I found WM very enlightening yesterday. IMO, he was foreshadowing quite a bit, especially when discussing the current tech solutions and how it can help drive licensing with some "key" licensees.
also, who can this be (4.6 mil per quarter for the last 2 q!)
In addition to this arbitration, we’re also involved in other arbitrations where we believe we have a strong position. One arbitration relates to product coverage at an existing license and currently involves several million dollars of disputed royalties, none of which we have recognized as revenue to date. We believe that our position with respect to this arbitration is also very strong and expect that it will be resolved this year.
Together, the disputed royalty revenue from these two matters totaled approximately $8 million a quarter over the last two quarters.
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