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because we know that over time that creates the monetization opportunity. | 0 |
It also seems like that from a rollout point of view there's a -- you will see these plans offered in a significant way in the United States already, but in fact these plans are being offered in some derivation in over dozen countries in the world. | 0 |
And so this allows us to focus on maximizing subscribers, particularly in the early going. | 0 |
To step back again on that, our general philosophy is we want to find things - businesses that customers love, that can grow to be large, will provide strong financial returns, and are durable that can last for decades. | 1 |
They need to be natively social than a video ad that runs on TV. | 0 |
You're not going to send a lot of things people don't want to see if you're paying for them. | 0 |
And we also see a point out that you know increasingly what we’re doing is renegotiating or negotiating incremental price decreases for customers who then commit to us long term. | 1 |
It's really the flywheel of Prime is definitely working. | 1 |
But we're very committed to it and believe that – it's already a big business and believe over time it will be even larger. | 1 |
We are at an annualized run rate above $26 billion and that was about $18 billion this time last year. | 0 |
And as I believe I already mentioned, we like what we see. | 1 |
And so we see all of those as very encouraging signs. | 1 |
So we anticipate doing that in Q2 this year as well. | 1 |
And so these whole communities have formed, which was somewhat surprising to us honestly, because we hadn't developed that product specifically for buying and selling. | 0 |
But I suspect that any time there are large numbers of customers that have a phone that's in that two year kind of range that it tends to be a sweet spot, and I think you probably will see a lot of people trying to recruit those customers. | 1 |
That's been a contributing factor to MAU growth. | 0 |
And we're just seeing that people like to engage with that a lot more. | 0 |
And I think over the years, we made very good trade-offs and our gross margins have been quite stable over time. | 1 |
It was a record for us, so we see a lot of opportunity in these markets. | 1 |
We want to make them better all the time, and that typically requires additional cost and so the cost structures of our products, new products, tend to be higher than the products that they replace. | 0 |
And these are modules that there isn't an installed base of those anywhere, no competition even exist. | 0 |
Again I want to point out to the 20% year-over-year growth. | 1 |
And what happens is that from Facebook or Instagram Feed or from Facebook, Instagram or Messenger Stories, you can click-to-message a business on Messenger or WhatsApp. | 0 |
Video ads are really exciting. | 1 |
And it's good to see that kind of growth at that kind of scale now with $8 billion. | 0 |
We've talked about the drivers of supply being growth in DAU, growth in time spent per DAU and ad load, and obviously, we've given stats around rough stats around – we've given specific stats around DAU. | 0 |
Last year, we added regions in the UK and Canada. | 0 |
And then you can complete the transactions and follow up with businesses individually and have an ongoing relationship through Messenger and WhatsApp. | 0 |
And IDC’s estimate of the market for last quarter is a 16%, so we grew two and a half times. | 0 |
It is very, very important I think for investors to understand that what's happened during the last two years | 1 |
And we're continuing to see strong growth across all those sectors. | 0 |
So in summary, our guidance for iPhone; we got double digit year-over-year growth and acceleration of sell-through growth on a year-over-year basis. | 1 |
We do see growth in the other verticals as well. | 1 |
It was minimal in Q1's results. | 0 |
So that's, I think, one of a number of factors. | 1 |
It’s certainly a competitive market that we see and we’ve seen for really a number of years. | 1 |
We continued to hire a lot of software engineers. | 1 |
And we actually prioritized making the mobile experience good before putting ad there. | 0 |
In terms of integration, all the apps are already very integrated today. | 1 |
Really, we're still evaluating the situation in India. | 1 |
The growth in Prime has been fairly consistent over the last recent quarters in Prime memberships, and as I said, we had the largest new sign-ups on Prime Day for the Prime program. | 0 |
So I myself, in fact one of the things that Amy and I do, is when we think about our CapEx, we think about all these layers together. | 1 |
We also think the ROI is very high here. | 1 |
We never had that kind of a management footprint. | 0 |
That's why we are working with Alexa, we would welcome it on our devices, | 1 |
And we also had a very, very strong quarter in Japan in the March quarter a year ago, which was driven by very significant carrier promotional activities, and a pull forward of sales into the March quarter in anticipation of a consumption tax increase that took place on April 1, and again that is not going to repeat. | 0 |
We try to make it more stable through the hedging program. | 1 |
And the second is having a business partnership with news publishers that I think can be sustainable over the long term. | 1 |
First, we're improving our Android experiences, and we've talked about the impact that Facebook Lite has had on that, just making easier registration processes, just making Android – our lightweight Android app easier to use. | 0 |
There was some on-prem strength this quarter, it does show-up in bookings, it doesn’t show up in unearned and it does show up in the P&L, we had a good quarter there. | 1 |
This is the fourth consecutive quarter that we've had double digit growth in Greater China. | 0 |
So it’s still early and what we’re focused on really at this point is relevancy, making sure that the ads are relevant to our customers, helpful to our customers, and to do that, we use machine learning and that’s helping us to drive better, better and better relevancy. | 1 |
We wanted to make sure that we have competitive Windows ecosystem participation across all the price points. | 0 |
And during the quarter tactically the emerging markets had a bit of a rebound. | 1 |
And my broader concern is that if that doesn’t get put in place, then frustration with the industry, I think, will continue to grow. | 1 |
We’re testing it in a handful of countries to start just to make sure that we have the UI and interaction simple enough that people could express more of what they wanted without getting in their way, it is adding a little bit of complexity to something that is very simple, say just a one tap like button. | 0 |
And so we think the mix shift to Stories is a big opportunity for us and it's going to take time to continue to get advertisers in, but we're very happy with demand to date. | 1 |
I would say I talked about sort of the reasons the three big reasons why customers choose our cloud in our cloud infrastructure in particular. | 1 |
We’re super confident about the pipeline of products and services that we have, and therefore, we believe that there is great value in our stock. | 1 |
Although we've had Prime Day in most of those countries, it's really starting to gain more and more traction there. | 0 |
But we need to keep into account the fact that these positives are going to be partially offset by the cost structures of the new products that we are launching now and we've launched already a few during the September quarter and that will have an impact on our December quarter results. | 1 |
You may recall we've been in Brazil for a number of years now, initially launched with really a Kindle and e-books offering without the sort of physical categories and, more recently, added physical books again, a third-party marketplace offering. | 0 |
We have a great group of carriers that we use globally and you know who they are. | 1 |
We obviously support that with all of our servers. | 0 |
And so, when I look at the businesses that we've built and the businesses we're investing in and do I feel like this needs for tech intensity that Satya talked about, that will ultimately drive the desire and need for customers to adopt technology, we're in the right places. | 1 |
In spite of that, it was an all-time record revenue. | 0 |
We sold more units than we thought we would and so that was a part of that. | 0 |
It's not just what people think of as direct response advertisers. | 0 |
The first one's just pure revenue scale. | 1 |
And I think, in fact unlike any other time other than Windows, we've not had this kind of platform effect. | 1 |
Karl, thanks for asking that question; it gives me a chance to reiterate how many of those components are bit one-time in nature. | 1 |
And so when it's annuity based there is really no opportunity to see it as upside in Q4 from an end of support frame. | 1 |
Well, one of the things that I’ve been focused on is trying to help develop global frameworks where possible, but the challenge of course, with that is that except in a limited number of cases, regulation typically isn’t global; it’s national. | 0 |
On the CapEx guidance, this is really just about better visibility on how spend will come through. | 1 |
The big shift that we are making when it comes to phones is to not think about phones in isolation. | 1 |
Frankly, our display business has been quite good. | 0 |
And we went through this process of integrating that and making sure that it’s integrated with all these system well. | 0 |
So that aggregate portfolio is what helps us move up the margin curve. | 1 |
On your comment or question on transportation, we do continue to expand our Amazon logistics and delivery capability and it also matches up with our faster ship speed that we're seeing for Prime members as well. | 1 |
So that's one way that I think that this will be valuable. | 1 |
But across all of the different types of content issues of people trying to spread hate or incite violence. | 0 |
And people in our community, they don't know the difference about whether that content is coming from Facebook or a different place. | 0 |
And so, you will see us – with Windows 10, so you'll see us continue to do these integrations that add value again to both the Microsoft 365 and Dynamics users, as well as LinkedIn members. | 0 |
And then rest of world, we saw some countries come back online like Ethiopia came back online. | 0 |
Over time, we would expect that ad load growth will be a less significant factor driving overall revenue growth, but we remain confident that we've got opportunities to continue to grow supply through the continued growth in people and engagement on Facebook as well as on our other apps such as Instagram. | 0 |
And then on your question of marketing, yes, the marketing percent of revenue was up 110 basis points year-over-year. | 0 |
EMF continues to be I think of incredible value to customers. | 1 |
So really, it’s the compounding of those three issues that are creating headwinds that we think are going to impact us, as we get later in the year and into 2020. | 1 |
If you back out exchange that’s approximately breakeven, included in there we certainly have a sizeable step up in investment in India. | 0 |
And, again, that's a big part of what we're trying to do to drive the overall ads growth story, as well as providing a good experience for users with the ads that they're seeing. | 1 |
So we ran a bunch of qualitative studies and talked to a bunch of people and incorporated those signals into the model, and that has had the result that the people in our community who gave us that feedback and who we worked with on this, what we had expected in terms of both increasing the quality of the content that ... | 0 |
We have a lot to do there, we think it’s a great opportunity for us. | 1 |
So, you'll notice on the top line guidance of $31 billion to $33.5 billion or 22% to 32% growth incorporates the Prime Day results and I can talk more about that later. | 0 |
And we have the business model that aligns with them and their interests and the trust. | 0 |
because if we can connect, people seeing ads on Facebook to what they buy, in stores or in other ways, that's how you close the loop and that's why we put so much investment and hopefully so much innovation behind measurement. | 0 |
So we're very happy with the results in video. | 1 |
It was very lumpy this time with 18 warehouses in one quarter and another five in the first three weeks of the next quarter. | 0 |
We want to make sure we get the safety implications of that right. | 0 |
So, I’m actually hoping that going into this next fiscal year, we do a much better job and customers do a much better job, but they don’t benefit because the advantage Azure has because of the hybrid used benefits across the entire workload are pretty phenomenal, and we had a good set of sessions at our partner meeting... | 1 |
I think the overall adoption cycle of Windows 10 in the enterprise is perhaps the best that we have seen in the enterprise for any new release of Windows, and primarily driven by security and manageability of the new Windows, and that's what's been the driver. | 1 |
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