  Recent spectroscopic and VLBI-imaging observations of bright extragalactic
water maser sources have revealed that the megamaser emission often originates
in thin circumnuclear disks near the centers of active galactic nuclei (AGNs).
Using general radiative and kinematic considerations and taking account of the
observed flux variability, we argue that the maser emission regions are clumpy,
a conclusion that is independent of the detailed mechanism (X-ray heating,
shocks, etc.) driving the collisionally pumped masers. We examine scenarios in
which the clumps represent discrete gas condensations (i.e., clouds) and do not
merely correspond to velocity irregularities in the disk. We show that even two
clouds that overlap within the velocity coherence length along the line of
sight could account (through self-amplification) for the entire maser flux of a
high-velocity ``satellite'' feature in sources like NGC 4258 and NGC 1068, and
we suggest that cloud self-amplification likely contributes also to the flux of
the background-amplifying ``systemic'' features in these objects. Analogous
interpretations have previously been proposed for water maser sources in
Galactic star-forming regions. We argue that this picture provides a natural
explanation of the time-variability characteristics of extragalactic megamaser
sources and of their apparent association with Seyfert 2-like galaxies. We also
show that the requisite cloud space densities and internal densities are
consistent with the typical values of nuclear (broad emission-line region-type)
clouds.
