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My interpretation of that would be -- that they had previous contract agreements with some partners (like Linius, Go1 or Nucleus Cyber) which had specific sales expectations provided at the time of signing the agreement. For whatever reason, either the partner didn't meet these sales expectations or the partner's end customers were unable to fulfil their payment obligations. Therefore the partner was unable to meet their own payment obligations to LVT. As a result the expected ARR didn't convert into actual revenue.

Given LVT faced similar challenges with a couple of their own direct customers last year, it's possible these alliance partners provided financial relief or deferred payments to their end customers who were struggling due to covid. In which case, this lost revenue could return in FY22.