Fut, I believe your scenario is conceivable, but wouldn't such an arrangement have to be disclosed? Seems like it would be material, but I don't know the rules.
All I do know, or better yet can't understand, is how we rake in $200M before this Q, and than sign almost half our total licenses to date in Q3 plus settle a lawsuit and the numbers are ridiculously low. Makes absolutely no sense...which tells me there is something else out there. It futin defies logic! LOL
Good luck to you, me, us, and all longs.