I see it differently for 2 reasons:
1. These are ARM partners, not customers.
2. We know about the Edge Impulse partnership and it’s more likely to me that we have similar collaborations with the other companies listed here with no revenue attached (building the ecosystem).
GOOD POINTS...........marsch85 and you might be correct.
YOU are the FIRST to post any info countering my posts and suggestions for which I thank you immensely. It was a totally honest post and not motivated by other considerations/objectives.
You suggest those companies are Partners and not Customers of ARM, which are like us (BRN-ARM Partner) may be the correct view point.
BUT I would also counter that as much as say EDGE IMPULSE are partners(?) of ARM as they are partners of us (BRN) separately, we (BRN) would also earn income from Lic fees from them (IMPULSE) when they use our product with their own Customers also.
This would also reflect the same with ARM surely?
The other companies listed also have popped up on our radar screens from time to time with Dot joining. Are they using Brainchip lic IP on ARM Cortex products with or to find their own Customers too? If so they owe us IP LIC Fees is quite possible.
Its complex looking from the outside trying to gain an understanding of how it all interlinks and is entwined with no 100% correct understanding possible at this time, but on face value it is certainly possible we could have some IP Lic fees within the next 4C which we ALL know must happen at some time soon.
Thanks for your post marsch85 and much appreciated!
Yak52