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Now, the mix to Stories is a big opportunity for us. | 1 |
As I go through different countries as I've been traveling lately, and looking at some things in the market, other things that are coming, the very cool thing is they're all over the place. | 1 |
So while we remain focused on efficiency and the utilization of the hardware and software is also important to continue to see premium upsell, premium workload usage, so the customers are getting the most out of their deployments and usage of the Azure platform. | 1 |
The Azure benefits are things both for Windows Server as well as for SQL which I think are very, very unique to us and you see that. | 1 |
The Prime program attracts more people to Amazon, and they buy more including FBA products and conversely more FBA products in our warehouses helps our in-stock of things that people want to buy, Prime eligible in-stock, and that helps reinforce the Prime program. | 0 |
As you can tell from the numbers, we've significantly improved since the beginning of the year. | 1 |
Now, there are some who spend a large portion of their budget on Facebook, but that's actually very unusual. | 0 |
In the medium to long-run however, we believe that we’re really well-positioned to take share from other platforms out there. | 1 |
But in terms of our investments in that core product value, it is actually happening on all those three. | 1 |
And this takes us to over 200 more countries. | 0 |
So we're very pleased with those results and happy with the fundamentals of the business from that perspective. | 1 |
In terms of learnings, one of the most important learnings we have is that video formats are different on Facebook | 1 |
Overall, we did see Europe had a reacceleration of growth in Q2 versus Q1. | 0 |
And now couple that with the call we've made to provide an upgrade offer. | 0 |
So impacts in Japan more directly come to the P&L as opposed to on our under C&B balances and that's why this quarter, you saw some weakness in commercial licensing, but when adjusted for FX, our unearned balance and bookings actually felt quite good from our commercial perspective. | 1 |
I happened to meet this woman, Angel [Moore], who's running their marketing this year. | 0 |
And I think in many ways Keith what we have done is a really a natural extension of some of the investments we’ve made over the past 18 months to add technical resources to be more present in customer accounts, to really drive their transformation towards success outcomes. | 1 |
It has Office 365, it has EMS, and it has its Windows 10 commercial component. | 0 |
So over the long-term, that is a situation that we will need to try to figure out a way forward on. | 1 |
We continue to see a middle class that is booming there. | 0 |
And it won't be very transparent to you, and that's how it is. | 0 |
But those impressions are coming in at lower prices than we see in feed. | 0 |
It has some additional capital intensity, but it has good return on invested capital from our standpoint. | 0 |
We now, in fact, one of the big areas of investment this year was the core sell capacity in our field so that ISVs can be successful on our platform. | 1 |
We'll continue to invest in fulfillment space to handle higher and higher paid unit volumes and shipped unit volumes. | 0 |
How do we find those ads that are going to be more engaging, they're going to get more clicks, that they're going to get more views, that are going to get more installs. | 0 |
The usage is defined as measured in web browsing is like 71% of total tablets, as I think Luca covered earlier. | 0 |
We think as engagement – as we pick up engagement with the devices, it helps the engagement with Amazon as a whole. | 0 |
We're seeing good progress on both of them, and interestingly, insurance companies have been pretty active both on Facebook and Instagram, so we're optimistic about that. | 0 |
And one other point I think I made in my remarks earlier is gaming also is a growth area for Azure. | 0 |
And we like having more abilities, more products, more apps to work with so that we can drive those business results. | 1 |
as people spend more time with video, and more time is going to video, that is going to have a limiting factor to how much time they spend in News Feed. | 0 |
So overall I think the most strategic objective for us is to get developer momentum with Windows 10 and that's where we're focusing on with a lot of different actions. | 1 |
We are testing a buy button in the new shop section on pages, but again, that buy button is letting people buy directly from their advertisers, not from us. | 0 |
We think when we expand geographically, existing customers will run more of their workloads on AWS. | 1 |
While the 30-second ad does perform well in News Feed, we also see people understanding that some of the formats are different. | 0 |
They've cared deeply about it since the first conversations I've had with Kevin. | 0 |
When you think about all the -- particularly all the commodity-driven economies, Brazil and Russia and emerging markets, but also Canada, Australia in developed markets, clearly the economy is significantly weaker than a year ago. | 0 |
So I think you're going to see it impacting across the spectrum of our lines, | 1 |
I'm always a little vary to put too much into the unit growth number. | 1 |
My expectations are very high on it. | 1 |
And I would use the word we are deeply partnering with them. | 1 |
We have other businesses like the Apple Music streaming service, which is growing very fast because we just started it a couple of years ago, so we are getting a lot of new subscribers there. | 1 |
Lot of the sensors today are in fact rendezvousing some of that data straight to the cloud. | 0 |
So what you've seen is a push of revenue and income from Q4 into Q1, 2 and 3 that we've mentioned on each call. | 0 |
That's what we've done with the program until now, and the expansion of the program that we've announced today goes in the same direction. | 0 |
The OEM Pro number as I talked about was impacted by a number of factors, but what we’ve seen is over the past three or four quarters, a pretty consistent sort of high single-digit performance once you take out various impacts and chip supply and inventory levels on the tariffs. | 1 |
And I would say, I start with renewals, not just that we renew the contract but how many new products, new services did we add to that contract? | 0 |
So now we're going to shift that that methodology a little bit to instead of just being focused on the content, now to be more focused on trying to measure and have people tell us what is creating the most meaningful interaction in their lives. | 1 |
It was up 60% on a worldwide basis over the prior year, and it was also a record day for our Amazon devices, as well as sellers and customers alike. | 0 |
I've seen enterprise solutions. | 0 |
And for video search – search is a big priority and a thing that we're working on across all of the different verticals, not just video but also all the posts on Facebook, all of the content that people are selling in Marketplace, the groups that people are joining and sharing and all the news content. | 1 |
And then rest-of-world, we saw a rebound in Latin America, especially Brazil, so we're seeing some particular strength there. | 0 |
We're obviously expecting faster growth in the back half – back three quarters of the year, so that's – video's going to be a component in driving that. | 1 |
As part of the holiday offering, we sold a number of record breaking number of Alexa devices as well and I think just in that shipping vein, really pleased with the continued engagement from Prime members, we had the most ever number of Prime members sign up this quarter than any quarter we've had. | 0 |
So rather than go to every advertiser both through our sales force and through our online tools where we sell and say we have a new format, you need to create the new format, you need to figure out the placement being able to just take what they are already doing like Feed ads, converted into Stories and place at anywh... | 0 |
It's a database that's on-premise that can be tiered with the cloud. | 0 |
I think it will take longer for the GDP to rival it, but that's not critical for us to have a great success there. | 1 |
Generically, each of the examples was quite different. | 1 |
It's -- given the 30% plus growth in square footage last year that we've built, that's 1 major headwind from Q4 to Q1. | 0 |
The enterprise business is clearly picking up and more and more companies are either contracting for or writing apps themselves. | 1 |
We've got a lot of infrastructure investment that we're making across data centers, servers, network. | 0 |
I think we put out a release, I think, earlier this quarter talking about 120,000 operations folks to bring into our fulfillment centers this year. | 0 |
We will continue to and we value all our partner relationships as we develop our own capability particularly in intra-network. | 0 |
I think we've made some strong changes on Facebook in terms of meaningful social interactions, and I think the history of our ability to develop and iterate on consumer products shows that we can help people as they evolve, share the things they want to share, and have a very meaningful and important experience in feed... | 1 |
We are pleased with our Q4 results. | 1 |
There are around, I think, more than 200 million, almost 250 million people who have either an Xbox, a PlayStation or a Wii, and we think that that audience is going to the type of people who are going to be very excited about the type of experiences initially that you can have with virtual reality. | 0 |
We will of course continue to do that where it makes sense and where opportunity presents itself. | 1 |
So I think you should think about it that way that certainly think its big opportunity and again, one of the reasons I want to give you an update, last quarter on Prime growth and you can see that that’s going very well. | 1 |
And so, again, we're juggling the investment in the places where we feel like we have long-term opportunities where we need to invest with making sure we're getting continuously better in all our other processes at the same time. | 1 |
We also make a lot of things that they couldn't do in other platforms available on us. | 1 |
We're also very focused on helping SMBs have a presence, especially a mobile presence. | 1 |
So we have a vested interest in the success of our sellers. | 1 |
As you know, foreign exchange has been a very significant headwind over the last three-plus years, but we've been able to manage that. | 0 |
But it was hard to do in the previous generation because of the server infrastructure and what I would say sophistication of IT required. | 0 |
Sure well, I mean we do a lot of stuff around commerce. | 1 |
So I don't really think it’s about a percentage, but it’s about each of them continuing to make progress. | 1 |
We're looking at a wide range of content, and we're really working towards a revenue share model with creators. | 1 |
But a real key factor in all of this generally is management bandwidth as well. | 0 |
The other things I mentioned, price reductions early on, selling their products on Amazon.com and also installing Amazon Lockers. | 0 |
We're also trying to incentivize getting inventory into the warehouse quicker. | 1 |
And so we're very confident that this quarter is going to be great. | 1 |
We're uniquely positioned to do this given our retail business. | 1 |
We’re continuing to invest heavily in the business. | 1 |
And, launching the Hong Kong region gets us to a footprint of 19 cities in China. | 0 |
If you're a customer that your last purchase was a 6s or 6 or in some cases even a 7, you may have paid $199 for – and now in an unbundled world it's obviously much more than that. | 0 |
And we now have a business model with Game Pass as well as all the supporting mechanisms for Game Pass like game streaming, we’ve a social network in Xbox Live that is the best in the business. | 0 |
I think what we think is that depending on how people react to the controls and the ad settings, there could be some limitations to data usage. | 0 |
In certain geographies, the way that we win is to get switchers. | 0 |
A few years ago, we probably would’ve rolled this out and tried to deal with issues as they came up with, but now part of our new approach of trying to be more proactive about social issues is trying to build in from the ground up, getting this right upfront. | 0 |
Mozart in the Jungle just won two Golden Globe Awards. | 0 |
We like the convenience factor. | 1 |
And so we've made a number of product and performance investments there with Facebook like being a good example of that. | 0 |
It's not the mission of the company. | 0 |
but I would just say that this is primarily driven by News Feed pricing, and then you have right-hand-column pricing as well, so you have impressions on Facebook News Feed, Instagram feed, as well as Facebook right-hand column. | 1 |
We also have built now into windows server backup and disaster recovery, same thing with SQL server. | 0 |
There are going to be things that our systems miss, no matter how well-tuned we are. | 0 |
So on safety, I think given the volume of content that people share, if you want to have any hope of doing it in real time, the only hope is building AI systems that can either identify things and handle them proactively or at the very least, flag them for a lot of people who work for us who can then look at them rathe... | 1 |
But at this point, we're still working on that and kind of getting it up to speed. | 0 |
When that happens, it does create demand for new devices and modern devices that improved security. | 0 |
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