no great detail, a little on deferred income, but not much in depth, at least not much seen so far. Sorry.

There is some note to the effect that should a carrier not be able to support the iPhone properly, or be unable to retain customers, or if iPhones are unlocked this places some material risk to Apple; but not enough in depth detail beyond what is already known...

Then again, I may have missed something - take a look at the 10Q!