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If there's other things, obviously, we continue to add selection and we have again lots of engagement points of customers through Prime Benefits and video and devices that certainly contribute to our revenue run rate in our retention of Prime members. | 1 |
So everyone is very sharp on their pricing and is very eager to lock up long-term commitments from AWS customers. | 0 |
And just as we did that in mobile, now we're very focused on doing that in the new things that people are doing, and Stories is a big part of that, Messaging will be further out, but as important as well. | 1 |
We improved as we thought we would from the previous quarters a little more than I thought we would. | 1 |
And again, when we're talking about the unit deceleration, a lot of the fastest growing areas, things like subscription services, AWS and advertising are not caught in that metric. | 1 |
We're really committed to making sure that we nail the safety parts of that before fully rolling it out across Messenger and Instagram as well. | 0 |
So a click-to-Messenger ad takes advantage of having both of those platforms so that businesses can deepen their relationship with the consumer. | 0 |
And that's the three factors that I cited, the regulatory landscape, potential platform changes and then the adoption of our own products like OFA that we're just rolling out now. | 0 |
We added about another 400,000 items to that store this quarter and continue to focus on using our global network of vendors to be able to get those products to customers. | 0 |
The mission is fundamentally deeply important to people, but that has to be coupled with good thorough execution of each of the available opportunities. | 0 |
What it means to us as a company of course is that, we have additional flexibility right now from the access to the foreign cash. | 1 |
If you look at China, we grew from an iPhone point of view, Greater China, we grew 87% the market grew for. | 0 |
For sellers, it means they sell more. | 0 |
And clearly, we will want to continue to offer new services over time, so there are a number of vectors that allow us to continue to grow the business over time. | 1 |
One is we're starting to put some ads into the product just to see the basic parameters around how that performs, how people like the ads or don't, how they work for businesses, and just try to get an understanding of that. | 0 |
So FBA, Easy Ship and some of those programs are important to us. | 1 |
If you look at what we are doing with SQL, we will have the ability for any customer of SQL to stretch even a single table from between their on-premise to the cloud. | 0 |
So we're really pleased with that. | 1 |
So to the extent that video can serve as a touchstone for building community and helping facilitate interaction, then that's the thing that we feel like we can uniquely do. | 0 |
So there's many puts and takes. | 1 |
And we definitely do see in this family of app strategy that there's so many new ways that people want to share content, and so many different types of sets of people that people want to share with, right, ranging from one person at a time and that would be messaging or small group sharing or sharing with interest-based communities or sharing with all your friends at once or sharing with public. | 0 |
because of our focus on user experience, and so I like that. | 0 |
As far as new customers and new Prime members, we're not disclosing that, but suffice to say that it was a great day for both existing Prime members and also new customers who were trying us out for the first time. | 1 |
It's entirely due to the shift to the cloud, both in our Productivity and Business Process segment as well as the Intelligent Cloud segment. | 0 |
I think have you to look at our ad tech investments very holistically from Atlas to LiveRail to the Audience Network. | 0 |
There are differences in migration patterns that will make any quarter-to-quarter movements lumpy, as I said. | 0 |
Qualcomm has not made such an offer to Apple. | 0 |
Looking forward, we continue to feel like there are good opportunities to grow the business. | 1 |
Now the biggest trend that we see in consumer behavior is definitely video. | 1 |
So, we're not really optimizing the business on time spent, but rather the kind of quality of conversations and connections. | 0 |
We also see usage numbers that are off the charts, so far above competition it’s not even in the same planet. | 0 |
But I think the potential is real and big and growing. | 1 |
So in Q1 of last year, we put in too much channel inventory and had been resetting the channel inventory over the few quarters that came beyond it or came after it. | 0 |
And so we spent a lot of time looking at the data to make sure that customer behavior and feedback is telling us that it's useful and helpful and customers making those purchase decisions. | 0 |
So that's usually the way we make the atomic parts available as well as these essentially SaaS services or PaaS services. | 1 |
Our own data would look better than that. | 0 |
But to your point, Raimo, I think what has happened is the change, even in the financial services, the segments that you all represent, the kinds of workloads now that are moving to the cloud has qualitatively changed. | 1 |
In many cases, it's Dynamics 365. | 0 |
When that happens, it's almost like you’re adding new products and new value and a lot of that gets recognized faster in-quarter when you see that happen. | 1 |
So you will only increasingly see us deliver more design wins there. | 1 |
So we rolled out what we believe is a good experience in Ireland. | 1 |
On the video question, we're basically focused primarily on video on our own site and service, and video tends to be pretty short form content right now on Facebook because it's playing in News Feed. | 1 |
So when I first announced that we were going to be moving our private communication services to all be end-to-end encrypted, I was very clear that we’re planning on taking at least a year to go consult with experts and governments and law enforcements around the world to make sure that we have the right safety systems in place to make sure that we handle this really well, right? | 0 |
The way to think about that how is I look at – well, the way I would generally say it is you look at each of the KPIs we give. | 1 |
Gaming will be huge. | 1 |
So this is just a big opportunity, and one of the areas that I'm quite excited about. | 1 |
And I think we, as many other companies, are really trying to absorb what this all means. | 1 |
Yes, I wouldn't want to get into announcing things on the call, but obviously, we're always working on new things. | 1 |
So even to the extent that we may not even see specific attacks, but if there's a big meme that there is widespread interference, that has the same effect in terms of kind of sowing doubt about things. | 0 |
The apps will always continue to have their own identity and brand now because they -- people use them for somewhat different things, and that's really important. | 1 |
There are 18 million small businesses on Facebook in Europe, and I had a chance to meet a lot of them on my trip. | 0 |
And that -- for the smartphone market, that we are able to provide though several different price points for our customers. | 1 |
Six months or so after that we came out with 1.5. | 0 |
So most of that will happen in the next three quarters, and we have that built into the Q2 guidance. | 1 |
So the carousel ads, they're not just that they're showing multiple products, it's that they're showing products that are more specifically directed at the person. | 0 |
So I think when you look at the factors going forward, I would say we've got the currency impact, we've got some of the impacts around privacy and the like, but we continue to get good advertiser feedback on ROI. | 1 |
So one of the things advertisers are trying to do when they're in feed and ultimately when they're in Stories is drive to transactions and real engagement, one-on-one with a consumer is often part of that. | 0 |
This year they'll be fully in Q4. | 0 |
There are also a number of cases that we see where people tell us that they want to be able to message across the different services. | 0 |
The -- of course the proportion of one-day shipments is higher in international to begin with in a lot of our countries. | 0 |
I think about the Microsoft Cloud because even the way we do capital, the way we measure utilization is all with the complete unit, which is of course all of Office 365 runs on Azure, Azure AD powers all of our Cloud, | 0 |
because, frankly, we haven't to date been a hardware company or an operating system company. | 0 |
And then the workloads that they want to put, which are Tier 1 workloads in Azure. | 0 |
and the format is pretty exciting from a sales point of view | 1 |
And so I actually think between those two items, it's the biggest impact that we've seen in the quarter, and I expect to see it again next quarter, given I don't think the macro or IT spend environment should change in any way between these two quarters. | 1 |
In terms of the revenue impact, no one vertical drives our business. | 1 |
It wasn't as fast. | 0 |
And I just think the team is doing a really good work on all of these, and I'm really proud of them. | 1 |
But Teams is -- transcends all that. | 0 |
And I do think that's important, Keith, in terms of the innovation and the value. | 1 |
We have this common data model. | 0 |
And we'll continue to do that because I think there are significant new opportunities for us to go after, and that will require us to reallocate aggressively, and that to me is core. | 0 |
because a lot of people want to share increasingly messages privately one on one or with very small groups. | 0 |
It's still early days and we're very focused on quality and it's worth noting that not all of the revenue from video is incremental, | 1 |
That's a product that has done very well. | 0 |
We continue to make progress with monetization. | 1 |
And our execution this quarter was quite good. | 1 |
In other cases, it will be able to help people accomplish their goals with different businesses more easily. | 1 |
Obviously, that inventory was required | 1 |
And I think those experiences and the interaction between them, we're even in earlier days there, but I think we have a lot of opportunity to explore there. | 1 |
So, on the apps question, the ones that have done the best are things that augment core Facebook functionality for large subsets of the community. | 1 |
Once again the ops team has really done yeoman’s work here to create this capacity for us and they continue to unlock additional capacity daily. | 0 |
So there's a number of countries that we saw strong signals from that perspective. | 0 |
So that’s – it’s generally going well overall and we’re very optimistic about communities in particular going forward is one of the drivers of that. | 1 |
So a lot of data points there, but the bottom line is that there's a large step up in the amount of fulfillment capacity in Q2 – excuse me, Q3 versus Q2. | 1 |
We're excited by what we see in the e-commerce vertical and we're going to continue to invest in growing that vertical as part of our ads business. | 1 |
We've seen this in News Feed too. | 0 |
And as I've always said that there is -- hybrid computing is important for workloads that are more in the characteristic -- can be characterized as lift, shift and modernize, so that's one motion. | 0 |
We look to increase the leverage of our fixed assets, particularly our fulfillment centers and the throughput of the fulfillment centers, and just generally getting inventory closer to customers as we add and expand warehouses in the sort centers that we added primarily last year. | 0 |
And we have proven operational capability and security expertise that's highly valued to the AWS customer base. | 1 |
We've got a few things going there that we've talked about. | 0 |
So some different puts and takes, but overall, still seeing regional growth across all regions with the exception of the U.S./Canada being flat. | 1 |
And now we have 1,900 third-party skills for the Alexa, including new skills from Kayak, Lyft, NBC, Honeywell and more. | 0 |
And today, we're able to offer all three of those different iPhone options. | 1 |
And just the tone I think has changed significantly and I have long thought that it was in both countries, best interests to get to an agreement that may be initially doesn't solve everything but solves some things that each party may want and get to a better place than where we're at and I'm hopeful that that's where we're headed | 1 |
And what you've seen in consumer side, which it was an important point. | 0 |
That's become a sizeable business. | 1 |
That I think is where the world is going to go to, where distributed computing will remain distributers. | 0 |
And some of the customers have talked about it in their recent set of conferences, from our Partner Conference to our Ignite Conference. | 0 |
So that includes our privacy, safety and security investments. | 1 |
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