Couple of comments
on the pilots, RoT speculates that Solms was referring to other pilots, but based on the words ... the question was for the dozens of pilots in the PR, and the answer was those pilots were not VSC pilots, they were forward looking engineering pilots for which they get some services revs (and some was booked).
on the wont back down on cfbe ca. ye14, yes he said he won't back down, but it was definitely IMO intimated that they are off schedule on that, that it will take a remarkable remainder of the quarter, but that he is still going for it. some will take that as a "promise" for cfbe, others will take that as a QB behind at the half saying "we can still win this thing". it looks rather unlikely.
regarding the scope, depth, preparedness etc. of the content of the CC, the fact is he summed it up at the end, something to the effect of 'we are just jabber jawing here folks, we really need to start selling stuff(soon), we believe we can, there is really nothing more to say, watch the RP wire, there is nowhere else to look'.
The above content is my opinion.
