes. | 0 |
Starting with fulfillment costs, so in the prior two years, 2016, and 2017, we had grown our square footage tied to fulfilment and shipping by greater than 30%. | 0 |
And so we believe, particularly now that the 4G infrastructure is going in the country and is continuing to be expanded, that there is a huge opportunity for Apple there. | 1 |
Instagram has been strong, especially with Feed Ranking and Stories. | 0 |
But most people who come to News Feed and who come to Facebook today in general are trying figure out – they're trying to see what's going on with their friends, see what's happening in the world. | 1 |
And iPhone X has a lot of great new technologies in there that are leading the industry, and it is a fabulous product and we can't wait for people to start getting it in their hands. | 1 |
So clearly on that front, we've got a lot of projects that are going to need ongoing funding going into 2017, so that we've got good visibility on. | 0 |
We have everything from sort of the lifecycle management of how these models get created and deployed, and so on. | 0 |
I think 360 videos in another way are another example of this kind of interactive video experience, and my guess will be that we will see more different kinds of video media as time goes on. | 1 |
because that's what is super important for us as we compete in this marketplace and more importantly double down on areas of differentiation we have. | 0 |
In general it hasn’t changed a ton in terms of that final component about fixed versus I think variable base, it's still been in the I think low [40%] [ph] as a range for us in terms of what depreciation versus what's more variable. | 1 |
Even though we saw some high-end SKUs this quarter do well, I would expect in Q4 to have the normal breadth of those SKUs and revert back to looking much more like the commercial PC market itself. | 0 |
So there are these events that are obviously big like the U.S. elections, the World Cup, Super Bowl, but there are enough of these all around the world that no one event is that big for our business. | 0 |
And we expect we've got a lot of great opportunities to continue to innovate on that front. | 0 |
And so we would not – in fact, we will be very aggressive in taking margin in one place, which is different as we see a path to margin in a different spot. | 1 |
So they were creating a direct response campaign to get people to take specific actions like requesting a quote and finding a specific dealer. | 0 |
And so when I think about the material gross margin improvement we saw in Azure, it continues the path we've actually been on where we've been discussing, | 1 |
I do not view – just for avoidance of doubt here, I don't view that that issue has anything to do with the trade-related discussions between the countries. | 1 |
So that I think will continue, | 1 |
I'm very excited about what we're seeing and very optimistic about the future. | 1 |
I talked about in some detail the security value proposition. | 0 |
It’s also the case that Facebook had remarkably strong growth as well. | 0 |
I think my conclusion is that the guidance that we're providing for the first quarter that 39% to 40% it actually an incredible level of guidance given the foreign exchange headwinds that we're dealing with. | 1 |
And so, we think the opportunities are big. | 1 |
We think something like gaming, hundreds of millions of people are going to want to use it, and that's great. | 1 |
Just on Instagram versus Facebook and ad load, clearly the biggest driver of our business is core Facebook just in terms of sheer size and even sheer contribution to growth. | 1 |
So we plan on continuing to build the benefits of the Prime program from music to video, to two-day shipping, to same-day shipping, to Prime Now. | 0 |
So in terms of experimenting with different content, I think we'll try a number of different things here. | 1 |
So that helps them manage our inventory better and also respond to customer inquires. | 0 |
Some of our clients approached us where they have a social budget or Facebook budget and some of that moves to Instagram and some people, it’s incremental spend. | 0 |
And when we hit the higher end of our range or just above our range on – with FX included, we generally see really good drop through on the incremental sales, given the fixed costs we have in fulfillment centers and data centers and quite frankly, people. | 0 |
We've built a very strong partner and customer ecosystem. | 0 |
I think if you think about where the growth remains, it really is in increasing the relevance of the ads, because the ads I think are getting better in terms of reaching the right people at the right time. | 1 |
That’s going to be a big area of investment for us. | 1 |
We'll continue doing that in more places, but the U.S. was certainly one of the biggest places that we were focused on launching it. | 1 |
Again, we feel we're very encouraged by the customer response to our offerings in Q4. | 1 |
And so it's sort of the sum of all of that. | 1 |
But I would reiterate the biggest driver of the transactional performance this quarter was really the value prop people saw. | 1 |
So overall, we will build a differentiated Windows because our application experiences for our cloud end points will be native in windows and at the same time, we will make sure that our services are available on all end points driving more usage, more subscription growth. | 1 |
It was - for Q1, the impact of a change was a decrease of about $130 million to cost of sales due to the capitalization change. | 0 |
You know that in general, we decrease our inventory during the March quarter and the June quarter. | 1 |
And part of it is that there's of course a bigger opportunity when people have their phones with them all the time, but I think that there are plenty of other worlds that we could be living in where we wouldn't have necessarily executed on that opportunity. | 0 |
So when you think about a sequential increase of 15 million subscriptions from the December quarter to the March quarter, it really gives you a sense for the momentum that we have on our content stores. | 0 |
It was our 51st price reduction since we launched AWS years ago. | 0 |
We look at it on two fronts: just offsetting the dilution from the share issuances that we have and then secondarily, to be opportunistic. | 0 |
So that piece of depreciation doesn't change per se. | 0 |
If you use our targeting tools well, you can actually start out with demand fulfillment. | 1 |
So with targeting, a more relevant ad is just better, it's better experience for consumers because they see something they like in their News Feed and it has a higher return for marketers. | 0 |
That’s not unusual prior to a launch cycle and that will clearly impact our revenue in the quarter. | 0 |
We did see headcount growth come down modestly in Q4 from Q3 to 42%. | 0 |
As I said, the $560 million, if you were to back that out and look at the sort of pre-existing advertised – or other revenue rather that was included in that line item, we'd be growing about 72%. | 1 |
We're excited to have so many first party devices in Q2. | 1 |
It feels – when you're using a messaging service, that everything there is very intimate and private so it feels like a more natural space to be interacting with a business in a private way for doing transactions. | 0 |
And finally, focused investment and operating expense and that obviously creates leverage. | 1 |
I'm very proud of how we’re doing. | 1 |
So we don't think of hybrid as some stopgap as a move to the cloud. | 1 |
And I think we're seeing impressive growth in all of those areas. | 1 |
And then we are showing that on that portion of installed base driven services business, there is a part that is related to -- where we recognize revenue in terms of the full transaction value. | 0 |
and so we continue to focus significantly in China. | 1 |
The lower prices and services that we offer, and as I said, we'll work on things that will make it easier and easier for customers to work with us with their hybrid data centers or transfer their volume to us. | 0 |
In the quarter, in Q3 we added 18 fulfillment centers and we've added five more in October. | 0 |
But we started building things like Marketplace, that is a tab that and even if the majority of people on Facebook don't use it, it's still hundreds of millions of people are using it. | 0 |
So on elections, we run a very large and diversified business. | 1 |
But I think in terms of it converging on feed from any pricing perspective, that's a journey that's going to take years, not quarters. | 1 |
So it's not like I just build and Azure Sphere application. | 0 |
First, on EGM, I'll just say the growth is across a lot of different products, none to exactly call out here, and we think that a lot of it is, of course, driven by the growth of Prime itself. | 1 |
But, more broadly, to answer your question about growth as we go forward, the way I see it is, we have the strongest hardware portfolio ever, we've got new products on the way, the pipeline is full of great new stuff both on the product and the services side. | 1 |
Partners are adding new routes. | 0 |
One is around visual content and the other is about language. | 0 |
The foreign exchange headwinds as I was explaining to Shannon, they will be on a sequential basis a headwind of more than 100 basis points. | 0 |
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