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Overall what we have seen is the public cloud or cloud infrastructure makes it much more possible for businesses of all sizes and developers of all sizes to get at infrastructure with much less friction than ever before. | 0 |
Sure, I'll start Mark and having grown up essentially in our infrastructure business at Microsoft, I would say that compared to even the previous eras where we did well in the client server era, in face of tough competition and in this era again in the face of a different set of competitors, we are doing well and we ar... | 1 |
The ops team has done a great job getting us to a position where we are in and I think that’s going to be a great additional service for customers in Q4. | 1 |
And we traditionally see a step-up in stock-based compensation expense in Q2, and we're seeing the same thing this year. | 1 |
If you're a large company or a small company, you can buy Facebook. | 0 |
And I think the best proxy for you really beyond any numbers we talk about in terms of monthly active is our capital, | 1 |
There's a lot of movement of tech head count. | 1 |
The ramp for iPhone X is going well, especially considering that iPhone X is the most advanced iPhone we've ever created and it has lots of new technologies in it. | 1 |
To grow on a base that big, that kind of rate, you really need pretty strong performance across the board. | 1 |
So just to put numbers on that, the year-over-year in the U.S. or in North America was 32% growth, which was up from 28% in Q4. | 0 |
We've seen similar types of attempts from Iran, China and some places, others as well. | 0 |
At this point, both of those are very large buckets of investments, which Satya and I as well as the whole senior leadership team spend the majority of our time picking markets and making sure we execute in them. | 0 |
Mark, as I talked a bit about, we've seen a mix shift as we have moved Office 365 and Azure to our premium service and to premium SKUs within our cloud environment, that is one of the drivers that helps improve margin growth. | 1 |
Now, one of the things that I think is going to be interesting, and in some cases a little frustrating, is that AI tools lend themselves towards identifying certain content a lot more easily than others. | 1 |
We did see a big jump in head count in year-over-year. | 0 |
One of the challenges in retail and in many other industries is what's that messaging tool that has actually got the security framework that they expect of any other enterprise tool as opposed to using one of these consumer messaging tools, which then all the liability is with the enterprise. | 1 |
And that includes the Facebook mobile app, where we saw good year-over-year growth in time spent per DAU | 0 |
And so all in all, there were quite a few things going on there. | 1 |
So we're in the middle of the journey here. | 1 |
If you look at the gross margin, it dropped from 86% to 84%. | 0 |
And then finally, the last point that we've taken into account is what Tim's talked about in terms of some level of uncertainty at the macroeconomic level in some emerging markets where clearly consumer confidence is not as high as it was 12 months ago. | 1 |
What we're also seeing as we look at people that start paying on our stores, we see a pretty common trend over time. | 1 |
We don't have that rolled out in WhatsApp. | 0 |
On the first, when we think about Instagram, we think we have a great opportunity; | 1 |
I think specifically on the advertising side and the opportunity with that, we are continuing to see some increased adoption. | 1 |
On SMBs, I think it's one of the most compelling opportunities we have for Facebook | 1 |
Yeah, and on video, we're excited about people sharing all different kinds of content on Facebook. | 1 |
It also really takes people further down the funnel from seeing an ad to having a direct connection with businesses, which consumers like and businesses like. | 0 |
And that drives a lot of the higher level services, in particular our data services as well as our AI services when AI services are essentially compute, but what happens is all this compute then requires storage and data, and that’s another place where we see increasing acceleration. | 1 |
And as I’ve mentioned before, Kantar reported that the top five selling smartphones in urban China were all iPhones. | 0 |
But it is easier and free to start a Facebook page until you see broad adoption. | 0 |
We continued to hire a lot of sales reps and it's tied directly to our major investment areas of AWS, Prime Video and devices. | 1 |
so no one vertical drives our business. | 1 |
And so as a result, as we reduce inventories of these newest products, the overall ASPs for iPhone in Q2 will naturally decline sequentially by a higher percentage than we have experienced historically. | 1 |
We're very committed to China as a market. | 0 |
We've got multiple categories in the Services business, so it's difficult to talk about ARPU in general. | 1 |
And then that’s all just on Azure. | 0 |
A lot of what we do even in Windows, mostly people don't recognize it, but one of the most important services we run is Windows Update as a cloud service. | 1 |
I think moving more towards end-to-end encryption and improving security there is the right direction to go in. | 1 |
I don’t show much joy, but I am happy. | 1 |
In some cases, that resulted in us raising prices and those markets are not growing the way we would like to see. | 1 |
because there is an inescapable mutuality between the U.S. and China that sort of serves as a magnet to bring both countries together, that each country can only prosper if the other does and of course the world needs both U.S. and China to prosper for the world to do well. | 0 |
Let me be clear on this, that people do not want false news or hate speech or bullying or any of the bad content that we're talking about. | 0 |
They had 56% more website visitors and a 64% increase in sales for tagged products. | 0 |
And you may have also noticed that we lowered prices for the third major round of price cuts, since we joined forces with Whole Foods in the summer of 2017. | 0 |
So I think that's exciting. | 1 |
So, it's an important part of the flywheel and so it's the traffic and the customers, especially the Prime customers that come to the site, are really the ones that we can use to help them select items and use advertising to help make their decisions more informed when they're picking products. | 1 |
But as I've said before, my view is there will be a day in the future that we look back, and Apple's greatest contribution will be to people's health. | 1 |
And we hope again as we build this capacity to more and more regions and more and more ZIP codes and adding more and more selection that everyone will see the same thing that we see already in major cities. | 1 |
This is several years, so more than two but less than many. | 1 |
We're continuing to be very excited about the opportunities we have to innovate with the Whole Foods and Amazon teams together. | 1 |
And so, I would sort of expect to begin seeing this somewhere around a year from now. | 1 |
I mean there's – if you think about the overall web, there's a lot of public content that's out there that any web search engine can go index and provide. | 0 |
But we're very happy with the year-over-year improvement. | 1 |
There's some risk and more watching closely. | 0 |
As I look at the number, my point from bringing it up is that there’s a lot of people that haven’t upgraded to a 6 and 6 plus. | 0 |
We've got a negative cash conversion cycle and we plan to continue to have that. | 1 |
We are adding new technologies, new features, and therefore the cost structures go up. | 0 |
They have an increased opportunity to grow, and that's why we think our growth to-date continues to be broad-based. | 1 |
because we essentially created for SaaS applications and infrastructure applications a way to distribute their applications through us and our channel. | 0 |
And we strongly believe we're in the right, and I'm sure they believe that they are. | 1 |
One thing to keep in mind as we look at this guidance range is the fact that we also contemplated the comparison to the launch of the iPad Pro, a year ago for iPad as well as the new MacBook Air that was launched during the December quarter last year | 0 |
And so by everything I can see, we did extremely well. | 1 |
That basically takes some of that really good targeting and extends that into a much bigger audience, and then we can get more impressions at better value because we're really connecting that with end results that the advertisers value. | 0 |
So we are trying to incentivize that behavior. | 1 |
And we're working hard with advertisers to help them see that. | 1 |
A lot of good work went into Prime Day, a lot of benefit for customers, a lot of benefit for our selling partners, the small business merchants as well. | 0 |
So yes, I would say, you're faced with the -- you see it every time you go to our site. | 1 |
That was 70% cloud minus 8% on prem. | 0 |
So a lot of categories are selling a lot. | 0 |
And we think that if we get the experience right, that revenues and profits will be a result of getting that right. | 0 |
Xbox has the key gaming community and the monetization capabilities. | 1 |
We have been working on this for a long time whether it is the product and the approach we have taken from IaaS to PaaS to SaaS, even the diversity of our SaaS offerings, and also how we think about going to market. | 0 |
But it still has a negative impact in the March quarter. | 0 |
And so we've got lots in front of us and we're very excited about getting these out there. | 1 |
We've made a lot of progress in the last couple of years on content overall. | 0 |
We believe that it's resonating with customers. | 1 |
I think China is a fantastic geography with an incredible unprecedented level of opportunity there. | 1 |
On this sports answer, sports is one of the ways that people get together on Facebook and build community. | 0 |
So we definitely appreciate the pragmatic and forward-looking approach on this topic with the UK and we're going to continue to work with regulators and policy makers in many countries, including the U.S. | 1 |
We've accelerated for the last two quarters. | 0 |
We are going to put the time in to make this work rather than look for any short-run specific return. | 0 |
And on the stock-based compensation, you'll recall beginning in Q1 this year, we began allocating stock-based compensation and other operating expense to our North America, international and AWS segments. | 0 |
But certainly from an FX point of view, FX headwinds have a dampening effect on margins. | 0 |
Again, keep in mind the strong dollar doesn't help us on that front. | 0 |
And you can see that in the results with Mainland China being up 100% year-on-year, despite not having a full quarter of sales since we launched in the second half of October. | 0 |
And I think you can look at the results on the iPhone and see that in action. | 0 |
It's not only with the App Store but there's several categories that are growing very well for us. | 0 |
And so I am a huge, huge believer in AR. | 1 |
So we will continue to invest in video content. | 0 |
But it's a very important core sell motion and more importantly building trust on both sides of that equation. | 1 |
because I'm a big believer in this because I think we have something unique to add. | 0 |
So if you look at the success of our devices, we are seeing tablets where we sold twice the volume in Q1 year-over-year. | 0 |
Very little shows up in unearned, and that's the distinction that we're starting to see in many of these Azure contracts. | 0 |
The other thing that I am also sort of excited about when it comes to Office 365 is for the first time, we're opening up Office 365 not just as a end-user and a enterprise tool in the service, but as a developer platform | 1 |
Heath, we do allocate some Prime to account for the video. | 1 |
But you know, I would keep in mind that the functionality of the product that we’re making is absolutely incredible, the power of it. | 1 |
So that's what I would focus on. | 1 |
It was negative 8%. | 0 |
So for Groups, the main thing that we're focused on is making it so that connecting with communities of people that you're interested in is going to be as central to the experience as connecting with friends and family. | 1 |
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