text stringlengths 1 656 | label int64 0 1 |
|---|---|
There's a huge number of people that will move into the middle class. | 0 |
As you know, our newest products this year have a higher ASP than they had in the past. | 0 |
And then you go to Office 365. | 0 |
We have more advertisers using the ability to target their ads to the right person. | 0 |
People really like this in WhatsApp. | 0 |
In calendar 2017, we've acquired 19 companies. | 0 |
They built this camera where you can see/talk and you can see and talk and toss dog treats to your dog when you're not at home. | 0 |
It's the unique value that people expect from Facebook. | 0 |
One was expanding the different types of content that people could share in Messenger. | 0 |
So that gives us some degree of confidence there in addition to our own execution on other things. | 0 |
And we have launched Prime in India, China and Mexico. | 0 |
Because of some of those, again, mostly the year-over-year accounting days, true up issue, it's showing up as negative 3% in physical stores. | 0 |
They can share video, they can take video. | 0 |
So when you look at that for the three months ended, around 34%, 35% for (04:05) and, historically, what we've seen with unearned revenue is a big and leading contributor (04:12) signing up, paying $99 upfront and having that (04:18). | 0 |
International growth, your comment about slowing down, I think there's a slowdown versus Q3, if that was your point. | 0 |
The installed base is growing. | 0 |
And so it’s an incredible market. | 1 |
That compares with last year in Q2 when we saw 22% unit growth, so we're 600 basis points faster growth in Q2 this year than last year and that 22% last year turned into 26% in Q4. | 0 |
But I do think that's probably the best way to think about the curve over the course of the year. | 1 |
I mean they -- what I'm reacting to is the high unit growth relative to good growth in revenue, but unit growth grew faster. | 1 |
So you actually see that revert in Q2, although our free cash flow growth of 8% in the quarter was actually very good, and I do feel good about that, but I want to make sure you don't miss understand the root cause that makes the number a bit of an anomaly. | 1 |
I'll also point out that we rolled out the global Prime Video offer in the second half of last – or, excuse me, in Q4. | 0 |
We've seen it across our premium services as well as core compute. | 0 |
We continue to invest in initiatives and projects ahead of revenue. | 0 |
We didn't break it out by segment, but we said that Prime Day contributed 200 basis points to our Q3 run rate, revenue growth rate. | 0 |
So that's a fully loaded number. | 1 |
So that is essentially what we're seeing, and we're certainly pleased with the customer response to those offers globally | 1 |
One of the areas of in fact real breakout growth in differentiation as being in Power BI, PowerApps and Flow. | 0 |
2018 is going to be an incredibly important year on this. | 1 |
So that's a really good example of how you can take targeting and the ability to target across Audience Network, Facebook and Instagram and drive people all the way down the funnel. | 1 |
We'd like as many people as possible to view it. | 1 |
I see it in Sales Navigator and Dynamics. | 0 |
And so they think we owe some amount, we think we owe a different amount, and there hasn't been a meeting of the minds there. | 0 |
And so that leads why I always tend to say, I don't focus as much on the mix per se. | 1 |
Instagram is growing quicker on a percentage basis, but it's much smaller. | 0 |
So yeah, the capitalization's relatively small in terms of, other than in the building itself. | 1 |
So those are all the areas. | 0 |
Now it is becoming increasingly possible, both because we can build the AI tools, but couple that with being able to hire thousands and thousands of people to do faster review of the content and look at something proactively. | 0 |
And where the developed markets the first-time buyer rates are down other than places like Japan perhaps, the emerging markets, we haven't even gotten started yet, really. | 0 |
There are -- it touches on a number of different parts of our business in terms of how we recognize revenue in terms of any aggregate, the impacts to our expectations for the revenue guidance for the first quarter. | 1 |
So we're continuing to work on some of the items we've been talking about for a couple of quarters now. | 1 |
So conversion tracking is increasingly used, and we work with our marketers to use it even more, and we're also really excited about conversion list because that's the first product we've had which scientifically measures the additional business you get from Facebook ads. | 0 |
We'll see more cost in Q3. | 1 |
So in some sense, this one has always been about being able to serve customers especially in an increasing digitization work, right, which is the need for more business process automation is increasing. | 1 |
What we’re seeing is that users are generating a lot of really high quality content, often pretty short form that people are really happy to consume. | 0 |
It's not going to have a material impact on revenue in 2016, | 1 |
So on the sales and marketing expenses, Mark, I think you're going to see that be lumpy. | 1 |
That being said, we – as I mentioned last quarter, we're spending time on making sure that we get productivity. | 0 |
And I also just think that going forward, we're going to be investing in these things at a much higher level because we realize that this is important, not only for our community and this company, but it's part of our responsibility to society overall. | 1 |
The overall number, even if you take a couple points off that 28% is a very good performance, that I believe to Satya's point, is the impact you've seen of the very aligned technology road map on the architecture plus a business model that matches it. | 0 |
So a lot of what we're trying to do is not just about taking the content down, | 1 |
But we are taking multiple approaches on payments where things like what we're doing with Payments in WhatsApp or Facebook Pay overall are built on top of traditional payment infrastructure, whereas the longer-term work that we proposed around Libra that's now being handled by the independent Libra Foundation where we'... | 1 |
And what that encompasses is both the Office 365 value proposition, but also our management and security value proposition with EMS as well as Advanced Threat Protection and Windows value that shows up in that Windows commercial services KPI. | 0 |
It also does show, as you point out, that AR can be really great. | 1 |
But we clearly are seeing very rapid growth and adoption of our Azure cloud. | 1 |
But even if tens or hundreds of millions of people use them, then we're adding unique value that other folks might not be able to build, and we're making the app more valuable. | 1 |
We do have a large project going and are making a big investment in this. | 1 |
And it's important to call it out because of course it's a one-off. | 1 |
And so, I think what you're seeing us do is really focus on services that meet those businesses multi-user accounts, improving approval workflow tools and just more recently, we introduced Amazon Business for Business Prime Shipping, which we think will be a great way for businesses to use multiuser – business customer... | 1 |
Across the – commerce and payments are an area that I'm quite focused on and optimistic about across all of our different services. | 1 |
One is things like the Azure Hybrid Benefits as well as the higher-level services that create I think uniqueness both as well as good margins long term. | 1 |
First, there's the Prime platform and all the features that I just mentioned, including the fulfillment, adding more fulfillment resources to handle higher and higher retail volumes and very strong FBA program as well. | 0 |
It's just that the experience is designed to deliver on that promise of, you want to watch videos, you want to keep up with the content that you watch episodically week-over-week, this is going to the place where you go to do that. | 0 |
On seller services, I would say it was just a very strong quarter if that's what you're referring to 31% growth in revenue. | 1 |
You are right that we had seven price cuts in Q4, essentially timed for December 1, so about 1/3 of the impact was seen in Q4. | 0 |
And so as I look at all of these things, we feel really great about how we did. | 1 |
So while we'll continue to concurrently drive growth and customer offering and Prime benefits, we certainly do take costs seriously and we will continue to work on operational efficiencies. | 1 |
We still believe we have an opportunity to grow impressions at a modest space year-over-year across the platform. | 1 |
It’s the richest way for me to visualize what’s happening at Microsoft in real time. | 1 |
So it is a little bit higher due to that program. | 1 |
because we have this hedging program as the dollar has weakened a bit in recent months, although during the last week it's actually started to turn the other way again, we've got the hedging program that works both ways. | 0 |
Azure Container service cuts across both containers running on Windows, running across Linux. | 0 |
So what we're saying is just continued strong usage both by existing customers and signing new customers for – see increased pace of enterprise migrations as customers are having success with AWS and increasingly trying new services. | 1 |
If you look at it, each of the geos, the minimum was at 25%. | 0 |
We have to work client by client. | 0 |
I think it's very disruptive in the market place because it brings a very different value proposition. | 1 |
That's all going really well and that's a big focus of our investment. | 1 |
And each of those are significant, so it's really the combination of those three factors that's driving the expense growth acceleration. | 1 |
So it's not just about old workloads and service providers and essentially hybrid computing as we understand it. | 0 |
Instagram specifically where we launched checkout, 130 million Instagram accounts are tapping to reveal products or learn more about products in posts every month. | 0 |
So we'll look at all those options, but for now I really think that Video Home is going to be a great experience, and I'm excited to roll that out. | 1 |
I think that there's this myth that we design News Feed in order to just optimize for time or for likes or comments or some signals like that. | 1 |
That said, I think we will do what is necessary to make sure that our products and services that are on Azure or elsewhere, our tooling, which are already many open source projects on GitHub, we do a good job of earning that developer trust and developer adoption. | 1 |
And we're the only provider still who can do this in a hybrid way. | 0 |
So there are differences in sales cycles. | 0 |
Usage rates are strong, but we also have a number of projects underway that seek to increase our efficiency of our data centers. | 1 |
Not sure on the Internet of Things, but it's very exciting for devices standpoint. | 0 |
So that's what you're seeing increasingly as the synergy. | 0 |
I think a thing to think about is the investments will ebb and flow over time, but our focus on cost reductions and improvement on customer experience will be constant. | 1 |
So, we're very happy with the progress of the revenue and our adoption and acceptance by customers. | 1 |
And what they saw for season pass ticket sales for 2017 was a 50% increase compared to 2016, and they attribute that to Facebook. | 0 |
That's in contrast to what we worry is too passive consumption of an experience in News Feed today where people just happen to often see a video and maybe they'll watch it for a few minutes, but may not interactive around as much in News Feed. | 0 |
It's interesting to note that upgraders both for the quarter and actually for the full fiscal year to-date was our highest ever, and so that we felt very good about. | 1 |
And if you take China out, it's even stronger. | 1 |
I'll just remind you that the units – those do not count in our unit totals nor do the units from Whole Foods Market. | 1 |
And on mobile phones. | 0 |
And in it what is fundamentally fragmented mark, this is not a business application never was and never will be a winner-take-all. | 1 |
So Prime membership and selection continues to drive growth and you'll see that in our unit growth numbers. | 0 |
And in general, when we look at our process to innovate our products, typically when we launch a new product, that product tends to have a higher cost structure than the product it replaces. | 0 |
When it comes to the cloud itself, we have a PaaS service with SQL, which is very unique in terms of SQL Azure. | 0 |
Subsets and Splits
No community queries yet
The top public SQL queries from the community will appear here once available.