Companies are only required to identify the names of their 10% customers at year-end, in the 10K. But since they are breaking down the percentage of volume of each of their "unnnamed" top 5 customers, it may be possible to determine if Apple was a customer in the June quarter. To do the calculation, we would need to know what the earlier sales volume with Apple was. Anyone up to the challenge?
Anyone have and idea what this means? " During the third quarter of 2013, we entered into an agreement with a third party to provide a non-exclusive license for a package of our technologies and to provide certain services, under which we received a total of $10.3 million. We recorded approximately $0.1 million of licensing revenue in the second quarter of 2014 and $2.0 million of licensing revenue in the first half of 2014, due to achieving milestones under this agreement. We expect to record an additional $0.2 million in licensing revenue related to this agreement over the remainder of 2014.
Additionally, we recorded approximately $1.0 million of licensing revenue in the first half of 2014 due to achieving the final milestone under a licensing agreement entered into during 2012. "
If there is any thing there it will be well buried why do you think they dropped the 10K Friday after 4 . I do believe Roth knows but not when . If apple releases the iPhone in Sept we shall soon know ? .