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If we look at even in the United States, which is a very advanced market, I think it's something like 35% of SMBs don't have a web presence of any kind. | 0 |
But we certainly value our relationships with USPS, FedEx, UPS and other global carriers. | 1 |
And if we can grow demand faster than we grow supply, then we're going to see that play through in price. | 0 |
The movement between the two are important. | 1 |
But we also continue to invest, particularly in Alexa and our device area. | 1 |
But because of the scale at which it's operating, that's why you still see that server KPI remain at that high level even as the base grows. | 0 |
So we need to get to that in messaging. | 1 |
One of the things that's really important in this is helping marketers understand that they need to optimize those video ads. | 1 |
I think the data architecture that underlies what's happening in the enterprise underneath applications is going through a dramatic change. | 1 |
They purchased similarly, was bought with a PC, was bought one time, it was infrequent, with an inability, as Satya said, to add workloads. | 0 |
The other efficiencies that we're seeing are network efficiencies, especially as we add things like sort centers. | 1 |
The first is build an experience and get it to scale, to build a community that can get to hundreds of millions or 1 billion people or more. | 0 |
We’re looking at our investment. | 0 |
So we think that ads is a great business model that is aligned with our mission. | 1 |
So I'd say overall not a big change in the gap there and overall the impression growth is really the story for Stories and will remain the story we think for the near future. | 1 |
We're working very hard to make sure that it's very easy for customers to buy the things they want to buy and access, a lot of the features they’ve grown accustomed to on the website. | 0 |
And that's broad-based growth across the globe, | 0 |
We believe both Facebook and Instagram have this combination of an ability to do great creative with the best targeting in a most sophisticated measurement which shows businesses how we help them move products off shelves. | 0 |
But overall, where -- a big focus for us is making sure that individuals and small businesses have access to the same kind of tools that historically only larger companies have had access to. | 1 |
And I think I've said this before. | 1 |
So the combination of these two things obviously had an impact on ASPs. | 1 |
We love the – customers love the content and we like the results we see, particularly around Prime free trial conversion and renewal rates for subscribers who use and take advantage of Prime. | 1 |
I think we did really well there. | 1 |
I even look at the growth of virtual machine instances on Azure. | 0 |
So to share an example, Garmin launched the Fenix 3 Sapphire watch, and they did it with videos ads on Facebook that worked without sound. | 0 |
When you have that, I think we're going get to a point where things like TVs, you no longer need a physical TV. | 1 |
So innovation and investment will continue and can be lumpy. | 1 |
And so I actually feel quite good with that outperformance and our ability to see that outperformance fall to the bottom line through stronger executional gross margin percentage, particularly in that segment. | 1 |
We are very encouraged with the growth of the Prime program, and we're hopeful for the Prime Video that we launched in the fall. | 1 |
And so lots of positive things, and you know, as you probably heard me say before, I’ve never seen as many people coming into the middle class as they are in China. | 1 |
And so I'm optimistic that the countries, the U.S. and China and the U.S. and Europe and so forth, can work these things out and work for the benefit of everyone. | 1 |
But if you look at Boeing or you look at any of the other examples that I talk about when it comes to the cloud, our servers never did what these customers are now doing in our cloud. | 0 |
The new price will apply to renewals starting on June 16. | 1 |
And no specific categories we're calling out as a driver for gross margin because, again, we're much more focused on the profit dollars. | 1 |
So, the integration you spoke of are the right ones we want. | 1 |
And so we've spent quite a bit of time on that, as you might guess. | 1 |
So there, the most important thing that we need to do is get the basics right and make sure that we are providing, hands down, without any question in anyone’s mind, the clear best service in those areas. | 1 |
So now as the technology on the network level improves to support that, what we're seeing is the ability to serve what is a large amount of demand for what's a very engaging type of content. | 0 |
This has to do with wanting to provide customers a very simple way to upgrade. | 1 |
One of the things I would point out is that from a pricing perspective, there are headwinds that we might face on targeting, given the overall privacy landscape in 2019. | 0 |
That's one example. | 1 |
I wouldn't want to comment on that, but we do have a really great pipeline here. | 1 |
But on the other hand, from our perspective, we're not a company that's traditionally done hardware or built operating systems or these kind of products. | 0 |
I think people love Apple products and we are going to do our best to serve the market. | 1 |
A lot ties into our Prime Music offering. | 0 |
So we're pretty confident that this is going to keep on growing. | 1 |
And you can see in that example, even in your own feed, the opportunities we have to improve, finding the right ad and giving it to the right person at the right time, which drives businesses all around the world and drives our business as well. | 1 |
And we feel relatively confident going into these elections. | 1 |
There is clearly a macro impact, especially on the transactional business. | 1 |
They are moving a significant number of them to the cloud, and in fact replatting to be even multitenant and cloud native. | 0 |
So we'll continue to do that. | 1 |
But when we look at a country-specific level, there were a lot of countries, I would say the majority of the countries, where iPhone units grew strong double digits, starting here in the United States, where for example, the fact that annual upgrade programs are becoming more and more popular is proving to be a positiv... | 0 |
We've seen good demand inside commercial entities for and when they make those upgrades to buy Windows PCs and often Surface devices, in that choice, I think it's benefited our OEM partners and us. | 0 |
And there's also India, as I mentioned, we continue to invest in India. | 0 |
So, for example, you can buy now in one interface on Facebook, Instagram and Audience Network. | 0 |
So I think that this is going to be a really big opportunity. | 1 |
That's how we sell it externally even. | 0 |
We continue to work on the customer experience and making sure we're really delivering a quality experience for shoppers. | 0 |
And it's – this is one of the things that I think will create a lot of value for people discovering and interacting with businesses. | 1 |
So a lot of hard work going on there. | 1 |
I think broadly with advertising, so much of this is about having -- developing great relationships with these advertisers, because I think they appreciate the fidelity we can provide around shopping outcomes. | 1 |
And you see the growth that we talked about across all of this. | 0 |
And since then, we've built the playbook out that has included building AI tools to identify thousands of fake accounts and groups and pages that violate the policies. | 1 |
because if you look at our size versus the number of projects we have going, it's much smaller compared to most. | 0 |
So we feel very good about the gross margins that we’ve generated in the March quarter, and we feel very good about the guidance that we provided, given the severity of the impact. | 1 |
It may be getting there a little slower than the starting point in the U.S. but we see it really showing up in customer engagement and customer purchases. | 0 |
I also look at the first time iPhone buyers and we're still seeing very, very large numbers in the countries that you would want to see those in, like China and Russia and Brazil and so forth. | 0 |
So overwhelmingly, the thing that drives us are to embark on services that help that and become a part of the ecosystem. | 0 |
It's also helpful on Instagram where we're also seeing the benefit of ranking changes. | 1 |
We're doing this because is the right thing for our community. | 0 |
We mentioned simply one that didn’t exist I think Brendan when we first started having this conversation, which was our EMS suite and I look and say, those opportunities as well as the creativity of our people I think gives me more confidence if not less in the structural integrity of the lifetime value of a customer a... | 1 |
Video is obviously super important so having the ability to do – work on video across the web has been really great. | 0 |
because we built our services around transparency and control, and we're building on this to ensure that we comply in May of next year. | 0 |
Prior to 2018, we recognized this revenue over the 12-month period with more revenue allocated to the fourth quarter each year. | 0 |
So we got to there on Watch, it's growing well and that is -- so we're kind of still now focused on continuing to make it better and continuing to grow it. | 1 |
So we do every year we'll continue to monitor the growth there. | 1 |
We're staffing earlier in those locations, we're in good shape for the holidays and ready to go. | 1 |
And what they did was just beautiful pictures but also targeting very specifically to women with specific interest, such as things like weddings and babies, and they saw a 6.4 times return on ad spend. | 0 |
As you mentioned in your second point, we've already launched an app accelerator center. | 0 |
So that's the main thread of the AI work we're doing is trying to understand conversational and linguistic context and computer vision, photographic and video signals to understand what's going on there. | 1 |
At this point, some of the partnerships we have with customers are of that same magnitude. | 0 |
when you look at it from a purchase value standpoint, actually in the December quarter, we grew 24%, and for the fiscal 2015, we grew at 23%. | 0 |
And so for today, Apple Pay is very much about a great feature for our customers so that they can pay in a very simple, private, and secure way. | 1 |
When they were using a combination of Facebook, Instagram, and the Audience Network, they saw 57% lower cost per install with placement optimization and 59% more volume versus running on Facebook alone, which led to 6% incremental revenue. | 0 |
And so, Jennifer, listen, I kind of think about this as we’ve a incredibly strong footprint inside existing enterprises today, that footprint and you can see it in our results. | 1 |
We have a great slate of new Amazon Originals coming out later this year, both in the U.S. and internationally. | 0 |
And so I think, we remain confident that double-digit target that we have for that KPI and is it really, I don't think sort of a comparability challenge per se, but that’s why we try to keep it at that high level to not get too tied to one or the other, given we know the TAM expansion that’s possible, we know we can gr... | 1 |
Well, ultimately, I'll step back and say one of the main things we look out on Prime Video is customer usage patterns and in 2016 we had a doubling of Prime hours for video, music and reading. | 0 |
So the gross margin rate of these services is clearly significantly dilutive to the overall Services margin. | 1 |
And I would add, in addition to the number of regions which Satya is talking about, it's also the capacity inside a region. | 1 |
It was acceleration further from the previous quarter. | 0 |
And when Japan is better, it's why you also see the interesting relationship in constant currency. | 0 |
So on GDPR, I think fundamentally we believe we can continue to build a great ads business while protecting the privacy of the people who use Facebook. | 1 |
And that's where I think we will be very differentiated. | 0 |
It's very early, but we're seeing good results. | 0 |
I would just add that we did see that premium mix go up in Office 365 on the commercial side as you were noting. | 0 |
So more basically, on AWS, very happy with the response from customers. | 1 |
We are going to be getting some benefits from commodities in general and memory in particular. | 1 |
It's an approach that we've executed in other hardware segments that I feel is a proven model for us. | 0 |
We see that tied to the Prime growth and the adoption of Prime and success of that program. | 1 |
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