They never are. Immersion keeps these deals confidential due for competitive reasons and so as to not affect other ongoing negotiations. But the recent trend is for a blend of both lump-sum and per-unit royalties, which will likely be significant with this customer.
My concern for a long time is that not enough falls to the bottom line. But with total operating expenses of $11-12M per quarter, as volumes grow, more of this new revenue will become net profit.