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And China doesn't possess the level of fiber that some other countries do, and so in order to get the great video performance, et cetera, raising that penetration is really great. | 0 |
I think there's a tendency in this industry to call everything new the next computer platform. | 0 |
Then, as we moved into more photos with Instagram, more videos, a video ad on Facebook or Instagram is a very different thing if they perform well. | 0 |
And so I tend to take that approach as opposed to solving for any one number. | 0 |
So what we're seeing so far is that a bunch of the content that has come onto Watch is good and is working and people watch it. | 0 |
From entertainment to gaming, I've seen what I would call more small business solutions. | 0 |
But to your point, the fact that there is pull already is a very, very good indicator of, and a good sign, and it's even better than what we saw with Windows 7. | 0 |
But I do think that to some degree the last few years and next year are probably going to be the biggest growth in the investment in the security efforts that we'll see. | 1 |
So yeah, we looking forward to a great holiday and that includes working with our shipping partners both in the U.S. and globally. | 1 |
So it's a bit different mechanism than you think about having in our standard EA, where it goes to the balance sheet and gets earned off. | 1 |
And we do report this publicly, going back to your question. | 0 |
And gross margin expanded 130 basis points. | 0 |
If you look at Prime Day, we're thrilled with the results of Prime Day. | 1 |
And then one linchpin that we have between, in fact, our SaaS services, as well as Azure is Azure active trajectory. | 0 |
The trend we saw there, as I said, we're 5% up in a constant currency basis. | 0 |
So a bit of it was mix, but I would say this retail, which has a lower gross margin more because of the revenue treatment was stronger in Q4. | 1 |
So if you think about that being the next major transactional type purchase that was driven a year ago as the first externality, the second was in Windows [DL] [ph] we also saw non-annuity purchases in Windows DL which again is in our commercial licensing segment. | 0 |
If you recall, we were heavily supply constrained throughout the whole of Q1 and so some of that demand moved into Q2. | 0 |
On the elections and political activity and political advertising, we're excited about the elections | 1 |
But we've been running AmazonFresh for seven years, or excuse me, since 2007 in Seattle and what you've seen as we've been testing the model, we've been expanding in North America and more so we've been expanding within the cities that we're in, adding zip codes, adding additional customers. | 0 |
And then also, we're just supporting the global growth of the platform. | 0 |
We think that what we know, that if you look at the Fortune 500 as an example, we’re in essentially all of the Fortune 500 companies. | 0 |
I mean the way that we kind of see the products now is we’ve helped people map out and wire up their networks over the last several years, and now in each of these apps we have opportunities to help people get more value from the networks that they’ve created in some of that is going to be on the social side, especiall... | 0 |
Our revenues on Apple Music grew over 50% as I'd mentioned earlier during the quarter, and so some really, really strong results. | 0 |
Our Services business is very broad. | 1 |
The $9 billion that we increased our run rate by was second only to Q4 of last year as far as our history. | 0 |
And so I continue to believe, even though I’ve seen people write that, that I think that theory is not correct, and do not see that. | 1 |
I would say it has helped us by 150 basis points in Q3, and will be a negative headwind of 300 basis points year-over-year in Q4. | 0 |
It's that messaging can be a more transactional medium than feed. | 0 |
We're seeing strong adoption across a number of fronts. | 1 |
They consume your whole attention while you're doing them. | 0 |
And then yes, I do think that there are less impressions when people are consuming video, so that also is a factor as more time is spent on videos. | 1 |
But if we're going to point to one thing in Q1 that's different -- Q2 excuse me, that's different it was obviously the start of the -- and the step up in one-day shipments. | 1 |
One is DAU and MAU are up sequentially and year-over-year on all regions, and with trends that are largely consistent with past quarters. | 0 |
And of course, as you mentioned, we're very excited about the fact that we're going to be launching new services soon. | 1 |
But right now, we're going to remain focused on user experience and the experimentation we're doing. | 1 |
It's by consumption of cloud capacity in many cases. | 0 |
But beyond that, we will look at inorganic means. | 0 |
I think looking more pressured on gross margin just because the amount of Azure in the mix at the rate is growing, we’re still not at that point where a $1 of gross margin in the cloud is equivalent to a $1 on-prem. | 1 |
Although when you’re transitioning any business and all the hard work that we’re doing here to prepare ourselves going forward, I do expect to see some volatility in that number. | 1 |
We expected a step up in 2019. | 1 |
The biggest element and the part of the Services business that is growing very well, we mentioned 35%, is the App Store. | 0 |
She made a pledge when she was elected that she would explain every vote she takes, and she explains every vote she takes on Facebook. | 0 |
So it's a great benefit for sellers, and it only works if it's a great benefit for customers on the other side. | 1 |
Perhaps one of the most unique things about at least our portfolio and our innovation is that we think that it’s the mobility of the individual not the one device. | 1 |
And so I'm not predicting the 90-day clips and so forth, but over long arc of time I really believe that iPad is a great space, a great product and with -- also coupled with the product innovation we’ve got, I think there is a very, very bright future for it. | 1 |
We had double-digit growth on the App Store in every geography. | 0 |
We have a very good track record overtime to reduce those cost structures, but every time we introduce a new product that is a headwind at the beginning of the cycle for gross margin. | 1 |
It's getting smarter and more capable. | 0 |
For example, in FinServ, some very Tier 1 trading applications now using some of our capabilities in service fabric, which is really a PaaS service, which allows you to manage microservices with low latency and high scale, that's a place where we are seeing in fact activity, whether it's game development or trading app... | 0 |
Just to share one example, American Express working with Digitas, rolled out carousel ads on Instagram that targeted travel-related interest groups for people who are 18 years and older. | 0 |
And so I sort of back up and look at this and I feel fantastic about what the team has done and delivered and I know I never go anywhere without the Watch and it's not because I'm the CEO of Apple. | 1 |
Whether it's investment in ourselves, and the returns you've seen in this quarter in revenue growth, whether it's the acquisitions like LinkedIn that are performing better than we expected. | 0 |
On the engagement of the Prime customers, excuse me PIV customers, we have seen buying habits that look like normal Prime customers or other Prime customers from the group that comes in through the digital pipelines, but we do also see a higher pickup in retention rates and free trial conversions. | 0 |
There are a lot of elements in the gross margin line that we have good control over and there are also elements that we don't control. | 1 |
That's pretty unique again. | 1 |
And then in addition, in Q4, and over the longer term, we do continue to expect to face ad targeting related headwinds and uncertainties. | 1 |
And on one side, we've got better commodity pricing, the environment is better than it was a year ago, but foreign exchange is a negative impact of 120 basis points on a year-over-year basis. | 0 |
We are launching some now and everything we launch new products, we make them better. | 0 |
In terms of payments, we really see payments as primarily a way to enforce the other activities we want to see on Facebook and Instagram. | 1 |
And as a step back, it builds stronger Prime connectivity with our Prime members, at least, the higher membership renewal rates and higher overall engagement. | 0 |
And so, Keith, the way that I think about it and I tried to outline it in my comments is that the significant revenue declines quarter over quarter through the year are a reflection of the focused approach we're going to take in phone | 1 |
In terms of video content, newsfeed is as interesting as the quality of the content in it. | 0 |
There's obviously huge opportunities there for us, and we have extremely low share in that market overall. | 1 |
Our other products category was also stronger, in fact, a bit stronger than even the overall company number. | 0 |
So we launched Prime in Australia; we're rolling devices out. | 0 |
The question on Services, when we look at our Services business, it's obviously growing very well across the board. | 1 |
If we can help people check out and pay for the products and even buy the products, it makes the consumer experience better. | 0 |
And keep in mind that that's down 5% on a comp a year ago that was up 81%. | 0 |
So, all of the content that is on Facebook is eligible to go in the tab. | 1 |
We're creating great opportunity for every developer to write these universal windows application that will run on the desktop as well as on our phone and tablets, as well as on Surface Hub and in fact Hollow Lands runs universal applications.` | 0 |
We do design our products to last as long as possible. | 1 |
When you think about mobile app install ads, those are an important but relatively small part of our revenue. | 1 |
Its offset by the growth in the Prime program itself and the expansion of Prime Benefits or the Prime program globally. | 0 |
So we did front-load a lot of the investment both in fulfillment centers and also infrastructure. | 0 |
And surely even though not everyone comes to Facebook, because they want high quality news , I believe that there are going to be, whether it's 10% or 20% at a floor who I think would really want something like this. | 0 |
Some of them tend to be accretive to the average gross margin for services, also because of the way we account for them. | 1 |
And AWS revenue is on a, just short of a $10 billion run rate at the end of Q4. | 0 |
so search is an area that we've been working on for a while to improve. | 0 |
As you know, we gave our run rate at the end of last quarter at $4.4 billion and the course we’ve said in our numbers have us on that continued trajectory as we hedge for Q1 | 0 |
And so that's what that means, and that number is the largest that we've ever recorded since we began measuring it three or so years ago. | 0 |
So the margin improvement on a lot over a period of time is something that we are absolutely going to see, but from quarter to quarter there will be more volatility, but I would ask our investor base to think more about the architecture as well as the financial outlays of what we're building. | 1 |
I think it'll create thousands of jobs over time. | 1 |
They're still, again, great partners, have been and will continue to be for the future, but we see opportunities where we need to add additional capacity and we're filling those voids. | 0 |
That's probably the best manifestation of the virtuous cycle that we see in any of the cloud adoption that we have, right. | 1 |
And so we're all about making sure the experience is great. | 1 |
From an iPhone point of view, as I think Luca covered, our channel inventory decreased from the beginning of the quarter by 200,000 units, and that left us outside of our target range on the low -- outside the low end of the range to be specific. | 0 |
I'm using it every day and love it and I can’t live without it. | 0 |
And so I do think about that being an 18-month investment we've been making. | 1 |
And it turns out that the need for more computing, more storage and more infrastructure server products is much broader than just even the hyper scale public cloud because the one thing that is true is there are more devices in that unit backend. | 0 |
And that's going to be really important for continuing to grow this as well. | 1 |
We're also investing in digital content and additional Prime benefits, fresh location Prime Now. | 1 |
And the goal would be to have something where you can do discovery through the broader town square-like platforms in Instagram and Facebook. | 0 |
And some of what we found is that as we encourage people to use both Facebook and Instagram, engagement on both can increase. | 0 |
And particularly in developed markets, the PC growth was better than we thought. | 0 |
I don't think we have any new status to share on this, but I mean overall we rolled out the tab for -- almost the first year we were really tuning it just to make sure that it would be retentive and very valuable for people. | 1 |
And we're focused on launching new tools that help businesses use Messenger. | 1 |
We're also seeing very broad adoption, including small customers. | 0 |
One of them, for example, is the fact that we are making it easier for customers to pay on the App Store. | 0 |
On the video ad opportunity, we're seeing consumer video exploding on our platform, as Mark has talked about, and that really creates the opportunity for video ads in the feed. | 1 |
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