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You're getting people bidding for other actions and optimizing against other actions like a click to a website or a downstream e-commerce transaction, an app install. | 0 |
This is the largest increase that we've done since we've reintroduced the dividend back in August of 2012. | 0 |
I think on any kind of, on a 90-day clock, lots of different things can happen. | 1 |
So we think that this is going in the direction of building a stronger community and a stronger business over the long term, and we're optimistic about what we're seeing here. | 1 |
It's helped by additional selection that's available for fast track shipment, including FBA. | 0 |
Right now for links that are not Instant Articles, it can be one of the slowest parts of the Facebook app. | 1 |
And it's the fact that we had a channel inventory reduction at the top end of the range, and we've got the introduction of the iPhone SE at the entry level of the range. | 0 |
Certainly, this quarter we saw that ad load had a much less significant impact on impression growth. | 0 |
Satya mentioned the layers of Azure. | 0 |
And they targeted millennials and early tech adopters. | 0 |
So, while a lot of the content is still provided by people in a way that we’re not covering costs, we do have a strategy of investing in great content that really starts the flywheel growing – going and we’ve been pretty pleased, I mean it’s not the biggest effort anyone has, but we’ve had some hits from Tom and Time t... | 1 |
So this quarter, we only gave the active customers with a paid purchase in the trailing 12 months, and so that number was more than $285 million. | 0 |
So you're already seeing some of that getting picked up in the quarter and you'll see that carry through in the year. | 1 |
So that's the base. | 1 |
We’re not releasing a user number, | 1 |
I would note we've been benefiting from continued growth across Instagram. | 1 |
As you know, we hired two highly respected television executives last year and they have been here now for several months and have been working on a project that we're not really ready to share all the details of it yet, but I couldn't be more excited about what's going on there and we've got great talent in the area t... | 1 |
But that, I think, is the primary focus for the foreseeable future. | 0 |
And we keep track of that across cohorts of customers, that as people come into the ecosystem and start paying on the ecosystem, we see a spending profile that is very similar around the world. | 0 |
I realize that's very different than what some of the, is being written, but the June sales were the highest. | 0 |
But generally, again, we're happy with the ability to service customers, the reaction of customers in Q4, and the bottom line results that we had. | 1 |
They're a Utah-based SMB. | 0 |
We started Amazon Flex in India, which helps our local partners to deliver packages, gives them jobs, grows our delivery capacity for sellers and increases our speed of delivery. | 0 |
So we are comfortable with price decreases. | 1 |
Whether that's trying to get a reservation for a restaurant or getting customer support or calling to buy something. | 0 |
So they invested in carousel ads and only show them when their stores were closed and they turned a $35,000 investment in carousel ads into $2 million in sales which happened precisely when they want it to happen. | 0 |
McDonalds used mobile app video ads in Facebook and Instagram News Feed and Stories to launch a limited edition called the Big Mac range in the UK. | 0 |
They're doing even better in China. | 1 |
But on the IaaS and PaaS layer, that's about our execution each quarter and especially making an impact. | 1 |
To the question around the channel inventory for iPhone, we grew channel inventory by 3.3 million units during the course of the December quarter. | 1 |
Video is exploding on Facebook, as Mark talked about, and that gives us an opportunity to do a lot of work with marketers on video. | 0 |
So we already rolled out the first test of the new camera in Ireland. | 0 |
And the way we participate just on the Azure side, we obviously participate even with our Windows Embedded, but on the cloud side, we are seeing the attach to our emerging machine learning services as well as advanced analytics that’s been one of the place where we are well suited for some of the emerging use cases. | 0 |
So we'll have 11 games in 2018 and 2019, be able to deliver that to over 100 million Prime members globally, which is a great continuation of the partnership we've had with the NFL. | 1 |
And while we don't expect these changes will significantly impact advertising revenue, there's certainly potential for some impact. | 1 |
And in any situation, whether it’s the watch or in the past on iPad or on iPhone, when demand is much greater than supply, it’s difficult to gauge exactly what it is. | 1 |
Perhaps if someone sees some content that's problematic, they used to tell us about it and then we'd go look at it to now, increasingly, we're building AI systems and we have tens of thousands of people who are doing more proactive review of content that could be potentially problematic. | 0 |
iPhone in particular was very strong, very strong double-digit growth there. | 0 |
So we're very happy. | 1 |
With the major currency changes we saw in Q2, we've also done some price adjustments between certain geos for us. | 0 |
And, Paul, there's no doubt that mobile has a beneficial effect on our engagement in the U.S. | 1 |
The mix amongst the services will always result in a pacing change | 0 |
The question you asked is an interesting one, which is if I had to slice it by classic ISVs, it would be one-third or so of our revenue. | 1 |
So we're really glad to join up with them. | 1 |
It becomes part of the International segment results. | 0 |
And so you can see the iPhone, the Mac, and the App Store adding, and with the iPad in PRC, not in Greater China, but in the PRC, iPad had its best quarter ever, higher than all the others, and also grew in a market that contracted for the overall market. | 1 |
And we have a very strong and trusted venue for Chinese customers to access international brands there as we continue to focus on great offerings through the AmazonGlobal Store, which offers great brands from outside of China to customers. | 0 |
We're not concentrated in any one layer of the stack, which is something we do by design because our vision has always been that we want to of course offer all of these layers, and customers will choose depending on their needs and their scenarios. | 0 |
We believe that this is the range where we're going to fall within. | 1 |
We're really excited today to announce that we have 60 million small business pages that are using Facebook on a monthly basis. | 0 |
We're happy to see the recent clarifications and we're happy to operate in any regime. | 1 |
So early days, but I think a lot of potential here. | 1 |
But I think one of the successes you are seeing we’re having right now is that we are helping people move to Stories more quickly because of the lessons we learned. | 1 |
It's growing in every geography and it's growing across all our major product categories, and that is very, very important for the services business. | 1 |
And so, you've seen that already in terms of the ramp that we have in capital expenditures. | 0 |
Others have an 18-month clock. | 0 |
In many cases, it starts with advanced set protection of Windows 10 estate. | 0 |
Now people don't really move between operating systems. | 0 |
So it's always with the customer experience in mind that we make acquisitions. | 0 |
On a year-over-year basis, the number of accounts that are actually transacting and paying on the App Store is growing very, very well. | 1 |
Well, in Echo, again, we continue to build out the list of devices, launching the Dot and Tab and Fire TV skills this past year. | 1 |
The other two items that are not insignificant in China that I don't want to lose here is that the stimulus programs, I believe, are having an effect on the consumer. | 1 |
And the majority of the iPhone SEs that we sold in the domestic market last quarter were manufactured there. | 0 |
And that is exactly what happened in our actual results. | 0 |
They’re a kids clothing retailer. | 0 |
And so, we've been able to grow without the market growing. | 1 |
When we look at it geographically, I think we see different developments. | 1 |
I believe our participation in the phone segment by itself with Windows phones and Lumia phones being there is important, and that's why we picked the three areas where we have differentiation and we want to focus on it. | 1 |
But we're looking at the stuff with increasing rigor now where we organized the company into these product groups, and each product group leader will not just look at the product as one thing, but what are the key three or four or five use cases which often can really be their own product lines on their own, and we go ... | 0 |
And then there is a new load hybrid as well which is people are building in fact they're doing AI training job in the cloud but want to deploy the model close to the edge. | 0 |
And again, as I said earlier, we're in the long haul. | 1 |
It has a price advantage and the value advantage for customers. | 0 |
I doubt very many people knew that we had $25 billion enterprise business that we quietly built in not too many years | 0 |
Everything is in Europe. | 0 |
For now, the thing that I would leave you with is that people think that Facebook isn't in China at all and that's actually not true. | 1 |
I think it's very important that there is federal privacy legislation. | 1 |
I think now more than 100 million people follow different hashtags, which is a way that people can form ad hoc communities, and that – it all goes towards the overall mission that we have as a company of helping to build community and bring people closer together. | 0 |
And between the upgraders and the switchers that we see, and the first-time buyer category is still out there too in several countries, including some that you may not think there is, there's still a sizable base in some. | 0 |
And just to clarify, to give a little more information, we have been offering, obviously, faster than Two-Day Shipping for Prime members for years, one day, same day, even down to one to two hour delivery for Prime Now. | 0 |
Whereas now, we actually have specific value, which is in fact very valuable to those first line workers. | 1 |
When you look at the Amazon Music Unlimited subscription, it continues to grow very quickly. | 1 |
We typically reduced channel inventory for our newest iPhones in Q2, | 1 |
So on a comp basis you'd expect to see subscription revenue be about $300 million lower due to that accounting change. | 0 |
We’re now at 21 in Greater China and we’re on track still to achieve 40 stores by the middle of next year. | 0 |
We're focused on all of these metrics and working hard with third parties and with our advertiser to get those metrics right. | 1 |
And because messaging really started from the place of people communicating one to one with each other and is now adding all these other uses, it's just a lot of investment and a lot of different functionality that needs to get added. | 0 |
For WhatsApp, it's the biggest countries on WhatsApp. | 1 |
Both have over 1.2 million monthly actives. | 0 |
That's what the Amazon team, with them, is committed to, and also across any delivery channel that we have, AmazonFresh, Prime Now or Whole Foods. | 0 |
And one of the ways that we're talking about decentralization is through end-to-end encryption in messaging. | 0 |
This is a small closed beta with 23 brands and for us that's obviously a very small number. | 0 |
It’s still early in this space, but we’ve done a few things with IMDb TV, Live Sports, things like adding more inventory through Fire TV apps, and as I said IMDb TV, adding more OTT video supply through Amazon Publisher Services or APS integrations and streamlining access for third party apps and really just making it ... | 0 |
Similarly, to some of the things we've done in Messenger, some of the things we've done in Marketplace, we're watching for what is the organic activity between businesses and consumers, and then we're building products to enhance and enable that organic activity. | 0 |
We continue to invest very heavily in our systems both for retail vendors and also for third-party merchants invest billions of dollars a year on behalf of then making Amazon a better place for customers to buy and increasingly not only vendor sales, but also third-party merchant sales. | 1 |
As I said earlier, it's worth 40 basis points. | 0 |
In the U.S. and Canada on Facebook, we're seeing strength in sort of nonvideo feed engagement. | 0 |
That means it shows up in bookings and again not in the unearned balance in the same way, and so you will see as we go forward and you are already starting to see it more volatility in this number, not just based on the way we’ve traditionally talked about it which is the movement of the expiration base but also in som... | 1 |
We're not opposed to collecting sales tax within a constitution and permissible system that is both simple and applied evenhandedly. | 1 |
And I think it takes real composure as a leader to scale something to many x where it was just a few years ago and build up the organization and be able to continue pushing the products forward every day to be able to do that. | 0 |
And I think sometimes it's harder for us to measure exactly what a revenue synergy means. | 1 |
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