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So I'm confident about where we're going to be there. | 1 |
Then again all the work we have done through the supply chain. | 0 |
So overall to your specific question on Azure, the growth will moderate as the numbers become big, and they've already become very big. | 1 |
Keep in mind that we did have a - although the year-over-year increase in capital expenditures and capital leases was not as great as we saw in 2013 to 2014, we did spend over $9 billion on those, on capital expenditures and capital lease obligations, up from prior year was, excuse me… | 0 |
And the product and services KPI on prem and server was also quite good when we think about the balance and what that represents for hybrid demand. | 1 |
And then, be able to return capital. | 0 |
Yes, let me make clear, we are really excited and looking forward to a great holiday season. | 1 |
So for example, some of the cognitive capabilities that are there in Azure first come because of our first-party AI investments, whether it's been speech or vision or anything else. | 0 |
We do think that there will be some modest impact, and I don't want to overplay these factors, but you've got a couple of things going on. | 1 |
There is some level of overlap, but the total number of subscribers is very, very large, obviously less than 165 million. | 0 |
So that’s a – certainly a big area for investment. | 1 |
We have actually more monetization opportunities. | 1 |
Boeing's agreement is one such agreement in terms of embedding a premium service at a premium gross margin. | 0 |
We continue to see growth in time spent per DAU across the Facebook family of apps and Facebook, and we're bringing more data centers online and the like towards that growth. | 0 |
People bought more devices than on any other day. | 0 |
And this is a place where I feel that we are in it terrific position frankly to respond to data sovereignty demands, changes politically and our ability to execute that to provide what our customers demand in terms of security and manageability and location. | 0 |
But the growth was down 2% on a dollar basis, up 14% on local currency basis. | 0 |
We're increasingly seeing that resonate, not just in small business and some of the high-tech industry as it has been in the past, but now even in the regulated parts of the enterprise. | 0 |
I hate to use that word again, but could be lumpy over time. | 1 |
It's still growing very strongly. | 0 |
So, on the Brazil side – this is Phil – we've had the Kindle Store in Brazil for a while. | 1 |
We're not expecting a material impact from these rate changes in 2019. | 1 |
Azure has many of those same attributes at the higher end of the complexity and digital transformation Satya's talking about. | 0 |
As we pivot from our phone business to some of our higher margin product. | 0 |
Because right now, given the secular trend to move to the cloud across all of the regulated industries across the globe, we think it's wiser for us and our investors long term to be able to meet them where they are. | 0 |
But we're happy with where we are now. | 1 |
And whether product is a retail offering or third-party offering is not that important to us. | 0 |
In terms of our ability to continue to grow the advertising business, it's about working to develop the best products we can to enable advertisers to achieve their end business results. | 1 |
Instagram can be more interest-based in some places than Facebook. | 0 |
One of the places I think it often resonates the most is with Windows 10 and inside that value. | 1 |
And so what we're really focused on is driving better ROI for our advertisers. | 1 |
And obviously, we're going to be benefiting from the leverage, which is typical of our seasonality in the December quarter. | 1 |
It's getting the dynamic products ads in front of people for people who are going to find those ads interesting and engaging. | 0 |
So of our more than 7 million advertisers, we already have 3 million advertising across Facebook, Instagram and Messenger Stories. | 0 |
In areas like terrorism, for Al Qaeda and ISIS related content, now 99% of the content that we take down in the category our systems flag proactively before anyone sees it. | 0 |
A lot of it is the top-line growth, but it's also a lot of the efficiency we're seeing, particularly on the fulfillment and marketing lines, which for the whole company were flat year-over-year on a percent of revenue basis. | 0 |
You get more relevant ads. | 0 |
The vast majority of that is in operations where we are adding people for our new FCs and call centers. | 0 |
And so it's an incredible market. | 0 |
In addition, we've been investing significantly in CapEx, and those investments are starting to flow through the P&L in terms of depreciation. | 0 |
So, yes, the short answer is that we're much more confident that we're going to get this right for the elections in the 2018, which include the U.S. midterms, but also the elections in Brazil and upcoming elections in early-2019 in India and the EU. | 1 |
And then only once you have that ramped up to a good scale, can you really start dialing up advertising having that feel good and be a good part of your experience with good content because all those public figures and businesses are already participating in the platform at scale. | 0 |
And we’re seeing politicians at all level really take advantage of that targeting. | 1 |
What we're seeing in pages and marketers on Facebook is they want to both get awareness and drive all the way down to generating transactions, | 0 |
And if you use this app, our face recognition can look at the photos that you take and suggest that you might want to share photos that you took with a friend in them with that person | 0 |
And a great team to work with who has a lot of history and a lot of – they probably have 10 years to 20 years of learnings that we don't have and wouldn't have. | 0 |
Our focus with our marketing partners is their business results. | 1 |
On the market side, we've seen iPhone X, as I had mentioned before, as being the top selling smartphone during the quarter. | 0 |
So this is across the whole family of apps. | 0 |
As I've talked in other quarters, it's a number that's excludes AWS subscription services, advertising and Whole Foods, which are some of the fastest growing areas and we also have – are actively selling subscription services like Kindle Unlimited and Amazon Music Unlimited, which can cannibalize unit sales. | 0 |
and so the fact that we have so much room to grow is exciting for us. | 1 |
The overall economy is certainly also quite good, and the installed base had actually gotten older. | 0 |
And that's where a lot of the transformation we have done internally is helping us accelerate our Cloud business. | 0 |
It's included growing the security and content review teams to 20,000 people to be able to handle the volume of work that we need to do. | 0 |
I also talked about the 70 million monthly active users of Office. | 0 |
And so, while this really is – the majority of this spend is servers. | 1 |
They're free, they're easy to set up, and they already know how to do them because almost all of them are already Facebook users in the first place. | 0 |
I mean it reduces our growth rate. | 0 |
That I think the future which is distributed computing going back to what needs to be truly distributed, even driven server-less even versus this thing about let's just have one-time migration to something new. | 1 |
These are contracts that unless it is used and deployed and a customer gets value from, it does not land into the P&L. | 0 |
In terms of our installed base, which is something very important for us as it is one of the key drivers of services, our active installed base on iPhone grew double digits over last year during the quarter and so we're thrilled with that and you can see that carrying through to the services line and the growth that we had there. | 1 |
We have a very slow rollout in Messenger. | 0 |
As far as Q2 is concerned, we were very encouraged by the revenue and unit growth acceleration, particularly in North America. | 1 |
And so therefore that's why we want to ensure that everything we do and the number one priority for Nat and team at GitHub will be all about maintaining that GitHub community, the ethos around developers at the core. | 1 |
On engagement, John, I think we're obviously focused across a number of different dimensions to drive engagement. | 1 |
But there is certainly expenditures when we open up new regions. | 0 |
And so we continue to work on that, but not much new to add right now. | 1 |
So that was generally very good financially. | 1 |
The second is platform changes as it relates to operating systems and a more of a focus on privacy from the operating systems and the impact that that can have on measurements and also on targeting. | 0 |
It's too early to see any direct impact, but I think it's part of the innovation that you'll see from us as we continue to roll out different ways that marketers can use our tools, different ways they can pay, different results they can target. | 1 |
The only transactional weakness I felt in the quarter at all was what we covered, which was the OEM impact from the chip supply, which was about 1.5 points of growth on MPC, and the Office Consumer impact, which was secondary impact of the PC environment plus some execution challenges we had that I feel really good that we've gotten to the root of and will get handled in H2. | 1 |
But in the long run we’re going to have a combination both of our own capacity, certainly fueled by helps with third party carriers, large carriers that we’ve used in the past. | 0 |
So when I think about even the capital allocation per quarter we very carefully look at what is our current utilization forecast, and what our demand forecast is. | 0 |
And if anything comes up in M&A which allows us to pursue our strategic vision that we will need to even allocate more to on an OpEx basis, post-acquisition we will look at that. | 0 |
So right now, we're working through some next issues in both cities. | 0 |
So that's the network effect that we see when it comes to the PaaS services. | 0 |
And if you think about that, it’s the Windows commercial, it’s Office 365 commercial and EMS. | 1 |
And given the current capital structure that we have, we decided that until now we return about 100% of the free cash flow to investors. | 0 |
And so we’re working hard to remedy that. | 0 |
And we're extremely happy to partner with the UK government to advance the safe use of drones for small parcel delivery. | 1 |
On messaging, we are so really focused on this. | 1 |
As I talked about earlier, that’s one factor customers save a lot of money, but the primary motivator is really around the innovation that AWS enables and the ability for developers to move really quickly. | 1 |
Let me start by saying we really do think about and talk about our cloud as containing all of the components, from the IaaS layer to the platform layer to the SaaS layer. | 1 |
Celebrity Cruises used these Dynamic Ads for travel on both Facebook and Instagram to increase their online bookings. | 0 |
That's something you're going to deploy, whether that's EMS, is the best example. | 0 |
And there's a pretty clear roadmap of stuff that we're going to do over the next couple of years that I'm quite excited about to add some more dimensions to the video experience on Facebook. | 0 |
Also, the mix of products that we sell into the market tends to change over time, and that also has an impact on the overall gross margin for the company. | 0 |
And this is something that Kevin Turner, myself and Amy and all of our leadership team is very focused on. | 0 |
And so that -- when you have that kind of first time buyer rates, you don’t have a saturated market. | 0 |
And also that the current iPhone line up experienced the highest Android switcher rate in any of the last three launches in the three previous years. | 0 |
And click to Messenger ads on Facebook are actually very promising as well because advertisers want to see a return for the money they spend. | 0 |
So we're really happy that our growth has been really strong across our verticals, and that continues to be the case. | 1 |
And we're also in the early days of sponsored messages, which enable businesses to reengage people once a conversation has started. | 0 |
Yeah, Shannon, we feel great about the results on iPhone, up 20%, and if you look for the cycle, by the cycle, I mean Q1, Q2 and Q3, we've had on an average weekly basis, growth in units of sort of mid single digit and ASP growth of double digit. | 1 |
And it also follows the well-being research that we've done that suggests that when people use the Internet for interacting with people and building relationships, that is correlated with all of the positive measures of well-being that you just expect like longer term health and happiness, feeling more connected and less lonely, whereas just passively consuming content is not necessarily positive on those dimensions. | 0 |
Visa with SocialCode and BBDO created 10-second videos with text overlays showing people making digital payments. | 0 |
And so what you can then see, relating to the second half your question, is that we are taking some of those savings and investing them back into the business in some of these key growth areas we've seen. | 1 |
But generally speaking, I see positive vectors there, not negative, in the aggregate. | 1 |
I expect that to continue, although you will have volatility because what's interesting about that specific metric is, it has a little bit more 606 impact than we’ve felt it's an on-prem product. | 1 |
so that's really exciting. | 1 |
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