text stringlengths 1 656 | label int64 0 1 |
|---|---|
It's just expansive. | 1 |
We also have a mid-price point, with the iPhone 6 and the iPhone 6 Plus. | 0 |
I build and application that’s fundamentally distributed that also happens to ransom and compute on Azure Sphere. | 0 |
When it comes to our Commercial Licensing and our servers, it’s the same trend, Heather, which is the big shift that’s happening is our enterprise and datacenter products, being Windows Server, Systems Centers , SQL Server, are more competitive. | 1 |
Overall, I'd say that these changes are doing what we expected that they would do and helping people to connect more and have more meaningful interactions. | 1 |
And things that you didn't mention, the Mac continues to perform very well. | 1 |
And I mentioned during the call in January that we were expecting FX to have a negative impact on a sequential basis of about 100 basis points after the effect of the hedges. | 0 |
And in More Personal Computing, the largest change in that segment is frankly the phone. | 0 |
That's something that we want to make sure we follow more our opportunity in a customer across the board versus trying to micromanage to certain margins in very specific opportunities, because we think that it's the integrated ability for us to deliver value is which I think long term is what the customers expect of Mi... | 1 |
And we're seeing a growing engagement with the broader Apple ecosystem during the quarter. | 0 |
We're also focused on job growth, job creation over there. | 1 |
And then finally -- and this is not to be under weighted either -- I think the improved trade dialogue between the countries affects consumer confidence in a positive way. | 0 |
And what they created was a really visual journey using the format that is Instagram, the format that is Facebook and combining the two platforms that they're targeting. | 0 |
So that's a place where we want to continue to focus. | 1 |
Measurement is really key there. | 1 |
And that we rolled out in a few countries as well. | 0 |
But overall, when you look at the outcome during the December quarter, it was very, very strong. | 0 |
But we feel pretty good about the Q1 growth there, even despite some downtime in India. | 1 |
We expect to offset partially these impacts with other cost efficiencies, and again, with a mix shift towards Services. | 1 |
Our online store revenue was up over three times year over year. | 0 |
As I mentioned in the prepared remarks, there was a $640 million adjustment and there was a one-off change. | 0 |
And that enables people to use Facebook in a very direct to response way, | 0 |
So I would really focus on that in that segment | 1 |
And I don’t have anything too specific to add today, we’re trying to take a very consultative approach to how we develop anything around news or any of the things that touch the big social issues and certainly, supporting journalism is up there as one of the really important things that we care about. | 0 |
It was up over 70% year on year. | 0 |
And I mentioned the increase in number of paying accounts that we value in this last 90 days is the largest that we've ever had. | 0 |
That's primarily around technology, technical recruiting, software engineering, and we have a lot of opportunities that we see to invest in the long-term growth of the business. | 0 |
Some of that is in Q2, you'll see that more in the next few quarters. | 0 |
Messaging is really strategically important for the company and the long-term engagement with our users, and the organic feel of the engagement with businesses and consumers is where we will be focused. | 0 |
Amazon vendors, sellers, authors as well as third-party advertisers who want to reach Amazon customers. | 0 |
When I look at the usage, the usage is six times our nearest competitor. | 0 |
And so any of the engagement with ad metrics, whether it's remembering an ad going back to – people have been measuring that for a long time too, how long a video ad is viewed, are only proxy metrics. | 0 |
Just to give you a sense, on a year-over-year basis, when I look at foreign exchange, that has an impact of almost 300 basis points on our margins. | 0 |
The second component, and the one you'd asked about, is a little bit about that premium services revenue mix. | 1 |
You can connect them with all the business process data that's in Dynamics 365, but not just in Dynamics 365 but all the applications in AppSource because business process will always be a much more fragmented market as opposed to just one market share leader by industry, by vertical, by country. | 0 |
They are very different, you'll see the growth rate in India is very rapid. | 1 |
One is that the format of an ad really has to match the format of the consumer experience. | 0 |
On the negative side, the headwind on gross margins on a year-over-year basis from foreign exchange is about 100 basis points. | 0 |
And so really and truly, it’s sort of everything you look at in China was extremely good. | 1 |
IaaS growth comes because people already have existing code that they want to move over, and then they start extending by writing more PaaS because it's sort of more efficient for them to write new code and new apps in PaaS. | 0 |
Yes, on Board members, there are a lot of great leaders who serve on our Board, who have served on our Board. | 0 |
To share one of my favorite new examples, Subway working with their agency 360i developed video ads and images for Facebook and Instagram to promote the limited time offer Reuben sandwich. | 0 |
It's now used by hundreds of millions of people every month. | 0 |
It makes the jobs in our warehouse that much better. | 0 |
So I think that customers are going to see it in a variety of ways. | 1 |
We’ve also said the manufacturing ramp that we’ve had this year in the December quarter has been the fastest that we’ve ever had. | 0 |
But having said that, if to your specific question of where our differentiation lies, the first one is hybrid. | 1 |
because we're able to continue to move people up the stack, including all the way up to the business process layer, I think you'll continue to see us be confident in our ability to move and create margin and growth. | 0 |
But before I get to streaming, the thing that I'll say is most critical when you think about gaming is having a platform where the gamers are already there. | 0 |
But overall, we are seeing prices increase on mobile in region, so I think that's consistent with the reported trend. | 0 |
So we have some high hopes for what we can achieve with engagement around Xbox Live across the console plus PC. | 0 |
But overall, I do feel confident about where we are. | 1 |
We're guiding slightly higher for the December quarter because on the positive, we're going to have of course better leverage and the mix in the December quarter tends to be better. | 0 |
So beyond the awards that the content is winning and the success we're having with Amazon, particularly our Amazon Originals, we feel that program is working. | 1 |
I mean, on the first question Ross as far as our premium services, just even on the application infrastructure side, for example, in compute, there is increasing need for things like IoT services. | 1 |
And so it’s hard to imagine it being better. | 1 |
We think it's a great opportunity to reach customers who are already in a discovery mindset. | 1 |
On the price reduction question, we've got a long track record of driving costs out of the business and you can certainly see where we've even done that over the last several quarters if you look at the margins in AWS. | 1 |
So we're working on both investing heavily in the business, we're working on fixed and variable productivity in other areas, putting a lot more energy into it. | 1 |
We also announced a Operations Center of Excellence to be opened up in Nashville, which is about -- estimated to be about 5000 jobs. | 0 |
This is a capability that's been multiple decades in the work, but here we are with very competitive total cost of ownership price competitiveness, but with a technology that is in many cases, as Gartner talks about, at the top of the charts when it comes to all of these workloads. | 0 |
So as we look at our metrics and what information we provide each year, we often make some changes. | 1 |
So we are starting to see as I mentioned in earlier calls that the investment will be stepping up in 2019, so started to see that in Q2. | 1 |
We have now the flexibility to deploy this capital. | 1 |
And we're developing it across a wide variety of ad products, | 1 |
It’s an increasingly important use case for us. | 1 |
We have Prime Now | 0 |
And that means that there needs to be a whole range of new production tools and consumption experiences for enabling that. | 1 |
And in that modernizing phase, it's not just being modernized to live only in what is called a cloud, but it will also be modernized to live in the edge of the cloud. | 0 |
But this is intended to be a global improvement in speed tied to our Prime program. | 0 |
Largely, I think that will carry the day in the future as well. | 1 |
And the results have actually been better than we anticipated when we first made the investment. | 0 |
But certainly there's a reasonable amount of behavior in there which is looking for things that, over time, could be monetizable or commercial intent. | 0 |
The initial market that we look at are all the people who have Xboxes, PlayStations, and Wiis, the people who are excited to have an immersive media experience sitting in their living room for a long period of time, and that's a pretty big market. | 0 |
And that number is in the low 30 percentages. | 0 |
From our point of view, autonomy is the mother of all AI projects. | 1 |
Yes, we have had very strong growth the last two years and earlier, obviously on Prime growth of members. | 1 |
In some of the products, I would urge people to look at the Outlook Mobile experience and how really meaningful the experience is for the user and the member. | 0 |
So we're really excited about the creative team we've assembled and the products that they've been able to bring to Prime customers. | 0 |
Most of our capacity and capital and capital leases in AWS is to service existing regions and existing customers demand growth. | 0 |
So we want to continue to do that. | 0 |
So if you look at some of the tools and products I’ve talked about in the last couple of quarters, now you can – rather than us saying to you, go make a Stories ad you can just send us some pictures, some text, some very easy posts and we will create some Stories ads for you. | 0 |
We rolled out a lot of additional Prime features internationally as well this year, from FREE Same-Day to Prime Now to Prime Music and Prime Video in Japan, to name a few. | 0 |
We've tried to run the company in a way where we have -- we set up the infrastructure, and we set up the business models. | 0 |
And so that's what we're doing from a job growth point of view, and we're very, very proud of that. | 1 |
The first is regulatory as you think about things like GDPR and other impacts and how those will be rolling out globally. | 0 |
We have real openness to all of the frameworks that you can call out to, and that something that we stay very attuned to come out which is we are not trying to fight some old battles. | 0 |
Last year we increased square footage by just under 20%. | 0 |
This was actually a database we just launched last year. | 0 |
Again, Keith, when we look at either the capital expense or the technical architecture, and the general approach we take is about all of our cloud. | 1 |
And that's what we're trying to do with the video tab, to make it so that all the different folks, whether they're pages that you follow or creators that you like, who you want to subscribe to and get the updates to what they're doing, that you have a place that you can go to with more intent to consume that content. | 1 |
The phone itself followed what I would call a normal seasonal kind of pattern. | 1 |
And so there's lots of pluses and minuses on this. | 1 |
So, yeah, we are investing ahead of user growth, given the long lead time in deploying data centers and network capacity. | 1 |
but I'm convinced that making a great product that is high quality, that is the best thing for the customer and we work for the user. | 1 |
When you look at the Instagram Shopping experience, we're seeing some really nice growth. | 1 |
And I'd say the character of the engagement growth is a little bit different by region. | 1 |
And then when it comes to how we’re thinking about expense growth as we look beyond 2019, we’re not providing specific guidance but I’d note that we continue to invest aggressively across the business and there’s no change in our long-term outlook on the need to invest heavily in areas like safety and security, innovat... | 1 |
We have 400 million people sharing with Instagram Stories, 450 million with WhatsApp Status. | 0 |
And just the addition of Facebook Stories drove 26% more additions to their checkout cart. | 0 |
Subsets and Splits
No community queries yet
The top public SQL queries from the community will appear here once available.