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![paulcerro Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::2886933432.png) Paul Cerro [@paulcerro](/creator/twitter/paulcerro) on x 10.9K followers
Created: 2025-07-25 17:56:40 UTC

@Treehugger749 Not BofA though. They said in-line to slight beat

So far Truist and Citi have both said in-line to below

Modeling deferred revenue is hard but I thought Citi this morning approached the math in a thoughtful way tbh accounting for the near full 8p.p. off of previous 15p.p.


XX engagements

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**Related Topics**
[accounting](/topic/accounting)

[Post Link](https://x.com/paulcerro/status/1948804610405400963)