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So really that's a big part of the focus. | 1 |
So, I don’t really think of that as being negative, and you saw the exact same behavior and dynamics. | 1 |
I think the Maersk example I walked you through is probably a good one, where it may start with some commodity workload on Azure or it may start with Office 365, but then it will end up with HoloLens and someone using Dynamics 365 for increased automation. | 0 |
Now over the next period, especially in H1, we continue to see -- expect to see very good hybrid percentage and execution, which help to offset some of that. | 1 |
The biggest focus – the biggest impact of the focus on meaningful interactions as Mark mentioned will be in areas like passive video, where from a business perspective, we monetize less on a time spent basis. | 1 |
So there's a big space here in terms of helping people have real connections and interactions around video. | 0 |
You can also have Siri call for you, you can send messages, you can get a Uber car or a Lyft car. | 0 |
I’m a big believer in the ability for iPad to play in a major way in enterprise. | 1 |
And so our internal goal was to be able to beat the thousand level, and we thought it would be great if we were able to do that by a little bit. | 1 |
And then there is the hybrid choices, where if somebody's building a smart factory, they're now looking and saying, what is the server I deploy in the factory to manage the millions of sensors that are there across the factory. | 0 |
because 90% -- more than 90% of Instagram users are following a business. | 0 |
Again Mark this goes back to a little bit of understanding I guess how we think about both X as well as OpEx in terms of our cloud. | 0 |
Advertising was also a key contributor as we're continuing to make more value -- the offering's more valuable, both to customers and advertisers alike, and that was particularly strong in North America, although not in the North America segment. | 1 |
Our growth this quarter was very broad-based across all of the regions | 1 |
But on the shopping product itself, it is still very early days and we're working to improve the product and it's quite small. | 1 |
So we'd ask for some patience on this to do this correctly, and the game plan will be more similar to what we did in Facebook with News Feed. | 1 |
Really, Karl, what can drive that in addition to the overall gross margin improvement we talk about in the cloud, it's also really the strength we see in our Windows business. | 1 |
So that's looking great. | 1 |
And now it was more than 100 million people doing this, I think we’ve really proven as part of that hypothesis, that this is something that people are going to want to go do. | 0 |
because it takes – it makes the ads more relevant. | 0 |
And so, we did see a bit of growth that we were excited to see frankly on a segment where we’ve been working hard to make additional progress and add value. | 1 |
With respect to 5G, I think most people would tell you, we're in sort of the extremely early innings of it. | 1 |
So I would say the biggest impact in the margin that you're seeing in Q2 is really around the 71% increase in assets acquired under capital leases. | 0 |
We’ve now made payments to developers in Greater China of almost $5 billion over half of which was in the last 12 months. | 0 |
It's starting to pivot to consumed. | 1 |
I think it's a strong economy there. | 1 |
So I think that that's a thing that we take seriously, whether it's connectivity and making sure that people actually all around the world get to enjoy and benefit from the opportunities that the Internet has or the improvements that come from AI, or eventually upgrading the computing platforms that we all get to use. | 1 |
So, it's a great success. | 1 |
And so those points of sale pretty much, the overwhelming majority of the low numbers of sales were not there until the last two weeks of the quarter. | 0 |
The ops team did a fantastic job here, not only in being able to expand one-day selection and delivery capacity, but also preparing for and handling some very high volumes on Prime Day earlier in the month. | 1 |
And so, with that right, it lets them easily transition between Windows or SQL to those same benefits in Azure with a small uplift in price. | 0 |
So we have a very rich story and this is not even talking about some of the other end-user BI capabilities like Power BI. | 0 |
We're committed to doing that because I think that this is important for our mission. | 1 |
And keep in mind that we have a good history of bunch of people buy one Apple product, they have a great experience. | 0 |
That's a trend that's not new for us. | 0 |
And I do feel like in that area, we could invest in Office 365 some of the new E5 capabilities and look forward to adding sales capacity to take advantage of that. | 0 |
I think it's accurate to save those type of markets. | 1 |
We continue to provide the same metrics that we were providing before. | 1 |
And I think it's a great opportunity for us both from a creation point of view and an ownership point of view. | 0 |
We sold Office on-premise or Office perpetual clients. | 0 |
We had a price decrease in Q3, and that was our 52nd since we started this business. | 0 |
So we're very happy with the growth in the business, the momentum that we're seeing with enterprise customers. | 1 |
You should think about in the next couple of quarters. | 1 |
We think this is huge and so great for the user experience. | 1 |
The way I view this is, the vast majority of our products are kind of made everywhere. | 1 |
Sitting underneath that is this very large 120 million dollar-monthly active users in commercial. | 0 |
Instagram ad load in feed is at the same level as Facebook, so that would be – that's certainly been helpful in our recent quarters. | 0 |
You're right that Quest is growing and doing quite well. | 1 |
So those are some of things that we're working on and we think there – we still have a lot of opportunity there moving forward. | 1 |
As you know, as I think we talked about before, we started manufacturing the iPhone SE there six, nine months ago so. | 0 |
And as you said, we started to experience some level of cost pressure on the memory side, particularly on NAND and DRAM. | 0 |
So, we will continue to invest and think that we have a good path forward. | 1 |
It helps with again Prime Now and AmazonFresh and a lot of initiatives that we'll see, which again we mentioned the Prime Now is tied in with Whole Foods, now in 10 cities. | 0 |
and that's why we're working to actively expand those partnerships. | 0 |
But the 100 basis points that I quoted includes the mitigating impact of the hedging program. | 1 |
And so, in order to have that local compute in some of these factories with millions of sensors, you may in fact need Azure Stack. | 0 |
For the first time, what you see across Microsoft is really one platform which spans all of these businesses and all of the margin structures that are there represented in it. | 1 |
But just to put that in perspective and compare it to the development of previous computing platforms like phones and computers, I think the first smartphones came out in 2003, and in the first year, I think BlackBerry and Palm Treo were the initial smartphones that came out. | 0 |
Consumed revenue is actually a great leading indicator for what we expect our Azure growth going forward to be. | 0 |
The currency weakness has been part of our challenge there, as you can tell from just looking at the currency trends, but I view these as speed bumps along a very long journey, though. | 1 |
But that’s about $100 million impact that we would not have seen before that. | 0 |
We talked about that in both Mark's comments and my comments and we're continuing to ramp that investment. | 0 |
And on Whole Foods, yes, I believe the total is 465 stores or thereabouts. | 0 |
It is not only investing, but also working on efficiencies, adding new products and features for customers. | 0 |
And again, in Q2, we'll start to lap this. | 1 |
They can consume video very easily on a phone. | 0 |
I think, we have opportunities, Amit, in both the growth of the installed base as Luca mentioned in his comments, we continue to grow across every category, hit new highs in the last quarter and we hit new highs in all of our top 20 markets. | 1 |
As you know very well, in addition, our product ranges for all the major product categories have become wider over time and therefore, a unit of sale is less relevant for us at this point compared to the past, because we got this much wider sales price dispersion, so unit of sale per se becomes less relevant. | 0 |
So what you've seen, for example in fiscal 2016, you've seen investments in R&D growing at 25% and then our SG&A expenses to be about flat. | 0 |
Now, on the flip side, I try to be very careful in my remarks to be clear that this is one of those situations where the community growth that we're seeing is outpacing the progress that we've made so far on developing the ads in that space. | 0 |
And so when Japan is strong, it tends to be a very high margin landing down to the bottom line. | 0 |
The iPhone Xs Max which was new was $100 more than the Xs. | 0 |
but I think it will be something you will see step up after 2017. | 1 |
And so you will see a little bit of volatility in this number as those contracts and the type of contracts start to land. | 1 |
So I think that building groups is - it obviously cannot replace people getting together in person, and a lot of the most successful groups are successful | 1 |
So I think those headwinds are still real and out there and that factors into our outlook as well. | 1 |
So those would be the places where we are fairly differentiated, and that's what you see us gaining both for enterprise customers and ISVs. | 1 |
but our penetration is low, | 0 |
The program will be global. | 1 |
On a year-over-year basis, I think you have to look at two things. | 1 |
And it includes a lot of the transparency work around advertising in general, but also the political and issue ads archive and verifying all advertisers who are trying to run political and issue ads. | 0 |
So for example, HBO used our video retargeting mobile app install ads on Facebook to drive downloads at HBO now, and Facebook is now the number one channel driving subscribers. | 0 |
A lot of small businesses want to set up storefronts. | 0 |
We don't have enough women going into computer science, | 0 |
We are looking at, in some cases, at the potential to increase prices in certain markets. | 0 |
You can take a video and upload it without having to take five minutes to do that, | 0 |
The population of India is incredibly young. | 0 |
We see more impact of this hybrid, private, as well as public cloud all being complementary. | 0 |
It is already the third largest smartphone market in the world. | 0 |
We had a great Reinvent Conference in the quarter. | 0 |
So News Feed at the core is proving to be just a great experience for users. | 0 |
So, on the op margin side, although there was improvement year-over-year and, yeah, you're right, it is still on FX-neutral basic – basis negative. | 0 |
So we are paying some that's been comprehended. | 1 |
And so I'm not very surprised that some people are falling out of it. | 1 |
It's just where you see volatility in-quarter has always been in the transactional side of our business. | 0 |
That's what starts in a week's time, and that is a more retail execution and upgrade. | 0 |
And we really believed that, and call it five years, or whatever the period of time that it takes to get there, I think most of what people consume online is going to be video. | 0 |
And I'd just add that the seat growth as well as the ARPU growth, one of the things even in spite of the success we may have achieved in the past, we never were that successful in penetrating with all of our workloads when it comes to small business and definitely across the globe. | 0 |
I mean, I think what you're fundamentally seeing in that overall KPI is what I think are two major advantages we have. | 1 |
You can think about it as a two-dimensional grid where one axis is the richness of the content that people want to share, then other axis is the size of the audience, or intimacy of how people want to share. | 0 |
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