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India, although Diwali moved into Q4, so far that's going really well. | 1 |
We have a ton of energy going into the country on a number of fronts, and it is the third largest smartphone market in the world today behind China and the United States. | 0 |
So $640 million more is in other revenue this second quarter. | 0 |
So we're only up 13% on head count through nine months year-over-year. | 0 |
And we started some early small tests around f8 last year where with some ecommerce services made it so that people who were buying things could follow up with the business and get customer support and buy more things. | 0 |
And so we're not changing anything. | 1 |
In retrospect, when you look at the periods, they clearly were. | 1 |
It's also the one that is the most accurate for us to measure. | 0 |
So in addition, we've expanded grocery delivery to 20 cities so that's picking up steam. | 0 |
Groups and communities, we think, is increasingly ubiquitous, but the tab there isn't going to be used by everyone. | 0 |
And so to me, that represents a qualitative change, and so the type of dialogue we have, whether it's with an auto company or a financial services company or a retail company, is much deeper, much broader. | 1 |
Annual is still going to be a better deal but we know that customers may try it more frequently if it's a monthly plan, and that's what we're looking for. | 0 |
And so I see lots of positive things, and so that's how I look at it. | 1 |
I will take the opportunity and asked about Windows 10 in the enterprise market that we are encouraged by the pace of deployment, the number of proof of concepts, and actually some of the stability we've seen in the commercial PC market in terms of starting to see some so I think overall I think we will continue to wat... | 0 |
And if we can make it so that you can have some of those interactions in an automated way where you fire off a text and then just get a response back quickly, but asynchronously so it doesn't take up your full attention, then | 0 |
We are going to continue to make quality changes now going forward around meaningful social interaction. | 1 |
We're seeing ads in inbox, which are now available to all advertisers. | 0 |
We're seeing those put videos in. | 0 |
And we've seen significant adoption of SQL, so this is Azure DB, machine learning-as-a-service. | 0 |
You'll hear us talk about Dynamics 365, Office 365, as well as our Azure core and premium services. | 0 |
And so what you'll continue to see is that would normalize. | 0 |
There has been a noticeable drop in run rate, between Q3 and Q4 generally on the lines of about 300 basis points. | 0 |
I think, I guess, if you're talking about DAU and MAU, Europe is stable on that front in terms of Facebook overall. | 1 |
If you look at our installed base of iPhone today versus two years ago, it's increased by 80%. | 0 |
So, great first wave of the, what we call the Amazon's Great Indian Festival, which lead into Diwali. | 0 |
Every server product of ours has cloud enrollment right, whether it be SQL, whether it be Windows Server, and you'll see that increasingly, even in this next wave of servers. | 0 |
Another example is there are tens of millions of people, maybe more, but I'll go with that, who, on Android, use Messenger as not only their app for Facebook messaging but also for SMS, as their SMS client. | 0 |
When we look at the year-over-year growth in paid Prime members on a global basis, it's been consistent in Q4 year-over-year, similar growth rates year-over-year to what we've seen in some of the earlier quarters of this year. | 0 |
We had that even prior to tax reform. | 0 |
You see an ad and you order a service. | 0 |
I think part of it is that, the FX piece. | 1 |
It's worth noting though that because of our ads targeting our ability to reach people multiple times. | 0 |
Overall, the shift to the higher layer services is the real driver here, which is obviously Office 365 and its various levels is one factor. | 0 |
And we've certainly found on the Internet and YouTube and in other places that there are whole industries around creators with different cost structures than traditional Hollywood folks who can produce very informative and engaging content that a lot of people like and enjoy and that builds communities and that helps p... | 0 |
So we need to balance all these different elements. | 1 |
We are very excited by the level of customer response that we’ve got for our current portfolio. | 1 |
So it's still early, but we're encouraged and we think we're creating some value, a lot of value for our business customers. | 1 |
So, great customer adoption. | 0 |
We are more certifications than anyone in terms of adhering to both regulated industry as well as digital sovereignty. | 0 |
And so you probably have a little bit of that that is shaking out. | 1 |
We think that's at the core of being able to in fact then have all of the revenue – have revenue growth in their business solutions with across higher market sell. | 1 |
Our revenue exceeded in terms of growth, our growth in operating expenses. | 0 |
In fact, we are very excited about what we are doing with our devices and Adobe and with Windows because I think Windows and Windows 10 Creators Update is the ideal platform for all of the creators in the world because of the innovation in Windows and the innovation in devices, both Surface Book as well as our OEM devi... | 1 |
On the 3T piece, we do collect on behalf of our sellers in two states, Washington State as of the first of this year, and then Pennsylvania turned on here on April 1. | 1 |
And predictably, people want to do more of that activity. | 0 |
And so what we have done in January and in some locations and some products is essentially absorbed part or all of the foreign currency move as compared to last year and therefore get close or perhaps right on the local price from a year ago. | 0 |
And so with the customer set that Luca referenced as well, the 99%, the iPhone X is a beloved product. | 0 |
From the perspective of hiring growth, I'd really point to the fact that we've been consistently accelerating hiring so far in 2017, and I pointed to the fact that we expect to accelerate hiring in the back half of the year as well. | 1 |
So a lot of this of course is just around the great power of Alexa and being able to offer even greater convenience and touch points where customers can interact with that and we're seeing a lot of good momentum with usage and how customers are interacting with Alexa. | 0 |
It shouldn't be designed around apps. | 0 |
So I think, from that perspective, it is broadly stable for Facebook there. | 1 |
The other reason why the number of paying accounts is growing is the fact that the quality and the quantity of content continues to improve. | 0 |
So for example, the store monetization, Bing monetization, Xbox Live monetization as Xbox Live monetization as Xbox Live now in fact is going to span devices are all things that drive monetization for below 9 inches. | 0 |
This quarter, we had a bit of a mix shift to a higher-end SKU. | 0 |
So I feel that, as I said, we have a cloud strategy that is not just about infrastructure. | 0 |
You're absolutely right that one of the phenomena now is that pretty much anyone who is a customer of Azure is also in some form an ISV, and that's no longer just limited to people who are "in the classic tech industry" or the software business. | 1 |
We’re also growing the channel there. | 0 |
So this is important overall, we’re very focused on it. | 1 |
The second phase is really working on buildings organic interactions between businesses and consumers; and then finally, the third phases is about building those commercial opportunities. | 0 |
The reason why we give disproportionate attention to it is because we're trying to help push forward new formats that are not just about consuming content but are really about interacting, so Live, 360 video, and there will be others in the future. | 1 |
They're very loyal, and so you see this upward trajectory of our Services business. | 0 |
We're also now, very recently, made some changes, as you probably have seen, to the design of the App Store. | 0 |
And our view is that the less friction, the better the user experience, the more people can easily interact with businesses that they care about. | 1 |
Of course we don’t count that in our run rates or when we talk about our $6 billion plus run rate, that’s just pure public Cloud number and that’s fantastic to see and we want to measure it that way. | 0 |
And from a pricing perspective, there's - we've got to improve our ability to grow the number of advertisers using Stories and improve price there, but it's going to be more reliant on that in terms of revenue growth. | 1 |
So more than 50% of accounts on Instagram are using Explore every month. | 0 |
What we said for FY20 and certainly in Q1 as we expected to be up sequentially in Q1 and we will continue to get some headwind because of the strong Azure IaaS and PaaS growth we expect through the year, but we certainly think that Azure fundamental gross margin improvement will help offset that next year. | 1 |
I believe that our set up for that is the investments we've been making for the past couple years, as well as the investments we're going to make for the next couple. | 1 |
Let me, first, I wouldn't say penetration is the word for this. | 1 |
From a gross margin perspective, it is slightly dilutive to company margins, but the impact is not particularly large. | 1 |
So I'm very excited about it. | 1 |
And so I think it depends on people's reference points. | 1 |
And we think that it will accelerate as the year goes by to sort of the breakdown of the cable bundle that's been talked about for years. | 1 |
I will say we are very happy in our consumables and hard lines categories, as well. | 1 |
Certainly, the – part of that increase in deferred balances is related to Reserved Instances. | 0 |
On the bundle question, Toni, we look at each service, and decide what's best to do for it and with TV+, we concluded that a great way to get more people to see the content would be to do this, and it would be a good gift for our users, and so that's what we're doing. | 0 |
She was selling clothes in her living room and selling them. | 0 |
So where I come to summarize where I think we are, coming into 2019 is, 2017 and 2018 were really - we had a lot of hard work to do, but we also needed to figure out what the road map was going to be going forward. | 1 |
Echo Spot was launched in India and Japan in the last quarter. | 0 |
The format is so visually appealing and people are telling stories with pictures, so we see both anecdotally and in the data that this is a great place for people to become aware of a product in the first place. | 0 |
And so we go through different cycles. | 1 |
But you're right, we're also getting a very big base. | 0 |
So to share one example, IKEA wanted to boost their online sales when their stores were closed. | 0 |
And so that is something that we need to work through every time we launch a new product and we have a pretty good track record and history of taking those cost structures down over time. | 1 |
Obviously, we're investing on the research and development side on Oculus in 2015 and that's factored into our expense guidance for this year. | 0 |
I would continue to expect to see ARPU growth as we see E5 have its impact through the year and so think about these same dynamics still for us where we focus on new users and ARPU increases as we shift to Office 365. | 0 |
I am sticking with it being about a point. | 1 |
And then we tend to defer some revenue on some other categories, like for example gift cards or some AppleCare, but in general by far the largest element is the change in ESPs. | 0 |
Revenue growth was the same as Q2, and now we're at an $18 billion run rate, whereas last quarter when I had this call, we were at $16 billion, so very pleased with the customer response in the AWS business as well. | 0 |
It's well over 50% in some countries, particularly the UK. | 0 |
Our installed base is growing at double digit, and that's probably a much more significant metric for us from an ecosystem point of view and the customer loyalty, et cetera. | 1 |
We now have the ability to have one control plane for IT for all the devices, identity management, device management, data protection. | 0 |
Some of these IoT services now even have SaaS components to it. | 0 |
Secondly, Mark talked about the internet.org efforts that we have. | 0 |
And so that comparable will be tough for this year, but that's a transitory thing. | 0 |
And we have been and continue to invest a lot in this. | 1 |
It's building the developer ecosystem. | 0 |
So we have more work to do, but we're making progress on all dimensions. | 1 |
We also feel good about the volume we got for Xbox One S, | 1 |
I realize zero to 40% is not as helpful. | 0 |
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