Strong Retail Performance – Ending Quarter at 7.4 MM Home Customers 1 The cash impact of deferred revenue is the net change in the balance sheet from capitalizing proceeds received from installation and equipment and then recognizing those proceeds as revenue on a straight-line basis over the expected period of benefit; 2 Amortization of customer fulfillment costs, which are included in the calculation of Adjusted EBITDA, is the P&L recognition of capitalized contract costs related to the sale and installat ...