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And then there are transactions, like for example, App Store sales, where a portion of the transaction does not get recognized by Apple, but it goes to the developer. | 0 |
So when you think about the shopping experience or the checkout experience on Instagram, these are still very early days, and we're working hard to improve the product and expand to more businesses. | 1 |
You know that we don't get into specific product from a unit standpoint giving guidance, and so we feel very confident about the trajectory for the company and for iPhone going forward. | 1 |
So, Anthony, I can just take the first part of that at least, which is – look, our focus is on kick-starting the ecosystem here for the video tab that Mark talked about. | 0 |
In terms of the next leg of this, given the momentum that we're seeing across the board, we feel great about our current services, but obviously we're also thrilled about our pipeline that have some new services in it as well. | 1 |
Then you can start thinking about Messenger and some of the other platforms we have. | 0 |
Yes, I think that's a fair interpretation of my commentary both last year and this, which really speaks to consistency. | 1 |
In terms of monetizing time spent, it’s certainly the case that consumers have shifted to mobile and businesses need to catch up. | 1 |
But when you're running an operation and serving people at this scale, I think you have a responsibility to invest in all these things that are downstream that could help shape and improve people's lives, because I don't think that there are that many other folks in the world who will. | 0 |
And so you can bet that we're pulling that string. | 1 |
AI tools over time will be able to do a better job of flagging things for the set of people who are in the Community Ops teams that we can prioritize what we look at. | 1 |
We had especially strong growth in APAC and the U.S. and Canada, so that was part of the growth. | 0 |
So we will always be evolving that, part of that involves changing fee structures, sometimes, adding new fees or subtracting old ones, part of it involves raising or lowering fees that sellers pay. | 1 |
We like our position in it. | 1 |
I mean that is absolutely the fact, case, that is we are seeing a much faster adoption cycle, obviously starting with the consumer side but even the 8 million business PCs that are already running Windows 10 before we have started in fact the push on enterprise. | 1 |
So over the very long run, I think we remain very optimistic about the growth opportunities we have. | 1 |
CapEx, as I mentioned, grew quite a bit in 2014 and grew even more to over $9 billion across all of our capital expenditures and capital leases in 2015. | 0 |
But we're also making investments to support the core growth of the business. | 0 |
and we think we're making good progress there, | 1 |
So in terms of news and different kinds of content, I know this has traditionally been something that we've delivered a really good experience for in terms of people being able to share the content that they want, being able to get access to the content that they want, different recommendations from friends, and we've a lot more coming there, | 0 |
And then streaming is just a natural sequence of it. | 0 |
And I'm really happy to do this. | 1 |
And so that's the reason it's chockfull of incredible innovation. | 1 |
And the fact that so much video is being consumed on our platform gives us room for an ads business to grow | 1 |
We're also seeing a higher stock-based compensation expense. | 1 |
We had some –we think some pre-buys in Q1 and we're overlapping that in Q1 of this year. | 0 |
So in terms of the deceleration, we continue to expect deceleration into 2020, but it would be, we believe, more moderated and the reasons for that, that we expect the deceleration. | 1 |
We are excited to have acquired the Sizmek ad server and then Sizmek's dynamic creative optimization or DCO. | 1 |
So that's really our strategy with LinkedIn as the professional network meeting the professional cloud. | 1 |
The entire impact in that KPI, I actually feel very good about that number | 1 |
We're continuing to expect strong annuity growth. | 1 |
And we continue to feel that there are opportunities to execute on those and to continue to grow inventory in that way. | 1 |
And we've spent a lot of time on this call talking about putting video first. | 1 |
And a lot of what we're trying to do is enable a number of those things through Facebook, while also building unique world-class services to enable people to share all the things they care about with all the different sets of people that they care about. | 0 |
We're seeing investment, we're investing in the audience network and we think it's important | 1 |
So, we think of those in really three components. | 1 |
We’re really excited to get into customers’ hands, so more to come there. | 1 |
Really one thing to kind of think about here is that improving the quality and the relevance of the ads has enabled us to show more of them and without harming the experience, and our focus really remains on the experience. | 0 |
Minecraft on mobile we just launched in fact in the last quarter in China. | 0 |
You know that we increased iPhone channel inventory by 3.3 million units a year ago. | 0 |
We've had a lot of adoption of our new services. | 0 |
And so those two issues, which really the main one is really the first one and the second one was a symptom of it, are in our views the main issue. | 1 |
Our approach to monetization anywhere is always very cautious and we are very - moving very slowly on Messenger, where we remain primarily focused on consumer growth and engagement. | 1 |
because we're still in the early innings of the cloud transition. | 0 |
And so some of the tools we've rolled out that I talked about where we can take your Facebook pictures and your posts and make it a story, that makes that process faster. | 0 |
Obviously iPod is a part of that, but there are other things in there, accessories and so forth, that are shrinking. | 0 |
And we think that we need to build up a lot of different muscles in order to be competitive and be able to succeed in that space and to be able to shape that space. | 0 |
I would say on the positive, we expect to benefit from leverage. | 1 |
So we use all these things to make assumptions around what the take rate is going to be. | 1 |
So that flywheel is working. | 0 |
Some actually roll up to EGM and media, as well. | 0 |
So that will have a small impact on revenue growth. | 1 |
You can see from the March guidance that we’ve given, that we are incredibly bullish about iPhone going forward. | 1 |
We are seeing adoption in the building of new front ends, back ends for new front ends, so essentially using Azure as the cloud back end for their mobile apps across Android, iOS, and Windows as well as their web. | 0 |
Because there are really important safety and content issues in messaging and if we don’t have the ability to see the content, we need to make sure we have different tools in place to handle that. | 0 |
We will come down on the side of the customer. | 1 |
because we got a lot of customers that are wanting to get one. | 0 |
But we're focused on continuing to invest heavily in the business across our near, mid and long-term opportunities and we see a bunch of great opportunities to invest there. | 1 |
They ran a video ad campaign across Facebook and Instagram Stories and they targeted people with dog-related interests and used Custom Audiences to exclude people who had already purchased their product. | 0 |
I think what you're asking is specifically for a transactional component when the old transactional component has gone. | 1 |
so I'm excited about that. | 1 |
We think about it in the combination of Office 365, Dynamics, EMS, because really it's one cloud infrastructure first of all from a capital perspective that sort of serves all of these and there's a virtuous cycle between all of these for our customers as well. | 0 |
And the research there is very clear that when people are using the Internet, and including our services, to interact with other people, that's associated with all the positive elements of well-being that you'd expect: feeling more connected, feeling less lonely, feeling happier, and long-term measures of health but when you're simply using the Internet to passively consume content that isn't necessarily associated with positive improvements to well-being. | 0 |
But I would say in terms of sustainability are quarter to quarter, Satya is right. | 1 |
And so we're happy with all the partners we have and continue to work with them to provide the best experience possible. | 1 |
There are two broad sets of improvements that I think we need to make. | 1 |
We aren't seeing a cause for concern. | 0 |
But overall, continuing to see the renewals we've seen, continue to see the cloud growth we've seen, I'm not sure I think of it as a fundamental trajectory change outside of that component we discussed. | 0 |
So that's where if you think about the thing that Amy and I focus a lot on is the capital efficiency end-to-end in that context versus getting caught up in even the capital efficiency as measured by any one of these individual pieces, because we think that's what Microsoft's uniqueness long term lies. | 1 |
People are constantly moving from home to work and to other things that they may be doing. | 0 |
That's where we have pretty unparalleled value, which is we have Visual Studio Online and some of the tools I talked about, so you can generate these apps at a low cost of ownership, manage them, secure them, and deploy them to our phone endpoints, and then of course, management and security. | 0 |
We also are very happy with the switcher rate that we saw, our highest ever recorded. | 0 |
The opportunity for us across what the cloud makes possible for our commercial business and this moment in time that I am a believer in of where companies are going to change their businesses to rely more deeply on technology than they ever have. | 1 |
So that clearly is having an impact in APAC and India was our strongest growth market. | 1 |
I mean there are a lot of communities that can get that -- people who really care about gaming. | 0 |
And in the last year, we just added more focus and we put more selling capacity around it, more marketing capacity, and now for the mainstream that's across Microsoft | 1 |
And just to add quickly, I mean, Stories on Facebook is growing quickly. | 0 |
We want to make it so that the infrastructure that these services are built on is the most secure and most reliable and fastest and most widely available of any of the major messaging platforms out there, we think that that’s the foundation to build a successful private platform on. | 0 |
And it turns out that we have ISVs in many cases driving new applications on top of Azure. | 0 |
As you know, we just started shipping those in late June, but we're very excited about the potential and the addition of the video screen and the messaging capability and video capability. | 0 |
We also do a lot of qualitative surveys to see what people, what makes – what people write in that they want to see from us, what people tell us is the most important thing that they saw in Facebook today or saw anywhere in the world today and what they would've wanted to have seen on Facebook. | 0 |
We will raise debt both in the U.S. and outside of the United States. | 0 |
And then as you might imagine, that provides an interesting environment for us to add on some of the products actually that Satya mentioned very directly in his comments such as EMS or Enterprise Mobility Suite. | 0 |
And so it's very large and to the best of our knowledge, we've shipped more assistant enabled devices than probably anyone out there. | 0 |
When you have Skype translate when two people are talking two different languages and are able to automatically translate without between languages, it's using a deep neural net pens bring together speech synthesis, speech recognition and machine translation with Skype data, that is fairly magical. | 0 |
So those are the two trends we're seeing. | 1 |
So that’s probably the biggest difference that we see between India and China. | 1 |
And so I feel really good about where we are, and you can hopefully tell with the strong guidance that we provided, that we’re very bullish on the current quarter as well. | 1 |
And the value as we continue to see in SQL next year I do think there is some opportunity for customers to realize the real value from these hybrid benefits. | 1 |
I feel really great about it. | 1 |
On TV, we are definitely seeing people continue to advertise on TV and use us as a complement. | 0 |
In fact, if you take Walgreens Boots Alliance, it was Microsoft 365 as well as Azure. | 0 |
We hit 200,000 for Instagram, and often the platforms really work together. | 0 |
So each of the geos did extremely well and we set records from the App Store to the Apple Music to iCloud to Apple Pay and more. | 1 |
But with a strong technological foundation supporting all of these different use cases, the Facebook app has always supported people using all of them. | 0 |
So we're going to experiment with multiple ways of reaching the customer, wherever they happen to be. | 1 |
We also rolled out ads in Marketplace, which are available in 94 markets, which means advertisers can extend their News Feed ads to Marketplace. | 1 |
But what Mark alluded to was video is where people – as networks improve and devices improve and our products improve, video is the most engaging experience that we can offer. | 0 |
Messaging, I think, is going to be pretty similar, right? | 1 |
So during the quarter, we had this combination of starting with no iPhone SE units in channel inventory, so we had to do an at least a partial channel fill that obviously had an impact on ASPs. | 0 |
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