I know it's difficult guessing at the "arrangements" but that's what NUAN is forcing the analysts to do and then post an opinion and an earnings estimate-tough. Anyway, the drop off in rev. says to me that either they lost a customer or the Q did not contain a lump sum payment (read Siri). And yes, I'm guessing cuz we're forced to.
If billygwa74 info is correct and AAPL negotiated a multi year rights deal for $300m, the hype of Siri will most likely be a long term disappointment. Even before this brouhaha I thought Ricci was way overpaid.