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But if you compare to iPhone 6, you would clearly arrive at the opposite conclusion. | 0 |
But I think one of the things to recognize here is that we're still early with Oculus. | 0 |
But I think the growth potential is phenomenal. | 1 |
There was – wound up that demand was much stronger to the iPhone 7 Plus than we had predicted. | 0 |
And so in my view, this is a part of the – they are a core part of the ecosystem. | 1 |
We continue to see improvement from E3 and E5 transitions, saw both again. | 1 |
When we think about bookings growth, I'm not sure -- for me -- break it down into two pieces, which is I think about bookings which were very good this quarter, has two fundamental motions. | 1 |
We've been investing here both in engineering to land the differentiation that Satya just talked about in sales resources and then continuing to invest in technical sales resources that can help our customers be successful in these deployments. | 0 |
So we're certainly looking at a variety of different types of content to look at. | 1 |
Keep in mind, there are some currencies around the world that where we cannot economically hedge and so those currencies are bit excluded from what we're talking about right now. | 0 |
Between those three areas, I think we have a lot of opportunity. | 1 |
If anything, I think our cycle times have significantly come down. | 0 |
So at a fundamental long-term secular basis, we have new growth, new workloads, and that's what we are focused on, and that's a much bigger addressable market than anything our Transactional Server business had in the past. | 1 |
We have the functionality and pace of innovation that others don't. | 1 |
It's an end on to its own, which is, we've always cared about developer and developer productivity and especially at a time like this when there are more developers outside of the tech industry as the world goes digital. | 0 |
The impact without hedges would be higher. | 1 |
In terms of server products and services, I tend to think of it as the all-up growth. | 1 |
Advertising revenue continues to grow very quickly and its year-over-year growth rate is actually faster than the other revenue line item that you see there. | 0 |
One of the things that had been interesting, while we were watching these different services grow, was just how quickly multiple different messaging and communication services were growing at the same time, and it seemed a little bit counter-intuitive at first because it seemed like there should have been more overlap ... | 0 |
We talked about opening, announcing the region in India so there's expansion there as well. | 0 |
because at the scale at which we operate, the Intelligent Cloud and the intelligent edge infrastructure, which you all track as Azure, you got to remember it's the core platform that's powering everything from our gaming ambitions to what we are doing with Microsoft 365, to what we are doing with Dynamics 365 and of co... | 0 |
I think we’ll see different paces of people doing things in different countries around the world, but a lot of what we hope that we can – that we can contribute to this discussion is as much as possible have shared frameworks for how the industry should operate around the world. | 1 |
But when it comes down between dividends and buyback, our view is that for a variety of reasons we see a lot of value in the stock. | 0 |
Heather, let me -- on gross margin, over a long-term period and intelligent cloud, given the expansive TAM and the growth opportunity we see, it will create gross margin pressure over long-term. | 1 |
You have our top verticals correct, and we see a lot of strong growth in those verticals. | 1 |
North America was up 200 basis points sequentially and International was up 800 basis points and half of that you remember we've spoken about the impact of the Japanese consumption tax that was instituted last – April 1 of 2014 | 0 |
And so very happy with the trajectory we're on there and excited to be investing and have the opportunities we do at that point. | 1 |
So if you look at what the initial use cases are going to be around that, I think it's a lot of the stuff that you hear people talking about. | 0 |
And you know, of course we’ve got a very, very strong balance sheet. | 1 |
We thought that helping people interact more was the unique thing that people come to our services for and that it would be good for the community and the business over the long term. | 0 |
So those are important investments from an ROI perspective, but they don't have, obviously, immediate translation into revenue dollars. | 1 |
So I would say we are well equipped to deal with that complexity and the variability of what our customers want us to be helping them with. | 1 |
And then of course, there's some deeper AI research that we're doing that feeds into those applications as well. | 0 |
So sequentially last year, any North America EGM we dropped from 31% to 27%. | 0 |
While I can't get into some of the questions about ad loads and inventory, I would say really what we're focused on right now is driving relevancy, ensuring that we service the most useful ad as possible. | 1 |
I mean we're literally, we're firing on all cylinders. | 1 |
So, it was a big quarter for Whole Foods and Prime. | 1 |
but mostly because we were able to deliver this incremental value. | 0 |
So we're within that period at this moment, and you can see for all of us that travel there so much, with every trip you can see this occurring. | 0 |
Any change of the ability for us and our advertisers to use data can impact our optimization potential at the margin, which could impact our ability to drive price improvements in the long run. | 0 |
We spend billions of dollars a year, as Jeff said, on infrastructure, tools and services, not only to allow sellers to sell, but to help themselves more successfully. | 0 |
On the Instagram question, certainly in the short-run, some of the spend is incremental and some of it isn’t. | 1 |
Just because if you take something like Enterprise Mobility Suite, that gives you an indication of how, for example, we attach to Office 365 essentially an infrastructure service that has SaaS-like margins, or even some of our application services in Azure that attach to Office developer experiences. | 0 |
And in all of our segments, that is transactional business. | 0 |
We have in China currently a set of geopolitical issues that we are working through. | 1 |
And it gives us flexibility, we think the economics will make sense over time. | 1 |
We also recently announced Echo and Alexa are available in India. | 0 |
We're also adding more and more advertising as we roll out devices and Prime Video -- new Prime Video content in particular internationally. | 1 |
And so we view that as a very bullish sign on the future, that there's a lot of headroom left for upgraders. | 1 |
And it also helps us to create jobs and scale local businesses. | 0 |
I think that our iPhone line shows that there's a variety of different customers in a market that is as large as a smartphone market and so we're going to continue to provide different iPhones for folks to meet their needs. | 1 |
We feel that Prime and FBA are – reinforce each other. | 1 |
But that said on Azure, you're absolutely right. | 1 |
In terms of what we're seeing as opportunities, I mean, we continue to see good growth opportunities for revenue across both Facebook and Instagram, including both feed and Stories. | 1 |
And I think it's also good for overall engagement. | 0 |
And then the other half is pull, right, and going to some experience where you're asking for some type of content and getting to a point where we can do that very well is just going to add a whole new dimension to the service. | 0 |
This quarter we launched Canvas ads, which are very fast-loading, immersive mobile ads. | 1 |
The first one is that of the services that we report, there's a portion, about 85% of all of the services that we report is directly tied to the installed base. | 1 |
So, I would say that on a percentage growth basis again on a dollar basis, it's going very strongly. | 1 |
That means you need to have a platform that has a community around it and monetize as well. | 1 |
They got an eight-point lift in ad recall and a four-point lift in purchase intent among their millennial target. | 0 |
And, I mean, I don't know if there was something that folks could have done to make that happen fast, but I think that was pretty good. | 0 |
But I would say that at least in the near term, the impression growth opportunity is significant on Stories. | 1 |
because it brings people closer to the people who are representing them. | 0 |
That's because today our systems can't actually understand what the content means. | 0 |
I’ve never seen one that is anywhere close to being accurate. | 0 |
And when you think about why that's so critical long term, it's our ability to sell some of the workloads Satya actually referenced that will be in E5 when it launches | 0 |
We're really confident in double-digit growth in that PBP segment with the components of Office 365, Dynamics 365 and LinkedIn. | 0 |
The canonical example for me is someone who collects data, does a prediction, ultimately then has to do something about that prediction, which means some automation like field service. | 1 |
They're both important products clearly, but everybody has their iPhone at home as well and everybody has their Mac at home and everyone has their iPad at home. | 0 |
It's long been used to reach people in a compelling way, and we can do targeting in a way that's really unique. | 0 |
We see this in the broader context of better targeting. | 0 |
We've got the research going that I had mentioned earlier, there will be more of those through time, and obviously we've got things that we're not going to talk about just yet that we're working on. | 1 |
Over time I think you know we’ll look and expect to be able to grow our internal volume using AMZL or Amazon Logistics, but also continue to grow our 3P volumes with carriers, transporters around the world. | 1 |
That said, and it's important to understand this, while we think there's a lot of interest and great opportunity, we're going to be really thoughtful and strategic about how we ramp revenue. | 1 |
So, I think the pace and our accomplishment to share gains remain on a good trend line. | 1 |
And so my belief is that as the inventory plays out, as we make some continued investments in our product pipeline, which we’re doing, that we already have planned and have had planned for some time, between that, the inventory playing out, the enterprise starting to take over, I think still I believe the iPad is an ex... | 1 |
What I can say, the biggest dynamic going on again is that Amazon fulfilled unit growth of nearly 40%, which was last year and carrying into this year. | 0 |
I mentioned earlier how we're doubling the investment rate in the second half of the year versus last year's second half, and we're tripling the Amazon Originals content. | 0 |
Today, that whole model is that people can post what they want and then a person can flag it, and then our systems will look at it. | 0 |
But I think what is important here is we've been getting better and better at targeting as we optimize for real business results for advertisers, and we're better at converting the signals that we get from those advertisers into finding the right ad spots for them. | 0 |
It just takes the asset from its current status and extends the depreciation period and then new assets will be put into play will extend out for four years instead of three and we'll continue to revisit this. | 1 |
In terms of web services, it’s obviously growing extremely fast. | 1 |
I think everybody's going to own a smartphone, and I think we've proven that we can compete for a fair number of those, as you can see from our results. | 1 |
Cortana Analytics, we never participated in any of the advanced analytics workloads at all in spite of all the success we had in the database business. | 0 |
And specifically the numbers this quarter as reported are 11% increase for Greater China year-over-year but on an average weekly revenue basis, we were up 19%. | 0 |
More focused on producing this kind of content, and making it first class to consume as well, both in private and public context. | 0 |
The reason that we're pursuing this is that Qualcomm's trying to charge Apple a percentage of the total iPhone value. | 1 |
If you look at the other products category and look at the revenue in this category, it would not be an accurate thing to just look at the sequential change or the year over year change and assume that were the total Watch revenue | 1 |
We have plenty of financial flexibility, of course. | 1 |
We talked to coming out of Prime Day, had some good success and happy customers enjoying some of the devices there. | 1 |
because what we hear from SMBs is simple, fast, inexpensive, showing them real return, and we're going to continue to focus on all of those things. | 0 |
So that's a normal trend. | 0 |
So, obviously, the mix of products was very strong. | 1 |
In terms of the opportunities for price, it's really just continuing to focus on making our ads better targeted, more relevant, improving all the different ways in which we can drive better outcomes for our advertisers and sort of meeting them with the results that they care about and delivering those results. | 1 |
And I think that's a lot about what you heard Satya talk about the sales transition we're going through, whether it's how we build products. | 0 |
And we're seeing good early signs | 0 |
We’ll partner with everyone who does payment. | 0 |
So we really differentiate what the core thing is that we're trying to do, which is help people connect with each other and build meaningful relationships. | 1 |
But in terms of the content development, I actually think that that's coming at a reasonable clip. | 0 |
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