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There are a lot of people who are just sharing content socially, right, | 1 |
And Keith, the thing I would add in addition to Satya's comment about investing and investing materially to make these improvements in performance and utilization, we've always had and seen, as you all have gotten a bit used to, it can be a little bit lumpy quarter-to-quarter, and so we expect a sequential growth into ... | 1 |
But overall, when I look at what is it that we need to get done is innovate on what is a fundamental architectural advantage to where the world is going. | 1 |
It was a reasonably consistent Kash, there was not a geo in particular that I would say was a massive outlier although in two of our largest geos, the U.S. and Germany they did have very good years in particular in Q4. | 0 |
And that’s how we want to make sure we make progress, | 1 |
And what we would like to transition that more to over time and what an increasing amount of the content is, is revenue shares for ads shown in the videos. | 1 |
Innovation is accelerating, not decelerating. | 1 |
But when we look at our survey data on iPhone SE, as Tim was saying, we believe that the iPhone SE is doing exactly what it was intended, which is we are seeing a higher rate of new to iPhone customers, which is obviously very important to us because we bring new people into the iOS ecosystem. | 1 |
We're in a very fortunate position that we generate cash beyond the needs that we have. | 0 |
And so I do think it was premium driven as opposed to sort of a price driven in particular. | 1 |
It's the highest growth rate that we've had for services during fiscal 2017. | 0 |
And so we've had 48 price decreases since we launched. | 0 |
So there's a lot of different fronts that we're working on. | 1 |
Ben Carson ran 240 different ads targeted at different audiences, and so we're starting to see candidates use our platform to communicate, to advertise and to share. | 0 |
I don't see that from a market point of view or – and certainly not from an iPhone point of view. | 1 |
And there's always lumpiness as well as increased deployment that happens once the users migrate, and we'll continue to track that and we'll continue to disclose those numbers as they come along. | 0 |
And it is ultimately I think going to change the way that we communicate and live and work in addition to how we play games. | 1 |
Now, if you think about some of the dynamics that we've been going through in the intelligent cloud segment, in particular the way I tend to think about that, as you've seen, we're now 20% growth this quarter in that server and product services KPI, 17% on a constant currency basis, and are sort of confident that you s... | 1 |
We’re seeing broad sales across all categories. | 1 |
And I mentioned this before that 99% of the ISIS and Al Qaeda related content that we take down, we're removing before any person flags it to us. | 0 |
And then the most important thing is that the customers' success is what will breed revenue for the next quarter, the next year. | 0 |
But we do have opportunities we think to increase effective ad load on Stories, where Instagram Feed and Facebook Feed are – we think the opportunities are much more limited to increase ad load going forward | 1 |
But I do think at this point, we're pretty much ahead in terms of the technology that we're building, and making it an open platform I think is a big is a big step forward. | 1 |
We were able to reach supply/demand balance in December, which placed the entirety of our channel fill for iPhone X in Q1 and this will have an effect on both units and ASP in Q2. | 1 |
Private sharing, both with Stories and direct messaging, are growing incredibly quickly on Instagram, and I think that those are both very exciting areas for development of products as well. | 0 |
We were really small company at that point. | 0 |
As I mentioned earlier, creation – or excuse me, monthly plans, student plans, et cetera. | 0 |
They did a Slideshow ad that included a Shop Now button, which enables you to take action on their site. | 0 |
We launched some of them at F8. | 0 |
And as far as the guidance we have given at close in terms of what to expect, for example around EPS impact, those are things that we'll stay committed to. | 1 |
But what we found in general is that if you look at some of the markets that are strongest for both of them, they can each grow in those markets, and as messaging has become more affordable and more reliable for people, the volumes of messaging have just gone through the roof in terms of what people want to do. | 0 |
In terms of what is driving the deceleration, it's a combination of factors, and I think I outlined those in my commentary. | 1 |
During the Prime Day, we had some unique deals for Prime customers at Whole Foods. | 0 |
How - and quarter to quarter will there be volatility, shifts, changes, that's all going to be the case. | 0 |
We gained share during the quarter. | 0 |
And I think we will continue investing more. | 1 |
It's the strongest lineup that we've ever had. | 0 |
It's happening, as I said, in digital offices within each one of the customers. | 0 |
On the side of the products that we built, Rift and Touch were both a little delayed, | 0 |
We set a target of surpassing 0.5 billion paid subscriptions on the ecosystem during 2020. | 0 |
And so you've got – the risk there is of course the headwinds that we talked about on the ad targeting front and how that will play into U.S. growth as well. | 0 |
With Dynamics 365 for example, what you even to see in this last fiscal year which has been the first full fiscal year where we have this modern, modular approach to business application. | 0 |
And Ad Breaks is going to allow us to have a monetization strategy with that longer-form content. | 0 |
And I talked about how the mobile end points has been growing and the mobile usage has been growing. | 0 |
And obviously that all translates into the revenue growth as well across all of the marketing solutions, talent solutions, and sales solutions. | 0 |
And in Marketplace, we definitely are going to focus on some of the areas that you talked about including jobs is already a pretty meaningful focus where a lot of people do find jobs and business is less jobs through Facebook. | 1 |
But I don't want to diminish the signal because the signal is demand is very good for Windows 10 and upgrades in modern hardware when they realize the benefits. | 1 |
You think - think about the quality of content that you get for 499, and it's amazing. | 1 |
iPhone X was the most popular smartphone in all of China last quarter. | 0 |
Phil [Schiller] was just over there opening a developer center last quarter, and so there are a ton of things going on there. | 0 |
We’re starting to see some benefits from that. | 1 |
So for me, while I appreciate the spirit behind the question, for us we have felt a necessity to do that for years, as a part of total shareholder return and our commitment to do that. | 0 |
I think that the major catalyst for that was probably the subsidy plans becoming a much smaller percentage of total sales around the world than they were at one time and so I think that some are lengthening. | 1 |
We design a great product and we make it priced at a great value. | 1 |
They get replace by new contracts at current levels and therefore the protection that is provided to us by our hedging program diminishes over time. | 0 |
And so I think that is another factor that presents risk in our ability to continue to grow ARPU. | 1 |
So what we were encouraged by in Q4 was that globally we doubled the number of – our Prime members doubled the number of viewing hours of the Prime Video year-over-year. | 0 |
So we're taking what is a great mobile ad product on Facebook and Instagram and making it even better. | 0 |
We have great momentum in wearables. | 1 |
And we have stated that we will be in India soon. | 0 |
We had features and new technology and these products when we launch and tend to have higher cost structures than the products what they replaced. | 0 |
Overall, we are very excited about the growth we are seeing in Office 365. | 1 |
The very first thing and I think Satya even mentioned it in its most direct in SMB is moving from buying a copy of Office, which was a very static concept to the idea where you could buy Office and frankly get all the benefits that those who used to deploy servers used to get only with IT departments of their own. | 0 |
But I think all marketers have the opportunity to do video, and that's pretty exciting, including SMBs who would never be able to hire a film crew and buy a TV ad. | 0 |
So -- we also recently announced plans to create additional one million jobs in India by 2025. | 0 |
The other three services, the card is launching in August, the gaming service and the video service are starting in the fall. | 1 |
So, on Instagram, there are a number of really exciting opportunities. | 1 |
So the impact of this change was an increase of $560 million to other revenue in Q1, which is – the other revenue is, of course, part of our supplemental sales disclosure. | 0 |
Yes, as you noted in the press release or the 8-K, we had an absolute step-up from Q1 of $792 million to Q2 of $1.2 billion. | 0 |
A lot of people that buy Apple products buy for the whole ecosystem, even though they might not currently use all the different products. | 0 |
We're continuing to invest in a number of key areas, hiring engineers to drive the three, five, and 10-year priorities. | 0 |
As I said in my remarks, I am very optimistic about what Windows 10 means for our customers, partners and Microsoft. | 1 |
We saw some acceleration of growth from a revenue perspective. | 0 |
And especially in this market, a generational move here really means, especially for many of the workloads being moved, these pay off every year for the next 10. | 0 |
We launch Prime Now in the U.K. | 0 |
And what I would say is I think there we feel good about the supply in the Commercial segment and the Premium Consumer segment, which is where the vast majority of our revenue is in OEM. | 1 |
Obviously, it's probably, everybody realizes this, but the big disparity between the U.S.-Canada growth rates versus the other regions like Europe and the rest of world are the currency headwinds, which had a very significant impact to the year-over-year advertising growth rates in those regions. | 1 |
If you start with the user, what the App Store provides people is the best and safest place for users to get apps. | 1 |
A good example of this is in fact even the rewrite of complete revamp I would say of Dynamics. | 0 |
You can also see that on the other services we're not doing that. | 0 |
In terms of Cortana and home, I think it's probably important. | 1 |
And then finally, the third bucket was about accelerating our commercial cloud lead. | 0 |
But 23% of that was in the second half of last year. | 0 |
We've had I think a lot of success moving advertisers to where people already are. | 1 |
It is a return to the attach level we saw before. | 0 |
So when somebody moves to Office 365, their graph, their people, their relationships with other people inside the organization, their work artifacts all move to the cloud. | 0 |
From a small business perspective, being able to close the loop on ads and transactions, we think, is just going to make it so that it's more valuable to have a presence on our services, and buying ads is going to be more valuable. | 1 |
And that diversity of workloads long term is what lead to margin improvement. | 0 |
We've got customers that are very engaged with our products. | 0 |
They had a goal of promoting their new flight routes, including one from Mumbai to Beijing, and their new aircraft. | 0 |
What's I think interesting and strong about our potential business growth is that we're able to do this across these services. | 0 |
And so we are still insignificantly in the build mode there, and so don't think of the penetration as anywhere near sort of a mature penetration. | 1 |
So we are investing a lot in privacy related to building the products and also working on complying with the FTC settlement. | 0 |
It's longer than an iPhone, probably between an iPhone and a PC. | 1 |
When you look at our revenue guidance, we are guiding to a sequential decline between 26% and 30%. | 0 |
They had a 16.5% lift in ad recall and then Nielsen’s study showed a nearly 20% incremental reach on Facebook versus TV. | 0 |
And this impedance is something that I've always dreamt of how do we go forward. | 0 |
There were a few days of downtime for some of our selection. | 0 |
However, I think you can tell from the numbers that Luca is talking about just on the currency side and that's before thinking through the affect that price increases can sometimes have on the business over a period of time, it's clear that the economic piece is large. | 1 |
What I would say is that we feel like we're in great shape for the holiday. | 1 |
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