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You are seeing us take other steps like a buy button, like the Marketplace launch, which are really aimed at improving some of the experiences we think people are trying to have and already having in organic ways on Facebook. | 0 |
And so it's not a revenue-related issue. | 1 |
And it's number one in China, which is another powerful point. | 1 |
So, yeah, we think this is an important part of our Prime offering. | 1 |
So for the iPad and Mac categories, you need to keep in mind that our launch timing is different on a year-over-year basis. | 1 |
The services grew 31%. | 0 |
So we will continue to invest in the businesses we think fit that profile and we're always looking for a fourth or fifth business that fits that profile. | 1 |
We think there's more of these that we can do. | 1 |
So there's many puts and takes. | 1 |
So customization, customization and composition, especially with Office 365, is very important, and this is where we have some very differentiated offer with Power BI, PowerApps and Flow. | 0 |
And so iPhone X has done well there. | 1 |
So I don't think of it as reflecting a bigger shift than we've seen in particular this quarter. | 1 |
We've seen lots of consecutive quarters of growth in our higher-level services but we're now seeing some good scale. | 0 |
So it's not all FC capacity, that's square footage. | 0 |
And we have a formula for how we build these businesses. | 1 |
And sales by sellers in Q4 were greater than all of 2014 combined in Q4. | 0 |
The primary benefit was the two things I just talked about. | 1 |
And we're really proud of the growth of the business. | 1 |
I could not be prouder of the product. | 1 |
So our goal is to have lots of different things we can do for our marketers and measure them really deeply all the way through to business results. | 1 |
One part of the business that I think has been really strong and is worth noting is we're working with marketers in China to help with their export business. | 1 |
That ad was so successful on Facebook and Instagram that they then ran the 60-second ad on TV instead of their 30-second ad. | 0 |
We do have some cash in the U.S. | 0 |
In general today Mark almost all of that benefit shows up in what I would say as the on-premise KPI, and so over time though how you should think about that it will eventually show up in Azure consumed revenue growth, this is a benefit that’s fundamentally about high value and flexibility and meeting customers where th... | 1 |
And we've continued to do that this quarter as well. | 1 |
We look at – there are more than 1 billion people every month who use our Groups product. | 0 |
Keep in mind; we started in acquisition where we were below our targeted range. | 1 |
If you want to get to total bookings, you just add back in all the consumer revenue, is technically is how you would do it | 0 |
In terms of AWS, we've had 48 price decreases since inception. | 0 |
But at this point I would say, we have emerging ISVs, some of the global ISVs building SaaS applications on top of Azure driving a significant amount of growth of new businesses, the new business models emerging on Azure, as well as hybrid, which I would say are driving. | 0 |
So of course, Shannon, as you've seen, our guidance for margin is 50 basis points higher than the guidance that we had given for June. | 0 |
And just to clarify, what we had been saying was early 2015, and we sort of look at the year and think of early as the first four months, mid is the next four months and late is the final four months. | 0 |
Justin on time spent, there is no question that video is helping us on time spent and engagement. | 1 |
Overall I would say there’s a secular movement that’s happening in particular with Office 365, quite frankly, it’s happening across the entire product portfolio of Microsoft which is more to what I would described as annuity relationship as well as subscription relationships. | 1 |
The number of developers that are writing apps more for it are impressive and we’re seeing some incredible innovation coming out there. | 0 |
It was the highest ever by far. | 0 |
We’re looking of course at our cost structure, and we try to remain as competitive as possible. | 0 |
So it's always a very difficult period for us to estimate. | 1 |
We're growing the number of advertisers and publishers, and we're continuing to see growth and we'll continue to invest. | 0 |
So as it gets smaller, it has less of a depressive effect on the overall impression growth number, because if you recall, desktop has quite a number of impressions per DAU, just given it's the right-hand column that has multiple impressions on each screen. | 0 |
Even at decreasing growth rates, we are still growing and predicting growth at very healthy rates, and that's based on returning for advertisers. | 1 |
We have been working and continuing to reinvest and save through the year as we look to get everything here more efficient. | 1 |
And so I do think we saw some impact, particularly in SQL and I do expect to see some of that in Q4. | 1 |
So there are a couple factors there. | 1 |
I think that's pretty similar to the trends that we've seen in that metric. | 1 |
But for the near-term, the way that we’re thinking about it is offering as many of these things at cost and for free as possible to deliver as much value to small businesses and businesses around the world. | 1 |
For example, the work that we're doing on full end-to-end encryption, that's just -- that's a long-term project. | 0 |
Some are much further along than others, but overall we're very happy. | 1 |
We have a number of other things that we're working on across Messenger and WhatsApp. | 0 |
Interesting enough, we have a lot of requirements around edge devices even, so that you can have databases with compute so that you can really have what is needed at the edge, that’s sort of one conversation. | 1 |
So that will also minimize the impact that will have on the top line. | 1 |
And in fact, on a constant currency basis, we actually grew slightly in emerging markets. | 0 |
That's to us to the best way for us to keep having that recurring value. | 0 |
I think there is and you'll see that dynamic, so if the expiry base is a little bigger, you'd expect obviously a number bigger than that on the booking side and when the expiry rates' growth - it's really about the delta between the two as you know. | 1 |
It’s not always the choice of TV or Facebook, but often we can be a complement. | 0 |
The other point about Teams is just not limited to knowledge workers, which has been really the only place traditionally we play. | 0 |
And where it is not perfect, we wind up reviewing over 100,000 apps per week between new apps and updates for existing apps, and then work with developers quickly to fix the issues. | 0 |
Of course, as you look further out, you know we do not provide guidance past the March quarter, but it goes without saying that at current levels, again those headwinds will continue to become stronger for the reason I explained earlier, that our hedges continue to expire, they get replaced by new hedging contracts at ... | 0 |
And so there's an enormous upgrade cycle there for people that are still running on 3G handsets. | 1 |
And that means there's, in many ways, almost limitless opportunity for consumers to do more. | 1 |
because the line between them, both strategically and literally, is more important to be blurred and going in that direction. | 0 |
And we also differentiate between payment systems that are built on top of the existing financial infrastructure like what we're trying to do with WhatsApp payments or when we make payments in Instagram Shopping, and our work with something like Libra that is trying to build some new technological infrastructure for fi... | 0 |
I would say Stories is today from an impression growth perspective really about Instagram Stories. | 1 |
And that really means mobile. | 0 |
So I’m generally happy that we’re moving on with the ramp. | 1 |
I would also point out, AWS had a strong quarter, accelerating growth versus Q3 and also expanding operating margins by 100 basis points. | 0 |
The 86% also seems low to me but I was quoting a third-party source and not our own data. | 1 |
Our other segments are growing as well. | 1 |
So one of the things that we are in fact very focused on is enabling others to build their own clouds. | 0 |
So the strength from that outperformance or better market in consumer PCs in developed markets is a direct correlation to our performance in Office Consumer. | 0 |
Certainly, weaker dollar in the long term, if it holds, will be a positive but it's not something that you're going to be seeing translating to gross margin tailwind quickly. | 1 |
So very, very pleased with the critical acclaim to the Amazon Studios content and we've got a lot of new content coming out this year. | 1 |
And we're seeing a lot of great examples of people using ads in the feed across Instagram and News Feed. | 1 |
That means more time in video, and that does come at the expense of some impression growth in News Feed. | 0 |
When I look at what's happening with say some of the most innovative work we've done around distributed computing which is service fabric and how people are in fact going straight to building out using our past services some of the new HyperScale cloud services using microservices and not only are they doing that but w... | 0 |
And so a lot of the underlying things we do to build our ad systems don't just feed into revenue, they feed into quality. | 0 |
So we're still very pleased again with the international business, continue to invest in Prime benefits, international expansion as I just mentioned, and we're still seeing very good pickup. | 1 |
because we think that is a pretty old concept to have suites like that, which is we have now really made the entire Dynamics 365 much more modular, modern, and much more efficient for customers. | 0 |
What really matters is that when we get that migration and we are seeing it, we are able to show them the value | 1 |
We're very fortunate and work very hard to have loyal customers and to continue attracting an impressive number of switchers. | 1 |
We have the best deployment tools and development tools in Azure. | 0 |
Our focus is on this worldwide, and so it's not only a U.S. focus, but we want to deliver a great experience around the world and deliver it globally, and so we've put a lot of the energy into doing that. | 0 |
If you remember back to Q4 and the capacity constraints we had in Q4, primarily due to really strong FBA growth, we talked a lot in the Q4 call about the operational cost of that in Q4. | 0 |
We feel that 37.5% to 38% given the new FX environment I think says a lot about all the work that we've done on the cost side to get there. | 1 |
So the example of that is the new camera that we're working on and all the creative tools around that. | 0 |
On ad blocking, in terms of the impact, I would just point out that this quarter we had 18% year-over-year desktop revenue growth. | 0 |
And you look at even some of our games like Halo, a significant usage of our cloud. | 0 |
We continue to invest. | 0 |
If you do a car ad for us, how many vehicles were driven off the lot? | 0 |
And we've improved the quality of the ads in News Feed, and that's another driver from the supply side. | 0 |
The third major category is going to be completely new products and platforms. | 0 |
We got the foreign exchange, we got as you said, a lower iPhone mix. | 0 |
And so the Apple Arcade will serve some of that market. | 1 |
We are very focused there on the user experience, but we're also focused even earlier stages on growing our business ecosystem. | 0 |
Of course, we've been talking about the importance of tax reform over the years, because we believe it's really beneficial to the U.S. economy. | 1 |
We got going in a larger way during that quarter, we were pretty much just ramping in the previous quarter. | 0 |
It was always about doing something great for the user and I think if you treat the users and the customers well, then you have a good business over time and so that's how we'd look at that. | 0 |
We remain very bullish on China and don't subscribe to the doom and gloom kind of predictions frankly. | 1 |
When I look at all the acquisitions that we have made over the course of last year and our OpEx guidance for next year shows how disciplined we are in bringing new talent in, be it in R&D, be it in sales and marketing. | 0 |
We also want to make this as automated as possible. | 1 |
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