text stringlengths 1 656 | label int64 0 1 |
|---|---|
I was in Berlin last week and saw it being used in a historical educational kind of sense. | 0 |
And so, I think it's a set of all of these things and we certainly feel a lot better than we did 90 days ago. | 1 |
In our fulfillment center world, we had grown square footage for our fulfillment center and shipping areas by over 30% the last two years, 2016 and 2017. | 0 |
And we've always viewed that part of our role was to sort of make things as simple as possible for the user and provide them a level of privacy and security. | 1 |
And so every other gross margin trend across IC, across PBP and across the rest of the MPC portfolio exhibits the exact same fundamental drivers and improvement. | 0 |
You will see volatility in the bookings number for the reasons we've laid out before, the changing expiry base, but also large contracts and commitments done by Azure. | 1 |
So there is going to be an increasing emphasis in the concept of lifetime value that we can deliver to customers. | 1 |
China, I continue to believe is a phenomenal country with lots of opportunity from a market point of view, but also lots of opportunity from a app developer point of view. | 1 |
I think being able to handle that through messaging is going to be a great experience. | 1 |
So again, we're very happy with both the Prime adoption of the - or the recognition of the Prime benefits by - at Whole Foods, and also the purchases. | 1 |
I think, Steve, we've been in a competitive position. | 1 |
We like what we see so far with our Amazon Logistics capability. | 1 |
Our revenue growth during Q1 would have been four percentage points higher on a constant currency basis. | 1 |
As we had talked about before, we're continuing to expand the indirect channel as well. | 1 |
So we're doing a lot around commerce and payments | 1 |
and so we are accepting more and more payment methods around the world. | 1 |
In rolling out things like Live, we've had this infrastructure that we've been building out for a decade all around the world, and that allowed us to build a product like Live where someone has to stream something live from their phone to potentially hundreds of thousands of people around the world. | 0 |
I think it's become – every year it becomes more important to people's lives and there are more things people are doing with it. | 0 |
So they get to touch and try our eReaders, tablets, Fire TV and Echo. | 0 |
We're working on a lot of different things that make it so that people can get value from interacting with businesses. | 0 |
That is servicing – accelerating usage in our largest AWS services as well as geographic expansion. | 1 |
Quarter to quarter and year to year, we just have different amounts of contracts expiring. | 0 |
So all-up, we have multiple pieces. | 1 |
But we have a wide variety of different partners beyond Cognizant who work with us. | 1 |
The first phase is what I will describe as the upgrade phase. | 0 |
We know that messaging is going to be increasingly important, that’s why we went out and hired David Marcus who is one of the best product leaders in the field to Messenger and why we bought WhatsApp, which the leading messaging product worldwide. | 1 |
So between January 1 and October 7 of this year, over 68 million people on Facebook in the U.S. made over 1 billion interactions about the campaign alone, and every candidate and every member of Congress is on Facebook now. | 0 |
We think that targeting end measurement are significant competitive advantages for us. | 1 |
Commodity markets may be very different from one year to the other. | 0 |
Those choices have been made, but at the same time, now they have a choice around database, and so we think that that's a very good incremental opportunity for us. | 0 |
However, we've taken what we've learned from last quarter, and we did see a number of encouraging signs. | 1 |
I am actually going to cover in commercial segments as one | 1 |
And that strategy, I think, is bearing out and we'll continue to apply it to all of the things that we do. | 1 |
So that's one. | 0 |
I was there right after the launch in October. | 0 |
Amazon Books stores, Amazon Go, and the opportunity that that technology presents. | 0 |
So we have a pretty broad spectrum of use cases. | 0 |
I think that there's a misunderstanding probably particularly in the Western world about China's economy, which contributes to the confusion. | 0 |
So for example, one of the comments I made in my remarks was, for example, SharePoint with PowerApps and Flow. | 0 |
Our primary investments during the last few years have been in the R&D space, because obviously we want to continue to innovate, improve the user experience differentiate our products. | 1 |
And you see that even in the way customers use it. | 0 |
And of course, the answer to that is we do believe that, but it certainly comes over a period of time and run through our annuity base over that pace. | 1 |
And on that front, they're both doing great. | 0 |
Then things like what we are doing to even go to non-knowledge worker audiences in retail or in manufacturing with some of the things that we're doing with staff scheduling for example. | 0 |
But then we have to make it easy. | 1 |
The guidance we gave and our annuity positions in terms of renewals and where we saw them were exactly, frankly, what we expected with the small exception of the geos that I called out | 0 |
And so I'm a big believer that the two countries together can both win and grow the pie, not just allocate it differently. | 1 |
It's creeping up to the early part of November through the holiday season. | 0 |
We now have over 2 million apps in the App Store and are more focused these days on discovery and other things to bring more great apps to the service because there are so many out there. | 0 |
We want to make it so that features that get built across Instagram or Facebook or WhatsApp and when people engage on those, it can also make your experience better across the other apps in the family, too. | 1 |
So on desktop, for example, it's easier to type, so we saw more text posts. | 0 |
So some parts of this will not land this year, but I expect a lot of this will start to land this year around this vision of building the private social platform. | 1 |
In fact, I'm very excited about some of the new workloads. | 1 |
We have a very good track record of taking those cost structures and over the life cycle of the product, we are able to bring them down. | 1 |
I think Stories is another example of this. | 0 |
When you think about, you are right, it is a big number, and I feel very good about it, and for the year on a pure basis it was $15 billion of commercial cloud revenue. | 0 |
And starting in April, we've introduced other SKUs that have more value in them at lower processing specs. | 0 |
In terms of integrating them, no, we're not going to do that. | 1 |
We don't think the changes help in those dimensions for both the customers in India and also the sellers. | 1 |
The number of paying accounts continues to grow very strongly, and that's very, very important to us for the App Store business. | 1 |
The developer tools around ARKit and AR in general that I went through earlier, lots of interest there, lots of interest from the Watch App Store, to the Catalyst that will be released with macOS Catalina, which allows developers quickly to port a iOS app to the Mac. | 0 |
We are seeing strong traction in that front as well. | 1 |
If not the best, we are continually driving up efficiency and lowering costs and we see that in our bottom line. | 1 |
But I like where we are. | 1 |
I think on the Facebook app, I just say the DAU trend paints the picture broadly for Facebook. | 1 |
And then that phone is then redistributed to someone else. | 0 |
On the second half of your question, I tend to think you're right. | 1 |
Now what we will talk about in more detail is that the quarter-to-quarter results in any given year will be a little bit more volatile. | 0 |
So I would expect us to have the biggest change in our margin structure to happen in 2019 and for it to moderate from there. | 1 |
What I can say about India is when we see a positive surprise we double down on it. | 0 |
But, yes, we are investing more in general in sales and marketing over time, | 0 |
Yeah, and in terms of voice calling, no, we're not going to charge for it just like we're not going to charge for messaging. | 1 |
Now one of the things that we see is that the way that we are sharing is always changing, and some of this is because of underlying technical transition. | 1 |
The other revenue growth that you see does include some non-advertising things as well. | 0 |
And that's probably frankly been true a little bit longer than we talked about technically in terms of what goes off and what comes on given we've now got, as Satya said, 60 million users and more than that in terms of seats sold. | 0 |
So we do need to build out more one-day capacity along with our transportation partners, but we're moving quickly and we've got a good head start. | 1 |
So there's no – I don't think we ever are going to declare that we are done making changes. | 0 |
So we look that that and we ask the question of hey, if 100 million people are in those very meaningful groups today, can we get that to be 1 billion people over next several years? | 1 |
On Brazil, just briefly, yeah we did recently expand and add an electronics category there in Brazil. | 0 |
In fact as I said, a lot of the Azure use case, I think you referenced this, have been non-zero-sum | 1 |
And we're going to focus a lot more on helping people share videos of their moments in their lives. | 1 |
So we have - we're currently working on evolving our Prime free Two-Day Shipping program to be a free One-Day Shipping program. | 1 |
And then just on your second question around advertising, if you look at the other revenue, the growth rate decelerated some. | 0 |
Having said that, I think we’re in a good position and by sometime in late June, we currently anticipate being in a position that we could begin to sell the Apple Watch in additional countries. | 1 |
We've been investing quite openly in a lot of areas and continue to do so. | 0 |
So that's another place where something like Cosmos DB which is very unique in capability in the marketplace is definitely another service that's got real traction. | 0 |
If you look ahead five years, it will have ten times that number in it. | 0 |
So, yes, I do think that price is a factor. | 1 |
We have 500 million people watching video a day. | 0 |
So you know there’s a lot of factors at play there on the enterprise business, but we are having great success and we’re adding a lot of sales force or sales representatives, especially for the enterprise market. | 1 |
In this quarter we decreased by 700,000. | 0 |
On Qualcomm, I just want to make it very, very clear that we are accruing. | 0 |
I see a lot of similarities to where China was several years ago. | 0 |
We've launched Whole Foods products on our Amazon website, and we're -- the technical work continues to make Prime the Whole Foods customer rewards program and we expect to have more on that later in the year. | 0 |
In general, for the full fiscal year, we'll be right at or a little below where I thought we would have been, and so that's why the full-year perspective that growth will slow is still on track. | 1 |
It had a measurable impact on our run rate, our growth rate last year particularly Q2. | 0 |
But the places where we are more likely to go and put our OpEx in the coming quarters, in the coming years are going to be about revenue that's going to show up for multiple years out. | 0 |
So our improvement and continued improvement in our commercial cloud gross margin portfolio, I think this is a key criteria of that. | 1 |
So on all those measures, we really like what we're seeing and we like the investments that we're making to make that News Feed experience even better. | 1 |
So there will be differences quarter to quarter. | 0 |
Subsets and Splits
No community queries yet
The top public SQL queries from the community will appear here once available.