This seems to refer to DMP customers. Not sure if DMP is paid in full or not.

But...yesterday Jim clearly stated companies now have 2 options for payment and it was in black and white in slide #9.That's big news in of itself if you ask me and noone except those that heard/read the Arch conference know about it. As those royalty paying companies increase, the qtr. over qtr. Rev. and earnings growth will be ever increasing. Future valuation of the company becomes clearer and will allow for a higher P/E and a model Wall street is very familiar with.