The 10-Q also states "Revenue from technology license agreements is recognized at the time a contract is entered into, the license method is determined (paid-in-advance or on-going royalty), and the customer is provided with the licensed technology, if applicable.".
So, two things:
1. It is possible that some licensees took or were required to take an on-going royalty approach. If so, at what payment frequency and how are the payments recognized (e.g. on receipt of the periodic payment?). Can anyone deduce from quarterly reports a trend of quarterly (or annual) payments?
2. If Apple was "paid-in-advance" then if they have already entered into a contract surely the revenue per the above is already recognized. Maybe they are waiting pending any MMP challenge on ARM by TPL?