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And the way we track progress is to see how is our annuity growth of our server business, and how is our cloud growth. | 1 |
We thought about Instagram in the context of this new mobile camera space that was complementary. | 0 |
So Messenger is much more focused on being an expressive and rich environment that has lots of different types of content. | 0 |
We think the phone has a lot of legs to it. | 1 |
Can't speculate as to what we'd do in the future, but Prime is a program that's really important for us, and we're working hard every day to continue to build selection there and to continue to make Prime better. | 1 |
And so we’re pleased with the early feedback we are getting from the first disclosure of Windows 10 and as well as some of the successes we are having with Windows 8 adoption in the enterprise. | 1 |
People can go to your profile. | 0 |
So anecdotally, with our early, early adopters, we can see that we believe the increased opportunities here really work, and we have other examples like this. | 1 |
So we're always working within a range. | 1 |
And it's cheaper and easier to build a webpage than it is to build a mobile app and get distribution or downloads. | 0 |
In fact, our own IT Systems, take what we have done with our HR and our financial systems and some of those things as they move to the Cloud, we bring some existing and then add to it. | 0 |
It’s generally over a three-year period and there is other pieces of equipment that have a longer, shorter depreciation life. | 0 |
This is a big part of the product experience that we want to deliver. | 0 |
Our top verticals this time are e-commerce, CPG, retail, and entertainment media. | 0 |
As you probably know, we have a very broad portfolio of Services. | 1 |
Videos had a big contribution there. | 0 |
The impact on short-term is pretty much indistinguishable from the growth that we're seeing in our expansion of our base customers in our existing regions, so we don't see a large step-up from the addition of new regions relative to the large and rapid growth in the business itself. | 1 |
And so therefore, Office 365’s approach resonates even there. | 1 |
And so, the fact that we then -- we’re often seeing extensions take place of prior commitments on Office 365 to again be longer and include the Azure contracts. | 1 |
And I think that's because we have a combination of the creative and the story telling, so the art with the science of the targeting. | 1 |
But over any annual period, the biggest difference will really just be the change in some ways back to how we thought about OEM revenue. | 0 |
So we're really pleased with the performance that we're seeing on the revenue front, certainly on the FX adjusted basis. | 1 |
And so really, this is really 100% the Xbox One X impact in Q2 of the launch on the company gross margin and in particular, the MPC gross margin. | 1 |
Targeting is obviously very important in that. | 1 |
We've also observed some continued declines as we've done this and in the passive consumption of video, specifically. | 0 |
And so the local competition is not new. | 1 |
So as far as the Whole Foods, specifically on the question of what we'll look at as far as expanding that grocery delivery, we're going to use the 10 cities as a test and see how customers respond, just like we always do, and make sure that our deliveries are great for those people, and then we'll announce expansion pl... | 1 |
The impact on NAND and DRAM will continue to be there, and we expect it to be there. | 1 |
It's only one store at this time. | 0 |
We're excited about checkout but I really want to stress how early this is. | 1 |
What happened is we realized that mobile was growing faster than desktop and that people were shifting their usage and that it was the more important thing for people’s consumer experience. | 0 |
Do we expand our footprint, our percentage of the IT budget at a customer? | 0 |
There's the continued investment on the security front. | 0 |
We think it's a great, pairing our associates with Kiva robots to do some of the hauling of products within the warehouse has been a great innovation for us. | 1 |
So the in-quarter revenue and the guidance will look a bit lower due to that, as well as the amortization of intangible expenses, which will also hit. | 1 |
We've seen additional costs creep in, in the name of customer experience in prior years, and this was, in hindsight, probably one of the cleaner Q4s recently. | 0 |
You've seen us do that with Azure. | 0 |
In Q4, we saw better growth in Europe because we've come off of the GDPR - the first two quarters of GDPR. | 0 |
So we are getting very good top-line growth. | 1 |
And that's our job, is to make it so that we build great tools that people – everyone around the world can share anything that they want with everyone. | 0 |
This is really about every budget that sits not just in IT, but under every functional leader of a company being spent differently and being spent on our technology. | 0 |
So we had that dynamic. | 0 |
But overall, there's a lot of stuff in the space. | 1 |
If you look at some of the most exciting things that are happening in the cloud, is cloud applications that actively require an edge Azure IOT, or Azure Stack are becoming the runtimes of the edge where you do need not only the ability to do compute and storage, but to run the AI inference and the edge. | 0 |
We continue to focus on improving the gross margin of each individual product area, which creates leverage over time. | 1 |
So customers are responding greatly this year. | 0 |
So, at this point I don’t think we’re giving a lot of color around supply chain and that sort of thing. | 1 |
We’re able to grow the revenue in existing contracts, and so that absolutely contributed and has contributed over the past couple of years to what I do believe has been reasonably consistent, commercial bookings strength versus the expiration base. | 1 |
In terms of search, we are showing ads in Marketplace in FB search results. | 1 |
But in a much bigger way, commerce discovering product all the way, through to sales is a big part of what's driving our ads business. | 0 |
So as I mentioned before, running an ad that has a click to Messenger ad that goes into Messenger is just an early example of what's possible. | 0 |
When precisely it begins to grow again I wouldn’t want to predict, but I strongly believe that it will. | 1 |
So I guess what I'm saying is I just expect some of this to land in this year. | 1 |
We opened seven stores there during the quarter. | 0 |
But we also have services that are very successful, that are below the average for the services business. | 0 |
As you've seen from our revenue guidance, and from cost savings, because as you know the commodity environment is fairly favorable right now. | 0 |
And we are of course doing this with groups and there will be opportunities to do this in other places, including with news. | 1 |
And we've already deployed $200 million of that. | 0 |
So that's where we would focus. | 1 |
We have a number of services that are reaching pretty good scale and I think we'll keep on pushing that. | 0 |
Teens remain very – remain engaged on Facebook. | 0 |
And so I do not envision Apple's having a large enterprise sales force will certainly make – we continue adding some people more on the engineering side, but I don't envision having a large direct sales force. | 1 |
So in that category, and some of the things that we're investing the most in are as you say the Echo and Alexa devices. | 0 |
And I think that this is the year of Apple Pay. | 1 |
I think the heaviest lifting of the work we do is really helping marketers in different verticals focus on the right metrics, which are the sales metrics, | 1 |
I think it's a combination of things that are - that have turned things around. | 1 |
It's also important to note that commerce is a really important vertical in our ad business. | 1 |
If you think about the IaaS and PaaS numbers, I would expect to be on the higher end of growth rates. | 0 |
Now that may be possible because there's high, high, high engagement in Stories. | 0 |
In terms of the North America revenue growth acceleration, one of the big factors there is really just also that's where you're picking up some of the accounting change from the Instant Articles going from net to gross, so that's contributing to that acceleration. | 0 |
It makes Prime stronger and then that's a self-reinforcing where Prime then – the Prime success attract mores sellers. | 0 |
They ran video ads across IG - Instagram Stories, Instagram feed and Facebook, targeted to Canadian women aged 25 to 54, and they were measuring all the way through to sales and they saw almost a 7%, so 6.9% lift in store sales. | 0 |
Thirdly, the markets, sort of the emerging markets broader than BRIC, but including all of emerging, when I look at our share in these markets and the LTE penetration, I see huge opportunities. | 0 |
We also know that there may be a DAU impact for implications on European usage. | 0 |
We are well on pace to achieve that, and we feel very, very confident about the future and the opportunities that we have in the services space. | 1 |
But to your specific questions it shows up today in the on-prem number is where you can see most of the strength of that value and over time as it gets used and consumed it will show lot more in the Azure ACR number. | 1 |
yes, our guidance on total cost is all-inclusive, | 1 |
And you can imagine that today, we consider putting things in your News Feed that you're connected to in some way, right, that are from a friend or a page that you're following or that one of your friends likes. | 0 |
Our consumer service isn't active there, but it actually is already one of the biggest advertising markets that we have. | 0 |
We have worked on some voice products on Portal; that’s an important way that people interact. | 0 |
The Mac also had an unbelievable quarter in China, and I’m particularly very happy with this, that Mac unit sales were up 31%. | 0 |
Yeah, just one thing that's structurally I think, that we think a lot about and we're very disciplined about is our capital allows us to build all of the cloud services from Office 365 to EMS to Dynamics to Azure. | 0 |
What I can tell you is we have seen great efficiency on the cost side, the cost to generate the capacity for AWS. | 1 |
We're constantly learning about what our community wants, and we will constantly be trying to incorporate new information and signals into the models to help value all of the content in the system as accurately as possible. | 0 |
The -- in dollar terms as opposed to percentages, we had a larger dollar increase in revenue both year-over-year and quarter-over-quarter. | 0 |
We also collect much less overall than others do. | 1 |
And we're making progress across verticals, across our large customers. | 1 |
And from an upgrade point of view as I mentioned in my comments, we compare favorably, slightly better than the upgrade cycle that we saw on the iPhone 5s. | 0 |
And so if you think about all of those components, which actually were very similar to Q2 in terms of their strength, you see them again in Q3. | 0 |
The bandwidth issue has also been an issue, but as you point out, it is being addressed and between the large carriers there with Bharti and now Jio investing the way they are, the service in India is materially better than it was just 12 months ago. | 0 |
I think we look at all of our investments with an eye towards trying to maximize long-term free cash flow at strong returns on invested capital. | 1 |
One of the things that I think we need to look out for, that the intelligence community has warned us about is some of the goal of some of these nation-state actors is not necessarily to interfere directly, but to just sow doubt about the legitimacy of an election. | 1 |
I talked about some of our global rollouts in the past quarter. | 0 |
But we're increasingly seeing the open source workloads, the Linux workloads, the Oracle workloads, the SAPs and what have you. | 0 |
We want customers to be able to see new brands and have easier time discovering products that they're looking for. | 1 |
We have in fact pockets of good growth in China with our cloud doing fairly well, but at the same time we're grounded that in the fact that we need more work to do and we're working through them and then as and when they will work out, we will let you know. | 0 |
And so I think our tools are the simplest, but I think we still need to do better | 1 |
One is an architectural technology advantage around hybrid, right. | 1 |
We grew across the board with large companies too, but SMBs were really important for this. | 0 |
And we really believe that this will be the bottom and we can start growing from there over time. | 0 |
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