Absolutely not one announcement of new "inked" deal, just agreements "in principal" and the usual "expected" things to come. "Progress" made on the two OEM deals. No mention of any names - speculation is better than reality.
Haven't we all seen this before? Over and over and over again? There are no PRs announcing any of these "expected" agreements. Why hold a webcast when none of these deals are firm?
They could have given the revenue guidance at the ASM. IMO they knew then that the Eclipse revs would be booked next Q. In fact, RP stated that he wanted to clarify what he said at the ASM about Eclipse.
Although they mentioned the S-3, they refused to disclose how many shares will be registered. Why not? It's a known number They should have disclosed that it will be approximately 20 million new shares. Why didn't they give the date of the S-3? If the S-3 is not filed by tomorrow they owe liquidated damages to the financiers. Instead, they simply said "later this month."
Lots of good sounding, non-specific hype with no real substance filled with forward-looking language you can't hold them to, but probably won't deter the traders who will keep it in play for now.