You can verify this with the company as I did, but TEAC was NOT included in Q2 and is therefore part of Q3. So the total number of licenses announced in the Dec to Feb time frame was 16, plus the TEAC carryover, makes 17. Subtract the 4 that Dutton says weren't included leaves 13. You choose to assume that the J's didn't pay anything, so in the end per your analysis, you should use 9 licenses. I choose to use 13, and frankly, until the company tells us definitively that the 4 Dutton claims weren't included, actually weren't, in truth, we should actually count it as 17, IMO.