10Q should also disclose a "complete description of the Amendment" with Apple.
According to the SEC filing,
"The foregoing does not purport to be a complete description of the Amendment and is qualified by reference to the full text of such agreement, which will be filed with the Company’s next Quarterly Report on Form 10-Q."
In my opinion, the market may be underestimating the significance of this 10Q. We will know soon enough.