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To: Heywood40 who wrote (165544)2/6/2014 11:35:41 PM
From: pyslent  Respond to of 213177
 
Actually, Page 5 is the balance sheet and it shows cumulative deferred revenue (and the sequential increase of greater than $900m to the "current" deferred revenue).

Page 6 shows the net change in terms of cash flow. They added $1.4B for the quarter. A year ago, they had added $1.6B.

That said, I'm not sure I understand the various inputs to the net deferred revenue. If you flip around a few of Apple's 10Q's, you see that it jumps around a lot-- one quarter, it even showed $2.8B.



To: Heywood40 who wrote (165544)2/7/2014 9:05:21 AM
From: rnsmth  Respond to of 213177
 
I read somewhere - and it may have been Peter saying that - that a little over 8 billion dollars in the deferred revenue would be recognized over the next four quarters.


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