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because it's not something that we particularly like to do. | 0 |
We are inventing things in India that do not exist in other parts of the country – excuse me, parts of the world. | 0 |
We continue to innovate on the products to make them more effective and make this a great gateway for businesses to come onto Facebook and come into mobile and spend. | 1 |
CCPA, I think is still a work in progress. | 1 |
But independent of that, yes, you're right; Prime membership continues to grow. | 1 |
But we also expect revenue growth in gross margin growth to come out of that investment. | 1 |
And that's what's I think the killer opportunity, not any one technology, but the entire flow. | 1 |
I think the team is executing well there, so I think you've got a variety of factors. | 1 |
As we look out, we do expect that beyond 2018 - sorry, beyond 2019, we'll have expense growth more in line with revenue growth. | 1 |
We're investing aggressively, whether it's on the field side or on the CapEx side to attract more customers and more workloads per customer. | 0 |
At the same time, on the market side, we have emerging markets where we have low penetration. | 1 |
It's not necessarily in the overall geo footprint build out. | 1 |
Its probably is worth adding that, although prices are factor, the primary factor for customers choosing with AWS is really around their ability to move quickly and to be nimble and agile | 0 |
The starting point for our expectation would be, the usage growth would be very – that our growth in infrastructure costs would start with the growth in usage, which has been exceeding the revenue growth rate. | 1 |
The multitude of launches that we had in reinvent was great for all sizes of customers, really, both large and small; both companies starting – just getting their start with AWS, but also companies that have been engaged with AWS for many years. | 1 |
Of course, I use Word, PowerPoint, Excel, Outlook, on a daily basis. | 0 |
And they create different dynamics in the system, and I think that's an important thing to understand. | 1 |
The government stimulus, this came in terms of a VAT reduction, a very bold one. | 0 |
We've had some great success in 2014 and 2015. | 0 |
You're not wearing VR out in public. | 0 |
But VR is still very much in the development stage. | 0 |
On ad load, we have a lot of experience rolling out ads into feed-based products and we monitor it very carefully and we're going to continue to monitor really carefully. | 1 |
So that's proven to be a, I think, a good skill for folks to be able to enjoy in addition to a really kind of rich and growing Amazon skill set. | 1 |
But in all of these different ways, voice and how people interact with each other and eventually building products that allow people to interface with our products through that, we’re quite focused on this. | 1 |
The reverse of that is also true, is that somebody got the iPhone and then decided I really want something to coach me in fitness and to curate some of the communications and so forth like the watch does so well and so it's not always a linear path. | 1 |
And then in Q4, last time on this call I mentioned that we estimated Q4 would be $1.5 billion penalty. | 0 |
As long as it's in stock, as long as it's priced competitively. | 0 |
There is a certain tranche that we can dial up quickly, and we've started to do that and you'll see that very quickly in Q2. | 1 |
You see it this quarter. | 0 |
So we're super excited to have the platform and to continue to invest in it. | 1 |
In its own right, we think of Office as perhaps one of the most strategic developer assets we have and with the Microsoft Graph API and what we see as activity around it, we think about the platform effects of that as also being very key. | 0 |
So, we're continuing to hire and hire across a number of locations. | 1 |
So we see the combination and they're not all happening coincident, but there is time lag in it but therefore that’s one of the reasons why we want to be very aggressive in getting the workloads on to Azure both storage and compute; and even in the storage and compute, we now have premium offerings for higher SLA, for ... | 0 |
And we also open up to new customers when we add these regions. | 0 |
And in the case of AT&T we were the only public cloud in there. | 0 |
But I can't tell you just yet what that timeframe is going to look like, but I think we're well-positioned over the long-term because we're leading in Stories in basically every country. | 1 |
But I think we’re off to a good start. | 1 |
I do think that the assets that we have in this area are huge and I do think that it's probably something that the investment community would want to and should focus more on. | 1 |
So that’s why utilization of that entire infrastructure is how we think about even total return on invested capital for our cloud business. | 1 |
On the flip side, currency devalued by 5%, and so that's not an insignificant headwind. | 0 |
There will always be somebody who chooses to purchase on a one-time basis, or there's a logic to it | 0 |
First, the top-line growth was – continued to be strong coming out of Q4. | 1 |
Our goal is to give marketers the highest return they can and over time to capture the amount of budget that's equivalent to the percentage of media time we capture and we're not there. | 0 |
I even referenced in my remarks how in healthcare people are using those to build bots and skills and agents. | 0 |
We're getting a lot of positive customer feedback. | 0 |
And we live in a mobile society. | 0 |
I think it's the direction that we should be going in with more things in the future. | 1 |
Wearables has very, very strong momentum. | 1 |
And we see a lot of that online and that's a pretty big issue from everything from bullying to terrorism, there are lots of reasons why people might otherwise have the tools to share what they would want but feel silenced. | 0 |
You don't know how much to pay. | 0 |
And so all these things, all these things together are all about the user experience and making people's daily lives better. | 1 |
Those are going to be the drivers. | 1 |
So we try lots of things for fulfillment. | 1 |
And we think that from a user point of view, as the smartphone itself becomes more and more essential to people's daily lives, which is a part of what I had talked about before, a part of bringing it into the home in a bigger way and in the car and at work and so forth, we think people will put more and more focus on w... | 0 |
And they do some really great work around standards-essential patents, but it's one small part of what an iPhone is. | 1 |
This is about $1.1 billion of negative foreign exchange on a year-over-year basis. | 0 |
But we feel good about how we're doing. | 1 |
You're right, we've got an extra few days. | 0 |
And then, Anthony, just real quick, this is Dave, on your question around media and probably more particularly the video strategy and what we're investing in, I mean, we are continuing to invest meaningfully in digital video. | 1 |
because if you look at what we do, is we spend our capital only to really fuel the growth or to service the growth of usage across Office 365 and Azure, and you see that increasing | 0 |
And I think the way we've seen this in the field is -- and our sales organization has been not unlike some of these Dynamics transactions or the Power platform transactions that require a fundamental understanding of business process and the changes you're trying to implement. | 1 |
So one example is a lot of people, hundreds of millions of people, are using Marketplace on Facebook now, and a lot of people are using that in countries where WhatsApp is the primary messaging app that they use. | 0 |
We're seeing strong usage growth that outpaces revenue growth as usual increased pace of enterprise migrations. | 1 |
On your first question about iPhone, I think the most important thing, Gene, as you know for us, will always be the product and the experience. | 1 |
So yes, continue to see growth in programs for both sellers -- for our sellers and delivery partners. | 1 |
And so it's really too early to tell what the conversion rate will be. | 0 |
As you know, we typically have what we call product transition costs during the September quarter, and this year we also have about 30 bps of headwind from foreign exchange again because the dollar has appreciated recently. | 0 |
We're judging our success by how proactive can we get, so what percent of the stuff that we're taking down are we identifying before other people identify it for us. | 0 |
For us, this is an important investment and it's very strategic. | 1 |
because there's some volatility in the ins and outs based on seasonality. | 0 |
Think of it almost like an Office business. | 0 |
So the fact that we were able to grow in that low expiry base is actually very good structural performance. | 0 |
First, video content and marketing associated with that is nearly doubling year-over-year in the second half of the year. | 0 |
Secondly, we're continuing to make big investments in innovation. | 1 |
But to your second question I’ll even say the following which is that, I think that there is clearly difference in GM between the per user and consumption. | 1 |
And so if you look on a year-over-year basis, which is primarily what we look at from a unit point of view because it would have the seasonality embedded in that, we grew sell-through on a year-over-year basis. | 1 |
So I do feel good about how we're doing, but it needs to do a lot more obviously and we're very excited about the roadmap of things that we have ahead. | 1 |
And so we'll see how this area goes, but it is still an area of great interest. | 1 |
So that's where we book the gain on warrants that we have with – on investments. | 0 |
I think that Whole Foods really gives us a vast headstart on that and a great base. | 1 |
We're really glad to see that and that creates a great base of Echo and Alexa fans out there. | 1 |
And I'm told we had several hundred people waiting at the store in Sydney and I'm getting similar reports from across that region. | 0 |
I'm actually excited about our ERP business. | 0 |
That said, we're really excited about the opportunity I talked about, increasing the entertainment and media vertical and brand marketers, particularly. | 1 |
There are situations where the commodities markets are in good shape. | 0 |
We had a meaningful step up in North America in Q2 and it was accelerating through the quarter. | 0 |
We think there is a big opportunity over the long run here | 1 |
Because those of a long-term contracts relationships we want to have with our customers be it consumer, be it small business or large customers. | 0 |
I would also say that, although it's smaller internationally the impact of advertising is starting to show up more and more internationally. | 0 |
And the pilots, the place which in the second half is going to be a huge focus for us is the enterprise deployment, and that's where I think there's real excitement | 1 |
And our ability to blend them into interesting products that solve customer solutions, which may not even be priced as the component parts, is I think how we think about, especially in our solution areas that Satya talks about, how we talk about delivering it to a customer. | 1 |
And then I'd say across all of our apps, we're seeing strong adoption of Stories and, on WhatsApp Status products around the world, and that continues to provide another way for people to connect and share. | 1 |
If you're looking to see how we see demand, obviously this quarter in Q4, we felt very good about cloud demand across all three services, but in particular with Azure. | 1 |
The biggest difference on an annual basis with the adoption of ASC 606 will really just be the change from Windows OEM. | 1 |
Messenger today has 1 billion organic interactions between businesses and consumers each month. | 0 |
It helps us identify content that might be offensive or graphic that might violate the policies of Facebook so we can flag that and review that better. | 0 |
And therefore over time the community feels less comfortable sharing that kind of content on Facebook. | 1 |
That's perhaps the biggest shift | 1 |
So, we're building global scale in that business in both content and marketing. | 1 |
And that's what we are building towards. | 1 |
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