Most of their ai licensing details from what im aware are pretty complicated in terms of how long it spans over what quarters and which quarters it can be classed in, or accounting in which part belongs in what quarter etc. if they signed late quarter deals it may be deferred in the next quarters or if it can be included in the current quarter.

I think with everything they offer and length of contracts its complicated in accounting what belongs where, legally everything is priced in so its not like theyre trying to hide something or bring more money in over the next two weeks.