Deferred Revenue increase: Q4Ok...if stocktwits is correct then Chen said that BB has a yearly income stream of 250 million from its patents. So, 250/4 or 62.5 per quarter...well, Yasch22 has found an increase in deferred income in Q4 of 61 million. Close enough! Chen cannot include the amount in Q4 revenue because the entire income stream is under negotiation for sale. So, he shows it as deferred. But it does exist! So if he gets 1 billion for the stream he gives the buyer the 61m and Q4 revenue goes up by 1 billion. I would imagine that the calculation of the streams' worth is done using a Net Present Value (NPV) calculation and the debate is to agree on a discount rate, since money loses value over time. Q4 is a revenue beat and a EPS beat, and that's why Chen had no need to provide guidance...