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ChanceFocus Asset Management (Shanghai) Company 15

finargeccauc700

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 you'll continue to see us take a balanced approach, but I don't think of those as being related. Answer:

claim

I think you'll continue to see us take a balanced approach, but I don't think of those as being related.

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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, we'll keep investing in those areas. Answer:

claim

And so I think, we'll keep investing in those areas.

finargeccauc702

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 the Apple Watch led them to the iPhone. Answer:

claim

So the Apple Watch led them to the 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: I would say the overall change that we are going through, and this has been ongoing for I would say the last multiple years, is transforming our field engagement model, where we're putting a lot more technical depth in the front-line sellers so that they can engage, whether it's data specialists, cloud specialists, security specialists, or even productivity specialists. Answer:

claim

I would say the overall change that we are going through, and this has been ongoing for I would say the last multiple years, is transforming our field engagement model, where we're putting a lot more technical depth in the front-line sellers so that they can engage, whether it's data specialists, cloud specialists, security specialists, or even productivity specialists.

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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 pleased with the new customers that we've added and the additional workloads that we've picked up from existing customers. Answer:

claim

So particularly pleased with the new customers that we've added and the additional workloads that we've picked up from existing 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 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. Answer:

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.

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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 a bit of an investment that has implications for a lot of elements to your cost structure, but we're very happy with Kiva. Answer:

claim

So it's a bit of an investment that has implications for a lot of elements to your cost structure, but we're very happy with Kiva.

finargeccauc707

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 it's the combination of all of that. Answer:

claim

So I think it's the combination of all of 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: As we always do when we provide a range, it's a range that we believe we're going to fall within. Answer:

claim

As we always do when we provide a range, it's a range that we believe we're going to fall within.

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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 I think we're doing good work there now and it's growing quite quickly. Answer:

claim

But I think we're doing good work there now and it's growing quite quickly.

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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 more we can do it, even in studies with each client, the better our ads get. Answer:

claim

But the more we can do it, even in studies with each client, the better our ads get.

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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 certainly if you go outside of China into the other emerging markets, our share is much lower and the LTE penetration is so low, I mean in some cases, it's zero, that it indicates to me that there's still a lot of people, a tremendous number of people in the world, that will buy smartphones and we ought to be able to win over our fair share of those. Answer:

claim

And certainly if you go outside of China into the other emerging markets, our share is much lower and the LTE penetration is so low, I mean in some cases, it's zero, that it indicates to me that there's still a lot of people, a tremendous number of people in the world, that will buy smartphones and we ought to be able to win over our fair share of 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 so there's no doubt about that. Answer:

claim

And so there's no doubt 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: But we're also growing our teams and capabilities to ensure that we can keep up with increased volume on our own, particularly around the holiday season. Answer:

claim

But we're also growing our teams and capabilities to ensure that we can keep up with increased volume on our own, particularly around the holiday season.

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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 not characterize it as a cycle. Answer:

claim

So I would not characterize it as a 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: There are things that remain relatively similar as we launch new products. Answer:

claim

There are things that remain relatively similar as we launch new 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: We like the results that we see, particularly with the free trial conversion, the renewal rates for subscriptions. Answer:

claim

We like the results that we see, particularly with the free trial conversion, the renewal rates for subscriptions.

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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 try to make it very easy for businesses to promote pages, promote posts and the like. Answer:

claim

We try to make it very easy for businesses to promote pages, promote posts and the like.

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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: For the smaller portion of our business it’s still non-annuity per transactional, it does provide as I talked about earlier some opportunity but it’s not that large just because the nature of the commitment our customers now is far more of the annuity type. Answer:

claim

For the smaller portion of our business it’s still non-annuity per transactional, it does provide as I talked about earlier some opportunity but it’s not that large just because the nature of the commitment our customers now is far more of the annuity type.

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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 a lot of the success that we've seen has been because of some of the work that we've done a few years back at this point in products like News Feed and I mean that team has executed really well. Answer:

claim

And I think a lot of the success that we've seen has been because of some of the work that we've done a few years back at this point in products like News Feed and I mean that team has executed really 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 the pricing is really about what is the pricing that you're seeing in the overall system primarily driven on the Feed-based products. Answer:

claim

So the pricing is really about what is the pricing that you're seeing in the overall system primarily driven on the Feed-based 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 on AI, I think that there's a very big shift in how we're going to think about content moderation on the platform. Answer:

claim

So on AI, I think that there's a very big shift in how we're going to think about content moderation on 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: 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. Answer:

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.

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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 frankly our views on gaming that Satya just discussed, I feel like the signal we're hearing is that we're in the right part of the market with customer-focused value that can deliver a high ROI to them, no matter what that IT budget looks like. Answer:

claim

Whether it's frankly our views on gaming that Satya just discussed, I feel like the signal we're hearing is that we're in the right part of the market with customer-focused value that can deliver a high ROI to them, no matter what that IT budget looks like.

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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: However, that said, I think AR can be huge. Answer:

claim

However, that said, I think AR can be huge.

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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 still very full in our fulfillment centers. Answer:

claim

So we're still very full in our fulfillment centers.

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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: At least that's what we're seeing in North America. Answer:

claim

At least that's what we're seeing in North America.

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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've worked hard to build measurement tools into the products, so that when you buy an ad, an SMB has a very easy interface and decide what their goals are. Answer:

claim

And so we've worked hard to build measurement tools into the products, so that when you buy an ad, an SMB has a very easy interface and decide what their goals are.

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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: That once they understand what's really moving their product off shelves, online and off, that's where we get to the real work we need to do to optimize the ad and really work on the targeting. Answer:

claim

That once they understand what's really moving their product off shelves, online and off, that's where we get to the real work we need to do to optimize the ad and really work on the 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: So we're very happy with the AmazonFresh and we've now expanded quite a bit as you see in this year. Answer:

claim

So we're very happy with the AmazonFresh and we've now expanded quite a bit as you see in this year.

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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 team has actually done nice job in that segment, created some really modern offers, to get back and to enhance market that as well. Answer:

claim

The team has actually done nice job in that segment, created some really modern offers, to get back and to enhance market that 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: We think it's a big milestone this quarter to launch Prime benefits with Whole Foods, and we'll keep going, we'll see how that develops. Answer:

claim

We think it's a big milestone this quarter to launch Prime benefits with Whole Foods, and we'll keep going, we'll see how that develops.

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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 in our case there are two unique aspects. Answer:

claim

But in our case there are two unique aspects.

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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 more temporal bucket this quarter as well as last you saw a bit of it, some geo help in certain geos that may see and be more transactional in nature. Answer:

claim

In the more temporal bucket this quarter as well as last you saw a bit of it, some geo help in certain geos that may see and be more transactional in nature.

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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 really proud of the results there and continue to invest in the country. Answer:

claim

And so we’re really proud of the results there and continue to invest in 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: So Reactions is going to rollout on every platform. Answer:

claim

So Reactions is going to rollout on every 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: So we're excited about what we're building there. Answer:

claim

So we're excited about what we're building 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 we think that we're uniquely positioned to show them the direct benefit of their advertising. Answer:

claim

And we think that we're uniquely positioned to show them the direct benefit of their advertising.

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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 type of expenditure goes together with the installed base. Answer:

claim

So, that type of expenditure goes together with the installed base.

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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, if we start to focus on one number or the other, I think we're missing the fact that our customer method and go-to-market is actually through the overall product portfolio. Answer:

claim

And so, if we start to focus on one number or the other, I think we're missing the fact that our customer method and go-to-market is actually through the overall product portfolio.

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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 our success in building - continuing to build good advertising products for our e-commerce clients on the advertising side will be a more important contributor to revenue in the foreseeable future than the new area. Answer:

claim

So our success in building - continuing to build good advertising products for our e-commerce clients on the advertising side will be a more important contributor to revenue in the foreseeable future than the new area.

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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 the business side, I think we have both pleased with the results. Answer:

claim

On the business side, I think we have both pleased with 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: That is a new experience that we're building, and building that as part of Facebook is a great way for people to see it and get exposure to it, and we'll see where that goes over time. Answer:

claim

That is a new experience that we're building, and building that as part of Facebook is a great way for people to see it and get exposure to it, and we'll see where that goes 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: That doesn't say that there is not a nice market for a home one. Answer:

claim

That doesn't say that there is not a nice market for a home one.

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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 usually will expand our content, expanding our device and usage. Answer:

claim

We usually will expand our content, expanding our device and usage.

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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 obviously what we're looking for when we look forward. Answer:

claim

So that's obviously what we're looking for when we look forward.

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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 very good about the long term prospects in India and doing a good job for both Indian customers and Indian sellers. Answer:

claim

We feel very good about the long term prospects in India and doing a good job for both Indian customers and Indian sellers.

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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: As I said earlier this year, I think we are experiencing in total a more difficult cost environment and so hopefully that can turn into a positive for us. Answer:

claim

As I said earlier this year, I think we are experiencing in total a more difficult cost environment and so hopefully that can turn into a positive for us.

finargeccauc748

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 last thing I'll say is that I think these things are more connected than people realize, in the sense that we're already seeing some nice traction with click-to-Messenger ads. Answer:

claim

The last thing I'll say is that I think these things are more connected than people realize, in the sense that we're already seeing some nice traction with click-to-Messenger ads.

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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 overall, we do think that this tablet that can replace your laptop is ideally suited for productivity needs, which means it's great for your personal use as well as your use inside of the enterprise, and we continue to see good growth. Answer:

claim

And so overall, we do think that this tablet that can replace your laptop is ideally suited for productivity needs, which means it's great for your personal use as well as your use inside of the enterprise, and we continue to see good 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 our focus is really on ensuring that we’ve got capacity from available resources, whether it’s our own or our great carrier partners to be able to serve the small and medium-sized businesses in the 3P realm, but also the first party items that we are receiving orders from customers, making sure we’re able to deliver those things quickly and reliably. Answer:

claim

But our focus is really on ensuring that we’ve got capacity from available resources, whether it’s our own or our great carrier partners to be able to serve the small and medium-sized businesses in the 3P realm, but also the first party items that we are receiving orders from customers, making sure we’re able to deliver those things quickly and reliably.

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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 think more and more people will do that, particularly as we do a better job of combining the interfaces. Answer:

claim

And we think more and more people will do that, particularly as we do a better job of combining the interfaces.

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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: First, we're continuing to add our AWS sales and marketing teams. Answer:

claim

First, we're continuing to add our AWS sales and marketing teams.

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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: No plans to bring that in-house. Answer:

claim

No plans to bring that in-house.

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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 addition to Messenger, which is at 900 million people a month, and WhatsApp, which is at more than 1 billion people a month, Facebook Groups is also at more than 1 billion people a month, which I think represents the increasing diversity of the different types of audiences that people want to share with. Answer:

claim

So in addition to Messenger, which is at 900 million people a month, and WhatsApp, which is at more than 1 billion people a month, Facebook Groups is also at more than 1 billion people a month, which I think represents the increasing diversity of the different types of audiences that people want to share with.

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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 opportunity I believe in both cases is high, Answer:

claim

The opportunity I believe in both cases is high,

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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 team did a great job of getting into supply demand balance there in December. Answer:

claim

The team did a great job of getting into supply demand balance there in December.

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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 what you're seeing essentially in the second half of this year is a step-up investment primarily around digital content and also the fulfillment center investment, but also things like Echo and Alexa which we're adding a lot of resources to, India and AWS as we add people there to support additional service, think (7:54) rapid growth in that business. Answer:

claim

So what you're seeing essentially in the second half of this year is a step-up investment primarily around digital content and also the fulfillment center investment, but also things like Echo and Alexa which we're adding a lot of resources to, India and AWS as we add people there to support additional service, think (7:54) rapid growth in 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: Yeah, it was an incredible quarter. Answer:

claim

Yeah, it was an incredible 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: And I think we've been pleased with what we've seen so far obviously and look forward to the next few seasons with the NFL. Answer:

claim

And I think we've been pleased with what we've seen so far obviously and look forward to the next few seasons with the NFL.

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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 what I think is going on, I think what you said is absolutely true, that the upgrade cycle is longer. Answer:

claim

In terms of what I think is going on, I think what you said is absolutely true, that the upgrade cycle is longer.

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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 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. Answer:

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.

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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 when you can both add to your install base and add overall market opportunity, we do feel good about our line of sight in that business for our long-term goals. Answer:

claim

So when you can both add to your install base and add overall market opportunity, we do feel good about our line of sight in that business for our long-term goals.

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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 focusing more on shorter-form content to start. Answer:

claim

We're focusing more on shorter-form content to start.

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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 the fact that we've already gotten 2 million advertisers to move into Stories is because we've gotten better at making it easier. Answer:

claim

So I think the fact that we've already gotten 2 million advertisers to move into Stories is because we've gotten better at making it easier.

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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 factor is just anticipated changes that mobile platforms will make that will make targeting and measurement more difficult. Answer:

claim

The second factor is just anticipated changes that mobile platforms will make that will make targeting and measurement more difficult.

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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 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. Answer:

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.

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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 Windows 10 commercial component will look far more like our success and our motion and overall being able to sell the Microsoft 360 value prop. Answer:

claim

The Windows 10 commercial component will look far more like our success and our motion and overall being able to sell the Microsoft 360 value prop.

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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: See, our overall vision for how computing evolves is that it's going to be more distributed, not less distributed. Answer:

claim

See, our overall vision for how computing evolves is that it's going to be more distributed, not less distributed.

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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 growth, we continue to see selection as a strong driver of growth. Answer:

claim

In terms of growth, we continue to see selection as a strong driver of 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: So sort of everywhere I look I see significant opportunity. Answer:

claim

So sort of everywhere I look I see significant opportunity.

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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: Now, at the same time, in order to make this experience good, there also needs to be good content in the system, right, so we need to make sure that people have the tools to able to share the moments that they care about. Answer:

claim

Now, at the same time, in order to make this experience good, there also needs to be good content in the system, right, so we need to make sure that people have the tools to able to share the moments that they care about.

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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 that's what, that and our new products give us great confidence headed into this holiday season that this is going to be the best holiday season yet. Answer:

claim

And so that's what, that and our new products give us great confidence headed into this holiday season that this is going to be the best holiday season yet.

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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, we do plan to continue to invest aggressively in the business going forward, and we are going to see, obviously, a margin impact from that in 2019. Answer:

claim

So I would say, we do plan to continue to invest aggressively in the business going forward, and we are going to see, obviously, a margin impact from that in 2019.

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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 there will be volatility in this number, but the consistent theme of being double-digit billings that really match our strength in Office 365, I think -- and I do expect to continue. Answer:

claim

And so there will be volatility in this number, but the consistent theme of being double-digit billings that really match our strength in Office 365, I think -- and I do expect to continue.

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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, Walter, I think the way you see that show up is really in my conversation on FY 2019, to Satya's point, really we talked about that server product and KPI being high teens through FY 2019. Answer:

claim

And, Walter, I think the way you see that show up is really in my conversation on FY 2019, to Satya's point, really we talked about that server product and KPI being high teens through FY 2019.

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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 do think it will be a blend of those. Answer:

claim

And so I do think it will be a blend of 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: 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. Answer:

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.

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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've made real improvements there, but I think there's a lot more we can do. Answer:

claim

I think we've made real improvements there, but I think there's a lot more we can do.

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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 really happy that again we're seeing great cost performance in a number of areas across the business. Answer:

claim

So we are really happy that again we're seeing great cost performance in a number of areas across the 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: So we are really pleased with the customer response to our growing one-day offering. Answer:

claim

So we are really pleased with the customer response to our growing one-day offering.

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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: 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. Answer:

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.

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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're going to need definitely continued support of our external transportation partners. Answer:

claim

But we're going to need definitely continued support of our external transportation partners.

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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 were very encouraged by the results this quarter. Answer:

claim

We were very encouraged by the results 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: We do it with you know a combination of price and capability that we think is unmatched. Answer:

claim

We do it with you know a combination of price and capability that we think is unmatched.

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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 in fact, if anything, this release of Windows 10, just the way we have built it with the Insider program, everything is of course speeding up Answer:

claim

And in fact, if anything, this release of Windows 10, just the way we have built it with the Insider program, everything is of course speeding up

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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, the ecosystem there is very, very strong. Answer:

claim

And so, the ecosystem there is very, very strong.

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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 even with significant improvement again in, what Satya was talking about, some of the lower level IaaS and PaaS services within Azure, on the gross margin side you'll see some gross margin percentage pressure in that segment through 2019, but with significant dollar growth. Answer:

claim

So even with significant improvement again in, what Satya was talking about, some of the lower level IaaS and PaaS services within Azure, on the gross margin side you'll see some gross margin percentage pressure in that segment through 2019, but with significant dollar 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: With our annuity mix as high as it is, it can impact at a couple points either way, but I don't think about that as really immaterial impact. Answer:

claim

With our annuity mix as high as it is, it can impact at a couple points either way, but I don't think about that as really immaterial impact.

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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 main focus is on helping people capture and share any moment that they want, and also the whole theme that we have around community plays out a little bit differently on Instagram. Answer:

claim

The main focus is on helping people capture and share any moment that they want, and also the whole theme that we have around community plays out a little bit differently on 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: So Messenger-only usage is not having a material impact on our overall usage stats. Answer:

claim

So Messenger-only usage is not having a material impact on our overall usage stats.

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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 that second point, in terms of how we think about the capacity we might have for our own, I think you know – I’d start with, you know we’ve got a great relationship with third party carriers across the countries where we operate. Answer:

claim

On that second point, in terms of how we think about the capacity we might have for our own, I think you know – I’d start with, you know we’ve got a great relationship with third party carriers across the countries where we operate.

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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 is always going to be a lumpy business. Answer:

claim

This is always going to be a lumpy 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: So we decided hey, we're going to put together a team that's going to invest in making this actually good for buying and selling and see how much we can grow that economy. Answer:

claim

So we decided hey, we're going to put together a team that's going to invest in making this actually good for buying and selling and see how much we can grow that economy.

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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, when you think about segments the majority of these relate to the AWS segment. Answer:

claim

So, when you think about segments the majority of these relate to the AWS segment.

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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: Just on the grocery side of it, as you mentioned, Brian talked a bit about the Whole Foods Market growth over 500 stores, 75 metros with delivery capability, so continuing to grow that out. Answer:

claim

Just on the grocery side of it, as you mentioned, Brian talked a bit about the Whole Foods Market growth over 500 stores, 75 metros with delivery capability, so continuing to grow that 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: But we think the biggest elasticity is probably in North America where the standard has been 2-day shipping for Prime. Answer:

claim

But we think the biggest elasticity is probably in North America where the standard has been 2-day shipping for Prime.

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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 the OEM side, the way to think about those comments is we do expect inventory levels to likely remain low as we exit the next quarter as well. Answer:

claim

On the OEM side, the way to think about those comments is we do expect inventory levels to likely remain low as we exit the next quarter 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: We continue to believe we're delivering great ROI for advertisers. Answer:

claim

We continue to believe we're delivering great ROI for advertisers.

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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 less about it being cannibalistic Answer:

claim

So I think less about it being cannibalistic