text stringlengths 1 656 | label int64 0 1 |
|---|---|
and we think that's very promising for our ability for people to use this platform to make those connections that will ultimately drive business opportunities. | 1 |
We will definitely see higher investments as we move through the year. | 1 |
We've already started down this path. | 1 |
And as I mentioned, it’s one of the factors driving an increasing inventory. | 0 |
Direct response, SMBs who have uploaded 1.5 million videos and have both organic and paid in the last month, and developers. | 0 |
Pages are engaging in this, and some of the trends that Dave just talked about for just a lot of video behavior across the platform. | 0 |
And so lots of positives there. | 1 |
We're only working with one operator currently in part of the country. | 0 |
We’ve got a great new device lineup you may have seen announced in September and on the AWS side, we’re looking forward to our re:Invent Conference in Las Vegas, where we welcome over 65,000 conference attendees. | 1 |
There is a second experience called Video Home, which we started talking about earlier in the year. | 1 |
And finally, the enterprise business is not to be underestimated | 1 |
But they became much more pervasive and much communicated, I think much wider with the September announcements. | 0 |
Hundreds of millions of people already tell us that the groups that they're a part of on Facebook or at least a few meaningful ones are the most important part of their social experience. | 0 |
Certainly one of the things that we've talked about its most, that’s notable is fulfillment by Amazon. | 0 |
I had mentioned Japan, but also even in this country even though the subsidy has gone away for a period of time. | 0 |
And so overall while it did have an RPL impact, which does explain along with mix shift, the minus 13% in non-Pro OEM versus the PC license growth that we saw, I think really Satya covered the actual logic to that in terms of overall ecosystem health as we feel quite good about. | 1 |
But at this point in time, we see that Q2 is the toughest compare. | 1 |
And we think it's a combination of all these offerings that really are the strength of our business and explains why we can continue to grow. | 0 |
But in general, my view is very positive in terms of how things are going, and that positive view is obviously factored in our guidance as well. | 1 |
They basically assume that you are one person on one of device, and we know that's not true. | 0 |
It’s a bit about the law of large numbers and the differential between growth and holiday season, that’s very tight few weeks of the holiday season versus the rest of the year. | 0 |
And in each of these – going back to 2016, we were – we have a very big security team that was focused on security around even the 2016 election and we found hacking and phishing attacks that the Russian government was trying to do, and we notified the right people about those. | 0 |
But as you say they're separately run and they can meet at different points and sometimes at certain vendors perhaps that may get out of hand are get out of sync. | 0 |
And then the next stage after that which is really the enterprise deployment, which as Satya mentioned, we expect in the second half of the year. | 1 |
Those are markets where our growth rates are particularly strong and the 6 Plus, because of the screen size, is doing extremely well. | 1 |
You see an ad and you drive a car off a lot. | 0 |
And even take something like EMS, which is a service you could say in the past we participated with Active Directory, but we, and some amount of system center. | 0 |
It's not that we're going to crack every market at once, but in sum I think we're definitely getting there. | 0 |
and so we were very happy about that | 1 |
But we think that's working and look forward to bringing a lot of new content to our Prime subscriber base, both through our normal Prime subscription and also the monthly plan that you alluded to. | 1 |
So that shows real growth people understanding they need to do it differently, but we’ve still got a pretty long way to go, and we are seeing good results. | 1 |
It's growing faster outside the U.S. than it is in the U.S. | 0 |
And then in terms of infrastructure itself, as again I said, there's people who are tiering, even applications people who build hybrid applications where the storage could be even on premise in some cases, but the mid-tier and the web and the mobile back ends are in the cloud. | 0 |
Over 1 million SMBs have posted videos and done really small ad buys around them. | 0 |
I mean, I think as I talked before, we're working on the improving usability of tools. | 1 |
I tend to think about that as we'll have significant revenue growth in that segment. | 0 |
And compared to the industry peers, we're obviously gaining share with Windows Server, on SQL Server, and pretty much all of our management and security products as well. | 0 |
But as consumer engagement with video has continued to grow, that creates more and more of an opportunity for video ads. | 0 |
And so it's iPhone X was number one, but we had several in the top. | 0 |
And so I would continue to expect to see us do it. | 1 |
And so the sum of all that, I feel great about the results. | 1 |
We did announce a region in India. | 0 |
And we don't really have a specific target there. | 1 |
We are investing in India. | 1 |
I think, as you saw in the release, there are some new devices that take advantage of the underlying service that we think will be really convenient for sellers and interesting for device makers. | 1 |
And so that is going to make it smaller in how it's going to appear in the revenue numbers. | 1 |
So we're glad to have that problem. | 1 |
So we are very encouraged, as I said last quarter in India, and continue to invest there very heavily. | 1 |
As we are having this momentum build, in fact we talked about some of the new customers we're adding, and the way we see that is the install base growing. | 0 |
So that's the nature of that comment. | 1 |
So there is actually expense related to AI that's on the human side in the near-and medium-term as well. | 1 |
And even with all the pricing action we took, we, from a total cost of ownership or just raw pricing perspective are very competitive versus what’s available in the market. | 0 |
I do generally - I mean, I believe very strongly in trying to decentralize and put power in individual's hands. | 1 |
But they are moving fast. | 0 |
It continued to be a strong contributor to profitability in Q1. | 1 |
And so in some respects we are giving benefits earlier in the lifecycle to international Prime customers than we did in North America just because it launched later. | 0 |
Of course, it will manifest for us with Cortana as an agent from Microsoft that has some special skills, especially around that crossover between work and life. | 0 |
That's where we will make sure we do our best, building blocks and AI work. | 0 |
Yeah, and in terms of Instagram, I just think Kevin and the team are doing amazing work. | 1 |
You'd see that in that line item, which is about $2.2 billion here in the second quarter. | 0 |
So, we are essentially reflecting the fact that we have gotten better at extending the useful life here and now building that into our financials moving forward. | 1 |
The same – my same response applies and I think we'll do quite good in iPhone. I | 1 |
They collect the data, they store the data, the analyze and do predictions on it but then after you do predictions you got to do something about the predictions. | 0 |
It will also be the targeting that we have and the targeting capabilities that we're doing with things like Custom Audiences and getting better and better at that. | 0 |
So just taking that to be 3D and immersive. | 1 |
And in terms of ad load growth, I pointed to the fact that we continue to expect that ad load will be a less significant factor in the remainder of 2017, and that's certainly the case. | 1 |
But you need to keep in mind that we contemplate a number of factors including the fact that we have family sharing as part of the service, the fact that there are multiple device purchases, the geographic availability around the world, the availability of local content at the beginning of the service, how many people ... | 0 |
I can't quantify it, or break it out specifically, but I will say it's a large factor as well as a couple other things in the international segment. | 1 |
We use those technologies a lot in our internal businesses and we're also developing services for AWS customers. | 0 |
So, we've launched a number of changes that are focused towards trying to encourage more interaction at the expense of some passive consumption on the network. | 0 |
We think it's driven by again Prime, the Prime program, the engagement of Prime customers as well as increased selection, and particularly third-party selection. | 0 |
But now it loads instantly. | 0 |
I do want to add one point though because when we talk about operating income in both in Q2 and Q3 and we talk about the cost and penalty of one-day, I would like to highlight there's some other investment areas that are certainly going on here. | 1 |
And so I think what you're starting to see is a process whereby there's a great product, there's a good macro environment. | 1 |
So I think we are seeing that – including on Facebook, including in ads even though it's earlier – the additional opportunity is big. | 1 |
But I would say this was an extraordinary step up, as I mentioned, in Q3 that is tied to very rapid growth in not only paid units but Amazon fulfilled units. | 1 |
In terms of resellers, we think it's a big opportunity. | 1 |
So we think it'll help make the community stronger over the long-term. | 0 |
We haven't announced any specific plans as it relates to shipment volumes for the consumer for Rift. | 0 |
But we are very grounded in the fact that it has to be earned and not something that we will inherit because of being owners of GitHub. | 1 |
And then separately on Windows 10 and the strength we've seen in OEM Pro, and I would also say it mirrors in some ways you're also going to see some of that growth and strength in Windows commercial, so let me answer them a bit together. | 1 |
On the engagement front, we're seeing time spent growth per DAU across the Facebook family of apps, and that includes Facebook itself. | 1 |
And you can bet that we're brushing up our models, and we'll apply everything we learn to the next time. | 1 |
So we’re in a very early innings of it, but we are pretty excited. | 1 |
I see a switcher rate that is the highest ever. | 0 |
We’re doing well in virtually every corner of the world. | 0 |
We see China as a – and the way we're approaching China as a way to – a trusted avenue for our Chinese customers to access authentic international brands and we'll focus on those global brands and bringing those to Chinese customers. | 0 |
So that's our focus on gaming. | 1 |
We've got a 2 point headwind on that range of 16% to 18%, so if you think about that and move your midpoint up to 19%. | 0 |
And it's true that we are at this point at scale on Azure and with very, very high growth rates. | 1 |
There will be variability quarter to quarter. | 0 |
Database is also a multibillion-dollar business propelled by Aurora. | 0 |
because we went through this period where our mobile experience was not as good as we wanted it to be and we had no ads on mobile. | 0 |
We continue to see really strong usage growth across the board, and it's coming from customers of all sizes. | 0 |
The offering in China that we have for consumers is also a great, trusted customer engagement. | 0 |
We are just working very hard to get capacity in place and in productive use for Q4 and beyond. | 0 |
On the - this is Phil. | 1 |
Research and development is the core of the company. | 1 |
Overall, what you're going to see from us on video is not just try to optimize for overall watch time, but to optimize for building products that help bring people together and help facilitate real interactions between people. | 1 |
We are very optimistic. | 1 |
Subsets and Splits
No community queries yet
The top public SQL queries from the community will appear here once available.