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ChanceFocus Asset Management (Shanghai) Company 15

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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. Text: And then in addition, we're continuing to focus our product development around putting privacy first and that's going to, we believe, have some impact on revenue growth. Answer:

claim

And then in addition, we're continuing to focus our product development around putting privacy first and that's going to, we believe, have some impact on revenue growth.

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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. Text: We've had really great productive discussions with the Indian government, and I fully expect that at some point, they will agree to allow us to bring our stores into the country. Answer:

claim

We've had really great productive discussions with the Indian government, and I fully expect that at some point, they will agree to allow us to bring our stores into the country.

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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. Text: If we're delivering on those three elements, we're indifferent as to whether it's sold by us or a third-party. Answer:

claim

If we're delivering on those three elements, we're indifferent as to whether it's sold by us or a third-party.

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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. Text: So that's, if you wanted to break it down into two more sustaining things, those are the types of things we're seeing in that number. Answer:

claim

So that's, if you wanted to break it down into two more sustaining things, those are the types of things we're seeing in that number.

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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. Text: And we're pretty excited about what that shows in terms of how video can be used in a really broad-based way but also a more personal way. Answer:

claim

And we're pretty excited about what that shows in terms of how video can be used in a really broad-based way but also a more personal way.

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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. Text: And I think, Karl, to your question about how that shows up, it's why you hear us focus more on the all-up KPI between Azure and this transactional or on-premise number, Answer:

claim

And I think, Karl, to your question about how that shows up, it's why you hear us focus more on the all-up KPI between Azure and this transactional or on-premise number,

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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. Text: I mean, my own take of this, I think this has gone pretty well and has done what we had hoped, although we've made a number of changes. Answer:

claim

I mean, my own take of this, I think this has gone pretty well and has done what we had hoped, although we've made a number of changes.

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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. Text: So that's really the main focus. Answer:

claim

So that's really the main focus.

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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. Text: We've done such a terrific job, I think, of growing and focusing and the innovation we put in and having our sales teams, through investments we've made for the past couple of years, and competency building, land that at customers. Answer:

claim

We've done such a terrific job, I think, of growing and focusing and the innovation we put in and having our sales teams, through investments we've made for the past couple of years, and competency building, land that at customers.

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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. Text: And finally, just the strong work on the infrastructure team, both between hardware innovation done at everything from the network, all the way to the prox and their integration with each other as well as the software innovation being done on top of it. Answer:

claim

And finally, just the strong work on the infrastructure team, both between hardware innovation done at everything from the network, all the way to the prox and their integration with each other as well as the software innovation being done on top of it.

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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. Text: Whether it's first-party games or third-party games, we are best-in-class in that monetization and that's what's reflected in the results. Answer:

claim

Whether it's first-party games or third-party games, we are best-in-class in that monetization and that's what's reflected in the results.

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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. Text: And so I think the use cases on this much like our phones will be broad based. Answer:

claim

And so I think the use cases on this much like our phones will be broad based.

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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. Text: Based on that experience, we're now planning to expand our channel before the holiday Answer:

claim

Based on that experience, we're now planning to expand our channel before the holiday

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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. Text: So, we believe customers are starting to notice and take advantage of this. Answer:

claim

So, we believe customers are starting to notice and take advantage of this.

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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. Text: And what we're doing on Messenger and on WhatsApp are really making sure that businesses can connect with people, and then in the early stages of testing messaging. Answer:

claim

And what we're doing on Messenger and on WhatsApp are really making sure that businesses can connect with people, and then in the early stages of testing messaging.

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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. Text: When I talk about the premium services mix, in our Office Commercial 365 business being about 60%, that is what's driving whether that's the mix shift to E3 or ultimately to E5 you will continue to see and have headroom in that number but you are right, we are encouraged by the ARPU growth and the value proposition that has customers choosing the premium SKUs and continuing to choose those premium SKUs over time. Answer:

claim

When I talk about the premium services mix, in our Office Commercial 365 business being about 60%, that is what's driving whether that's the mix shift to E3 or ultimately to E5 you will continue to see and have headroom in that number but you are right, we are encouraged by the ARPU growth and the value proposition that has customers choosing the premium SKUs and continuing to choose those premium SKUs over time.

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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. Text: So that’s what we’re seeing is increasing, what I would call, annuity relationships and subscription relationships with all classes of customers. Answer:

claim

So that’s what we’re seeing is increasing, what I would call, annuity relationships and subscription relationships with all classes of customers.

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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. Text: I feel very good about that. Answer:

claim

I feel very good about that.

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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. Text: Growing a market like India is a result of all of those things and doing them all well. Answer:

claim

Growing a market like India is a result of all of those things and doing them all well.

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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. Text: And so we'll find out more through the quarter, but we're confident enough to give you guys guidance that we're returning to growth this quarter, which obviously feels very good for us. Answer:

claim

And so we'll find out more through the quarter, but we're confident enough to give you guys guidance that we're returning to growth this quarter, which obviously feels very good for us.

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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. Text: In terms of hardware as a service or as a bundle, if you will, there are customers today that essentially view the hardware like that because they are on upgrade plans and so forth. Answer:

claim

In terms of hardware as a service or as a bundle, if you will, there are customers today that essentially view the hardware like that because they are on upgrade plans and so forth.

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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. Text: So conceptually stepping back, it's now a multi-billion dollar business for us. Answer:

claim

So conceptually stepping back, it's now a multi-billion dollar business for us.

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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. Text: So we're very excited about some of what we can get out of our investments in gaming. Answer:

claim

So we're very excited about some of what we can get out of our investments in gaming.

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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. Text: So it's multiple services. Answer:

claim

So it's multiple services.

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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. Text: Secondly to provide a bit more color, sales of the Watch did exceed our expectations and they did so despite supply still trailing demand at the end of the quarter. Answer:

claim

Secondly to provide a bit more color, sales of the Watch did exceed our expectations and they did so despite supply still trailing demand at the end of the quarter.

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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. Text: But the way we think about it is trying to price a reasonable price for the value that we deliver and I feel that we did that. Answer:

claim

But the way we think about it is trying to price a reasonable price for the value that we deliver and I feel that we did that.

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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. Text: In terms of the upgrade program itself, I think over time, it will be meaningful as customers get into a different pattern. Answer:

claim

In terms of the upgrade program itself, I think over time, it will be meaningful as customers get into a different pattern.

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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. Text: We continue to be pleased with the growth of Instagram both on a user basis and on a revenue basis. Answer:

claim

We continue to be pleased with the growth of Instagram both on a user basis and on a revenue basis.

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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. Text: Yes, I think in terms of our core advertising products and growth, it's worth really remembering that our core feed products for Facebook and Instagram are growing nicely and well. Answer:

claim

Yes, I think in terms of our core advertising products and growth, it's worth really remembering that our core feed products for Facebook and Instagram are growing nicely and well.

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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. Text: So I'd expect we would continue to make changes and evolve. Answer:

claim

So I'd expect we would continue to make changes and evolve.

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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. Text: So, we feel very good about that and we feel that we have a very, very strong portfolio for iPhone. Answer:

claim

So, we feel very good about that and we feel that we have a very, very strong portfolio for iPhone.

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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. Text: And so I see the demographics there also being incredibly great for a consumer brand and for people that really want the best products. Answer:

claim

And so I see the demographics there also being incredibly great for a consumer brand and for people that really want the best products.

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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. Text: So we think of the modern workplace as having a very significant footprint of Windows, but also people will use phones of iOS and Android, but they need both productivity, creativity, and security across all of this estate of theirs, and that’s where I think we have a competitive advantage and a great value proposition. Answer:

claim

So we think of the modern workplace as having a very significant footprint of Windows, but also people will use phones of iOS and Android, but they need both productivity, creativity, and security across all of this estate of theirs, and that’s where I think we have a competitive advantage and a great value proposition.

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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. Text: And so this quarter, you saw a little bit healthier than we had thought, I pointed out. Answer:

claim

And so this quarter, you saw a little bit healthier than we had thought, I pointed out.

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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. Text: So having mid-roll ads, we're committed to doing this in a way that's very good on the user experience, but that is going to enable the kind of content that I think is going to take us to the next level. Answer:

claim

So having mid-roll ads, we're committed to doing this in a way that's very good on the user experience, but that is going to enable the kind of content that I think is going to take us to the next level.

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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. Text: I think we're going to get to where we need to get to there. Answer:

claim

I think we're going to get to where we need to get to there.

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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. Text: So on Search, we already have one very big use case which is people basically using our search engine to look out pages and people who are on Facebook and that by itself is already one of the biggest search engines in the world. Answer:

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So on Search, we already have one very big use case which is people basically using our search engine to look out pages and people who are on Facebook and that by itself is already one of the biggest search engines in the world.

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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. Text: I think that this is going to become increasingly important not just from the perspective of what does the privacy policy say but how is this deeply designed into the products that we're building. Answer:

claim

I think that this is going to become increasingly important not just from the perspective of what does the privacy policy say but how is this deeply designed into the products that we're building.

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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. Text: Overall these areas around commerce and payments, I think are one of the most exciting areas of product development for the next several years. Answer:

claim

Overall these areas around commerce and payments, I think are one of the most exciting areas of product development for the next several years.

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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. Text: So I do want to say some of that impact is absolutely landing as well as growth. Answer:

claim

So I do want to say some of that impact is absolutely landing as well as growth.

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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. Text: And so we're bringing all of our energies to bear there. Answer:

claim

And so we're bringing all of our energies to bear there.

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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. Text: So we see a role for all carriers, in fact including the delivery service partner program that we’ve developed to help spur small businesses to help fill this need as well. Answer:

claim

So we see a role for all carriers, in fact including the delivery service partner program that we’ve developed to help spur small businesses to help fill this need as well.

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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. Text: Advertising is going to be the way that the revenue comes in for the foreseeable future, but what we expect is as we build out more commerce-related features around shopping, and Instagram and Marketplace and Facebook and certainly, the private social platform that we’re – that I’ve been talking about I think will lend itself to private interactions around payments and commerce and interacting with businesses in that way, I think what we’re going this is we’re going to build more tools for people to buy things directly through the platform. Answer:

claim

Advertising is going to be the way that the revenue comes in for the foreseeable future, but what we expect is as we build out more commerce-related features around shopping, and Instagram and Marketplace and Facebook and certainly, the private social platform that we’re – that I’ve been talking about I think will lend itself to private interactions around payments and commerce and interacting with businesses in that way, I think what we’re going this is we’re going to build more tools for people to buy things directly through the platform.

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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. Text: and we continue to build our products to serve a wide variety of audiences, including Millennials as well. Answer:

claim

and we continue to build our products to serve a wide variety of audiences, including Millennials as well.

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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. Text: So for the first time now, we have the ability to go to an enterprise and talk about their entire data estate across Windows and Linux. Answer:

claim

So for the first time now, we have the ability to go to an enterprise and talk about their entire data estate across Windows and Linux.

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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. Text: The value that we care about here is helping to build common ground. Answer:

claim

The value that we care about here is helping to build common ground.

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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. Text: So yeah, we are seeing really strong adoption across a number of groups, Amazon vendors and sellers for sure, authors, as well as third-party advertisers who want to reach Amazon customers. Answer:

claim

So yeah, we are seeing really strong adoption across a number of groups, Amazon vendors and sellers for sure, authors, as well as third-party advertisers who want to reach Amazon customers.

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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. Text: today we use some basic signals like who you're friends with and what pages you like as some of the most important things for figuring out what – out of all of the millions and millions of pieces of content that are on Facebook, what we're going to show and what are going to be the most interesting things to you. Answer:

claim

today we use some basic signals like who you're friends with and what pages you like as some of the most important things for figuring out what – out of all of the millions and millions of pieces of content that are on Facebook, what we're going to show and what are going to be the most interesting things to you.

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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. Text: This growth rate is going to bounce around. Answer:

claim

This growth rate is going to bounce around.

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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. Text: We did see ARPU growth this quarter. Answer:

claim

We did see ARPU growth this quarter.

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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. Text: It all comes down to customer choice. Answer:

claim

It all comes down to customer choice.

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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. Text: So a lot of what we've been trying to do is make it so that we build out the infrastructure, so that way WhatsApp and Messenger and Instagram direct can evolve rather than being just places where you message folks. Answer:

claim

So a lot of what we've been trying to do is make it so that we build out the infrastructure, so that way WhatsApp and Messenger and Instagram direct can evolve rather than being just places where you message folks.

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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. Text: I think what’s exciting about those platforms is that they combine the art and the science of both a creative canvas that marketers are excited about and targeting. Answer:

claim

I think what’s exciting about those platforms is that they combine the art and the science of both a creative canvas that marketers are excited about and targeting.

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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. Text: From a revenue point of view, we had very strong growth there. Answer:

claim

From a revenue point of view, we had very strong growth there.

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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. Text: So, particularly as it pertains to our fulfillment center networks, I think the biggest areas of efficiency right now are in our Amazon Robotics areas. Answer:

claim

So, particularly as it pertains to our fulfillment center networks, I think the biggest areas of efficiency right now are in our Amazon Robotics areas.

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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. Text: And people had, again the ability to see the benefit that Prime membership save incremental dollars, because of it at Whole Foods. Answer:

claim

And people had, again the ability to see the benefit that Prime membership save incremental dollars, because of it at Whole Foods.

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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. Text: I would characterize the launch of Status apps on WhatsApp as being a much smaller thing than a driver of 2019 revenue growth, and it's going to be more about Instagram and Facebook. Answer:

claim

I would characterize the launch of Status apps on WhatsApp as being a much smaller thing than a driver of 2019 revenue growth, and it's going to be more about Instagram and Facebook.

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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. Text: In terms of the timing, this is really early. Answer:

claim

In terms of the timing, this is really early.

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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. Text: Video ads are important on our platform and the most important thing that’s growing well there is consumer engagement with video is growing. Answer:

claim

Video ads are important on our platform and the most important thing that’s growing well there is consumer engagement with video is growing.

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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. Text: I mean, I think, we're having a lot of success with devices and customers are enjoying those. Answer:

claim

I mean, I think, we're having a lot of success with devices and customers are enjoying those.

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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. Text: And the other one is the on-premises server number which is very good in terms of hybrid demand this quarter also with high margin. Answer:

claim

And the other one is the on-premises server number which is very good in terms of hybrid demand this quarter also with high margin.

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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. Text: In the United States, which is usually the most advanced market, 35% of small businesses have no web presence at all. Answer:

claim

In the United States, which is usually the most advanced market, 35% of small businesses have no web presence at all.

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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. Text: And now, I think we're starting to work through what the formula is going to be so we can take some of those rate limits off and let video grow at the rate it wants to. Answer:

claim

And now, I think we're starting to work through what the formula is going to be so we can take some of those rate limits off and let video grow at the rate it wants to.

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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. Text: So this is about getting projects started, making those projects successful, making sure customers feel the value and get the value of their investment. Answer:

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.

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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. Text: So we're comping that. Answer:

claim

So we're comping that.

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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. Text: So, it really got a lot more traction in this, the third year that we've had it. Answer:

claim

So, it really got a lot more traction in this, the third year that we've had it.

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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. Text: It’s not the only market that we are working on obviously. Answer:

claim

It’s not the only market that we are working on obviously.

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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. Text: And so, as of today, there are obviously a lot more people on those programs than ever before because they just started. Answer:

claim

And so, as of today, there are obviously a lot more people on those programs than ever before because they just started.

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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. Text: But it doesn't stop in Azure. Answer:

claim

But it doesn't stop in Azure.

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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. Text: And so between all of those hardware products, as well as our gaming performance, another sort of hardware component in quarter, we did a little better than we had expected in our launches. Answer:

claim

And so between all of those hardware products, as well as our gaming performance, another sort of hardware component in quarter, we did a little better than we had expected in our launches.

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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. Text: So, yeah, you will see more expansion from us. Answer:

claim

So, yeah, you will see more expansion from us.

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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. Text: And on the testimony, these are important issues and I think that that was an important moment to be able to go and hear what people were wondering about and just to have a public hearing of answering all of the questions around Cambridge Analytica and what we knew and all the steps that we're taking on data privacy and developers to make sure that this doesn't happen again and to lay out all the different things that we're doing. Answer:

claim

And on the testimony, these are important issues and I think that that was an important moment to be able to go and hear what people were wondering about and just to have a public hearing of answering all of the questions around Cambridge Analytica and what we knew and all the steps that we're taking on data privacy and developers to make sure that this doesn't happen again and to lay out all the different things that we're doing.

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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. Text: We're just trying to price it for what we're delivering. Answer:

claim

We're just trying to price it for what we're delivering.

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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. Text: So I think what you're going to start to see are people interacting with pages, maybe follow a page on Facebook or Instagram. Answer:

claim

So I think what you're going to start to see are people interacting with pages, maybe follow a page on Facebook or Instagram.

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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. Text: On robotics first, we don't have any new numbers to share with you, but we're super excited with the progress of that business. Answer:

claim

On robotics first, we don't have any new numbers to share with you, but we're super excited with the progress of that business.

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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. Text: But generally what we see with iPhone is the reliability of iPhone is fantastic. Answer:

claim

But generally what we see with iPhone is the reliability of iPhone is fantastic.

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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. Text: We have stated that we want to double the size of the services business from the level that we had in fiscal 2016 by 2020. Answer:

claim

We have stated that we want to double the size of the services business from the level that we had in fiscal 2016 by 2020.

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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. Text: The second component of that is the execution on new revenue; in particular Azure, as well as Windows commercial, and billings in the quarter were very good and quite encouraging overall. Answer:

claim

The second component of that is the execution on new revenue; in particular Azure, as well as Windows commercial, and billings in the quarter were very good and quite encouraging overall.

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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. Text: So one area where I'm very proud that we're doing great work is around identifying terrorist content. Answer:

claim

So one area where I'm very proud that we're doing great work is around identifying terrorist content.

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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. Text: So there's no single factor, but those are all contributing factors in terms of MAU growth. Answer:

claim

So there's no single factor, but those are all contributing factors in terms of MAU growth.

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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. Text: But its’ going well and I think we plan to roll it out every where pretty soon, so that’s the game plan there. Answer:

claim

But its’ going well and I think we plan to roll it out every where pretty soon, so that’s the game plan there.

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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. Text: And so having control later in the process is very valuable to us especially as we're working across multiple nodes in a network. Answer:

claim

And so having control later in the process is very valuable to us especially as we're working across multiple nodes in a network.

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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. Text: And the biggest thing that I think we can take away from this as we invest in augmented reality in addition to virtual reality, is that the phone is probably going to be the mainstream consumer platform that a lot of these AR features first become mainstream rather than glasses form factor that people will wear on their face. Answer:

claim

And the biggest thing that I think we can take away from this as we invest in augmented reality in addition to virtual reality, is that the phone is probably going to be the mainstream consumer platform that a lot of these AR features first become mainstream rather than glasses form factor that people will wear on their face.

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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. Text: So in our commercial business, I think we’ve done a very good job of continuing to outpace IT spend on an overall basis by continuing to push customers to our annuity business whether they are on -- on premise or the cloud. Answer:

claim

So in our commercial business, I think we’ve done a very good job of continuing to outpace IT spend on an overall basis by continuing to push customers to our annuity business whether they are on -- on premise or the cloud.

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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. Text: So that's one place where as you know, any AI project first starts with data, and that's one place where we are seeing good traction. Answer:

claim

So that's one place where as you know, any AI project first starts with data, and that's one place where we are seeing good traction.

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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. Text: Also, from the currency point of view and the weak global economies, we don’t overly focus on this. Answer:

claim

Also, from the currency point of view and the weak global economies, we don’t overly focus on this.

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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. Text: So we are putting more compute behind that. Answer:

claim

So we are putting more compute behind that.

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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. Text: Obviously, third party sellers are an important part of our value proposition there. Answer:

claim

Obviously, third party sellers are an important part of our value proposition there.

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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. Text: It just we are now shipping more and more of our, other demand out of our warehouses, because of the strength in retail and FBA. Answer:

claim

It just we are now shipping more and more of our, other demand out of our warehouses, because of the strength in retail and FBA.

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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. Text: So it wasn't a material impact on the quarter, but we're excited, really excited to start working with the management team there. Answer:

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.

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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. Text: And our ability to do that is why we're investing in the Audience Network. Answer:

claim

And our ability to do that is why we're investing in the Audience Network.

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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. Text: we feel slightly very good about where we are right now in the cycle. Answer:

claim

we feel slightly very good about where we are right now in the cycle.

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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. Text: But we feel pretty good about the guidance we provided. Answer:

claim

But we feel pretty good about the guidance we provided.

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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. Text: And then we're continuing to invest heavily in our innovation investments. Answer:

claim

And then we're continuing to invest heavily in our innovation investments.

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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. Text: So between both of those and the first time buyers as well, it seems really, really good right now. Answer:

claim

So between both of those and the first time buyers as well, it seems really, really good right now.

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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. Text: So that is great. Answer:

claim

So that is great.

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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. Text: So I would say, yes, we had -- as we've mentioned the last couple of calls, we had some lessening of expenses in some key areas last year, mostly tied to headcount growth, infrastructure and fulfillment capacity. Answer:

claim

So I would say, yes, we had -- as we've mentioned the last couple of calls, we had some lessening of expenses in some key areas last year, mostly tied to headcount growth, infrastructure and fulfillment capacity.

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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. Text: And the best way we've done that is by simplified ad products. Answer:

claim

And the best way we've done that is by simplified ad products.

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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. Text: But overall, I mean the reason why we’re interested in this as the social company is that we think that this is going to be a new way that people interact. Answer:

claim

But overall, I mean the reason why we’re interested in this as the social company is that we think that this is going to be a new way that people interact.

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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. Text: So, attractive investments we believe, but ones that will take longer-term to pay off, and those would have a dilutive effect on margins in the near-term. Answer:

claim

So, attractive investments we believe, but ones that will take longer-term to pay off, and those would have a dilutive effect on margins in the near-term.