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At the same time, we're also seeing a lot of open source ISVs also be part of the Azure marketplace. | 0 |
On mobile, it's easier to take videos, so we see more videos. | 0 |
And then purchasers are happy to continue to add SKUs and add and move up the scale. | 0 |
On gross margin, I would - first I'll caution you and say, we would encourage you to look at free cash flow, which was – grew at minimum of $4 billion on each of the metrics that we point out and our profit which was up 88% year-over-year. | 0 |
On the MAU front, we're seeing very strong overall growth in terms of the 240 million-plus MAUs that we added. | 1 |
One of the factors that's contributed to ad load over time is the quality of the ads. | 0 |
So the fact that we came in at the high end of the range, volume was high, especially in North America, and a lot of times in Q4 and other quarters actually, we see better efficiencies when the warehouses were busy. | 0 |
And that's the new experience, which if you come to Facebook and you specifically want to watch some different kinds of videos or you want to see what videos a recent page that you follow has posted or the Presidential debate is on and you want to find a good place to go online to get that, you can go to Video Home and... | 0 |
So we are continuing to look at where we're investing head count. | 1 |
And as decisions get made and proposals clarified, we'll share more about what that means for us. | 0 |
There is the lift, shift, and modernize motion as well, as well as a new need for the edge of the cloud. | 1 |
But I'm very optimistic about the future because I see so many signs that are positive. | 1 |
But my own personal view of China is that it's a great market, and we are certainly looking far beyond 90 days and feel very bullish on the opportunity and the environment there. | 1 |
Yeah, and also it sort of comes in interesting ways because one of the things IT, as you know, it’s not about sort of replacing what you have, it’s always augmenting what you have. | 1 |
And one of the numbers that I did put in my script was that 20% growth in what we call software and services, that's perhaps a leading indicator of where we think the opportunity lies. | 0 |
Obviously, that was also a negative. | 0 |
I would say the way we think about our capital efficiency and I in fact added that even to my commentary this time, which is we're building this intelligent cloud, intelligent edge platform to span everything, not only the Azure business but also the future of game streaming to what we are doing at Microsoft 365 or Dyn... | 0 |
And so there was less external hiring in the first half of this year. | 0 |
I would point out that only a small fraction of the installed base has upgraded. | 0 |
Japan as a geography for us is a high transactional market. | 0 |
It's a good flywheel and we added active sellers in FBA grew 70% year-over-year in 2016. | 0 |
We were surprised somewhat that through all of this period of time that the iPhone X winds up at the most selling, most popular for every week of the time since the launch. | 0 |
And collecting that through deferred revenue and then letting customers use that over time is very helpful. | 1 |
So the selection is also increasing Prime eligible selection is up over 25 million items, launching Video there and also continuing to add other Prime benefits such as Prime Music will be coming soon, Amazon Family is there, as I said, Prime Video, and we had our first Prime Day in India. | 0 |
We didn’t see anything in Q4 that indicated broad-based macro weakness beyond of course the impact that FX was having, which was pretty significant. | 1 |
We’ve sold 25 million Apple TVs now which at the sake of repeating myself, it’s something that we continue to look at and work on and find a way that we can make even greater contribution than what we’re doing. | 0 |
So, I think that’s the color I can give on ad loads. | 1 |
But until there are millions of units out in the market, I don't expect that to be a big industry for folks to be investing a huge amount in 2016. | 0 |
And when we do that we need to make the adequate investments in marketing and advertising to raise the awareness of the new products and new services and that is what you're seeing for example in the guidance that we provided for the first quarter as we’re launching new services right now, and so we're making investmen... | 0 |
They're all using AI today. | 0 |
I would say, we're going to be using all of the available levers that we have right now, both AMZL and also third-party carriers, and we'll just see how it develops going forward. | 1 |
There they're really two key dynamics, the first is the return to the XP levels that we saw prior to the XP refresh. | 1 |
And in both of the cases, hybrid benefits actually help with -- our business model is basically differentiated in supporting the architectural need and the flexibility needs. | 0 |
We will update you. | 1 |
It’s actually a big architectural shift from thinking purely as a migration to some public cloud to really thinking of this as a real future distributed computing infrastructure and applications, but I quite frankly feel very, very good about leading and so in that context our server license revenue will fluctuate base... | 1 |
So that was one of our first forays in the live format that – one of the first forays in the live format where we had live ads and kind of, we're not only learning the technology, but learning to – learning that business. | 1 |
And those are the things that really give us the ability to have good margin structure for our cloud efforts. | 1 |
We've certainly rolled those out. | 0 |
It is pretty standard in fact, as Satya talked about, in terms of the dynamic | 0 |
They don't require a big network effect or a lot of people having the technology or a large installed base. | 0 |
We also hit the high-end of the revenue range, which is always good from an efficiency standpoint and the drop-through on the higher end of the revenue. | 1 |
But I would say the biggest impact so far, both on the top line lift and also the bottom line cost is in the U.S. | 1 |
First, you build a great consumer experience that helps people share in a new way that’s really important. | 0 |
So, that continues to drive a lot of IaaS growth for us as people are sort of looking basically to lift and shift a lot of their current data center workloads. | 1 |
But to mention just one which shows the point, a couple named Linda and Marius started a company called iELM. | 0 |
Let me just start at the highest of levels, because for us again, and in this last quarter, some of the innovation that we launched I think is also pretty key as you look forward to what it means for Office and Office growth. | 1 |
It builds better customer loyalty both to that brand and also to Amazon. | 0 |
That work continues and the team has done a really nice job. | 0 |
I think we are optimistic as we head into FY 2018 for the installed base growth possible in particular for some of these midmarket offerings that we’re quite proud off The ARPU growth that you saw and have seen in the past couple of quarters continues to primarily, Phil, be related still to the E1 to E3 transition. | 1 |
It will then land as billings and ultimately in our P&L as GAAP revenue in-quarter off the balance sheet. | 0 |
Those investments are in the billions of dollars per year. | 0 |
And in the scheme of things, our business is pretty large there. | 1 |
We’re also working beyond India, in a number of other countries and hope to have this rolled out to a large percentage of the people who use WhatsApp within the next year. | 1 |
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