SYT - Emails & Research, page-538

Each agreement will be different and they are projections based on market opportunities which SYT tend to be fairly ... loose with. If the upfront royalty (which most licensing agreements don't have) was for use of the SDK in improvements to a back end aspect of the zero rating process there's a good chance the individual licensing royalties are only triggered when the SDK is natively used in an application such as Appflash.

TLDR - Impossible to say one way or the other at this stage the next batch of financials should give some insight. I'm increasingly thinking the next financials will be a feast or famine affair.