I think (as it was mentioned here in a previous post) that the Starbucks revenue started to go into major effect in Q1. These revenues are re-occurring but the reason that it is not reflected like in Q1 is because Q1 was compared to Q4 (very little Starbucks revenue) and a new baseline was set........while Q2 (strong Starbucks revenue) was compared to Q1 (strong Starbucks revenue).....if that makes sense.
In other words, Q1 compared strong to weak (strong will be visible) while Q2 compared strong to strong (cancel each other out).
Anyway, Sunit should have been much clearer regarding this on the call. Sunit seemed a little off today.....maybe he's a 9am guy versus 8am....ha.