“But when we start to deliver with predictability, all that will begin to unwind.”

In context

“me are applying previous prepayments to the current profile and some are basically deferring their payments until they see better performance. Can you categorize where you are on advances? Have you over-collected in the past and therefore, we're in a divot? Or are you under-collecting now an actual beneficial recovery, if you will, at some point in the near-term? Brian West: So, both, to answer your question. We do have the excesses that people are applying as well as people are withholding the PDPs until they get that delivery structure -- delivery schedule more stable. So, it's both. I mean, what you saw in the quarter that we had a pullback of about $1 billion on the advance balance. Those two things are both happening in that balance, and we expect that in the second half to continue. But when we start to deliver with predictability, all that will begin to unwind. So, this really is timing. And it's timing over quarters is our best guess, and it's all, again, predicated on our ability to get deliveries in a different position. Dave Calhoun: And the overarching opportunity for us is still the shortage of airplanes and the demand scenario. So, this isn't a soft spot in the market where people are trying to sort of get something, create a fundamental change. This is short-term management, which we all understand and we're trying to accommodate. But the demand is still so strong for airplanes that, that provides the incentive for everybody to want to get us money so they can get their plane. Myles Walton: And on advances on 777X to offset that $800 million quarter inventory growth, is that a material offset to the $800 million? Or is it $800 million mo”