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And I think we've done a very good job of pointing out its competitive advantages, and we're seeing that also benefit margins. | 1 |
And then we priced the XR right in the middle of where the entry iPhone 8 and entry iPhone 8 Plus have been priced. | 0 |
But I also point out that we launched Turkey in the quarter and now we have 17 Amazon websites globally. | 0 |
So, the road to monetization takes some time. | 1 |
It's based more on shipping units. | 0 |
And then, we're working very hard to get everyone to give Apple News+ a look. | 1 |
So we felt we could guide to a slightly narrower range, which we've done occasionally in the past. | 1 |
So it was a rare aggregation of startups in Q3 and into Q4 that's helping us position better for Q4 volumes. | 1 |
I do want to point out it's not just an accounting-related change. | 1 |
Unless we are able to, over time, settle between us on some amount, but right now we're depending upon the courts to do that. | 1 |
So there's lots that we are working on on engagement that continue to drive time spent. | 1 |
The issue is that enterprises, generally speaking are only deploying iPads to a small percentage of their workforce. | 0 |
When you look at our overall growth, our growth is very broad-based. | 1 |
And obviously that will impact both, I think, the quality of the experience in terms of the ads they get and also the monetization for us. | 1 |
You can share it on the platform. | 0 |
We see adding five more this year. | 0 |
Since -- in 2016, I think it's very fair to say that we were behind where we needed to be as with a lot of -- the rest of the industry and governments as well and expecting the kind of information operations that we now have seen. | 1 |
And we’re very pleased with the strong performance that we had with Facebook itself in the quarter. | 1 |
We have some really, really impressive gains and efficiencies in both the warehouses and also the data centers. | 1 |
So that's how we look at it, but you got to remember that before Quantum, there are many byproducts of a quantum effort that have significant implications on how we get more competitive, efficient in terms of providing computing to the world. | 0 |
And our focus will always be making sure we have a clear roadmap for customers to make long-term commitments through annuity and so we are really trying to get away from some of that launch impact that you may normally expect to see. | 1 |
We have a very large and diversified business. | 0 |
So that's really what's driving it, not a shift to a different format like video. | 1 |
Constant currency growth was 48%. | 0 |
iPhone was relatively flat year-on-year, similar as the market was. | 0 |
So I think that's what you're seeing. | 1 |
We launched additional savings for Prime members at Whole Foods. | 0 |
It also, obviously, you can also do things with HomePod like use it as a speaker phone. | 0 |
So I think what that does is, again it strengthens your purchase decision, it strengthens the need to not have to go elsewhere to buy a product because you need it quickly. | 1 |
VR is still very early. | 0 |
And so I think what you're seeing is that across all of the objectives people have from brand marketers to direct response to SMBs to developers, as our ad products get more sophisticated, our targeting and measurements get better. | 1 |
It's a huge market and it's clear that many people will be moving into the middle class over time, as we've seen in other countries. | 0 |
Our reported results are on a normalized basis, removing the one-time item from last year, was 15%. | 0 |
So, we believe that there needs to be a regulatory framework in place for each of the major issues that I just talked about. | 1 |
That for us was a bit of a surprise, and a positive surprise, obviously. | 1 |
For production, I think that means that you need to get the camera experience, and the experience for capturing and uploading videos that you've captured to be much better in a more central part the of the experience. | 0 |
In terms of our marketer segments from brands to direct response to SMBs to developers, the growth is really strong there as well. | 1 |
This year, we took Prime subscription revenue and amortized it over the quarters on a straight line method. | 0 |
And maybe the two most important messages are that we believe iPhone revenue will grow double digits as compared to last year, during the March quarter. | 1 |
That value gets deferred and gets amortized over the estimated period of time that we deliver the free services. | 0 |
So they will have that same profile, which is lower-margin services first, higher-margin services over time. | 0 |
It's a business that is growing nicely, so we get good support from our scale. | 1 |
It is actually impacted by the same thing that impacted free cash flow this quarter, which is about a $1.3 billion on settled cash settlement impact. | 1 |
Of course remember that both Apple and Google has built cameras and private photo sharing and photo management directly into their operating system. | 0 |
There's a lot of - it's having a lot of pickup by both vendors, sellers and also authors. | 0 |
You'll also notice that the Fire TV Stick was – a new version of it was launched in India with some important features there such as the ability to search in Hindi and in English, free data usage for three months and also data monitoring, which is important there. | 0 |
And I just go back to the three factors that I cited in the past that the regulatory landscape is continuing to evolve. | 0 |
And so it's a very rapidly expanding country. | 1 |
In the medium to long run, we believe we compare very favorably with any other spend we can do | 1 |
And the installed base is up 80% over the last two years. | 0 |
We learn from every Q4, this one was no exception. | 1 |
And the fact that our Services mix increases as we go through the year, that is of course also helping, given the profile of our gross margin for Services. | 0 |
We're excited about Q2 when the devices hit the shelves. | 1 |
We want to make it easier for our customers to actually use our services | 0 |
We began to see more gaming approvals in the quarter, or I should say some key gaming approvals. | 1 |
We let them do registration, imaging, catalog, uploads and basic seller training. | 0 |
So, I mean, that's what we're seeing in terms of driving engagement. | 0 |
In terms of the way we price, we price to sort of the value that we're providing. | 1 |
And so we turned the corner in Music. | 1 |
And also on the memory front, we feel that for NAND, we're going to be turning the corner very soon. | 1 |
And so, we're seeing consumers adopting that and we're building products for them. | 1 |
We have transportation companies that we partnered with and other technology companies. | 0 |
And it continues to be a large increase both Q3 and Q4. | 0 |
I would tell you that the way we look at this is in a quarter where you have a supply constraint, it's difficult to draw too many conclusions from it. | 1 |
Could we sell significantly more and significantly faster from an upgrade cycle standpoint in places outside the United States, where we've been forced to increase prices by up to 20%, 30%, 40% in certain countries? | 0 |
There's still a small business at 100 people, but they are a growing business and showing the power of how our work with SMBs is growing jobs. | 0 |
So we don't think it would be a good experience in News Feed, right, | 1 |
Then we've got data centers and data centers is a growing expenditure for us, | 1 |
Because there are a lot of really big and important Chinese companies who sell a lot of products to people outside of China, and they use Facebook as one of their primary tools in a lot of cases to spread information about what they're doing and grow their customer base. | 0 |
While we saw improvement in the gross margin percentage in Office 365 and continue to make progress on that it is also the balance, right. | 0 |
I wouldn't say yes at this point, | 1 |
So – and then as you know, Q3 is generally a lower quarter due to all the work to get ready for holiday and the hiring of people and building teams. | 0 |
Our content systems are getting more mature, there’s a lot of more work to do in each of those. | 1 |
I think, AR has the ability to amplify human performance instead of isolating humans. | 0 |
And when they have an ad and they can get a direct contact one to one with a customer, that's been something that people are really excited about. | 0 |
We've been a longtime advocate of structural tax reform, and so we'll just wait and see how things play out. | 1 |
And so again, that's a new muscle for advertisers. | 0 |
So that's the TAM expansion. | 1 |
But that said, we see plenty of opportunity for total gross margin growth in terms of dollars just because of the number of markets that we participate, in which we by the way, never participated in the old server world. | 1 |
But so is speed and agility for customers and the ability to deliver services and features that were beneficial to them. | 0 |
Similarly on headcount, we grew headcount by 48% in 2016, 38% in 2017, if you exclude the acquisitions of Whole Foods and Souq, which drove the number up to closer to 68% I believe. | 0 |
We feel this really strong quarter. | 1 |
And so therefore, from a secular perspective, we are all in on making sure that we invest in our commercial cloud as well as our investments in things like gaming and going after the opportunity that is there in front of us. | 1 |
And you're definitely right that a lot of the AI research that we do is applicable to multiple areas, but we still need to build those tools. | 0 |
So we saw the largest quarter-over-quarter and year-over-year increase in revenue in that business as well. | 0 |
I think we're in the early innings of it, not in the late innings, and I think the market rate of growth over the long haul will also be impressive. | 1 |
That roadmap, we know that those devices drive customer engagement and sales. | 0 |
Take for example foreign exchange, which has been a significant headwind for the company for the last three years now. | 0 |
And there's international expansion in some other areas. | 1 |
When you look at our current product portfolio, it is much broader than it used to be. | 1 |
And what they did in that test is tag each article of clothing. | 0 |
And we have - again trying to take advantage of the fulfillment capacity and transportation capacity especially with third-party partners that we have. | 1 |
And the other thing that we need to keep in mind as we step back for a second and now we've gone through a couple of cycles where the U.S. dollar has strengthened. | 0 |
In terms of the expense guide in 2020, I would say that obviously we plan to -- a large factor of our expense growth is driven off of headcount. | 1 |
So that's what led to the acceleration of desktop revenue growth. | 1 |
So it’s really a great benefit for sellers, its good for sellers, its good for customers and we believe good for share owners too. | 1 |
So it's going to take time. | 1 |
But I’m really confident that this is something we really understand how to do and will do. | 1 |
So again, we had margin expansion year-over-year that was quite significant, from 12.4% to 23.5%. | 0 |
And so we're putting a lot of energy in, just like we have in other geos that eventually wound up producing more and more. | 1 |
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