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I would say the margins – our margins expectations are that we will price competitively and continue to pass along pricing reductions to customers both in the form of absolute price reductions and also in the form of new products that will in effect cannibalize the old ones. | 1 |
It's not only dependent on us, it's also dependent on the companies that are adopting Amazon, so there's a - or excuse me, AWS. | 0 |
And we have 12 bookstores now. | 0 |
And similarly, based on the feedback that we're getting, I would expect that we'll be rolling that out pretty widely across the world soon as well. | 1 |
This is the offer that allows Chinese customers to shop from the U.S. website, Amazon.com, with prices in RMB and with Chinese-language pages. | 0 |
Overall, the approach we have taken for multiple years now is to transform everything that we do inside the company, whether it’s the product creation, how we’re organized in the R&D, how we think about breaking down any silos and category definitions we may have had in the past, how we think about even marketing and t... | 1 |
I think we have been and continue to be a great place for people to browse and discover. | 1 |
because we always wanted that halo effect of the premium console driving even the lower-end console, because that creates the sockets for gaming for us. | 0 |
And we've tried hard to have an iPhone that is as affordable as possible for people that really want an iPhone but may have a more limited budget. | 1 |
On your question on video advertising, yes, there may be opportunities over time to have more advertising in our Video, but we choose not to do that right now. | 1 |
We think we have – we're attractive both to customers and to sellers and we like our position. | 1 |
And we got a lot of feedback from people saying that's not what they wanted. | 0 |
It's driven the purchase of airplanes to move product between points within our delivery network. | 0 |
Our emerging market performance during the quarter was very strong. | 1 |
And so as we work on rolling out more Ad Breaks, and we are rolling out slowly, we're really focused on finding ways to help marketers measure the right things, and that's a very important focus for the company going forward. | 1 |
There’s a couple of things, but in general it is almost always mix shift. | 1 |
and so we feel very good about that. | 1 |
What we're hearing from publishers is that this is a good opportunity and they're pleased with the extensions we're making | 1 |
So we're continuing to see good growth in the Facebook ecosystem with 11% DAU growth. | 1 |
And so the net is we’re investing a lot across the board in our infrastructure, in our products, on partnering with different companies. | 1 |
We believe we have position that doesn’t exist on any other platforms. | 1 |
And so we're very bullish about what can happen in the higher-level services and we'll continue to build on that piece. | 0 |
We’ve committed, we did sales overlays. | 0 |
We haven't seen enough upgrade cycles to really establish a pattern as yet. | 0 |
So we're very happy with the initial results out of the team in Whole Foods down in Austin. | 1 |
The line item online stores revenue increased about 13%, ex-FX. | 0 |
And so we are lapping that, which sequentially makes up half of the 800 basis points sequential gain. | 0 |
We're really pleased with that and if you look at the sort of the cycle, which I'll define as Q1, Q2, Q3 for ease, you'll see that we've grown like mid single digits and on an average weekly sales point of view, and of course double digit on the ASP and so I think it's really healthy. | 1 |
And keep in mind that this $99 was partially offset by $24 of unfavorable foreign exchange. | 0 |
FBA becomes very important as well and we've talked about some of the tailwinds we see there, and sort of the linkage between marketplace and Prime that FBA provides. | 1 |
Obviously, if people learn about things through our ads and then close the loop all the way to purchase, it's very strong for proving ROI, it also helps as a measure that return as well. | 0 |
So we are very excited about that. | 1 |
So I think excited about that, other opportunities we've been working with in ads, video for a bit longer period of time have been things like our sports offering, some of the live sports that we've done, things like Thursday Night Football, really like the success that we've seen on those and been learning from that a... | 1 |
Over the longer term, I think as that works, people will experiment with longer forms of video as well and all kinds of different things. | 1 |
And so we're really happy that we were able to increase week by week what we're outputting and we're going to get as many of them as possible to the customers as soon as possible. | 1 |
And we did have some large Azure contracts which tend to be longer dated and tend to have low billings upfront. | 0 |
And so that's our plan going into 2017. | 1 |
And right now, we're using the Lift tool to continue to measure their sales for the 30 and 60 days beyond the campaign to see what happens. | 0 |
And importantly, we're also creating better experiences for people | 1 |
That's why I tried to stress up front that time spent is not a goal by itself here. | 1 |
And traffic – which for us is incredibly important in the retail stores because we do a lot more than sell – traffic was up 27% year on year. | 0 |
It's a really good way to drive engagement. | 0 |
Those, we believe, are attractive long-term investments. | 1 |
Clearly, what we've learned here and it's not a surprise really is that the -- many, many people do want to trade-in their current phone. | 1 |
I think in terms of impression growth, you're going to have more opportunities in Stories, probably more opportunity on Instagram, but good revenue growth opportunities in both places. | 1 |
On the advertising business, or rather I should say other revenue that line item grew about 41% year-over-year. | 0 |
And in the mid-term, we're building out those next-generation of services to be great businesses that reach their full potential, so that's Instagram, WhatsApp, Messenger. | 0 |
And more of these augmented reality tools I think are going to be an important part of delivering that experience to making that fun to use and expressive as it can be. | 0 |
And so the underlying growth rate for service in the quarter was fantastic. | 1 |
If you look at what percentage of our ads are truly relevant to the people who are seeing them, I think we've done a lot better over the last couple of years, but we have a long way to go. | 0 |
So if you recall, it's very consistent with what we've been talking about the last couple of quarters which is the acceleration of expense growth is really driven by three factors. | 1 |
In terms of overall reach of Office 365, we continue to see significant opportunity going forward on multiple dimensions. | 1 |
But rather than just run one ad, they were able to run five based on the interest base and personality targeting that really only we can do. | 0 |
Now, that being said, I am pleased obviously, to be able to access the cash more easily and not has to go through the debt market to be able to make these choices | 0 |
Home is important. | 1 |
We've gotten with iOS 9, there's some incredible productivity enhancements coming in with split view and slide over and picture-in-picture. | 0 |
All of this said, we're optimistic, as I've been the whole time, that this will get sorted out | 1 |
So what we're seeing is the results we're able to deliver on Facebook and Instagram, a lot of our marketing partners want more. | 0 |
That has obviously helped a lot with the growth in the number of paid accounts. | 0 |
I'd say Whole Foods is not less in their commitment to providing the best selection of high-quality products and having them in stock for customers. | 0 |
The bigger one is more mechanical that leap day comp I would say. | 0 |
However, if you look at it from an upgrade rate point of view instead of the absolute number, the rate is similar to what we saw with the previous iPhones, except for iPhone 6, which as we called out in the past had an abnormally high upgrade rate. | 0 |
I’m not sure precisely when, but I’m pretty confident that it will. | 0 |
Europe, we saw the declines that we anticipated from GDPR. | 0 |
Yes, we haven't updated that number, but suffice to say the innovation pace continues to accelerate. | 1 |
Some people hold onto those for the life of the product and some people trade them in. | 0 |
The architectural design we have for example when we do X we are buying the four everything that Microsoft does which is everything from Azure to Office 3652 Dynamics 365 as well as our consumer services like Xbox live. | 0 |
It's about the selling motion of E3 and E5 that we talk about. | 0 |
Facebook is really the new town hall. | 1 |
At the same time, we don't want to underinvest in the business. | 0 |
And we have a lot of data where that's the advantage we have is that we see the viewing patterns, and we also see the sales patterns, so we can tie the two together and understand which video resonates with Prime members, which video doesn't, and make mid course corrections. | 0 |
I think it's clear that the population of India will exceed China sometime in probably the next decade or so, maybe less than that. | 1 |
Overall, I think some of the trends that you've referenced, whether it's Tier 1 workloads or serverless or even complete data center migrations, all of that is happening. | 1 |
In terms of direct ads in messaging, we're taking that very slowly. | 1 |
And because it allows the mobile carriers to not have to have the whole supply chain and sales and retail that they have otherwise, they're able to sell the data plans for on average about 10% less than they would be able to otherwise, which actually is allowing more people to get on the internet in the first place bec... | 0 |
Similarly, aside from the conversational and linguistic understanding, there's a whole thread of the work that we're doing on visual understanding. | 1 |
And so therefore, we look at that as an expansion opportunity, so we take that. | 0 |
All of these have been multiple years of hard work, and clearly there is momentum across the board, and that I think is what you are seeing and we are excited about this quarter's execution and performance, and I think it bodes well for what we do in the future, but the key is for us to recognize that this is about the... | 0 |
When that study was shared with people internally, and we have that culture where people do studies and share things, and we're really glad because that helps surface issues, we immediately conducted our own research using the full data. | 0 |
So there's an increasing focus on objectionable content, right, and a lot of unfortunate things, right, that people share on Facebook. | 0 |
With Surface Pro 4, Surface Book, Band 2 and the Lumia 950 and 950 XL. | 0 |
As you think about commercial intent in Facebook versus Instagram, there's so much activity on both. | 0 |
And a lot of this happens within the current News Feed product. | 1 |
I think broadly, when we look at our strategy, it's focused on, number one, providing a broad selection for customers across a number of categories, so that they can find and buy exactly what they're looking for. | 1 |
And the reason we think people are so active is it's just really expensive and hard to have your own mobile site or your own even webpage. | 0 |
When you look at what we're trying to get done between Azure, we don't really see these themes across Azure or 365, Dynamics 365, and also the things that we're doing with Xbox Live, for example, all billed as one cloud infrastructure and a set of rich services in the cloud. | 0 |
In the first quarter with any new kind of product, you would always have learning and these sorts of things. | 1 |
We put a lot of energy on AR removing very fast. | 1 |
So we're investing on that front. | 0 |
Just on the OpEx question, I think the key is that we're investing in our near, mid-term, and long-term priorities, | 1 |
iCloud is a service that continues to grow very strong double digits, and that's also helping. | 1 |
Just on the second question on the subscription services, we’d said on the last call, you probably remember, related to the adoption of the accounting standards update and revenue recognition policies that was impacting our results in a number of areas in 2018. | 1 |
There's tons of innovation left at the phone. | 1 |
That being said, I don't view any OpEx number as a constraint. | 1 |
I also think the government is much more focused on the infrastructure and on creating jobs, which is fantastic, | 1 |
So there's some things like that, that maybe obfuscate the numbers a bit, but we're really pleased with the retail growth. | 1 |
I would say from a Gaming perspective, one of the bigger changes that has happened in the last, I would say, couple of years is one, of course the vibrancy of the Xbox Live network across the PC and the console and now increasingly even on the phone because of titles like Minecraft. | 1 |
Q4 was a little depressed is how as we think about it due to some of the restructuring; Q1 is a little bit higher. | 0 |
You know very well the launch timing is different. | 0 |
But I think broadly, I don't see any difference than say, what we used to see or what we still see on our server or any other technology adoption curves. | 1 |
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