A string of settlements likely provided strong Q3 financial results. Acacia Research doesn't reveal the size of individual payments. But based on previous deals and the size of the infringing companies a potent performance looks realistic. Our full year estimates are unchanged. December period results could accelerate if Acacia Research can unlock the potential of its recent acquisitions without delay. The company also is working on several "structured agreements." Those are unusually large deals that typically involve Acacia Research's entire portfolio. Past agreements have been made with Microsoft, Samsung, Oracle, and Cisco.
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