Yup! Nothing at all from either side. Hard to understand. I was on three live blogs, and the call, and people were wondering the same thing. I can understand Apple not mentioning it for some reason, but I'm surprised the analysts, who are usually quick to pick up on something like that, didn't mention it. They have in the past.
I'm not so good at media multitasking. My hands were full just listening to the audio.
Good to know that it wasn't just me. Maybe the analysts were still trying to digest the incredible numbers and processing where and how their projection models need adjustments.
With respect to the US market, I'd also wish they discussed the potential impact of US mobile carriers' data-cap and paid packet content prioritization. How will it change consumer behaviour? Does Apple need to enter into agreements with each carrier? What does the change between Google and Akamai mean for Apple streaming?