Ok, so this is only a hypothetical situation we're talking. Just for anyone else watching, don't want to start a panic.
GoIP signs contracts with the carriers where they agree to pay x amount of money to the carrier. GoIP goes to Verizon, and Verizon says that since they control nearly a third of the market, they want 5x for the same agreement. GoIP says no and they temporarily halt the discussion.
Once GoIP launches, and they have a handle on their revenue, they can then go to Verizon and say they will pay 3x, but not 5x. Verizon, who is losing out on money each month at this point, then comes back and agrees or counters with 3.5x or some derivative.
Meanwhile, as the negotiations are going, GO800 works on 2 out of 3 phones. That means that out of the customers who see the keyword on a billboard and text GO800, only 2 of the 3 function. That's 1 out of 3 people that will likely not call it again anytime soon.
This would certainly delay the increase in PPS more than if this situation didn't exist. Why would this not be a plausible effect on PPS?