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claim
As we look out into 2019 further, that's - the macro economy is certainly a potential headwind and risk to the business just given the sensitivity of the advertising business to a slowdown in growth.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
So there is a lot of investment going on and there will be continued, especially related to Prime.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
With the auto industry, really important industry for growth for us, helping them figure out who their current customers are, who their potential customers are and where are the audience segments out there who have similar likes, interests, backgrounds, demographics to their current customers so that they can serve right ad to the right people.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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claim
So I would say that I would look back on the performance in 2018 and say that that was great work with a - on a lot of efficiency as we also banked a lot of capacity that had been built previously.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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premise
So I am not waiting for some future date to see ROI from AI, we're very much going forward even the office tools example I used.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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premise
It's coming in talent.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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claim
Growing a market like India is a result of all of those things and doing them all well.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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claim
Over the last few years, we focused a lot on a number of major social issues everything from preventing election interference to reducing harmful content to protecting privacy.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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claim
But in general, inclusive of LinkedIn, I'm still around 100 bps.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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premise
We think we can do that in a privacy-protected way, and it's just a better experience.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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premise
We're seeing the engagement go up year-after-year in video and also music and a lot of the other Prime benefits.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
They started in Sweden on Facebook.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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claim
We were very encouraged by the results this quarter.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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premise
If you look at what we did this past year, we priced the iPhone Xs in the U.S. the same as we priced the iPhone X a year ago.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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premise
And of course, Apple is the only company that could have brought this because it requires both hardware and software integration, and it requires sort of making a lot of – or giving the operating system update to many people at once.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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claim
The one additional thing I’d mention, which is increasingly becoming clearer to us is operational sovereignty will become important, the world and its distributed computing needs is not going to become some margin as set of requirements but it's going to be very heterogeneous, very in many cases regulated and so what we provide in terms of both the technology and the business model I think shows up with the maximum flexibility.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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claim
And so, the amount of value creation for the customer by deployment is something that we ourselves are sort of really learning a lot each deployment, whether it's on the first line.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
We sometimes talk about it as some stopping creative, where you actually want to stop and watch.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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claim
On the growth in MAUs in rest of world, we've had certain slowdowns.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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premise
And that is the reason why, again this year, we’re allocating the majority of the increase, which is the largest increase that we’ve ever done, we’re increasing the program by $70 billion.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
I mean, GEICO example is a good one.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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premise
We see a lot of organic connections between businesses and consumers, and our experience is that where are those – where we have those organic connections, that's very promising to turn that into monetization as well.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
And we want people to be able to share all of the things that are meaningful to them not just the things that are happy and that people are going to like when they see it.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
Same happened in a number of countries around the world, starting with Canada and Australia but also many places in Western Europe as well.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
Prime Now, I guess, my comments are that, it's in 50 cities worldwide, it's across 9 countries.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
I think people just would watch a lot less of the organic videos that were posted because of that.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
So I think that's going to constantly be a thing that plays into the desktop revenue.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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claim
So I think it's the combination of all of that.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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claim
And then of course, we are very excited about E5, but they're very, very early days of E5.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
We launched hashtag following in December.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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claim
I would say that it's also been part of the reason that we've been able to keep capital relatively under in check the last two years in the infrastructure area.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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claim
So I think what we're going to end up seeing is building out Payments, which is going to end up being something that we do country-by-country – we have a test that is running in India for WhatsApp now, we're hoping to launch in several other countries at some point, but I don't want to put a timeframe on that here, but it's something that we're actively working on.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
Because increasingly, there will be more devices and we want to make sure that we're adding value and if we add value in that context, you will be more inclined to retain or purchase the Office subscription.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
In terms of what's going on with iPhone, the 35% growth is almost three times the market.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
But we feel pretty good about the guidance we provided.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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claim
So that's how we look at.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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premise
In particular, we now have a subscription offer with Game Pass that's off to a good very good start and our goal is to be able to have essentially a Netflix for games, so that we can have the game subscriptions that people can use across all of the devices that they play in.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
So we are building some capacity ahead of our immediate needs.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
So we're comping that.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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claim
The video strategy is -- has been pretty consistent.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
And if your goal is to connect to everyone and make sure that people can all participate, that ads-based model makes a lot of sense and we're going to continue to invest very heavily there.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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claim
So we're currently going through the process of figuring out what we want to invest in over the next year and doing our long-range planning, and this is certainly one of the areas where I think we want to be investing a lot more in and believe that there's a big opportunity and can accelerate all the effort.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
Just really reiterating what I said last quarter about our expectations on ad load going into mid-2017, it's been one of the key factors in terms of driving growth along with time spent – user growth and time spent growth and advertiser demand.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
I will point out that we added 722 new features and services in 2015 and that was up 40% year-over-year.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
I would say during the course of the quarter the biggest impact came from the Japanese yen, the Russian rubel, but also from euro, Australian dollar, Canadian dollar.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
In the last 18 months, we've doubled the number of paid Prime member, which we're very excited about.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
We have Amazon Devices.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
And that's a fine way and we'll keep account of it, but that's not how it works.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
What we really want to go for is time well spent.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
The geos I specifically called out obviously were we're the most impacted and they're the bigger geos.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
I do think that it's going to get a lot stronger once the business model really starts to click here, right?
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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claim
On fashion, yeah, fashion and apparel continue to be a large part of our EGM business and one that we're very excited about.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
We had automatic default templates which convert your feed ads into vertical Stories format and this quarter we just launched customizable templates, which help you save time and resources.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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claim
So it wasn't a material impact on the quarter, but we're excited, really excited to start working with the management team there.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
After all we did run large-scale consumer services ourselves between Xbox LIVE and Bing.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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claim
We're just trying to price it for what we're delivering.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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claim
And I think what that shows is the power of the very sophisticated targeting we offer across our platforms along with really the ability to use very simple tools like a phone to create very sophisticated but visually compelling ads.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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claim
And then the next step is to create organic activity around public entities, so whether that's businesses, public figures like athletes and celebrities and types of folks that people want to interact with on these different platforms, and we did that on Facebook in News Feed group pages, and we're working on a number of different ways to do that in Messenger.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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claim
So I think it strikes me as very likely that the next one is going to be around virtual and augmented reality.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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claim
E5 continues to see encouraging signs.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
We have Linux is first class
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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claim
As you said, I mean at the midpoint of the range, we are essentially flat sequentially.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
So for example, while there is no formal groups product on Instagram, people use Explore.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
I would say globally especially outside the US, we saw good improvements around -- engagement around video.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
Whereas on Facebook Messenger, the graph is your friends, and you're more likely to, say, wish an acquaintance happy birthday on Facebook Messenger than on WhatsApp or you might not have their phone number in the first place.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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claim
Pain points and improvements, I would say, our priorities include improving the usability of our tools for advertisers, helping make smarter recommendations for customers.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
And there are going to need to be big advances there, but that's really exciting.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
So that's core basic messaging, the core functionality around having your real identity and connecting with all of your real friends and family online.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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claim
So that’s contributing to some of the deceleration, specifically as we look out into the remainder of 2019.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
Another example is just spam filtering and just making sure that we can actually read the content and understand what's interesting to you or not and not show that.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
We also have a different mix of products as we move into the June quarter, and the cost pressures on memory will remain.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
And lastly, I would say in Q2, as a reminder, each year, we - Q2 is a time when we grant RSUs to employees.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
We do a very good job in terms of supply chain and being able to -- be able to get those up and running quite quickly.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
And that’s something that we have the capability of doing, and we want to be able to do that in a disciplined way.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
For me, what I think is missing in that question is really – it's not about any one customer saying wait, I'm going to spend 2% more or 3% more.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
And the more we – the better we get at measuring those returns, the better the ads get.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
There's some particular unique customer volumes that were flowing through that some customers have really high usage tied to their businesses.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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claim
So just on the question of how Oculus would affect the cost structure, it's premature for us to be giving guidance on the cost structure in 2016.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
If you think about our history, people made the shift to mobile before marketers did, and I think one of the successes we've had is we made it easier for advertisers to move into a mobile environment.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
And so I’m really happy where we are currently, and happy enough that we’re looking forward to expanding into more countries in late June.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
You need hybrid and guess what, today in 2019, hybrid has become much more main stream.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
So they want local compute.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
But most importantly, architectural benefit for customers because by having incoherence around these layers is where you may feel like you're making some great best-of-breed sort of choices in individual layers, but you'll bear that expense in your overall agility as well as your overall management of your data
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
They're selling girls' clothing.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
So, that type of expenditure goes together with the installed base.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
We continue to be pleased with the growth of Instagram both on a user basis and on a revenue basis.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
claim
The only thing I'll add is when I look at the total growth of Azure, the growth that's coming now from some of the premium services, these are businesses that we actually did not ever participate on premise at all.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
And Instagram creates a pure experience that's focused on photos and videos.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
Because it's super-important for us in this phase when people are looking for solutions to help them visually transform, for us to have a very fundamentally different type of capability in terms of our sales, and that's the transformation.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
The iPhone SE, we are thrilled with the response that we've seen on it.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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claim
And so I think, we'll keep investing in those areas.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
Gene, if you look at the overall worldwide, we grew iPhone 40%.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg
premise
This is very small still.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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claim
I do think the upgrade market will look at larger over time, but just don't have a current view as to -- how often and so forth.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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claim
So this is about getting projects started, making those projects successful, making sure customers feel the value and get the value of their investment.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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premise
It's the same case with Boeing.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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premise
Total bookings, because the volatility frankly in consumer businesses in times like the holiday periods, it can make it far more volatile than usually what many of you have been asking for, which is the continuity and health of the overall commercial business.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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claim
But by far the biggest individual thing is the investment in India that we continue to make and very excited about it, the initial reaction in India from both the customers and also sellers.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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premise
And they used Audience Insights, targeting people ages 18 to 49 who purchase meat and cheese, and that's just pretty incredible targeting.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
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claim
It's a terrific market, and we're very happy to be a part of it.
Analyze sentences from earnings conference calls and identify their argumentative function. Each sentence is either a 'premise', offering evidence or reasoning, or a 'claim', asserting a conclusion or viewpoint. Return only premise or claim. Return only a single word, either premise or claim
finarg