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And we gained share in the market for the Mac as well. | 0 |
They are, in fact, doing things in advanced analytics and using machine learning, and that's a place where we have some very unique capabilities. | 0 |
So it had a partial impact on the quarter. | 1 |
So to the extent that we can eradicate that from the platform, that will create a better product, which will also create a stronger long-term community and better business as well. | 1 |
We began to make changes around a number of different quality initiatives in the fourth quarter, so that affected metrics that we've talked about including both the time spent and the DAU. | 0 |
And just as big as the number of sellers, the sellers, the number of sellers has grown more than 250% year-over-year, 90% of those sellers are using our logistics and warehouse services. | 0 |
A larger portion of the content is public content. | 0 |
And so I have really no intention of messing with that in terms of capital expenditures in the short and next six months for sure. | 1 |
So I actually think in a lot of ways though the more interesting question is not in the near-term what we're going to do to develop ways to consume long form content, but what traditional media and content producers who have traditionally produced short and long form content are going to do to chunk their stuff up bett... | 1 |
What we like about our ability to participate in transportation is that a lot of times, we can do it at the same cost or better and we like the cost profile of the two. | 1 |
So for example, advertisers can now buy Stories across Facebook, Instagram and Messenger all at once. | 0 |
And I think the answer largely is the same as I've given on previous calls, which is the U.S. and Canada segment is really a pure-play developed market, which is U.S. and Canada is the 2 countries in that segment. | 1 |
So I think the directionality of sustainability is correct and I think the variability can certainly occur from any of the reasons Satya talked about. | 1 |
But at the same time, I think that if you ask anyone, at least in our campus whether we deeply get what it means to reinvent productivity I believe do we get deeply how to take the various constituents from end users IT and developers and harmonize their interest in unique ways so that enterprises can adopt solutions, ... | 1 |
And so I'd say that was largely within the range of expectations that we saw and it is having an impact and the people who are opting out are seeing less relevant ads. | 1 |
Beyond the very good news on sales, we're more excited about how the product is positioned for the long term because we're starting a new category. | 0 |
And we have a tremendous process and infrastructure around achieving that. | 1 |
The way I tend to think about it is, with any service you want the gross margin itself to improve, and that includes in the Azure services components themselves. | 1 |
I do think here the opportunity is also ARPU-based actually here in terms of continuing to see margin improvement is continuing raise the dollars per user that we realize to continue to see that grow. | 0 |
So we're happy with that and we think that reflects that people are getting value from the search experience, which a lot of the growth comes from people searching for posts and content in the system, not just looking up people and pages in the system. | 1 |
I do think over the long term you're right. | 1 |
because we have such a broad base of usage, | 0 |
I'll lump it in with capital expenditures, but in the first two quarters, Q1 of last year, it was 82% growth year-over-year in capital expenditures, Q2 was 67%. | 0 |
There are a lot of folks who are business motivated but who primarily post content in order to promote something or gain distribution for something. | 0 |
We will continue to invest in FCs. | 1 |
Yeah, I wouldn't call it pressure, Walter, just how I think about it. | 1 |
We'll be investing to kick-start the ecosystem with content, so derisking it for some of our content partners to start off with, | 0 |
We do see it; sometimes it is higher than other quarters. | 0 |
And if you look at it at a little narrower regional level, Western Europe grew 30% versus a market of 7%, so four times market. | 0 |
If you go to Whole Foods store or Whole Foods Market 365 store, you see a lot of yellow stickers for 10% discounts of hundreds of sale items. | 0 |
And in addition to Facebook, they're using Instagram, Messenger and WhatsApp | 0 |
The elements I just talked about of investment, further investment in one-day shipping is directly going to be a cost that we bear and it's also going to be a direct benefit to sellers as well as the Prime eligible selection in our warehouses. | 1 |
We are providing a fairly wide range from a revenue standpoint, so obviously that also has an impact on potential channel inventory levels. | 1 |
That 12% or 14% in the server product and services KPI is a very good number. | 0 |
We do have a bit of lumpiness in our expirations. | 1 |
But of course we understand that this is something of interest and when we believe that providing qualitative commentary on unit sales offers additional relevant information to investors, we will do so. | 1 |
And now we're ready to do that mainstream across what has been traditionally known as CRM and ERP without in fact us thinking and talking about those suites | 1 |
So Facebook gives you the ability to share with all of your friends and publicly if you want and with groups. | 1 |
And we're pleased with that. | 1 |
And so we think that in the aggregate that they may reduce upgrade cycles and also the iPhone that has been sold to someone else hits the price point that we're not hitting today largely which could help further fuel the services revenue which we did quite well on last quarter. | 1 |
But we were able to correct that due to the high sales without having additional handling and transportation cost that you would normally see the reconfigure inventory locations. | 0 |
Because we think it's a very unique product. | 0 |
I think if we're going to pay $19 billion for a company, we should have pretty high expectations for how it's going to do. | 0 |
And so we focus quite a bit on adding additional value even to the existing licensing levels and increasing intensity of usage. | 0 |
So there are places in Instagram like Fashion or like Shopping that have very high signal, and that gives us I think a very strong opportunity there. | 1 |
We think that people are really going to like that. | 1 |
They worked with one of our FMPs, StitcherAds, and they created custom audiences who viewed specific itineraries by date. | 0 |
So in fact, that's one of the reasons why we have been very optimistic about some of our new data capabilities because we have the attach capability go out even in the install base of Dynamics. | 0 |
And if anything, we're finding new opportunities to invest in. | 0 |
And so when you talk about other competitors, it's not particularly relevant to us right now | 1 |
In terms of buying and selling things, a lot of people want to buy and sell used goods. | 0 |
On the upgrade cycle and what we're seeing, it's not remarkably different. | 1 |
As we see devices roll out to other countries, same thing. | 0 |
But in general, if I step back, our investments in national are twofold. | 1 |
I mean, when we even make our CapEx decisions, which is one of the drivers of margin, we think of first of all, first party equals third party. | 0 |
The Transactional business is much more volatile | 1 |
And all of the other metrics, although important and we're working hard, are proxy metrics, and those metrics are going through a platform shift that we need to work on. | 1 |
So every customer who starts off consuming Azure is also turning what is their IP in most cases into an ISV solution, which ultimately will even participate in AppSource. | 0 |
IoT Central is a good example of that when you have many, many connected devices, you need a control plane for many of those devices, so that you contain the complexity of your app deployment, security management. | 0 |
So that's, of course, a mix of strength in the U.S. and also strength in some of the newer markets that we've launched or introduced the Prime program in. | 1 |
We still think we’re early in investing in the business. | 1 |
Next, in terms of how we thought about that impacting capital return, as you know, I think we've been and executed a significant capital return program over the past couple years, including accelerating the buyback program that I think I feel very good about at the corporate level in terms of the value it's created. | 1 |
Obviously, we believe we've got the best advertising products out there in terms of being able to deliver measurable business results to clients. | 1 |
And so really focused on the consumer experience there and figuring out over time. | 1 |
This is the first quarter where we’ve actually seen the balance tip in terms of recognized revenue to online versus perpetual. | 0 |
And so we're really happy about the engagement of reinvent and the participation in that conference as well as the engagement of the new services that we've launched in Q4 and all of 2016, really. | 1 |
So if you look at what we're doing, the length and breadth of our ambition as well our delivery today, everything from what SQL itself is doing, we have now all in-memory workloads for OLTP, BI, data warehousing built in. | 0 |
I spoke to this a little earlier because from day one we have this vision of how we want to build for the future distributed computing would include our hyper scale cloud service which is Azure an impact Azure is built on Hyper-V and we always said that we were going to build our server as the edge of our hyper scale c... | 1 |
We are continuing to constantly review our metrics. | 0 |
And we think that it is the right way to build a service that connects everyone around the world. | 1 |
We're seeing a lot of interest, especially with retail and auto advertisers. | 0 |
One of the things we often talk about is, we sell Microsoft 365. | 1 |
And we also have the specific Watch place, where we’re looking at original content. | 0 |
Overall, I would say even in this last year, even just a broader spread of E3 has driven a lot of the growth. | 1 |
So those are the puts and takes for June and we're very happy to see gross margin sequentially flat for June. | 1 |
With Watch, a lot of what we're trying to do is make it so the video content that's on Facebook and some of the content that we're acquiring through original programming that people can come together with their friends to watch that content through things like Watch Party and engage and build community that way. | 0 |
We are in discussions on a number of things, including retail stores, and fully intend to invest significantly in the country and believe it's a great place to be. | 1 |
We hit 3 million advertisers for Facebook. | 0 |
Our opportunity, the TAM, really the once-in-a-lifetime opportunity is really the technical transition and digital transformation that's occurring now. | 0 |
And we saw the largest absolute number of switchers outside of Greater China in the same period that we've ever seen. | 0 |
So that’s all the rich services where we are seeing significant customer action. | 0 |
I think getting that ramp will take a while because Stories is a new format, and we definitely see that it takes a while for advertisers to adopt new formats. | 0 |
We look at it as our job is to grow our products regardless of the price, which means that we need to convince in some cases people to move from one price band to the other. | 1 |
We all run off of common infrastructure. | 0 |
She targeted young audiences in Brazil who are interested in fashion, decoration, movies, and architecture. | 0 |
Without those, without that head count, the base Amazon grew 47%, which is still up from 42% in Q2. | 0 |
So in other words, we can in fact have these modules get deployed in commercial customers even on top of existing business applications. | 0 |
So we like those combined, and we are working very hard to match that with capacity in an efficient manner. | 1 |
And E5 value proposition across all three of the areas, whether it's cloud voice or analytics or security are all three massive areas for us. | 1 |
I think that's going to be a much better experience that people really enjoy and like. | 1 |
We're going to keep the brands, right, from all the apps. | 1 |
We've had great teams working on advertising for a while now. | 0 |
And so some of that weakness frankly is in the non-annuity and very transactional business, which happened to impact Windows Server a bit more than other workloads. | 0 |
Certainly, regulation is always an area of focus that we work hard to make sure that we are explaining our business clearly and making sure regulators know the steps we take to protect privacy as well as making sure that we're in compliance. | 0 |
But I would say that we are going to continue to invest in fulfillment centers as long as our AFN growth rate maintains high, and we certainly want to keep that high and growing. | 1 |
We expect a lot of improvement again next year on each of those service lines. | 0 |
And so everywhere I look, I feel really good about how we're doing in China. | 1 |
It's just having that experience readily available in your pocket is tremendous, and we just see that being helpful across the business as it relates to mobile engagement. | 0 |
And that's another big driver of some of that growth across our enterprise customers. | 1 |
Our trailing 12-month growth in that number is 21% after Q2. | 0 |
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